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J.P. Morgan’s Efficiente® Plus DS 5 Index (Net ER) is a rules-based index that allocates across 20 ETFs and a cash index using a momentum and volatility-targeting approach. It rebalances monthly into the basket with the strongest prior 6‑month performance, subject to a 5% historical volatility threshold and concentration limits, and then adjusts daily exposure to target 5% annualized volatility. The Index deducts a 0.85% per annum fee and a notional 3‑month cash financing cost, so it is calculated on an excess return basis.
From November 2015 through November 2025, the Index showed a 10‑year annualized return of 0.99% with 10‑year annualized volatility of 5.72% and a Sharpe Ratio of 0.17. Over the same period, a Domestic 30/70 Portfolio (ER) had a 3.25% annualized return with 6.34% volatility and a Sharpe Ratio of 0.51, while a Global 30/70 Portfolio (ER) had a 1.82% annualized return with 6.18% volatility and a Sharpe Ratio of 0.29. Recent monthly allocations have included sizable weights to the cash index, investment‑grade bonds and selected equity ETFs. The material emphasizes that historical and backtested results are not indicative of future performance and outlines numerous risks, including strategy, volatility, correlation, ETF tracking and market risks.
JPMorgan Chase & Co. is offering $7,975,000 of callable fixed rate notes due December 12, 2040. The notes pay fixed interest at 5.15% per annum, with interest paid yearly on December 12, starting in 2026, using a 30/360 day count.
Beginning December 12, 2027, and every June 12 and December 12 thereafter to June 12, 2040, the issuer may redeem all of the notes at par plus accrued interest. Each note has a $1,000 principal amount and was sold at $1,000, with per‑note fees and commissions of $19.514, resulting in issuer proceeds of $980.486 per $1,000, or $7,819,375 in total.
The notes are unsecured obligations of JPMorgan Chase & Co., are not bank deposits or FDIC‑insured, and would rank behind creditors of its subsidiaries in a resolution. Holders could face losses in a Title I or Title II “single point of entry” resolution strategy. The notes are intended for investors able to hold to maturity and accept the associated credit and market risks.
JPMorgan Chase & Co. is offering long-dated callable fixed-rate notes paying 5.80% per year and maturing on December 23, 2055. Interest is paid annually on December 23, starting in 2026, using a 30/360 day count convention.
The notes are callable at JPMorgan’s option at par plus accrued interest on June 23 and December 23 of each year, beginning December 23, 2027 and ending June 23, 2055, so investors face reinvestment risk if the notes are redeemed early.
The notes are unsecured obligations of JPMorgan Chase & Co. and are not bank deposits or FDIC insured. In a resolution scenario under the firm’s single point of entry recapitalization strategy, losses would be borne first by shareholders and then by unsecured creditors, including holders of these notes, after claims of priority and secured creditors.
The public offering price per $1,000 note will generally range from $925.10 to $1,000 for certain institutional or fee-based accounts, and selling commissions would typically be about $4.00 per $1,000 note and will not exceed $50.00 per $1,000 note.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured Review Notes linked to the iShares Bitcoin Trust ETF (IBIT) that can be automatically called early if the ETF’s price on a Review Date is at or above the initial level. Investors receive $1,000 per note plus a call premium if called, with minimum premiums of 28.15%, 56.30% or 84.45% at the first, second and final Review Dates, respectively.
If the notes are not called and the ETF’s final price is at or above 50% of the initial level, investors receive only their principal back at maturity. If it falls below that 50% barrier, repayment is reduced one-for-one with the ETF’s loss, and investors can lose more than half, up to all, of their principal. The notes pay no interest, have a minimum denomination of $1,000, are not FDIC insured, and carry both JPMorgan credit risk and the substantial volatility and regulatory risks associated with bitcoin exposure.
JPMorgan Chase Financial Company LLC is offering unsecured, unsubordinated callable contingent interest notes linked to the least performing of the S&P 500 Index, the Dow Jones Industrial Average and the VanEck Semiconductor ETF, fully and unconditionally guaranteed by JPMorgan Chase & Co.
Holders may receive monthly Contingent Interest Payments at a rate of at least 13.00% per annum70.00% of their Initial Values. If any underlying is below this barrier on a Review Date, no interest is paid for that period.
The notes are callable at the issuer’s option on specified Interest Payment Dates starting March 19, 2026. At maturity in November 2027, if the notes have not been redeemed early and each underlying finishes at or above its 70.00% Trigger Value, investors receive principal plus the final contingent coupon. If any underlying finishes below its Trigger Value, repayment is reduced one-for-one with the decline of the least performing underlying, and investors can lose a significant portion or all of their principal.
JPMorgan Chase Financial Company LLC plans to issue Uncapped Buffered Digital Notes linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 Index and the Nasdaq-100 Index, fully guaranteed by JPMorgan Chase & Co. The notes mature on December 15, 2028 and are issued in $1,000 minimum denominations.
At maturity, if every index finishes at or above its initial level, investors receive $1,000 plus the greater of a contingent digital return of at least 35.00% or the actual return of the least performing index. If all index declines are within a 20.00% buffer, principal is returned. If any index falls by more than 20.00%, investors lose 1% of principal for each percentage point beyond the buffer, up to an 80.00% loss.
The notes pay no interest or dividends, are unsecured and not FDIC insured, and their value is subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. An indicative estimated value is approximately $975.70 per $1,000 note, and the final estimated value at pricing will not be less than $900.00 per $1,000.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured structured notes linked to the MerQube US Tech+ Vol Advantage Index, due December 28, 2032, in $1,000 denominations. The notes can be automatically called as early as March 29, 2027 if the Index is at or above its initial level, paying back $1,000 plus a call premium based on a rate of at least 20%; at that rate, the first review could pay about $1,250.79 and the final review about $2,396.03 per $1,000.
If the notes are not called and the Index is at or above 60% of its initial level at final observation, investors receive only their principal back. If it finishes below 60%, repayment is reduced one-for-one with the Index loss, so more than 40% and up to all principal can be lost. The Index embeds a 6.0% per annum daily deduction and a notional financing cost on leveraged exposure to the QQQ Fund, which drags on returns and can magnify losses. The notes pay no interest or dividends, are not listed, and an indicative estimated value is about
JPMorgan Chase Financial Company LLC is offering principal-at-risk Contingent Income Auto-Callable Securities linked to the worst performer of the Russell 2000, S&P 500 and Nikkei 225 indices. Each $1,000 security pays a contingent quarterly coupon of at least $31.50 (at least 3.15%) only if all three indices stay at or above 75% of their initial levels on every day of the relevant quarter. If on any determination date before maturity all three indices are at or above their initial levels, the notes are automatically redeemed at $1,000 plus any due coupon. At maturity on December 23, 2027, investors receive $1,000 (plus a final coupon if conditions are met) only if each index is at or above its downside threshold; otherwise the payoff is reduced 1‑for‑1 with the worst index and can fall to zero. The notes are unsecured obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., with an estimated value of approximately $957.30 per $1,000 security, not less than $930.00, and will not be listed on any exchange.
JPMorgan Chase & Co. is offering callable fixed-rate notes due December 21, 2029. The notes pay interest annually at a fixed rate of 4.20% per annum, using a 30/360 day count, with interest payable each December 23 starting in 2026 and on the maturity date, if the notes have not been called.
Beginning December 23, 2027, and then on the 23rd day of March, June, September and December through September 23, 2029, JPMorgan may redeem the notes in whole at par plus accrued interest. The notes are unsecured obligations of JPMorgan Chase & Co., rank junior to creditors of its subsidiaries, are not bank deposits and are not insured by the FDIC or any government agency. The disclosure highlights that in a resolution scenario under U.S. bankruptcy or Title II of the Dodd-Frank Act, holders of these notes could face losses and recover only after priority and secured creditors.
JPMorgan Chase & Co. is offering $2,100,000 of callable fixed rate notes due December 12, 2033. These senior notes pay interest annually at a fixed rate of 4.55% per annum, using a 30/360 day count, with payments on December 12 of each year starting December 12, 2026, as long as the notes remain outstanding.
Beginning December 12, 2027, and on the 12th of March, June, September and December through September 12, 2033, JPMorgan may redeem the notes in whole at par plus accrued interest. If not called, investors receive principal plus accrued interest at maturity.
The notes are priced at $1,000 per $1,000 principal amount for most investors, with total price to the public of $2,099,190 and issuer proceeds of $2,081,150 after fees. They are unsecured obligations of JPMorgan Chase & Co., are not bank deposits and are not insured by the FDIC or any government agency. The documents highlight resolution and bankruptcy risks, and investors are directed to detailed risk and tax discussions in the accompanying materials.