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AI English summary of an SEC filing — figures as filed

JPMorgan Chase logoJPMorgan Chase JPM

JPMorgan Chase said it held an Investor Day presentation on May 20, 2024 to provide investors with information about the firm and its lines of business. It said the slides were furnished as Exhibit 99 and posted on the firm's website.

8-KRegulation FD DisclosureFiled Period of report Summary published (UTC)

Key points

AI summary
  1. JPMorgan Chase said it held an Investor Day presentation on May 20, 2024 to provide investors with information about the firm and its lines of business. It said the slides were furnished as Exhibit 99 and posted on the firm's website.

  2. The company said the slides are furnished under Item 7.01 and are not deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934. It also stated that Exhibit 99 is not deemed incorporated by reference into the company's filings under the Securities Act of 1933.

  3. The company said the Investor Day agenda included Daniel Pinto's Opening Remarks, Jeremy Barnum's Firm Overview, a presentation by Mary Callahan Erdoes on Asset & Wealth Management, and sessions on Consumer & Community Banking and Commercial & Investment Bank. Closing Remarks and Q&A were listed under Jamie Dimon.

  4. JPMorgan Chase said it filed Exhibit 99.1, which includes the Investor Day cover page, forward-looking statements and agenda, Exhibit 99.2, which contains the presentation slides, and Exhibit 99.3, which contains the speaker biographies. The filing also includes a statement that actual results may differ from those set forth in the forward-looking statements.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

JPMorgan Chase Holds Investor Day on May 20, 2024

JPMorgan Chase said it held an Investor Day presentation on May 20, 2024 to provide investors with information about the firm and its lines of business. It said the slides were furnished as Exhibit 99 and posted on the firm's website.

Source · Based on the filing body and exhibits

Legal Status of Materials Furnished Under Item 7.01

The company said the slides are furnished under Item 7.01 and are not deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934. It also stated that Exhibit 99 is not deemed incorporated by reference into the company's filings under the Securities Act of 1933.

Source · Based on the filing body and exhibits

Investor Day Agenda and Speaker Lineup

The company said the Investor Day agenda included Daniel Pinto's Opening Remarks, Jeremy Barnum's Firm Overview, a presentation by Mary Callahan Erdoes on Asset & Wealth Management, and sessions on Consumer & Community Banking and Commercial & Investment Bank. Closing Remarks and Q&A were listed under Jamie Dimon.

Source · Based on the filing body and exhibits

Exhibits Filed and Forward-Looking Statement Language

JPMorgan Chase said it filed Exhibit 99.1, which includes the Investor Day cover page, forward-looking statements and agenda, Exhibit 99.2, which contains the presentation slides, and Exhibit 99.3, which contains the speaker biographies. The filing also includes a statement that actual results may differ from those set forth in the forward-looking statements.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.