JPM JPMORGAN CHASE & CO

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed Jun 2, 2026 Processed 10d 19h ago SEC 0001193125-26-253533
8-K context-dependent: Items 8.01
Latest settled — T+1d
JPM-PM ▲ 0.00% at T+1d
NEUTRAL call ✗ call lost 0.00% · α vs SPY -0.40% · entry $17.15 → $17.15
Next anchor: T+5d due 4d ago
Currently $320.72 · +1770.09% from $17.15 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.40%
$17.15
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

JPMorgan Chase closed a $500M add-on to its Fixed-to-Floating Rate Notes due 2030, increasing the total series to $3.25B. This is a routine debt capital markets transaction with no material impact on the preferred stock's credit profile.

Actionable Insight

No trading action warranted. The add-on issuance is a routine liability management move by a highly rated bank. Monitor JPM's next quarterly earnings for any changes in credit metrics or preferred dividend coverage.

Key Facts

  • Closed $500,000,000 aggregate principal amount of Fixed-to-Floating Rate Notes due 2030 on June 2, 2026.
  • The Notes are an additional issuance of, and constitute a single series with, the $2,750,000,000 aggregate principal amount issued on April 23, 2026.
  • Total series size is now $3,250,000,000.
  • Offering was registered under Form S-3 (File No. 333-285537).
  • Legal opinion from Simpson Thacher & Bartlett LLP filed as Exhibit 5.1.

Financial Impact

Routine debt capital markets transaction — $500M add-on to existing $2.75B note series. No impact on preferred stock dividends or credit standing.

debt

Risk Factors

  • No material risks identified for preferred shareholders from this filing.

Market Snapshot

Exchange
NYSE
Sector
National Commercial Banks

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-253533
Document: d113536dex51.htm0001193125-26-253533
Document: 0001193125-26-253533-index-headers.html0001193125-26-253533
Document: 0001193125-26-253533-index.html0001193125-26-253533
Document: 0001193125-26-253533.txt0001193125-26-253533
26 reports for JPM
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +3.41%May 8, 2026
Filters
Rows
Reports for JPM — sortable, filterable
Type Now
Jun 2, 2026
10d ago
8-K
NEUTRAL ★ 2/10
$17.15 $17.15· 0.00%▼ −0.40%$320.72 (+1770.09%)
Jun 1, 2026
12d ago
Court Ruling
NEUTRAL ★ 1/10
$296.61 $300.85▲ +1.43%▲ +1.28%$320.72 (+8.13%)
Jun 1, 2026
12d ago
Court Ruling
NEUTRAL ★ 1/10
$296.61 $300.85▲ +1.43%▲ +1.28%$320.72 (+8.13%)
May 31, 2026
12d ago
ANALYST-DOWNGRADE
NEUTRAL ★ 4/10
$240.69 $244.69▲ +1.66%▲ +1.13%$320.72 (+33.25%)
May 29, 2026
15d ago
Court Ruling
BULLISH ★ 4/10
$299.23 $296.58▼ −0.88%▼ −1.16%$320.72 (+7.18%)
May 29, 2026
15d ago
Court Ruling
BULLISH ★ 4/10
$299.23 $296.58▼ −0.88%▼ −1.16%$320.72 (+7.18%)
May 29, 2026
15d ago
Court Ruling
NEUTRAL ★ 1/10
$299.23 $296.58▼ −0.88%▼ −1.16%$320.72 (+7.18%)
May 27, 2026
16d ago
8-K
NEUTRAL ★ 3/10
$17.37 $17.30▼ −0.40%▼ −0.64%$320.72 (+1746.40%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$302.90 $306.49▲ +1.19%▲ +0.74%$320.72 (+5.88%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$300.70 $295.81▼ −1.63%▼ −0.98%$320.72 (+6.66%)
Showing 10 of 26

US Market Status

Market Closed — Opens Mon (45h 28m)

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