JPXUZ / JPMorgan Chase & Co. - Pengajuan SECLaporan Tahunan, Pernyataan Proksi

JPMorgan Chase & Co.
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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to JPMorgan Chase & Co.
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
August 5, 2025 EX-22

Subsidiary Guarantors and Issuers of Guaranteed Securities

Exhibit 22 JPMorgan Chase & Co. JPMorgan Chase & Co. guarantee of subsidiary issuances Securities Guarantor JPMorgan Chase Financial Company LLC has issued, from time to time, its Global Medium-Term Notes, Series A, under the Indenture dated February 19, 2016 (“Series A Notes”), that are each fully and unconditionally guaranteed by JPMorgan Chase & Co. In addition, JPMorgan Chase Financial Company

August 5, 2025 EX-15

Letter re: Unaudited Interim Financial Information.

Exhibit 15 August 5, 2025 Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Re: JPMorgan Chase & Co. Registration Statements on Form S-3 (No. 333-270004) (No. 333-270004-01) (No. 333-285537) Registration Statements on Form S-8 (No. 333-272306) (No. 333-272303) (No. 333-272302) (No. 333-272299) (No. 333-219702) (No. 333-219701) (No. 333-219699) (No. 333-185584) (No. 333-185

August 5, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file June 30, 2025 number 1-5805 JPMor

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file June 30, 2025 number 1-5805 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organizati

July 23, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 23, 2025 JPMorgan Chase & Co

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 23, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

July 15, 2025 EX-99

July 15, 2025 2Q25 Financial Results Exhibit 99 2Q25 Financial highlights ROTCE1 21% CET1 capital ratios2 Std. 15.0% | Adv. 15.1% Total Loss-Absorbing Capacity2 $560B Std. RWA3 $1.9T Cash and marketable securities4 $1.5T Average loans $1.4T Balance s

July 15, 2025 2Q25 Financial Results Exhibit 99 2Q25 Financial highlights ROTCE1 21% CET1 capital ratios2 Std.

July 15, 2025 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 15, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

July 15, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 15, 2025 JPMorgan Chase & Co

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 15, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

July 15, 2025 EX-99.2

EARNINGS RELEASE FINANCIAL SUPPLEMENT SECOND QUARTER 2025

Exhibit 99.2 EARNINGS RELEASE FINANCIAL SUPPLEMENT SECOND QUARTER 2025 JPMORGAN CHASE & CO. TABLE OF CONTENTS Page(s) Consolidated Results Consolidated Financial Highlights 2–3 Consolidated Statements of Income 4 Consolidated Balance Sheets 5 Condensed Average Balance Sheets and Annualized Yields 6 Reconciliation from Reported to Managed Basis 7 Segment & Corporate Results - Managed Basis 8 Capita

July 15, 2025 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com

Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com JPMORGANCHASE REPORTS SECOND-QUARTER 2025 NET INCOME OF $15.0 BILLION ($5.24 PER SHARE), NET INCOME, EXCLUDING A SIGNIFICANT ITEM, OF $14.2 BILLION ($4.96 PER SHARE) SECOND-QUARTER 2025 RESULTS 1 ROE 18% ROTCE2 21% CET1 Capital Ratios3 Std. 15.0% | Adv. 15.1% Total Loss-Absorbing Ca

July 1, 2025 EX-99

JPMorganChase Plans Dividend Increase and Has Authorized a New Common Share Repurchase Program

Exhibit 99 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE JPMorganChase Plans Dividend Increase and Has Authorized a New Common Share Repurchase Program New York, July 1, 2025 – JPMorgan Chase & Co. (NYSE: JPM) (“JPMorganChase” or the “Firm”) announced today that its Board of Directors intends to increase the

July 1, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 1, 2025 JPMorgan Chase & Co.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 1, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Com

July 1, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 1, 2025 JPMorgan Chase & Co.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 1, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Com

July 1, 2025 EX-99

July 1, 2025 2025 Annual Dodd-Frank Act Stress Test Results Disclosure Exhibit 99 Agenda Page 1 Overview 1 2 2025 Supervisory Severely Adverse Scenario results 3 3 Risks and methodologies 10 4 Notes to the Annual Stress Test results 13 1 2025 Federal

a2025resultsandmethodol July 1, 2025 2025 Annual Dodd-Frank Act Stress Test Results Disclosure Exhibit 99 Agenda Page 1 Overview 1 2 2025 Supervisory Severely Adverse Scenario results 3 3 Risks and methodologies 10 4 Notes to the Annual Stress Test results 13 1 2025 Federal Reserve Stress Test Results 2 12 CFR 252.

June 27, 2025 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K ANNUAL REPORT

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K ANNUAL REPORT (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5805 A. Full title of

May 22, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 20, 2025 JPMorgan Chase & Co.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 20, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Com

May 19, 2025 EX-99.3

Investor Day 2025 Exhibit 99.3 Jamie Dimon Chairman of the Board and Chief Executive Officer Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorganChase, a global financial services firm with assets of $4.0 trillion and operatio

Investor Day 2025 Exhibit 99.3 Jamie Dimon Chairman of the Board and Chief Executive Officer Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorganChase, a global financial services firm with assets of $4.0 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transac

May 19, 2025 EX-99.2

► Firm Overview Consumer & Community Banking Asset & Wealth Management Commercial & Investment Bank Investor Day 2025 Firm Overview Exhibit 99.2 Complete Global Diversified At Scale We have a proven operating model that is supported by a consistent s

► Firm Overview Consumer & Community Banking Asset & Wealth Management Commercial & Investment Bank Investor Day 2025 Firm Overview Exhibit 99.

May 19, 2025 8-K

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 19, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Com

May 19, 2025 EX-99.1

May 19, 2025 Exhibit 99.1 Forward-looking statements The Investor Day presentations contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and e

May 19, 2025 Exhibit 99.1 Forward-looking statements The Investor Day presentations contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of JPMorgan Chase & Co.’s management and are subject to significant risks and uncertainties. Actual results may differ from those set fort

May 12, 2025 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

May 5, 2025 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

May 1, 2025 EX-22

Subsidiary Guarantors and Issuers of Guaranteed Securities

Exhibit 22 JPMorgan Chase & Co. JPMorgan Chase & Co. guarantee of subsidiary issuances Securities Guarantor JPMorgan Chase Financial Company LLC has issued, from time to time, its Global Medium-Term Notes, Series A, under the Indenture dated February 19, 2016 (“Series A Notes”), that are each fully and unconditionally guaranteed by JPMorgan Chase & Co. In addition, JPMorgan Chase Financial Company

May 1, 2025 EX-15

Letter re: Unaudited Interim Financial Information.

Exhibit 15 May 1, 2025 Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Re: JPMorgan Chase & Co. Registration Statements on Form S-3 (No. 333-270004) (No. 333-270004-01) (No. 333-285537) Registration Statements on Form S-8 (No. 333-272306) (No. 333-272303) (No. 333-272302) (No. 333-272299) (No. 333-219702) (No. 333-219701) (No. 333-219699) (No. 333-185584) (No. 333-185582

May 1, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file March 31, 2025 number 1-5805 JPMo

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file March 31, 2025 number 1-5805 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organizat

May 1, 2025 PX14A6G

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103 Name of the Registrant: JPMorgan Chase & Co. Name of person relying on exemption: Paul Rissman Address of person relying on

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103 Name of the Registrant: JPMorgan Chase & Co. Name of person relying on exemption: Paul Rissman Address of person relying on exemption: Box 750, Monterey, MA 01245 Written materials are submitted pursuant to Rule 14a-6(g)(1) promulgated under the Securities Exchange Act of

April 25, 2025 PX14A6G

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103 Name of the Registrant: JPMorgan Chase & Co. Name of persons relying on exemption: National Legal and Policy Center Address of persons relying on exemption: 107 Park Washington Court, Falls Church, VA 22046 Written materials are submitted pursuant to Rule 14a-6(g) (1) prom

April 22, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 22, 2025 JPMorgan Chase & C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 22, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

April 15, 2025 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

April 11, 2025 EX-99

April 11, 2025 1Q25 Financial Results Exhibit 99 1Q25 Financial highlights 1 See note 3 on slide 10 2 Represents the estimated Basel III common equity Tier 1 (“CET1”) capital and ratio and Total Loss-Absorbing Capacity for the current period. See not

April 11, 2025 1Q25 Financial Results Exhibit 99 1Q25 Financial highlights 1 See note 3 on slide 10 2 Represents the estimated Basel III common equity Tier 1 (“CET1”) capital and ratio and Total Loss-Absorbing Capacity for the current period.

April 11, 2025 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com

Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com JPMORGANCHASE REPORTS FIRST-QUARTER 2025 NET INCOME OF $14.6 BILLION ($5.07 PER SHARE) FIRST-QUARTER 2025 RESULTS 1 ROE 18% ROTCE2 21% CET1 Capital Ratios3 Std. 15.4% | Adv. 15.5% Total Loss-Absorbing Capacity3 $558B Std. RWA3 $1.8T Cash and marketable securities4 $1.5T Average loan

April 11, 2025 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 11, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

April 11, 2025 EX-99.2

EARNINGS RELEASE FINANCIAL SUPPLEMENT FIRST QUARTER 2025

Exhibit 99.2 EARNINGS RELEASE FINANCIAL SUPPLEMENT FIRST QUARTER 2025 JPMORGAN CHASE & CO. TABLE OF CONTENTS Page(s) Consolidated Results Consolidated Financial Highlights 2–3 Consolidated Statements of Income 4 Consolidated Balance Sheets 5 Condensed Average Balance Sheets and Annualized Yields 6 Reconciliation from Reported to Managed Basis 7 Segment & Corporate Results - Managed Basis 8 Capital

April 11, 2025 8-K

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 11, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

April 10, 2025 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 10, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

April 8, 2025 EX-FILING FEES

Filing Fee Table

Exhibit 107 Calculation of Filing Fee Tables S-3 (Form Type) JPMorgan & Chase Co. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry F

April 8, 2025 CORRESP

JPMorgan Chase & Co. 383 Madison Avenue New York, New York 10179

JPMorgan Chase & Co. 383 Madison Avenue New York, New York 10179 April 8, 2025 VIA EDGAR Re: JPMorgan Chase & Co. Registration Statement on Form S-3 File No. 333-285537 Ms. Aisha Adegbuyi Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Dear Ms. Adegbuyi: In accordance with Rule 461 under the Securities Act of 1933, as amended, we hereby

April 8, 2025 EX-24.2

Power of Attorney of JPMorgan Chase & Co.

Exhibit 24.2 POWER OF ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS that the undersigned, in his or her capacity as an officer or director of JPMORGAN CHASE & CO., a Delaware corporation (the “Company”), hereby constitutes and appoints JAMES DIMON, JEREMY BARNUM, CHARLES J. BRISTOW, STACEY R. FRIEDMAN, JOHN H. TRIBOLATI, REID R. BRODA, JORDAN A. COSTA and STEPHEN B. GRANT, and each of them severally

April 8, 2025 S-3/A

As filed with the Securities and Exchange Commission on April 8, 2025

S-3/A Table of Contents As filed with the Securities and Exchange Commission on April 8, 2025 Reg.

April 7, 2025 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

April 7, 2025 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14

March 20, 2025 8-A12B

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 JPMORGAN CHASE & CO. (Exact name of registrant as specified in its charter) DELAWARE 13-2624428 (State of incorporation or organization) (I.R.S. Employer Identification No.) 383 Madison Avenue New

March 4, 2025 EX-FILING FEES

Filing Fee Table

Exhibit 107 Calculation of Filing Fee Tables S-3 (Form Type) JPMorgan & Chase Co. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry F

March 4, 2025 EX-25.2

Form T-1 Statement of Eligibility under the Trust Indenture Act of 1939 of U.S. Bank Trust National Association under the Subordinated Indenture.

EX-25.2 Exhibit 25.2 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK TRUST NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 41-1973763 I.R.S. Em

March 4, 2025 EX-25.1

Form T-1 Statement of Eligibility under the Trust Indenture Act of 1939 of Deutsche Bank Trust Company Americas under the Senior Indenture.

EX-25.1 Exhibit 25.1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) DEUTSCHE BANK TRUST COMPANY AMERICAS (formerly BANKERS TRUST COMPANY) (Exact name of trustee as

March 4, 2025 EX-24.1

Powers of Attorney of JPMorgan Chase & Co.

Exhibit 24.1 POWER OF ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS that the undersigned, in his or her capacity as an officer or director of JPMORGAN CHASE & CO., a Delaware corporation (the “Company”), hereby constitutes and appoints JAMES DIMON, JEREMY BARNUM, CHARLES J. BRISTOW, STACEY R. FRIEDMAN, JOHN H. TRIBOLATI, REID R. BRODA, JORDAN A. COSTA and STEPHEN B. GRANT, and each of them severally

March 4, 2025 S-3

As filed with the Securities and Exchange Commission on March 4, 2025

S-3 As filed with the Securities and Exchange Commission on March 4, 2025 Reg. No. 333-      UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 JPMORGAN CHASE & CO. (Exact name of registrant, as specified in charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organization) (IRS Employer

March 4, 2025 EX-4.3

Form of Deposit Agreement.

EX-4.3 Exhibit 4.3 FORM OF DEPOSIT AGREEMENT Dated       JPMORGAN CHASE & CO., ISSUER,             , AS DEPOSITARY, REGISTRAR AND TRANSFER AGENT and ALL HOLDERS FROM TIME TO TIME OF RECEIPTS ISSUED HEREUNDER RELATING TO RECEIPTS, DEPOSITARY SHARES AND RELATED NON-CUMULATIVE PREFERRED STOCK, SERIES     Table of Contents Page ARTICLE I Definitions 1 ARTICLE II Form of Receipts, Deposit of Preferred

February 20, 2025 144

144

144 0001775584 XXXXXXXX LIVE 0000019617 JPMORGAN CHASE & CO. 001-05805 383 Madison Avenue New York NY 10179 2122702978 Jennifer Piepszak Chief Operating Officer Common Stock J.P. Morgan Securities LLC 277 Park Avenue New York NY 10172-0003 4273 1153077.99 2797620401 02/20/2025 NYSE Common Stock. $1 Par Value 01/13/2025 Acquired as a result of awards granted by Issuer Issuer N 4273 01/13/2025 Equit

February 14, 2025 EX-97

Policy for the Recovery of Erroneously Awarded Incentive-Based Compensation

Exhibit 97 Policy for the Recovery of Erroneously Awarded Incentive-Based Compensation Effective Date: October 2, 2023 1.

February 14, 2025 EX-22.2

Subsidiary Guarantors and Issuers of Guaranteed Securities.

Exhibit 22.2 JPMorgan Chase & Co. JPMorgan Chase & Co. guarantee of subsidiary issuances Securities Guarantor JPMorgan Chase Financial Company LLC issued, from time to time, its Global Medium-Term Notes, Series A, under the Indenture dated February 19, 2016 ("Series A Notes"), that are each fully and unconditionally guaranteed by JPMorgan Chase & Co. In addition, JPMorgan Chase Financial Company L

February 14, 2025 EX-21

List of subsidiaries of JPMorgan Chase & Co.

Exhibit 21 JPMorgan Chase & Co. List of subsidiaries While there are a number of subsidiaries that are required to be reported for various purposes to bank regulators, the following is a list of JPMorgan Chase & Co.’s significant legal entity subsidiaries as of December 31, 2024, as defined by SEC rules. The list includes the parent company of significant subsidiaries even if the parent company di

February 14, 2025 EX-10.19

Forms of JPMorgan Chase & Co. Long-Term Incentive Plan Terms and Conditions for restricted stock units and performance share unit awards for Operating Committee members (U.S. and U.K.), dated as of January

Exhibit 10.19 JPMORGAN CHASE & CO. LONG-TERM INCENTIVE PLAN TERMS AND CONDITIONS OF JANUARY 21, 2025 RESTRICTED STOCK UNIT AWARD OPERATING COMMITTEE Award Agreement These terms and conditions are made part of the Award Agreement dated as of January 21, 2025 (“Grant Date”) awarding Restricted Stock Units (“RSUs”) pursuant to the terms of the JPMorgan Chase & Co. Long-Term Incentive Plan (“Plan”). T

February 14, 2025 EX-19

nsider Trading Policy - Firm

Exhibit 19 Insider Trading Policy – Firmwide Effective Date: January 31, 2025 1.Summary or Rationale This Insider Trading Policy – Firmwide (“Policy”) provides guidelines to promote compliance by Firm Personnel and their Connected Persons with the provisions of the U.S. federal securities laws that prohibit persons who are in possession of Firm Material Nonpublic Information from: (i) trading in F

February 14, 2025 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended Commission file December 31, 2024 number 1-5805 JPMorgan

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended Commission file December 31, 2024 number 1-5805 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organization)

February 14, 2025 EX-4.6

Description of Securities of JPMorgan Chase & Co. registered pursuant to Section 12 of the Securities Exchange Act of 1934.

Exhibit 4.6 DESCRIPTION OF SECURITIES OF JPMORGAN CHASE & CO. REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of the filing date of the Annual Report on Form 10-K to which this Exhibit is attached (the “Form 10-K”), the following outstanding securities issued by JPMorgan Chase & Co. are registered pursuant to Section 12 of the Securities Exchange Act of 1934: (i) common

February 4, 2025 EX-4.1

Form of certificate representing the Series OO Preferred Stock.

Exhibit 4.1 STATE OF DELAWARE CERTIFICATE NO. NUMBER OF SHARES 1 300,000 JPMORGAN CHASE & CO. INCORPORATED UNDER THE LAWS OF THE STATE OF DELAWARE Authorized 300,000 Shares of 6.500% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series OO, Par Value $1.00 Per Share This certifies that Computershare Inc., as Depositary, is the owner of 300,000 shares of 6.500% Fixed-Rate Reset Non-Cumulative Pre

February 4, 2025 EX-4.2

Deposit Agreement, dated February 4, 2025, among JPMorgan Chase & Co., Computershare Inc., as depositary, and the holders from time to time of Depositary Receipts.

EX-4.2 Exhibit 4.2 DEPOSIT AGREEMENT Dated February 4, 2025 JPMORGAN CHASE & CO., ISSUER, COMPUTERSHARE INC., AS DEPOSITARY, REGISTRAR AND TRANSFER AGENT and ALL HOLDERS FROM TIME TO TIME OF RECEIPTS ISSUED HEREUNDER RELATING TO RECEIPTS, DEPOSITARY SHARES AND RELATED 6.500% FIXED-RATE RESET NON-CUMULATIVE PREFERRED STOCK, SERIES OO Table of Contents Page ARTICLE I Definitions 1 ARTICLE II Form of

February 4, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 3, 2025 JPMorgan Chase &

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 3, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

February 4, 2025 EX-3.1

Certificate of Designations for 6.500% Non-Cumulative Preferred Stock, Series OO (incorporated by reference to Exhibit 3.1 to the Current Report on From 8-K of JPMorgan Chase & Co. (File 1-5808) filed February 4, 2025).

EX-3.1 Exhibit 3.1 CERTIFICATE OF DESIGNATIONS, POWERS, PREFERENCES AND RIGHTS OF THE 6.500% FIXED-RATE RESET NON-CUMULATIVE PREFERRED STOCK, SERIES OO ($10,000.00 liquidation preference per share) OF JPMORGAN CHASE & CO. Pursuant to Section 151 of the General Corporation Law of the State of Delaware JPMORGAN CHASE & CO., a Delaware corporation (the “Corporation”), HEREBY CERTIFIES that the follow

January 27, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 27, 2025 JPMorgan Chase &

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 27, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

January 27, 2025 EX-99.1

JPMorganChase To Redeem All $3.0 Billion Of Its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series HH Represented By Depositary Shares

EX-99.1 Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE JPMorganChase To Redeem All $3.0 Billion Of Its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series HH Represented By Depositary Shares New York, January 27, 2025 – JPMorgan Chase & Co. (NYSE: JPM) (“JPMorganChase” or the “Firm”) has

January 24, 2025 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 24, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

January 23, 2025 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 21, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

January 15, 2025 EX-99

4Q24 Financial Results January 15, 2025 Exhibit 99 Agenda Page 1 4Q24 and FY24 Financial Results 1 2 Financial Outlook 9 3 Notes 12 4Q24 Financial highlights 1 See note 3 on slide 12 2 Represents the estimated Basel III common equity Tier 1 (“CET1”)

4Q24 Financial Results January 15, 2025 Exhibit 99 Agenda Page 1 4Q24 and FY24 Financial Results 1 2 Financial Outlook 9 3 Notes 12 4Q24 Financial highlights 1 See note 3 on slide 12 2 Represents the estimated Basel III common equity Tier 1 (“CET1”) capital and ratio and Total Loss-Absorbing Capacity for the current period.

January 15, 2025 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 15, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

January 15, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 15, 2025 JPMorgan Chase &

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 15, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

January 15, 2025 EX-99.2

EARNINGS RELEASE FINANCIAL SUPPLEMENT FOURTH QUARTER 2024

Exhibit 99.2 EARNINGS RELEASE FINANCIAL SUPPLEMENT FOURTH QUARTER 2024 JPMORGAN CHASE & CO. TABLE OF CONTENTS Page(s) Consolidated Results Consolidated Financial Highlights 2–3 Consolidated Statements of Income 4 Consolidated Balance Sheets 5 Condensed Average Balance Sheets and Annualized Yields 6 Reconciliation from Reported to Managed Basis 7 Segment & Corporate Results - Managed Basis 8 Capita

January 15, 2025 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com

Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com JPMORGANCHASE REPORTS FOURTH-QUARTER 2024 NET INCOME OF $14.0 BILLION ($4.81 PER SHARE) RECORD FULL-YEAR 2024 NET INCOME OF $58.5 BILLION ($19.75 PER SHARE) RECORD FULL-YEAR 2024 NET INCOME EXCLUDING SIGNIFICANT ITEMS OF $54.0 BILLION ($18.22 PER SHARE) FOURTH-QUARTER 2024 RESULTS 1

January 14, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 14, 2025 JPMorgan Chase &

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 14, 2025 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

January 14, 2025 EX-99.1

JPMorganChase Announces New Responsibilities for Senior Leaders

Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE JPMorganChase Announces New Responsibilities for Senior Leaders New York, January 14, 2025 – JPMorgan Chase today announced new responsibilities for several senior executives as it continues to build on its leadership positions across global financial

December 12, 2024 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10017-2070 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE Investor Contact: Mikael Grubb, 212-270-2479 Media Contact: Joseph Evangelisti, 212-270-7438 JPMorganChase Elects

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10017-2070 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE Investor Contact: Mikael Grubb, 212-270-2479 Media Contact: Joseph Evangelisti, 212-270-7438 JPMorganChase Elects Michele G. Buck to its Board of Directors NEW YORK, December 12, 2024 – JPMorganChase (NYSE: JPM) announced today that Michele G. Buck, 63, has been e

December 12, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): December 9, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

December 4, 2024 SC 13G/A

APTV / Aptiv PLC / JPMORGAN CHASE & CO - FILING APTIV PLC Passive Investment

SC 13G/A 1 APTIVPLC.htm FILING APTIV PLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* APTIV PLC (Name of Issuer) Ordinary Shares, $0.01 par value per share (Title of Class of Securities) G6095L109 (CUSIP Number) November 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the ap

December 4, 2024 SC 13G/A

LYFT / Lyft, Inc. / JPMORGAN CHASE & CO - FILING LYFT, INC. Passive Investment

SC 13G/A 1 LyftInc.htm FILING LYFT, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Lyft, Inc. (Name of Issuer) Class A common stock, par value of $0.00001 per share (Title of Class of Securities) 55087P104 (CUSIP Number) November 29, 2024 (Date of Event Which Requires Filing of this Statement)

December 4, 2024 SC 13G/A

VICR / Vicor Corporation / JPMORGAN CHASE & CO - FILING VICOR CORPORATION Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* VICOR CORPORATION (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 925815102 (CUSIP Number) November 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to design

November 29, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 29, 2024 JPMorgan Chase

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 29, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

November 5, 2024 SC 13G/A

TRV / The Travelers Companies, Inc. / JPMORGAN CHASE & CO - FILING THE TRAVELERS COMPANIES, INC. Passive Investment

SC 13G/A 1 TheTravelersCompaniesIn.htm FILING THE TRAVELERS COMPANIES, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* The Travelers Companies, Inc. (Name of Issuer) Common stock, without par value (Title of Class of Securities) 89417E109 (CUSIP Number) October 31, 2024 (Date of Event Which Requ

November 5, 2024 SC 13G/A

ANSC / Agriculture & Natural Solutions Acquisition Corporation / JPMORGAN CHASE & CO - FILING AGRICULTURE & NATURAL SOLUTIONS ACQUISITION CORPORATION Passive Investment

SC 13G/A 1 AgricultureNaturalSolut.htm FILING AGRICULTURE & NATURAL SOLUTIONS ACQUISITION CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Agriculture & Natural Solutions Acquisition Corporation (Name of Issuer) Class A ordinary shares, par value $0.0001 per share (Title of Class of Securi

October 30, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file September 30, 2024 number 1-5805

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file September 30, 2024 number 1-5805 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organ

October 30, 2024 EX-22

Subsidiary Guarantors and Issuers of Guaranteed Securities

Exhibit 22 JPMorgan Chase & Co. JPMorgan Chase & Co. guarantee of subsidiary issuances Securities Guarantor JPMorgan Chase Financial Company LLC has issued, from time to time, its Global Medium-Term Notes, Series A, under the Indenture dated February 19, 2016 (“Series A Notes”), that are each fully and unconditionally guaranteed by JPMorgan Chase & Co. In addition, JPMorgan Chase Financial Company

October 30, 2024 SC 13G

JPMORGAN CHASE & CO

SC 13G 1 SKYQUARRYINC.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* SKY QUARRY INC. (Name of Issuer) Common Stock, par value $0.0001/share (Title of Class of Securities) 83087C204 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box t

October 30, 2024 EX-15

Letter re: Unaudited Interim Financial Information.

Exhibit 15 October 30, 2024 Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Re: JPMorgan Chase & Co. Registration Statements on Form S-3 (No. 333-270004) (No. 333-270004-01) (No. 333-263304) Registration Statements on Form S-4 (No. 333-276554) Registration Statements on Form S-8 (No. 333-272306) (No. 333-272303) (No. 333-272302) (No. 333-272299) (No. 333-219702) (No. 333

October 23, 2024 SC 13G

VSTA / Vasta Platform Limited / JPMORGAN CHASE & CO - FILING VASTA PLATFORM LIMITED Passive Investment

SC 13G 1 VastaPlatformLimited.htm FILING VASTA PLATFORM LIMITED UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Vasta Platform Limited (Name of Issuer) Class A common shares, par value US$0.00005 per share (Title of Class of Securities) G9440A109 (CUSIP Number) September 30, 2024 (Date of Event Which R

October 23, 2024 SC 13G

LYFT / Lyft, Inc. / JPMORGAN CHASE & CO - FILING LYFT, INC. Passive Investment

SC 13G 1 LyftInc.htm FILING LYFT, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Lyft, Inc. (Name of Issuer) Class A common stock, par value of $0.00001 per share (Title of Class of Securities) 55087P104 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Che

October 23, 2024 SC 13G

TIXT / TELUS International (Cda) Inc. / JPMORGAN CHASE & CO - FILING TELUS INTERNATIONAL (CDA) INC. Passive Investment

SC 13G 1 TELUSInternationalCdaIn.htm FILING TELUS INTERNATIONAL (CDA) INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* TELUS International (Cda) Inc. (Name of Issuer) Subordinate voting share, no par value (Title of Class of Securities) 87975H100 (CUSIP Number) September 30, 2024 (Date of Event Whi

October 23, 2024 SC 13G

ANSC / Agriculture & Natural Solutions Acquisition Corporation / JPMORGAN CHASE & CO - FILING AGRICULTURE & NATURAL SOLUTIONS ACQUISITION CORPORATION Passive Investment

SC 13G 1 AgricultureNaturalSolut.htm FILING AGRICULTURE & NATURAL SOLUTIONS ACQUISITION CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Agriculture & Natural Solutions Acquisition Corporation (Name of Issuer) Class A ordinary shares, par value $0.0001 per share (Title of Class of Securities

October 23, 2024 SC 13G

APTV / Aptiv PLC / JPMORGAN CHASE & CO - FILING APTIV PLC Passive Investment

SC 13G 1 APTIVPLC.htm FILING APTIV PLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* APTIV PLC (Name of Issuer) Ordinary Shares, $0.01 par value per share (Title of Class of Securities) G6095L109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appro

October 22, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): October 22, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

October 17, 2024 SC 13G/A

DOV / Dover Corporation / JPMORGAN CHASE & CO - FILING DOVER CORPORATION Passive Investment

SC 13G/A 1 DOVERCORPORATION.htm FILING DOVER CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 08)* DOVER CORPORATION (Name of Issuer) Common Stock (Title of Class of Securities) 260003108 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropr

October 17, 2024 SC 13G/A

CMS / CMS Energy Corporation / JPMORGAN CHASE & CO - FILING CMS ENERGY CORPORATION Passive Investment

SC 13G/A 1 CMSENERGYCORPORATION.htm FILING CMS ENERGY CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 11)* CMS ENERGY CORPORATION (Name of Issuer) Common Stock, $0.01 par value (Title of Class of Securities) 125896100 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of th

October 17, 2024 SC 13G/A

CFLT / Confluent, Inc. / JPMORGAN CHASE & CO - FILING CONFLUENT, INC Passive Investment

SC 13G/A 1 CONFLUENTINC.htm FILING CONFLUENT, INC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 07)* CONFLUENT, INC (Name of Issuer) Class A Common Stock, par value $0.00001 per share (Title of Class of Securities) 20717M103 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this

October 17, 2024 SC 13G/A

BKR / Baker Hughes Company / JPMORGAN CHASE & CO - FILING BAKER HUGHES COMPANY Passive Investment

SC 13G/A 1 BakerHughesCompany.htm FILING BAKER HUGHES COMPANY UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* Baker Hughes Company (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 05722G100 (CUSIP Number) September 30, 2024 (Date of Event Which Require

October 17, 2024 SC 13G/A

NXPI / NXP Semiconductors N.V. / JPMORGAN CHASE & CO - FILING NXP SEMICONDUCTORS N.V. Passive Investment

SC 13G/A 1 NXPSemiconductorsNV.htm FILING NXP SEMICONDUCTORS N.V. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* NXP Semiconductors N.V. (Name of Issuer) Common shares, EUR 0.20 par value (Title of Class of Securities) N6596X109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing

October 17, 2024 SC 13G/A

CPA / Copa Holdings, S.A. / JPMORGAN CHASE & CO - FILING COPA HOLDINGS, S.A. Passive Investment

SC 13G/A 1 COPAHOLDINGSSA.htm FILING COPA HOLDINGS, S.A. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 11)* COPA HOLDINGS, S.A. (Name of Issuer) Class A Common Stock, without par value (Title of Class of Securities) P31076105 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this

October 17, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): October 15, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

October 17, 2024 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10017-2070 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE Investor Contact: Mikael Grubb, 212-270-2479 Media Contact: Joseph Evangelisti, 212-270-7438 JPMorganChase Elects

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10017-2070 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE Investor Contact: Mikael Grubb, 212-270-2479 Media Contact: Joseph Evangelisti, 212-270-7438 JPMorganChase Elects Brad D. Smith to its Board of Directors NEW YORK, October 17, 2024 – JPMorganChase (NYSE: JPM) announced today that Brad D. Smith, 60, has been electe

October 17, 2024 SC 13G/A

UTZ / Utz Brands, Inc. / JPMORGAN CHASE & CO - FILING UTZ BRANDS, INC. Passive Investment

SC 13G/A 1 UtzBrandsInc.htm FILING UTZ BRANDS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 03)* Utz Brands, Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 918090101 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of th

October 17, 2024 SC 13G/A

AXTA / Axalta Coating Systems Ltd. / JPMORGAN CHASE & CO - FILING AXALTA COATING SYSTEMS LTD. Passive Investment

SC 13G/A 1 AXALTACOATINGSYSTEMSLTD.htm FILING AXALTA COATING SYSTEMS LTD. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* AXALTA COATING SYSTEMS LTD. (Name of Issuer) Common Shares, $1.00 par value (Title of Class of Securities) G0750C108 (CUSIP Number) September 30, 2024 (Date of Event Which Require

October 17, 2024 SC 13G/A

MTG / MGIC Investment Corporation / JPMORGAN CHASE & CO - FILING MGIC INVESTMENT CORPORATION Passive Investment

SC 13G/A 1 MGICInvestmentCorporatio.htm FILING MGIC INVESTMENT CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* MGIC Investment Corporation (Name of Issuer) Common stock (Title of Class of Securities) 552848103 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this

October 17, 2024 SC 13G/A

RGNX / REGENXBIO Inc. / JPMORGAN CHASE & CO - FILING REGENXBIO INC. Passive Investment

SC 13G/A 1 REGENXBIOInc.htm FILING REGENXBIO INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 05)* REGENXBIO Inc. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) 75901B107 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement

October 15, 2024 SC 13G

VICR / Vicor Corporation / JPMORGAN CHASE & CO - FILING VICOR CORPORATION Passive Investment

SC 13G 1 VICORCORPORATION.htm FILING VICOR CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* VICOR CORPORATION (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 925815102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this State

October 15, 2024 SC 13G

YUM / Yum! Brands, Inc. / JPMORGAN CHASE & CO - FILING YUM! BRANDS, INC. Passive Investment

SC 13G 1 YUMBRANDSINC.htm FILING YUM! BRANDS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* YUM! BRANDS, INC. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 988498101 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the a

October 15, 2024 SC 13G

VTR / Ventas, Inc. / JPMORGAN CHASE & CO - FILING VENTAS, INC. Passive Investment

SC 13G 1 VentasInc.htm FILING VENTAS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Ventas, Inc. (Name of Issuer) Common Stock $0.25 par value (Title of Class of Securities) 92276F100 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate

October 15, 2024 SC 13G

TRV / The Travelers Companies, Inc. / JPMORGAN CHASE & CO - FILING THE TRAVELERS COMPANIES, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* The Travelers Companies, Inc. (Name of Issuer) Common stock, without par value (Title of Class of Securities) 89417E109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to des

October 15, 2024 SC 13G

WDC / Western Digital Corporation / JPMORGAN CHASE & CO - FILING WESTERN DIGITAL CORPORATION Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* WESTERN DIGITAL CORPORATION (Name of Issuer) Common Stock, $0.01 Par Value Per Share (Title of Class of Securities) 958102105 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box

October 15, 2024 SC 13G

WMG / Warner Music Group Corp. / JPMORGAN CHASE & CO - FILING WARNER MUSIC GROUP CORP. Passive Investment

SC 13G 1 WarnerMusicGroupCorp.ht.htm FILING WARNER MUSIC GROUP CORP. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Warner Music Group Corp. (Name of Issuer) Class A Common Stock, $0.001 par value per share (Title of Class of Securities) 934550203 (CUSIP Number) September 30, 2024 (Date of Event Which

October 15, 2024 SC 13G

REG / Regency Centers Corporation / JPMORGAN CHASE & CO - FILING REGENCY CENTERS CORPORATION Passive Investment

SC 13G 1 REGENCYCENTERSCORPORATIO.htm FILING REGENCY CENTERS CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* REGENCY CENTERS CORPORATION (Name of Issuer) Common Stock, $0.01 par value (Title of Class of Securities) 758849103 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Fi

October 11, 2024 8-K

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): October 11, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

October 11, 2024 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com

Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com JPMORGAN CHASE REPORTS THIRD-QUARTER 2024 NET INCOME OF $12.9 BILLION ($4.37 PER SHARE) THIRD-QUARTER 2024 RESULTS1 ROE 16% ROTCE2 19% CET1 Capital Ratios3 Std. 15.3% | Adv. 15.5% Total Loss-Absorbing Capacity3 $544B Std. RWA3 $1.8T Cash and marketable securities4 $1.5T Average loan

October 11, 2024 EX-99.2

EARNINGS RELEASE FINANCIAL SUPPLEMENT THIRD QUARTER 2024

Exhibit 99.2 EARNINGS RELEASE FINANCIAL SUPPLEMENT THIRD QUARTER 2024 JPMORGAN CHASE & CO. TABLE OF CONTENTS Page(s) Consolidated Results Consolidated Financial Highlights 2–3 Consolidated Statements of Income 4 Consolidated Balance Sheets 5 Condensed Average Balance Sheets and Annualized Yields 6 Reconciliation from Reported to Managed Basis 7 Segment Results - Managed Basis 8 Capital and Other S

October 11, 2024 EX-99

3Q24 Financial Results October 11, 2024 Exhibit 99 3Q24 Financial highlights 1 ROTCE1 19% CET1 capital ratios2 Std. 15.3% | Adv. 15.5% Total Loss-Absorbing Capacity2 $544B Std. RWA3 $1.8T Cash and marketable securities4 $1.5T Average loans $1.3T Bala

3Q24 Financial Results October 11, 2024 Exhibit 99 3Q24 Financial highlights 1 ROTCE1 19% CET1 capital ratios2 Std.

October 11, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): October 11, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization)

October 11, 2024 11-K/A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Amendment No.1 FORM 11-K/A ANNUAL REPORT

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Amendment No.1 FORM 11-K/A ANNUAL REPORT (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5805

October 10, 2024 SC 13G

MCHP / Microchip Technology Incorporated / JPMORGAN CHASE & CO - FILING MICROCHIP TECHNOLOGY INCORPORATED Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* MICROCHIP TECHNOLOGY INCORPORATED (Name of Issuer) Common Stock, $0.001 par value (Title of Class of Securities) 595017104 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to

October 10, 2024 SC 13G

KYTX / Kyverna Therapeutics, Inc. / JPMORGAN CHASE & CO - FILING KYVERNA THERAPEUTICS, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Kyverna Therapeutics, Inc. (Name of Issuer) Common Stock, par value $0.00001 per share (Title of Class of Securities) 501976104 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

October 10, 2024 SC 13G

PWR / Quanta Services, Inc. / JPMORGAN CHASE & CO - FILING QUANTA SERVICES, INC. Passive Investment

SC 13G 1 QuantaServicesInc.htm FILING QUANTA SERVICES, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Quanta Services, Inc. (Name of Issuer) Common Stock, $0.00001 par value (Title of Class of Securities) 74762E102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Sta

October 10, 2024 SC 13G

HTHT / H World Group Limited - Depositary Receipt (Common Stock) / JPMORGAN CHASE & CO - FILING H WORLD GROUP LIMITED Passive Investment

SC 13G 1 HWorldGroupLimited.htm FILING H WORLD GROUP LIMITED UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* H World Group Limited (Name of Issuer) Ordinary Shares, par value US$0.00001 per share (Title of Class of Securities) 44332N106 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Fi

October 10, 2024 SC 13G

OTIS / Otis Worldwide Corporation / JPMORGAN CHASE & CO - FILING OTIS WORLDWIDE CORPORATION Passive Investment

SC 13G 1 OTISWORLDWIDECORPORATION.htm FILING OTIS WORLDWIDE CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* OTIS WORLDWIDE CORPORATION (Name of Issuer) Common Stock ($0.01 par value) (Title of Class of Securities) 68902V107 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Fil

October 10, 2024 SC 13G

HUBS / HubSpot, Inc. / JPMORGAN CHASE & CO - FILING HUBSPOT, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* HubSpot, Inc. (Name of Issuer) Common Stock, par value $0.001 per share (Title of Class of Securities) 443573100 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate

October 10, 2024 SC 13G

ITCI / Intra-Cellular Therapies, Inc. / JPMORGAN CHASE & CO - FILING INTRA-CELLULAR THERAPIES, INC. Passive Investment

SC 13G 1 INTRACELLULARTHERAPIESIN.htm FILING INTRA-CELLULAR THERAPIES, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* INTRA-CELLULAR THERAPIES, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 46116X101 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of thi

October 9, 2024 SC 13G

FRT / Federal Realty Investment Trust / JPMORGAN CHASE & CO - FILING FEDERAL REALTY INVESTMENT TRUST Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* FEDERAL REALTY INVESTMENT TRUST (Name of Issuer) Common Shares of Beneficial Interest (Title of Class of Securities) 313745101 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box

October 9, 2024 SC 13G

AZO / AutoZone, Inc. / JPMORGAN CHASE & CO - FILING AUTOZONE INC Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* AUTOZONE INC (Name of Issuer) Common Stock ($0.01 par value) (Title of Class of Securities) 053332102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pu

October 9, 2024 SC 13G

ARCO / Arcos Dorados Holdings Inc. / JPMORGAN CHASE & CO - FILING ARCOS DORADOS HOLDINGS INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Arcos Dorados Holdings Inc. (Name of Issuer) Class A shares, no par value (Title of Class of Securities) G0457F107 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designat

October 9, 2024 SC 13G

EXP / Eagle Materials Inc. / JPMORGAN CHASE & CO - FILING EAGLE MATERIALS INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* EAGLE MATERIALS INC. (Name of Issuer) Common Stock (par value $.01 per share) (Title of Class of Securities) 26969P108 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to desi

October 9, 2024 SC 13G

ALGM / Allegro MicroSystems, Inc. / JPMORGAN CHASE & CO - FILING ALLEGRO MICROSYSTEMS, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* ALLEGRO MICROSYSTEMS, INC. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 01749D105 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box t

October 9, 2024 SC 13G

CPAY / Corpay, Inc. / JPMORGAN CHASE & CO - FILING CORPAY, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Corpay, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 219948106 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which th

October 7, 2024 SC 13G/A

FOLD / Amicus Therapeutics, Inc. / JPMORGAN CHASE & CO - FILING AMICUS THERAPEUTICS, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Amicus Therapeutics, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 03152W109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box

October 7, 2024 SC 13G/A

HLMN / Hillman Solutions Corp. / JPMORGAN CHASE & CO - FILING HILLMAN SOLUTIONS CORP. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* Hillman Solutions Corp. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) 431636109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box

October 7, 2024 SC 13G/A

AL / Air Lease Corporation / JPMORGAN CHASE & CO - FILING AIR LEASE CORPORATION Passive Investment

SC 13G/A 1 AIRLEASECORPORATION.htm FILING AIR LEASE CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* AIR LEASE CORPORATION (Name of Issuer) Class A Common Stock (Title of Class of Securities) 00912X302 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement

October 7, 2024 SC 13G/A

SLGN / Silgan Holdings Inc. / JPMORGAN CHASE & CO - FILING SILGAN HOLDINGS INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* SILGAN HOLDINGS INC. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 827048109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to de

October 7, 2024 SC 13G/A

PLOW / Douglas Dynamics, Inc. / JPMORGAN CHASE & CO - FILING DOUGLAS DYNAMICS, INC. Passive Investment

SC 13G/A 1 DOUGLASDYNAMICSINC.htm FILING DOUGLAS DYNAMICS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 15)* DOUGLAS DYNAMICS, INC. (Name of Issuer) Common Stock, par value $.01 per share (Title of Class of Securities) 25960R105 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filin

October 7, 2024 SC 13G/A

ETN / Eaton Corporation plc / JPMORGAN CHASE & CO - FILING EATON CORPORATION PLC Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* EATON CORPORATION plc (Name of Issuer) Ordinary shares ($0.01 par value) (Title of Class of Securities) G29183103 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designa

September 27, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 27, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization

September 12, 2024 SC 13D

RADCQ / Rite Aid Corporation / JPMORGAN CHASE & CO - SCHEDULE 13D Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* NEW RITE AID, LLC (Name of Issuer) Class A Units (Title of Class of Securities) N/A (CUSIP Number) Michael Lees JPMorgan Chase & Co. 383 Madison Avenue New York, NY 10179 (212) 270-6000 (Name, Address and Telephone Number of Person Authorized to Receive N

September 12, 2024 EX-99.3

JOINT FILING AGREEMENT PURSUANT TO RULE 13D-1(k)(1)

EXHIBIT 3 JOINT FILING AGREEMENT PURSUANT TO RULE 13D-1(k)(1) The undersigned acknowledge and agree that the foregoing statement on Schedule 13D is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13D shall be filed on behalf of each of the undersigned without the necessity of filing additional joint acquisition statements.

September 12, 2024 EX-99.1

AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT New Rite Aid, LLC a Delaware Limited Liability Company Dated as of August 30, 2024 TABLE OF CONTENTS

EXHIBIT 1 Execution Version AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF New Rite Aid, LLC a Delaware Limited Liability Company Dated as of August 30, 2024 TABLE OF CONTENTS ARTICLE I DEFINITIONS 1 1.

September 12, 2024 EX-99.2

REGISTRATION RIGHTS AGREEMENT

EXHIBIT 2 Execution Version REGISTRATION RIGHTS AGREEMENT This REGISTRATION RIGHTS AGREEMENT (this “Agreement”), dated as of August 30, 2024, is entered into by and among New Rite Aid, LLC, a Delaware limited liability company (the “Company”), the beneficial and record holders of Units (as defined below) as of the date hereof, who are deemed parties hereto pursuant to an order of the United States Bankruptcy Court for the District of New Jersey confirming the Plan (as hereinafter defined) pursuant to section 1129 of title 11 of the United States Code, 11 U.

September 5, 2024 SC 13G/A

PRM / Perimeter Solutions, SA / JPMORGAN CHASE & CO - FILING PERIMETER SOLUTIONS, SA Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* PERIMETER SOLUTIONS, SA (Name of Issuer) Ordinary Shares, nominal value $1.00 per share (Title of Class of Securities) L7579L106 (CUSIP Number) August 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

September 5, 2024 SC 13G/A

LASR / nLIGHT, Inc. / JPMORGAN CHASE & CO - FILING NLIGHT, INC. Passive Investment

SC 13G/A 1 NLIGHTINC.htm FILING NLIGHT, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 05)* NLIGHT, INC. (Name of Issuer) Common stock, par value $0.0001 per share (Title of Class of Securities) 65487K100 (CUSIP Number) August 30, 2024 (Date of Event Which Requires Filing of this Statement) Check th

September 5, 2024 SC 13G/A

PEG / Public Service Enterprise Group Incorporated / JPMORGAN CHASE & CO - FILING PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED Passive Investment

SC 13G/A 1 PublicServiceEnterprise.htm FILING PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Public Service Enterprise Group Incorporated (Name of Issuer) Common Stock without par value (Title of Class of Securities) 744573106 (CUSIP Number) August 30, 20

September 5, 2024 SC 13G/A

OM / Outset Medical, Inc. / JPMORGAN CHASE & CO - FILING OUTSET MEDICAL, INC. Passive Investment

SC 13G/A 1 OutsetMedicalInc.htm FILING OUTSET MEDICAL, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 05)* Outset Medical, Inc. (Name of Issuer) Common Stock, par value $0.001 per share (Title of Class of Securities) 690145107 (CUSIP Number) August 30, 2024 (Date of Event Which Requires Filing of th

August 20, 2024 EX-99

JPMorganChase To Redeem All $1.6 Billion Of Its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series X Represented By Depositary Shares

EX-99 Exhibit 99 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE JPMorganChase To Redeem All $1.6 Billion Of Its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series X Represented By Depositary Shares New York, August 20, 2024 – JPMorgan Chase & Co. (NYSE: JPM) (“JPMorganChase” or the “Firm”) has annou

August 20, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 20, 2024 JPMorgan Chase &

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 20, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (

August 9, 2024 SC 13G/A

ENR / Energizer Holdings, Inc. / JPMORGAN CHASE & CO - FILING ENERGIZER HOLDINGS, INC. Passive Investment

SC 13G/A 1 ENERGIZERHOLDINGSINC.htm FILING ENERGIZER HOLDINGS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 09)* ENERGIZER HOLDINGS, INC. (Name of Issuer) Common Stock, par value $.01 per share (Title of Class of Securities) 29272W109 (CUSIP Number) July 31, 2024 (Date of Event Which Requires Fili

August 9, 2024 SC 13G/A

TWST / Twist Bioscience Corporation / JPMORGAN CHASE & CO - FILING TWIST BIOSCIENCE CORPORATION Passive Investment

SC 13G/A 1 TwistBioscienceCorporati.htm FILING TWIST BIOSCIENCE CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* Twist Bioscience Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 90184D100 (CUSIP Number) July 31, 2024 (Date of Event Which Requires Filing of this Sta

August 9, 2024 SC 13G/A

RDN / Radian Group Inc. / JPMORGAN CHASE & CO - FILING RADIAN GROUP INC Passive Investment

SC 13G/A 1 RadianGroupInc.htm FILING RADIAN GROUP INC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Radian Group Inc (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 750236101 (CUSIP Number) July 31, 2024 (Date of Event Which Requires Filing of this Statement

August 9, 2024 SC 13G/A

MSA / MSA Safety Incorporated / JPMORGAN CHASE & CO - FILING MSA SAFETY INCORPORATED Passive Investment

SC 13G/A 1 MSASAFETYINCORPORATED.ht.htm FILING MSA SAFETY INCORPORATED UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* MSA SAFETY INCORPORATED (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 553498106 (CUSIP Number) July 31, 2024 (Date of Event Which Requires Filing of this

August 9, 2024 SC 13G/A

FUN / Cedar Fair, L.P. - Limited Partnership / JPMORGAN CHASE & CO - FILING CEDAR FAIR, L.P. Passive Investment

SC 13G/A 1 CEDARFAIRLP.htm FILING CEDAR FAIR, L.P. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* CEDAR FAIR, L.P. (Name of Issuer) Depositary Units (Representing Limited Partner Interests) (Title of Class of Securities) 150185106 (CUSIP Number) July 31, 2024 (Date of Event Which Requires Filing of

August 2, 2024 EX-15

Letter re: Unaudited Interim Financial Information.

Exhibit 15 August 2, 2024 Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Re: JPMorgan Chase & Co. Registration Statements on Form S-3 (No. 333-270004) (No. 333-270004-01) (No. 333-263304) Registration Statements on Form S-4 (No. 333-276554) Registration Statements on Form S-8 (No. 333-272306) (No. 333-272303) (No. 333-272302) (No. 333-272299) (No. 333-219702) (No. 333-2

August 2, 2024 EX-22

Subsidiary Guarantors and Issuers of Guaranteed Securities

Exhibit 22 JPMorgan Chase & Co. JPMorgan Chase & Co. guarantee of subsidiary issuances Securities Guarantor JPMorgan Chase Financial Company LLC has issued, from time to time, its Global Medium-Term Notes, Series A, under the Indenture dated February 19, 2016 (“Series A Notes”), that are each fully and unconditionally guaranteed by JPMorgan Chase & Co. In addition, JPMorgan Chase Financial Company

August 2, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file June 30, 2024 number 1-5805 JPMor

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file June 30, 2024 number 1-5805 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organizati

July 24, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 24, 2024 JPMorgan Chase & Co

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 24, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

July 24, 2024 EX-99

JPMorganChase To Redeem All $2.25 Billion Of Its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series FF Represented By Depositary Shares

EX-99 Exhibit 99 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE JPMorganChase To Redeem All $2.25 Billion Of Its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series FF Represented By Depositary Shares New York, July 24, 2024 – JPMorgan Chase & Co. (NYSE: JPM) (“JPMorganChase” or the “Firm”) has annou

July 22, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 22, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

July 12, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 12, 2024 JPMorgan Chase & Co

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 12, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

July 12, 2024 EX-99

2Q24 Financial Results July 12, 2024 Exhibit 99 2Q24 Financial highlights 1 See note 3 on slide 9 2 See note 4 on slide 9 3 Represents the estimated Basel III common equity Tier 1 (“CET1”) capital and ratio and Total Loss- Absorbing Capacity for the

a2q24earningsxpresentat 2Q24 Financial Results July 12, 2024 Exhibit 99 2Q24 Financial highlights 1 See note 3 on slide 9 2 See note 4 on slide 9 3 Represents the estimated Basel III common equity Tier 1 (“CET1”) capital and ratio and Total Loss- Absorbing Capacity for the current period.

July 12, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 12, 2024 JPMorgan Chase & Co

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 12, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

July 12, 2024 EX-99.2

EARNINGS RELEASE FINANCIAL SUPPLEMENT SECOND QUARTER 2024

Exhibit 99.2 EARNINGS RELEASE FINANCIAL SUPPLEMENT SECOND QUARTER 2024 JPMORGAN CHASE & CO. TABLE OF CONTENTS Page(s) Consolidated Results Consolidated Financial Highlights 2–3 Consolidated Statements of Income 4 Consolidated Balance Sheets 5 Condensed Average Balance Sheets and Annualized Yields 6 Reconciliation from Reported to Managed Basis 7 Segment Results - Managed Basis 8 Capital and Other

July 12, 2024 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com

Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com JPMORGAN CHASE REPORTS SECOND-QUARTER 2024 NET INCOME OF $18.1 BILLION ($6.12 PER SHARE), NET INCOME EXCLUDING SIGNIFICANT ITEMS OF $13.1 BILLION ($4.40 PER SHARE) SECOND-QUARTER 2024 RESULTS1 ROE 23% ROTCE2 28% ROTCE ex. significant items2 20% CET1 Capital Ratios3 Std. 15.3% | Adv.

July 3, 2024 SC 13G/A

JBL / Jabil Inc. / JPMORGAN CHASE & CO - FILING JABIL INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* JABIL INC. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 466313103 (CUSIP Number) June 28, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the ru

July 3, 2024 SC 13G/A

MCS / The Marcus Corporation / JPMORGAN CHASE & CO - FILING THE MARCUS CORPORATION Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* THE MARCUS CORPORATION (Name of Issuer) Common Stock, $1.00 par value (Title of Class of Securities) 566330106 (CUSIP Number) June 28, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the r

July 3, 2024 SC 13G/A

ACCD / Accolade, Inc. / JPMORGAN CHASE & CO - FILING ACCOLADE, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* ACCOLADE, INC. (Name of Issuer) Common Stock, $0.0001 par value per share (Title of Class of Securities) 00437E102 (CUSIP Number) June 28, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate t

June 28, 2024 8-K

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 28, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

June 28, 2024 EX-99

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com

Exhibit 99 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE JPMorgan Chase Plans Dividend Increase and Has Authorized a New Common Share Repurchase Program New York, June 28, 2024 – JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) announced today that its Board of Directors intends to increase t

June 28, 2024 8-K

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 28, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

June 28, 2024 EX-99

2024 Annual Dodd-Frank Act Stress Test Results Disclosure June 28, 2024 Exhibit 99 Agenda Page 1 Overview 1 2 2024 Supervisory Severely Adverse Scenario results 3 3 Risks and methodologies 10 1 https://www.federalreserve.gov/publications/files/2024-d

2024 Annual Dodd-Frank Act Stress Test Results Disclosure June 28, 2024 Exhibit 99 Agenda Page 1 Overview 1 2 2024 Supervisory Severely Adverse Scenario results 3 3 Risks and methodologies 10 1 https://www.

June 27, 2024 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K ANNUAL REPORT

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K ANNUAL REPORT (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5805 A. Full title of

June 7, 2024 SC 13G/A

EXAS / Exact Sciences Corporation / JPMORGAN CHASE & CO - FILING EXACT SCIENCES CORPORATION Passive Investment

SC 13G/A 1 EXACTSCIENCESCORPORATION.htm FILING EXACT SCIENCES CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* EXACT SCIENCES CORPORATION (Name of Issuer) Common Stock, $0.01 par value per share (Title of Class of Securities) 30063P105 (CUSIP Number) May 31, 2024 (Date of Event Which Requi

June 7, 2024 SC 13G/A

NTRA / Natera, Inc. / JPMORGAN CHASE & CO - FILING NATERA, INC. Passive Investment

SC 13G/A 1 NATERAINC.htm FILING NATERA, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 03)* NATERA, INC. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) 632307104 (CUSIP Number) May 31, 2024 (Date of Event Which Requires Filing of this Statement) Check the a

June 7, 2024 SC 13G/A

NGL / NGL Energy Partners LP - Limited Partnership / JPMORGAN CHASE & CO - FILING NGL ENERGY PARTNERS LP Passive Investment

SC 13G/A 1 NGLEnergyPartnersLP.htm FILING NGL ENERGY PARTNERS LP UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* NGL Energy Partners LP (Name of Issuer) Common units representing Limited Partner Interests (Title of Class of Securities) 62913M107 (CUSIP Number) May 31, 2024 (Date of Event Which Requir

June 7, 2024 SC 13G/A

CRI / Carter's, Inc. / JPMORGAN CHASE & CO - FILING CARTER'S, INC. Passive Investment

SC 13G/A 1 CARTERSINC.htm FILING CARTER'S, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 05)* CARTER'S, INC. (Name of Issuer) Common stock, par value $0.01 per share (Title of Class of Securities) 146229109 (CUSIP Number) May 31, 2024 (Date of Event Which Requires Filing of this Statement) Check th

June 3, 2024 8-K

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 1, 2024 JPMorgan Chase & Co. (Exact Name of Registrant as Specified in Its Charter) Delaware 1-5805 13-2624428 (State or Other Jurisdiction of Incorporation or Organization) (Com

May 24, 2024 EX-99.25

EX-99.25

NOTIFICATION OF THE REMOVAL FROM LISTING AND REGISTRATION OF THE STATED SECURITIES NYSE Arca hereby notifies the SEC of its intention to remove the entire class of the stated securities from listing and registration on the Exchange at the opening of business on June 04, 2024, pursuant to the provisions of Rule 12d2-2 (a).

May 23, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 21, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Com

May 20, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 20, 2024 JPMorgan Chase & Co.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 20, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Com

May 20, 2024 EX-99.2

► Opening Remarks Firm Overview Asset & wealth Management Consumer & Community Banking Commercial & Investment Bank INVESTOR DAV 2024 OPENING REMARKS JPMORGAN CHASE &Co. Exhibit 99.2 Our new Commercial & Investment Bank is positioned for success $64

investordaypresentation ► Opening Remarks Firm Overview Asset & wealth Management Consumer & Community Banking Commercial & Investment Bank INVESTOR DAV 2024 OPENING REMARKS JPMORGAN CHASE &Co.

May 20, 2024 EX-99.3

1 Exhibit 99.3 1 2 3 4 5 6 7 8 9 10 11 12

investordayspeakerbios 1 Exhibit 99.3 1 2 3 4 5 6 7 8 9 10 11 12

May 20, 2024 EX-99.1

INVESTOR DAY 2024 May 20, 2024 Exhibit 99.1 Forward-looking statements The Investor Day presentations contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the cur

investordaycoverpageforw INVESTOR DAY 2024 May 20, 2024 Exhibit 99.1 Forward-looking statements The Investor Day presentations contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of JPMorgan Chase & Co.’s management and are subject to significant risks and uncertainties. Ac

May 15, 2024 EX-99.1

SUPPLEMENTAL FINANCIAL INFORMATION (Related to the Reportable Business Segment Reorganization) FIVE QUARTER TREND THROUGH 1Q24 AND FULL YEAR 2023 & 2022

Exhibit 99.1 SUPPLEMENTAL FINANCIAL INFORMATION (Related to the Reportable Business Segment Reorganization) FIVE QUARTER TREND THROUGH 1Q24 AND FULL YEAR 2023 & 2022 JPMORGAN CHASE & CO. TABLE OF CONTENTS Page(s) Summary of the Reportable Business Segment Reorganization 2 Business Segment Results - Managed Basis (a) Commercial & Investment Bank (“CIB”) 3-6 Non-GAAP Financial Measures 7 (a) Refer t

May 15, 2024 8-K

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 15, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Com

May 13, 2024 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

May 10, 2024 SC 13G/A

CELH / Celsius Holdings, Inc. / JPMORGAN CHASE & CO - FILING CELSIUS HOLDINGS, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* CELSIUS HOLDINGS, INC. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 15118V207 (CUSIP Number) January 31, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to d

May 8, 2024 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

May 8, 2024 SC 13G/A

BBY / Best Buy Co., Inc. / JPMORGAN CHASE & CO - FILING BEST BUY CO., INC Passive Investment

SC 13G/A 1 BESTBUYCOINC.htm FILING BEST BUY CO., INC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* BEST BUY CO., INC (Name of Issuer) Common Stock, $0.10 par value per share (Title of Class of Securities) 086516101 (CUSIP Number) April 30, 2024 (Date of Event Which Requires Filing of this Statement

May 8, 2024 SC 13G/A

LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C / JPMORGAN CHASE & CO - FILING LIBERTY MEDIA CORPORATION Passive Investment

SC 13G/A 1 LIBERTYMEDIACORPORATION..htm FILING LIBERTY MEDIA CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* LIBERTY MEDIA CORPORATION (Name of Issuer) Series C Liberty SiriusXM Common Stock (Title of Class of Securities) 531229789 (CUSIP Number) April 30, 2024 (Date of Event Which Requir

May 8, 2024 SC 13G/A

AIRC / Apartment Income REIT Corp. / JPMORGAN CHASE & CO - FILING APARTMENT INCOME REIT CORP. Passive Investment

SC 13G/A 1 APARTMENTINCOMEREITCORP.htm FILING APARTMENT INCOME REIT CORP. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* APARTMENT INCOME REIT CORP. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 03750L109 (CUSIP Number) April 30, 2024 (Date of Event Which Requires Filing of th

May 8, 2024 SC 13G/A

PPG / PPG Industries, Inc. / JPMORGAN CHASE & CO - FILING PPG INDUSTRIES INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 03)* PPG INDUSTRIES INC. (Name of Issuer) Common Stock, par value $1.66 (Title of Class of Securities) 693506107 (CUSIP Number) April 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rul

May 6, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 6, 2024 JPMorgan Chase & Co.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 6, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Comm

May 6, 2024 EX-99

JPMorgan Chase Announces Visa’s Acceptance of Class B-1 Common Stock

Exhibit 99 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com News release: IMMEDIATE RELEASE JPMorgan Chase Announces Visa’s Acceptance of Class B-1 Common Stock New York, May 6, 2024 – JPMorgan Chase & Co. (“the Firm”) announced that Visa Inc. accepted the Firm’s tender of its 37.2 million shares of Visa Class B-1 common stock in exchange for

May 1, 2024 EX-22

Subsidiary Guarantors and Issuers of Guaranteed Securities

Exhibit 22 JPMorgan Chase & Co. JPMorgan Chase & Co. guarantee of subsidiary issuances Securities Guarantor JPMorgan Chase Financial Company LLC has issued, from time to time, its Global Medium-Term Notes, Series A, under the Indenture dated February 19, 2016 (“Series A Notes”), that are each fully and unconditionally guaranteed by JPMorgan Chase & Co. In addition, JPMorgan Chase Financial Company

May 1, 2024 EX-15

Letter re: Unaudited Interim Financial Information.

Exhibit 15 May 1, 2024 Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549 Re: JPMorgan Chase & Co. Registration Statements on Form S-3 (No. 333-270004) (No. 333-270004-01) (No. 333-263304) Registration Statements on Form S-4 (No. 333-276554) Registration Statements on Form S-8 (No. 333-272306) (No. 333-272303) (No. 333-272302) (No. 333-272299) (No. 333-219702) (No. 333-2197

May 1, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file March 31, 2024 number 1-5805 JPMo

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended Commission file March 31, 2024 number 1-5805 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organizat

April 30, 2024 PX14A6G

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103 Name of the Registrant: JPMorgan Chase & Co. Name of persons relying on exemption: National Legal and Policy Center Address of persons relying on exemption: 107 Park Washington Court, Falls Church, VA 22046 Written materials are submitted pursuant to Rule 14a-6(g) (1) prom

April 25, 2024 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

April 24, 2024 PX14A6G

We are not seeking authority to vote your proxy and no proxy cards will be accepted. Vote your proxies according to the instructions in the JPMorgan Chase proxy statement.

NOTICE OF EXEMPT SOLICITATION NAME OF REGISTRANT: JPMorgan Chase & Co. NAME OF PERSON RELYING ON EXEMPTION: Maryknoll Sisters of St. Dominic, Inc. ADDRESS OF PERSON RELYING ON EXEMPTION: PO Box 310, Maryknoll, NY 10545 Written materials are submitted pursuant to Rule 14a-6(g)(1) promulgated under the Securities Exchange Act of 1934. Submission is not required of this filer under the terms of the R

April 23, 2024 PX14A6G

United States Securities and Exchange Commission Washington, D.C. 20549 Notice of Exempt Solicitation Pursuant to Rule 14a-103

United States Securities and Exchange Commission Washington, D.C. 20549 Notice of Exempt Solicitation Pursuant to Rule 14a-103 Name of the Registrant: JPMorgan Chase & Co. Name of persons relying on exemption: United Church Funds Address of persons relying on exemption: Investor Advocates for Social Justice, 40 S Fullerton Ave, Montclair, NJ 07042 Written materials are submitted pursuant to Rule 1

April 22, 2024 PX14A6G

This is not a solicitation of authority to vote your proxy. Please do not send us your proxy card; it will not be accepted. Report on Due Diligence in Conflict - Affected and High - Risk Areas Vote FOR Proposal 9

This is not a solicitation of authority to vote your proxy. Please do not send us your proxy card; it will not be accepted. Report on Due Diligence in Conflict - Affected and High - Risk Areas Vote FOR Proposal 9 1 JPMorgan Chase operates in numerous conflict - affected and high - risk areas. JPMorgan Chase acknowledges that human rights and ‘social’ risks are increasingly important to investors.

April 22, 2024 PX14A6G

PX14A6G

This is not a solicitation of authority to vote your proxy. Please do not send us your proxy card; it will not be accepted. Report on Due Diligence in Conflict-Affected and High-Risk Areas Vote FOR Proposal 9 1JPMorgan Chase operates in numerous conflict-affected and high-risk areas. JPMorgan Chase acknowledges that human rights and ‘social’ risks are increasingly important to investors. Evaluatin

April 22, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 22, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

April 12, 2024 EX-99.2

EARNINGS RELEASE FINANCIAL SUPPLEMENT FIRST QUARTER 2024

Exhibit 99.2 EARNINGS RELEASE FINANCIAL SUPPLEMENT FIRST QUARTER 2024 JPMORGAN CHASE & CO. TABLE OF CONTENTS Page(s) Consolidated Results Consolidated Financial Highlights 2–3 Consolidated Statements of Income 4 Consolidated Balance Sheets 5 Condensed Average Balance Sheets and Annualized Yields 6 Reconciliation from Reported to Managed Basis 7 Segment Results - Managed Basis 8 Capital and Other S

April 12, 2024 EX-99

1Q24 Financial Results April 12, 2024 Exhibit 99 Pretax Net income EPS Increase to the FDIC special assessment in Corporate ($725) ($550) ($0.19) 1Q24 Financial highlights 1 See note 4 on slide 10 2 Represents the estimated Basel III common equity Ti

a1q24earningsxpresentat 1Q24 Financial Results April 12, 2024 Exhibit 99 Pretax Net income EPS Increase to the FDIC special assessment in Corporate ($725) ($550) ($0.

April 12, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 12, 2024 JPMorgan Chase & C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 12, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

April 12, 2024 EX-99.1

JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com

Exhibit 99.1 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com JPMORGAN CHASE REPORTS FIRST-QUARTER 2024 NET INCOME OF $13.4 BILLION ($4.44 PER SHARE), EXCLUDING A $725 MILLION INCREASE TO THE FDIC SPECIAL ASSESSMENT, NET INCOME OF $14.0 BILLION ($4.63 PER SHARE) FIRST-QUARTER 2024 RESULTS1 ROE 17% ROTCE2 21% CET1 Capital Ratios3 Std. 15.0% | A

April 12, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 12, 2024 JPMorgan Chase & C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 12, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

April 12, 2024 PX14A6G

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103

United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103 Name of the Registrant: JPMorgan Chase & Co Name of persons relying on exemption: Inspire Investing, LLC Address of persons relying on exemption: 3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646 As over 100 investors and financial professionals, serving thousands of cl

April 9, 2024 SC 13G/A

STEP / StepStone Group LP / JPMORGAN CHASE & CO - FILING STEPSTONE GROUP INC. Passive Investment

SC 13G/A 1 STEPSTONEGROUPINC.htm FILING STEPSTONE GROUP INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* STEPSTONE GROUP INC. (Name of Issuer) Class A Common Stock, $0.001 par value per share (Title of Class of Securities) 85914M107 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Fili

April 9, 2024 SC 13G/A

III / Information Services Group, Inc. / JPMORGAN CHASE & CO - FILING INFORMATION SERVICES GROUP, INC. Passive Investment

SC 13G/A 1 INFORMATIONSERVICESGROUP.htm FILING INFORMATION SERVICES GROUP, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 02)* INFORMATION SERVICES GROUP, INC. (Name of Issuer) Common Stock, $0.001 par value (Title of Class of Securities) 45675Y104 (CUSIP Number) March 29, 2024 (Date of Event Which

April 9, 2024 SC 13G/A

GEL / Genesis Energy, L.P. - Limited Partnership / JPMORGAN CHASE & CO - FILING GENESIS ENERGY, L.P. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* GENESIS ENERGY, L.P. (Name of Issuer) Common units (Title of Class of Securities) 371927104 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh

April 9, 2024 SC 13G/A

RVNC / Revance Therapeutics, Inc. / JPMORGAN CHASE & CO - FILING REVANCE THERAPEUTICS, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 10)* Revance Therapeutics, Inc. (Name of Issuer) Common Stock, par value $0.001 per share (Title of Class of Securities) 761330109 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to

April 9, 2024 SC 13G/A

WNS / WNS (Holdings) Limited / JPMORGAN CHASE & CO - FILING WNS (HOLDINGS) LIMITED Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* WNS (HOLDINGS) LIMITED (Name of Issuer) American Depositary Shares, each represented by one Ordinary Share, par value 10 pence per share (Title of Class of Securities) 92932M101 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Fi

April 9, 2024 SC 13G/A

KIM / Kimco Realty Corporation / JPMORGAN CHASE & CO - FILING KIMCO REALTY CORPORATION Passive Investment

SC 13G/A 1 KIMCOREALTYCORPORATION.h.htm FILING KIMCO REALTY CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* KIMCO REALTY CORPORATION (Name of Issuer) Common Stock, par value $.01 per share (Title of Class of Securities) 49446R109 (CUSIP Number) March 29, 2024 (Date of Event Which Requires

April 9, 2024 SC 13G/A

NSC / Norfolk Southern Corporation / JPMORGAN CHASE & CO - FILING NORFOLK SOUTHERN CORPORATION Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* NORFOLK SOUTHERN CORPORATION (Name of Issuer) Common Stock (Par Value $1.00) (Title of Class of Securities) 655844108 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designa

April 9, 2024 SC 13G/A

EVH / Evolent Health, Inc. / JPMORGAN CHASE & CO - FILING EVOLENT HEALTH, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 08)* Evolent Health, Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 30050B101 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box t

April 9, 2024 SC 13G/A

RYN / Rayonier Inc. / JPMORGAN CHASE & CO - FILING RAYONIER INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 12)* RAYONIER INC. (Name of Issuer) Common Shares, no par value (Title of Class of Securities) 754907103 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua

April 9, 2024 SC 13G/A

PMVP / PMV Pharmaceuticals, Inc. / JPMORGAN CHASE & CO - FILING PMV PHARMACEUTICALS, INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* PMV PHARMACEUTICALS, INC. (Name of Issuer) Common stock, par value $0.00001 (Title of Class of Securities) 69353Y103 (CUSIP Number) March 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designat

April 8, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 8, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Co

April 8, 2024 DEF 14A

JPMC 2024 PROXY COURTESY COPY

JPMorgan Chase & Co. 383 Madison Avenue New York, New York 10179-0001 April 8, 2024 Dear fellow shareholders: We are pleased to invite you to attend the annual meeting of shareholders to be held in a virtual meeting format, via the Internet, on May 21, 2024 at 10:00 a.m. Eastern Time. Shareholders are provided an opportunity to ask questions about topics of importance to the Firm’s business and af

April 8, 2024 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

April 8, 2024 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14

March 28, 2024 PX14A6G

Vote Yes: Report on Respecting Workforce Civil Liberties

NOTICE OF EXEMPT SOLICITATION SUBMITTED BY NON-MANAGEMENT U.S. Securities and Exchange Commission Washington, DC 20549 Notice of Exempt Solicitation under Rule 14a-103 Name of Registrant: JPMorgan Chase & Co. Name of person relying on exemption: Bowyer Research Address of person relying on exemption: P.O. Box 120, McKeesport, PA 15135 Vote Yes: Report on Respecting Workforce Civil Liberties Bowyer

March 21, 2024 EX-99

JPMorgan Chase to Redeem Four Series of Preferred Stock Represented By Depositary Shares

Exhibit 99 JPMorgan Chase & Co. 383 Madison Avenue, New York, NY 10179-0001 NYSE symbol: JPM www.jpmorganchase.com     News release: IMMEDIATE RELEASE JPMorgan Chase to Redeem Four Series of Preferred Stock Represented By Depositary Shares New York, March 21, 2024 – JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) has announced that on April 30, 2024 it will redeem all of the 100,

March 21, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 21, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

March 12, 2024 EX-4.2

Deposit Agreement, dated March 12, 2024, among JPMorgan Chase & Co., Computershare Inc., as depositary, and the holders from time to time of Depositary Receipts.

EX-4.2 Exhibit 4.2 DEPOSIT AGREEMENT Dated March 12, 2024 JPMORGAN CHASE & CO., ISSUER, COMPUTERSHARE INC., AS DEPOSITARY, REGISTRAR AND TRANSFER AGENT and ALL HOLDERS FROM TIME TO TIME OF RECEIPTS ISSUED HEREUNDER RELATING TO RECEIPTS, DEPOSITARY SHARES AND RELATED 6.875% FIXED-RATE RESET NON-CUMULATIVE PREFERRED STOCK, SERIES NN Table of Contents Page ARTICLE I Definitions 1 ARTICLE II Form of R

March 12, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 11, 2024 JPMorgan Chase & C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 11, 2024 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (C

March 12, 2024 EX-4.1

Form of certificate representing the Series NN Preferred Stock.

EX-4.1 Exhibit 4.1 STATE OF DELAWARE CERTIFICATE NO.    1 NUMBER OF SHARES 250,000    JPMORGAN CHASE & CO. INCORPORATED UNDER THE LAWS OF THE STATE OF DELAWARE Authorized 250,000 Shares of 6.875% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series NN, Par Value $1.00 Per Share This certifies that Computershare Inc., as Depositary, is the owner of 250,000 shares of 6.875% Fixed-Rate Reset Non-C

March 12, 2024 EX-3.1

875% Non-Cumulative Preferred Stock, Series NN (incorporated by referen

EX-3.1 Exhibit 3.1 CERTIFICATE OF DESIGNATIONS, POWERS, PREFERENCES AND RIGHTS OF THE 6.875% FIXED-RATE RESET NON-CUMULATIVE PREFERRED STOCK, SERIES NN ($10,000.00 liquidation preference per share) OF JPMORGAN CHASE & CO. Pursuant to Section 151 of the General Corporation Law of the State of Delaware JPMORGAN CHASE & CO., a Delaware corporation (the “Corporation”), HEREBY CERTIFIES that the follow

March 7, 2024 SC 13G/A

STX / Seagate Technology Holdings plc / JPMORGAN CHASE & CO - FILING SEAGATE TECHNOLOGY HOLDINGS PLC Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 03)* SEAGATE TECHNOLOGY HOLDINGS PLC (Name of Issuer) Ordinary Shares, par value $0.00001 per share (Title of Class of Securities) G7997R103 (CUSIP Number) February 29, 2024 (Date of Event Which Requires Filing of this Statement) Check the appro

February 16, 2024 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended Commission file December 31, 2023 number 1-5805 JPMorgan

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended Commission file December 31, 2023 number 1-5805 JPMorgan Chase & Co. (Exact name of registrant as specified in its charter) Delaware 13-2624428 (State or other jurisdiction of incorporation or organization)

February 16, 2024 EX-22.2

Subsidiary Guarantors and Issuers of Guaranteed Securities.

Exhibit 22.2 JPMorgan Chase & Co. JPMorgan Chase & Co. guarantee of subsidiary issuances Securities Guarantor JPMorgan Chase Financial Company LLC issues, from time to time, its Global Medium-Term Notes, Series A, under the Indenture dated February 19, 2016 that are each fully and unconditionally guaranteed by JPMorgan Chase & Co. and are currently offered and sold pursuant to a Registration State

February 16, 2024 EX-10.19

Forms of JPMorgan Chase & Co. Long-Term Incentive Plan Terms and Conditions for restricted stock units and performance share unit awards for Operating Committee members (U.S. and U.K.), dated as of January 1

Exhibit 10.19 JPMORGAN CHASE & CO. LONG-TERM INCENTIVE PLAN TERMS AND CONDITIONS OF JANUARY 16, 2024 RESTRICTED STOCK UNIT AWARD OPERATING COMMITTEE Award Agreement These terms and conditions are made part of the Award Agreement dated as of January 16, 2024 (“Grant Date”) awarding Restricted Stock Units (“RSUs”) pursuant to the terms of the JPMorgan Chase & Co. Long-Term Incentive Plan (“Plan”). T

February 16, 2024 EX-21

List of subsidiaries of JPMorgan Chase & Co.

Exhibit 21 JPMorgan Chase & Co. List of subsidiaries While there are a number of subsidiaries that are required to be reported for various purposes to bank regulators, the following is a list of JPMorgan Chase & Co.’s significant legal entity subsidiaries as of December 31, 2023, as defined by SEC rules. The list includes the parent company of significant subsidiaries even if the parent company di

February 16, 2024 EX-4.6

Description of Securities of JPMorgan Chase & Co. registered pursuant to Section 12 of the Securities Exchange Act of 1934.

Exhibit 4.6 DESCRIPTION OF SECURITIES OF JPMORGAN CHASE & CO. REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of the filing date of the Annual Report on Form 10-K to which this Exhibit is attached (the “Form 10-K”), the following outstanding securities issued by JPMorgan Chase & Co. are registered pursuant to Section 12 of the Securities Exchange Act of 1934: (i) common

February 16, 2024 EX-97

Policy for the Recovery of Erroneously Awarded Incentive-Based Compensation

Exhibit 97 Policy for the Recovery of Erroneously Awarded Incentive-Based Compensation Effective Date: October 2, 2023 1.

February 13, 2024 SC 13G/A

JPM / JPMorgan Chase Bank, National Association - Corporate Bond/Note / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0083-jpmorganchaseco.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: JPMorgan Chase & Co Title of Class of Securities: Common Stock CUSIP Number: 46625H100 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate

February 8, 2024 SC 13G/A

CELH / Celsius Holdings, Inc. / JPMORGAN CHASE & CO - FILING CELSIUS HOLDINGS, INC. Passive Investment

SC 13G/A 1 CELSIUSHOLDINGSINC.htm FILING CELSIUS HOLDINGS, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* CELSIUS HOLDINGS, INC. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 15118V207 (CUSIP Number) January 31, 2024 (Date of Event Which Requires Filin

February 8, 2024 SC 13G/A

HHLA / HH&L Acquisition Co. / JPMORGAN CHASE & CO - FILING HH&L ACQUISITION CO. Passive Investment

SC 13G/A 1 HHLAcquisitionCo.htm FILING HH&L ACQUISITION CO. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* HH&L Acquisition Co. (Name of Issuer) Class A ordinary shares, par value $0.0001 per share (Title of Class of Securities) G39714103 (CUSIP Number) January 31, 2024 (Date of Event Which Requires

February 6, 2024 SC 13G

MCS / The Marcus Corporation / JPMORGAN CHASE & CO - FILING THE MARCUS CORPORATION Passive Investment

SC 13G 1 THEMARCUSCORPORATION.htm FILING THE MARCUS CORPORATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* THE MARCUS CORPORATION (Name of Issuer) Common Stock, $1.00 par value (Title of Class of Securities) 566330106 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this St

February 6, 2024 SC 13G

HHLA / HH&L Acquisition Co. / JPMORGAN CHASE & CO - FILING HH&L ACQUISITION CO. Passive Investment

SC 13G 1 HHLAcquisitionCo.htm FILING HH&L ACQUISITION CO. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* HH&L Acquisition Co. (Name of Issuer) Class A ordinary shares, par value $0.0001 per share (Title of Class of Securities) G39714103 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Fi

February 6, 2024 SC 13G

NGL / NGL Energy Partners LP - Limited Partnership / JPMORGAN CHASE & CO - FILING NGL ENERGY PARTNERS LP Passive Investment

SC 13G 1 NGLEnergyPartnersLP.htm FILING NGL ENERGY PARTNERS LP UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* NGL Energy Partners LP (Name of Issuer) Common units representing Limited Partner Interests (Title of Class of Securities) 62913M107 (CUSIP Number) December 29, 2023 (Date of Event Which Requi

February 6, 2024 SC 13G/A

NRP / Natural Resource Partners L.P. - Limited Partnership / JPMORGAN CHASE & CO - FILING NATURAL RESOURCE PARTNERS L.P. Passive Investment

SC 13G/A 1 NATURALRESOURCEPARTNERS.htm FILING NATURAL RESOURCE PARTNERS L.P. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 07)* NATURAL RESOURCE PARTNERS L.P. (Name of Issuer) Common Units representing limited partner interests (Title of Class of Securities) 63900P608 (CUSIP Number) December 29, 2023 (D

February 6, 2024 SC 13G

GEL / Genesis Energy, L.P. - Limited Partnership / JPMORGAN CHASE & CO - FILING GENESIS ENERGY, L.P. Passive Investment

SC 13G 1 GENESISENERGYLP.htm FILING GENESIS ENERGY, L.P. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* GENESIS ENERGY, L.P. (Name of Issuer) Common units (Title of Class of Securities) 371927104 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropr

February 6, 2024 SC 13G

RDN / Radian Group Inc. / JPMORGAN CHASE & CO - FILING RADIAN GROUP INC Passive Investment

SC 13G 1 RadianGroupInc.htm FILING RADIAN GROUP INC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Radian Group Inc (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 750236101 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement

February 6, 2024 SC 13G

FUN / Cedar Fair, L.P. - Limited Partnership / JPMORGAN CHASE & CO - FILING CEDAR FAIR, L.P. Passive Investment

SC 13G 1 CEDARFAIRLP.htm FILING CEDAR FAIR, L.P. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* CEDAR FAIR, L.P. (Name of Issuer) Depositary Units (Representing Limited Partner Interests) (Title of Class of Securities) 150185106 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of

February 5, 2024 CORRESP

[Signature page to follow] JPMorgan Chase & Co. • 277 Park Avenue, New York, New York 10172-10003 Tel: 212 623 2040 • Email: [email protected]

February 5, 2024 VIA EDGAR Mr. Robert Arzonetti U.S. Securities and Exchange Commission Division of Corporation Finance Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Re: JPMorgan Chase & Co. JPMorgan Chase Financial Company LLC Registration Statement on Form S-4, as amended File Nos. 333-276554 & 333-276554-01 Dear Mr. Arzonetti: With respect to the above-referenced registration stat

February 1, 2024 CORRESP

JPMorgan Chase & Co. • 277 Park Avenue, New York, New York 10172-10003 Tel: 212 623 2040 • Email: [email protected]

February 1, 2024 CONFIDENTIAL VIA EDGAR AND E-MAIL Mr. Perry Hindin U.S. Securities and Exchange Commission Division of Corporation Finance Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Re: JPMorgan Chase & Co. JPMorgan Chase Financial Company LLC Registration Statement on Form S-4 filed January 17, 2024 File Nos. 333-276554 & 333-276554-01 Dear Mr. Hindin: On behalf of JPMorgan Chas

February 1, 2024 S-4/A

As filed with the Securities and Exchange Commission on February 1, 2024

As filed with the Securities and Exchange Commission on February 1, 2024 Registration Nos.

January 26, 2024 8-A12B

FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 JPMORGAN CHASE & CO. (Exact name of registrant as specified in its charter) DELAWARE 13-2624428 (State of incorporation or organization) (I.R.S. Employer Identification No.) 383 Madison Avenue New

January 25, 2024 SC 13G/A

RYN / Rayonier Inc. / JPMORGAN CHASE & CO - FILING RAYONIER INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 11)* RAYONIER INC. (Name of Issuer) Common Shares, no par value (Title of Class of Securities) 754907103 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur

January 25, 2024 SC 13G/A

TWST / Twist Bioscience Corporation / JPMORGAN CHASE & CO - FILING TWIST BIOSCIENCE CORPORATION Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* Twist Bioscience Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 90184D100 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur

January 25, 2024 SC 13G/A

RGNX / REGENXBIO Inc. / JPMORGAN CHASE & CO - FILING REGENXBIO INC. Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* REGENXBIO Inc. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) 75901B107 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designa

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