{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"JPM","limit":50},"count":50,"signals":[{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":19,"context":"stakeholders and understanding the impact of various policies on the Firms functions | | | | | | | Technology | Experience with or oversight of innovative technology, artificial intelligence (\"AI\"), cybersecurity, information systems/data management, information security, fintech or privacy is important in overseeing the security of the Firms operations, assets and systems as well as the Firms ongoing","filed_date":"2026-04-06","accession":"0000019617-26-000096","full_text":"https://origin.rootz.global/static/filing/0000019617-26-000096.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":26,"context":"y | | | | | | | | | PROPOSAL 2: | | | | | Advisory resolution to approve executive compensation | page 38 | | | | | | | | | We are submitting an advisory resolution to approve the compensation of our Named Executive Officers (NEOs). | | | | We believe shareholders should consider three key factors in their evaluation of this years proposal:1.How we think about pay decisionsThe Firms Business Principles and strategic fra","filed_date":"2026-04-06","accession":"0000019617-26-000096","full_text":"https://origin.rootz.global/static/filing/0000019617-26-000096.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":131,"context":"t investigation to the public if such a disclosure would violate JPMorganChases obligations under applicable law to maintain confidentiality, even if the resolution of that investigation could have a material adverse effect on JPMorganChases business, operations, results or financial condition. JPMorganChases compliance risk and operating costs could be higher in jurisdictions with less predictable legal, regulatory and","filed_date":"2026-02-13","accession":"0001628280-26-008131","full_text":"https://origin.rootz.global/static/filing/0001628280-26-008131.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":26,"context":"articularly focused on issues such as geopolitical uncertainty, the role of artificial intelligence and the evolving regulatory environment. The Firms approach to risk management, liquidity, capital, cybersecurity, the economy and other issues are discussed regularly at our Board meetings. We also work closely with management to promote equal treatment, opportunity and access throughout our organizatio","filed_date":"2025-04-07","accession":"0000019617-25-000321","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000321.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":26,"context":"| | | | | | | | PROPOSAL 2: | | | | | Advisory resolution to approve executive compensation | page 38 | | | | | | | | | | | We are submitting an advisory resolution to approve the compensation of our Named Executive Officers (NEOs). | | | | We believe shareholders should consider three key factors in their evaluation of this years proposal:1.How we think about pay decisionsThe Firms Business Principles and strategic fra","filed_date":"2025-04-07","accession":"0000019617-25-000321","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000321.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":80,"match_count":10,"context":"cession is not delegated to one person or one committee. The entire Board is involved with developing and assessing the senior executives who are potential CEO and Operating Committee candidates. A hallmark of our Boards approach is our direct engagement with senior management. At nearly every Board meeting, each Line of Business CEO and the COO participate and provide an unscripted Since We Last Met","filed_date":"2026-04-06","accession":"0000019617-26-000096","full_text":"https://origin.rootz.global/static/filing/0000019617-26-000096.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":80,"match_count":10,"context":"ers and stakeholdersCareer HighlightsAlto Pharmacy, LLC, a digital pharmacyChief Executive Officer (since 2022)Amazon.com, Inc., a global e-commerce companySenior Vice President, Global Customer Fulfillment (2021-2022)Senior Team Member (2020-2022) | Vice President, Global Customer Fulfillment (2019-2021)The General Motors Company, a multinational automotive manufacturing companyExecutive Vice Presid","filed_date":"2025-04-07","accession":"0000019617-25-000321","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000321.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"growth_inflection","strength":64,"match_count":8,"context":"and expanded our leadMaintained a fortress balance sheetAchieved strong results - among other metrics, the CMDC considered that the Firm delivered: | | | | | $185.6B | $80.1B | $57.0B | 20% | | | | | Record revenue1 | Pre-tax income ex. LLR1 | Net income | ROTCE1 | | | 8th consecutive record year | or $20.02 per share | | | | | | | A summary of the qualitative factors the CMDC considered in assessing OC members","filed_date":"2026-04-06","accession":"0000019617-26-000096","full_text":"https://origin.rootz.global/static/filing/0000019617-26-000096.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":60,"match_count":5,"context":"et size2 ~$370B Global VC investment in 20241 ~60K Prospects in North America Middle Market PAYMENTS MARKETS GLOBAL BANKING SECURITIES SERVICES ~$320T Cross border transactions expected by 20324 ~65% Emerging markets contribution to global economic growth by 20356 ~$1.6T Financing needed to develop digital infrastructure (2025-2030)5 For footnoted information, refer to slide 38 8 ~$6T 2024 Global PE AUM3  Securi","filed_date":"2025-05-19","accession":"0000019617-25-000483","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000483.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":56,"match_count":7,"context":"and Note 5 for additional information. Principal transactions revenue increased, reflecting in CIB: higher Fixed Income Markets revenue driven by higher revenue in Rates, Commodities and Currencies & Emerging Markets, largely offset by lower revenue in Securitized Products and Fixed Income Financing, partially offset by  lower Equity Markets revenue, particularly in Prime Finance. Principal transactions revenue","filed_date":"2025-08-05","accession":"0000019617-25-000615","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000615.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":48,"match_count":6,"context":"ets. These types of government actions can negatively affect JPMorganChases operations in the relevant country, either directly or by suppressing the local business activities of clients.In addition, emerging markets countries, as well as more developed countries, have been susceptible to unfavorable social developments arising from poor economic conditions or governmental actions, including:widespread demonstra","filed_date":"2026-02-13","accession":"0001628280-26-008131","full_text":"https://origin.rootz.global/static/filing/0001628280-26-008131.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"growth_inflection","strength":48,"match_count":6,"context":"fortress balance sheetAchieved strong results - among other metrics, the CMDC considered that the Firm achieved: | | | | | $180.6B | | 11% | $80.2B | | 16% | $58.5B | | 18% | 22% | | 1% pt | | | | | Record revenue1 | Pre-tax income ex. LLR1 | Record net income | ROTCE1 | | | 7th consecutive record year | or $19.75 per share | Among highest of our peers | | | | | | A summary of the qualitative factors the CMDC","filed_date":"2025-04-07","accession":"0000019617-25-000321","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000321.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":48,"match_count":6,"context":"ed, reflecting the net impact in CIB of: higher Equity Markets revenue driven by Equity Derivatives, Prime Finance and Cash, and lower Fixed Income Markets revenue driven by Commodities, Currencies & Emerging Markets, and Securitized Products, partially offset by higher revenue in Credit. Principal transactions revenue in CIB generally has offsets across other revenue lines, including net interest income. The Fi","filed_date":"2026-08-06","accession":"0001628280-26-054343","full_text":"https://origin.rootz.global/static/filing/0001628280-26-054343.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"margin_pressure","strength":46,"match_count":2,"context":"rvices by the marketplace and the ability of the Firm to innovate and to increase market share; Ability of the Firm to attract and retain qualified employees; Ability of the Firm to control expenses; Competitive pressures; Changes in the credit quality of the Firms clients, customers and counterparties; Adequacy of the Firms risk management framework, disclosure controls and procedures and internal control over finan","filed_date":"2026-02-13","accession":"0001628280-26-008131","full_text":"https://origin.rootz.global/static/filing/0001628280-26-008131.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"margin_pressure","strength":43,"match_count":1,"context":"rvices by the marketplace and the ability of the Firm to innovate and to increase market share; Ability of the Firm to attract and retain qualified employees; Ability of the Firm to control expenses; Competitive pressures; Changes in the credit quality of the Firms clients, customers and counterparties; Adequacy of the Firms risk management framework, disclosure controls and procedures and internal control over finan","filed_date":"2025-11-04","accession":"0001628280-25-048859","full_text":"https://origin.rootz.global/static/filing/0001628280-25-048859.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"margin_pressure","strength":43,"match_count":1,"context":"rvices by the marketplace and the ability of the Firm to innovate and to increase market share; Ability of the Firm to attract and retain qualified employees; Ability of the Firm to control expenses; Competitive pressures; Changes in the credit quality of the Firms clients, customers and counterparties; Adequacy of the Firms risk management framework, disclosure controls and procedures and internal control over finan","filed_date":"2025-08-05","accession":"0000019617-25-000615","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000615.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":40,"match_count":5,"context":"CIB: higher Fixed Income Markets revenue primarily driven by higher revenue in Rates and Commodities, largely offset by lower revenue in Securitized Products, Fixed Income Financing and Currencies & Emerging Markets, and higher Equity Markets revenue, particularly in Equity Derivatives. The increase in CIB was partially offset by lower revenue in Treasury and CIO. Principal transactions revenue in CIB generally","filed_date":"2025-11-04","accession":"0001628280-25-048859","full_text":"https://origin.rootz.global/static/filing/0001628280-25-048859.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":32,"match_count":4,"context":"IB:higher Equity Markets revenue, particularly in Equity Derivatives, andhigher Fixed Income Markets revenue, reflecting higher revenue in Rates, predominantly offset by lower revenue in Currencies & Emerging Markets, and Securitized Products.Principal transactions revenue in CIB generally has offsets across other revenue lines, including net interest income. The Firm assesses the performance of its Markets busi","filed_date":"2025-05-01","accession":"0000019617-25-000421","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000421.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":32,"match_count":4,"context":"ense as percentage of total net revenue | 25 | 26 | (c) | | (a)Included taxable-equivalent adjustments primarily from income tax credits from investments in alternative energy, affordable housing and new markets, income from tax-exempt securities and loans, and the related amortization and other tax benefits of the investments in alternative energy and affordable housing of $646 million and $658 million for","filed_date":"2026-05-01","accession":"0001628280-26-029344","full_text":"https://origin.rootz.global/static/filing/0001628280-26-029344.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":29,"match_count":3,"context":"ove and after taking into account its current litigation reserves and its estimated aggregate range of possible losses, that the other legal proceedings currently pending against it should not have a material adverse effect on the Firms consolidated financial condition. The Firm notes, however, that in light of the uncertainties involved in such proceedings, there is no assurance that the ultimate resolution of these ma","filed_date":"2025-11-04","accession":"0001628280-25-048859","full_text":"https://origin.rootz.global/static/filing/0001628280-25-048859.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":29,"match_count":3,"context":"ove and after taking into account its current litigation reserves and its estimated aggregate range of possible losses, that the other legal proceedings currently pending against it should not have a material adverse effect on the Firms consolidated financial condition. The Firm notes, however, that in light of the uncertainties involved in such proceedings, there is no assurance that the ultimate resolution of these ma","filed_date":"2025-08-05","accession":"0000019617-25-000615","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000615.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":29,"match_count":3,"context":"and after taking into account its current litigation reserves and its estimated aggregate range of possible losses, that the other legal proceedings currently pending against it should not 166have a material adverse effect on the Firms consolidated financial condition. The Firm notes, however, that in light of the uncertainties involved in such proceedings, there is no assurance that the ultimate resolution of these ma","filed_date":"2025-05-01","accession":"0000019617-25-000421","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000421.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":29,"match_count":3,"context":"ove and after taking into account its current litigation reserves and its estimated aggregate range of possible losses, that the other legal proceedings currently pending against it should not have a material adverse effect on the Firms consolidated financial condition. The Firm notes, however, that in light of the uncertainties involved in such proceedings, there is no assurance that the ultimate resolution of these ma","filed_date":"2026-05-01","accession":"0001628280-26-029344","full_text":"https://origin.rootz.global/static/filing/0001628280-26-029344.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":29,"match_count":3,"context":"ove and after taking into account its current litigation reserves and its estimated aggregate range of possible losses, that the other legal proceedings currently pending against it should not have a material adverse effect on the Firms consolidated financial condition. The Firm notes, however, that in light of the uncertainties involved in such proceedings, there is no assurance that the ultimate resolution of these ma","filed_date":"2026-08-06","accession":"0001628280-26-054343","full_text":"https://origin.rootz.global/static/filing/0001628280-26-054343.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_concentration","strength":28,"match_count":1,"context":"e following activities: Maintaining a credit risk policy framework Monitoring and measuring credit risk across all portfolio segments, including transaction and exposure approval Setting industry and geographic concentration limits, as appropriate, and setting guidelines for credit review and analysis Assigning and maintaining credit approval authorities in connection with the approval of credit exposure Monitoring and i","filed_date":"2026-02-13","accession":"0001628280-26-008131","full_text":"https://origin.rootz.global/static/filing/0001628280-26-008131.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"margin_pressure","strength":28,"match_count":1,"context":"rvices by the marketplace and the ability of the Firm to innovate and to increase market share; Ability of the Firm to attract and retain qualified employees; Ability of the Firm to control expenses; Competitive pressures; Changes in the credit quality of the Firms clients, customers and counterparties; Adequacy of the Firms risk management framework, disclosure controls and procedures and internal control over finan","filed_date":"2025-05-01","accession":"0000019617-25-000421","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000421.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":24,"match_count":3,"context":"of a possibly improved regulatory environment, while navigating more uncertainty than ever on the geopolitical and economic side C u rr en t d ir ec ti o n Regulatory uncertainty Economic environmentGeopolitical risks A re a s o f u n ce rt a in ty 5  $89 ($3) $1 2024 2025 outlook Balance sheet growth / mix Card revolve growth and modestly higher deposit balances 47% 53% 45% 42% 41% 30% 29% 28% 26% 24% 4Q21 4Q22","filed_date":"2025-05-19","accession":"0000019617-25-000483","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000483.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"margin_pressure","strength":23,"match_count":1,"context":"alation in trade tensions Shallow, early recession driven by tariffs and economic uncertainty Moderate, immediate recession driven by tariffs with market sell-off Deep, early recession with strong disinflationary impacts Fed Funds Rate Exit 2025 at 3.75% cut to 3.50% in 2Q26 and remains flat through YE26 Exit 2025 at 3.50% cut to 3.25% in 2Q26 and remains flat through YE26 Exit 2025 at 3.50% cut to 2% by late 3Q26 a","filed_date":"2025-05-19","accession":"0000019617-25-000483","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000483.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"risk_factor","strength":16,"match_count":2,"context":"4 8th year 17%5 ANOTHER YEAR OF LEADING PERFORMANCE Macro backdrop currently supportive Unemployment remains low Common-sense regulatory capital changes Competition is intensifying Inflation persists Geopolitical risks Softening labor market Elevated asset prices Enhancing scale Growing market share Geographic expansion Bankers, advisors and branches GROWTH Productivity Reimagining processes Serving customers and","filed_date":"2026-02-23","accession":"0001628280-26-010693","full_text":"https://origin.rootz.global/static/filing/0001628280-26-010693.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"restructuring","strength":16,"match_count":2,"context":"arter of 2025, amounts were reclassified from Other to Global Corporate Banking & Global Investment Banking reflecting the subsequent alignment of certain business activities after the Firms business segment reorganization in the second quarter of 2024. Prior-period amounts have been revised to conform with the current presentation.(b)In the second quarter of 2025, the Middle Market Banking client coverage segment","filed_date":"2026-02-13","accession":"0001628280-26-008131","full_text":"https://origin.rootz.global/static/filing/0001628280-26-008131.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":16,"match_count":2,"context":"to match products and services offered by its competitors, including technology companies. If JPMorganChase does not keep pace with rapidly changing technological advances, including the adoption of generative AI, it risks losing clients and market share to competitors, which could negatively impact revenues, operating costs and its competitive position. Competition could be intensified as the feasibility, ca","filed_date":"2026-02-13","accession":"0001628280-26-008131","full_text":"https://origin.rootz.global/static/filing/0001628280-26-008131.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"strategic_event","strength":16,"match_count":2,"context":"Services since June 2023. He was Head of Global Markets from January 2019 until June 2023. | | Unless otherwise noted, during the five fiscal years ended December31, 2025, all of JPMorganChases above-named executive officers have continuously held senior-level positions with JPMorganChase. There are no family relationships among the foregoing executive officers. Information to be provided in Items 10, 11, 12, 13 and 14","filed_date":"2026-02-13","accession":"0001628280-26-008131","full_text":"https://origin.rootz.global/static/filing/0001628280-26-008131.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"restructuring","strength":16,"match_count":2,"context":"quarter of 2025, amounts were reclassified from Other to Global Corporate Banking Global Investment Banking reflecting the subsequent alignment of certain business activities after the Firms Business Segment reorganization in the second quarter of 2024. Prior-period amounts have been revised to conform with the current presentation. (e)In the second quarter of 2025, the Middle Market Banking client coverage segmen","filed_date":"2026-01-13","accession":"0001628280-26-001902","full_text":"https://origin.rootz.global/static/filing/0001628280-26-001902.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"restructuring","strength":16,"match_count":2,"context":"arter of 2025, amounts were reclassified from Other to Global Corporate Banking & Global Investment Banking reflecting the subsequent alignment of certain business activities after the Firms Business Segment reorganization in the second quarter of 2024. Prior-period amounts have been revised to conform with the current presentation. (c)In the second quarter of 2025, the Middle Market Banking client coverage segmen","filed_date":"2025-11-04","accession":"0001628280-25-048859","full_text":"https://origin.rootz.global/static/filing/0001628280-25-048859.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"restructuring","strength":16,"match_count":2,"context":"quarter of 2025, amounts were reclassified from Other to Global Corporate Banking Global Investment Banking reflecting the subsequent alignment of certain business activities after the Firms Business Segment reorganization in the second quarter of 2024. Prior-period amounts have been revised to conform with the current presentation. (f)In the second quarter of 2025, the Middle Market Banking client coverage segmen","filed_date":"2025-10-14","accession":"0001628280-25-044845","full_text":"https://origin.rootz.global/static/filing/0001628280-25-044845.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"restructuring","strength":16,"match_count":2,"context":"arter of 2025, amounts were reclassified from Other to Global Corporate Banking & Global Investment Banking reflecting the subsequent alignment of certain business activities after the Firms Business Segment reorganization in the second quarter of 2024. Prior-period amounts have been revised to conform with the current presentation. (c)In the second quarter of 2025, the Middle Market Banking client coverage segmen","filed_date":"2025-08-05","accession":"0000019617-25-000615","full_text":"https://origin.rootz.global/static/filing/0000019617-25-000615.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"restructuring","strength":16,"match_count":2,"context":"quarter of 2025, amounts were reclassified from Other to Global Corporate Banking Global Investment Banking reflecting the subsequent alignment of certain business activities after the Firms Business Segment reorganization in the second quarter of 2024. Prior-period amounts have been revised to conform with the current presentation. 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Page 16 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |","filed_date":"2026-04-14","accession":"0001628280-26-024990","full_text":"https://origin.rootz.global/static/filing/0001628280-26-024990.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"strategic_event","strength":16,"match_count":2,"context":"in trust for the pro rata benefit of the holders of the shares called for redemption, so as to be and continue to be available therefor, or deposited by the Corporation with a bank or trust company selected by the Board of Directors or any duly authorized committee of the Board of Directors, which bank or trust company may be an affiliate of the Corporation (the *Depositary Company*), in trust for the pro rata benefit of the ho","filed_date":"2026-05-07","accession":"0001193125-26-211978","full_text":"https://origin.rootz.global/static/filing/0001193125-26-211978.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"platform_shift","strength":13,"match_count":1,"context":"ions Inflation-related Some continued inflationary pressure for certain items, e.g., tech, benefits (healthcare), real estate Volume- and revenue- related Bankers, Advisors and Branches Tech and tech adjacent Marketing Real estate and other4 2026 ADJUSTED EXPENSE1 ($B) 2 Refreshes New branches 2 For footnoted information, refer to slide 25 10  2025 YoY Change Accounts per Ops FTE1,2 Cash equities cost per trade6","filed_date":"2026-02-23","accession":"0001628280-26-010693","full_text":"https://origin.rootz.global/static/filing/0001628280-26-010693.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"margin_pressure","strength":13,"match_count":1,"context":"ed strong engagement Corporate attributable to international consumer initiatives Real estate and other Supporting growth in employees and modernizing older locations Inflation-related Some continued inflationary pressure for certain items, e.g., tech, benefits (healthcare), real estate Volume- and revenue- related Bankers, Advisors and Branches Tech and tech adjacent Marketing Real estate and other4 2026 ADJUSTED EXP","filed_date":"2026-02-23","accession":"0001628280-26-010693","full_text":"https://origin.rootz.global/static/filing/0001628280-26-010693.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"margin_pressure","strength":13,"match_count":1,"context":"rvices by the marketplace and the ability of the Firm to innovate and to increase market share; Ability of the Firm to attract and retain qualified employees; Ability of the Firm to control expenses; Competitive pressures; Changes in the credit quality of the Firms clients, customers and counterparties; Adequacy of the Firms risk management framework, disclosure controls and procedures and internal control over finan","filed_date":"2026-05-01","accession":"0001628280-26-029344","full_text":"https://origin.rootz.global/static/filing/0001628280-26-029344.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"JPM","company":"JPMORGAN CHASE & CO","exchange":"NYSE","sector":"National Commercial Banks","signal_type":"backlog_growth","strength":8,"match_count":1,"context":"ndent Director, Chair of the Board, other members of the Board and senior management, as appropriate. | | | | The Governance Committee is engaged in an ongoing recruitment process designed to build a strong pipeline of prospective directors for the near and long term. 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