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J.P. Morgan provides an index supplement for the J.P. Morgan Tactical Blend Index, which serves as the reference for notes linked to this index. The document shows hypothetical backtested and actual historical monthly and annual returns for the index, with backtested performance used through March 29, 2023 and actual index performance from March 30, 2023 to December 31, 2025.
It also details hypothetical and actual historical average monthly weights across three main Basket Constituents: the Invesco DB US Dollar Index Bullish Fund, the J.P. Morgan Core Bond SM Index and the J.P. Morgan U.S. Low Volatility Index. The methodology description explains the use of alternative “proxy” performance for some constituents before their launch or required liquidity, and emphasizes that past allocations, historical performance and backtested results are not indicative of future outcomes.
The supplement highlights key risks, including that the index is calculated on an excess return basis with a 0.85% per annum deduction, may be significantly uninvested, may be heavily influenced by the equity constituent, and follows a momentum-based rebalancing strategy that may not achieve its target volatility or risk-parity goals. It stresses that the notes are not bank deposits, are not insured by the FDIC or any governmental agency, and that neither the SEC nor any state securities commission has approved or disapproved the notes.
JPMorgan Chase & Co. is offering callable step-up fixed rate notes due January 30, 2034. The notes pay annual interest of 4.25% from January 30, 2026 to January 30, 2029, 5.00% from January 30, 2029 to January 30, 2032, and 6.50% from January 30, 2032 to maturity, with interest paid each January 30 on a 30/360 day count basis.
The issuer may redeem the notes in whole on January 30 and July 30 of each year from January 30, 2028 through July 30, 2033, at par plus accrued interest, after at least 5 business days’ notice. At maturity, if not called, investors receive their principal plus any accrued and unpaid interest.
The price to the public is expected to be around $1,000 per $1,000 principal amount, and may range from $980.10 to $1,000 for certain institutional or fee-based accounts. The notes are unsecured obligations of JPMorgan Chase & Co., are not bank deposits or FDIC-insured, and in a resolution scenario losses would be borne by equity holders first and then unsecured creditors, including holders of these notes.
J.P. Morgan provides a January 2026 index supplement describing the MerQube US Gold Vol Advantage Index, which underlies certain structured notes. The document presents monthly and annual performance figures, including hypothetical backtested returns from December 26, 2007 through February 10, 2025 and actual index performance from February 11, 2025 through December 31, 2025.
The index applies a 6.0% per annum daily deduction, uses significant leverage, may be substantially uninvested at times, and is based on gold futures, making it sensitive to gold market and futures trading risks. It is an excess return index rather than a total return index, so it does not reflect interest that could be earned on cash.
The supplement highlights that the index was established on February 11, 2025 and has a limited operating history, emphasizing that historical and backtested performance are not indicative of future results. It also notes that J.P. Morgan Securities LLC coordinated with MerQube in developing the index rules and licenses the index, and reminds investors that notes linked to the index are not bank deposits, are not FDIC insured, and are not guaranteed by a bank.
The MerQube US Gold Vol Advantage Index is a rules-based index that provides exposure to an unfunded rolling position in Gold futures while targeting 35% volatility, with exposure that can range from 0% to 500% of the futures position. The index rebalances monthly based on one-month implied volatility and applies a 6.0% per annum daily deduction, which reduces index levels over time.
The index was established on February 11, 2025, with performance before that date shown as hypothetical backtested data and performance from February 11, 2025 through December 31, 2025 shown as actual. Over the 10-year period ending December 2025, the index shows a 40.16% annualized volatility and a 150.63% one-year return, while the S&P GSCI Gold Official Close Index ER shows lower volatility and returns over the same horizons. All pre-launch figures are backtested and the material repeatedly stresses that historical and backtested performance are not indicative of future results.
The document highlights numerous risks, including significant leverage, the possibility the index may be uninvested at times, gold and futures market risks, concentration risk, and the impact of the ongoing 6% annual deduction. It also notes that J.P. Morgan Securities LLC worked with MerQube on the methodology, and that investing in notes linked to the index involves substantial risk and may not be suitable for all investors.
J.P. Morgan Multi-Asset Index January 2026 update describes how the Index allocates across up to 10 futures-based indices covering equities, fixed income and alternatives in major developed markets. It rebalances at least monthly into the portfolio with the highest recent performance, subject to a volatility threshold and concentration limits, and is subject to a daily deduction equal to 1.00% per annum.
The Index began on November 18, 2022, and combines hypothetical backtested data before that date with actual performance afterward. Over the past 10 years, the Index shows an annualized return of 2.55%, annualized volatility of 4.46% and a Sharpe Ratio of 0.57, compared with a Domestic 30/70 Portfolio (ER) at 3.26% return, 6.31% volatility and 0.52 Sharpe, and a Global 30/70 Portfolio (ER) at 1.84% return, 6.17% volatility and 0.30 Sharpe.
The update also presents recent monthly weights by asset class and region, and detailed monthly returns from January 2016 through December 2025. Extensive risk disclosures highlight the use of backtested data, excess-return construction, momentum strategy risks, potential concentration in bond constituents, derivative and correlation risks, and the fact that all exposures are notional rather than ownership of actual assets.
J.P. Morgan’s Multi-Asset Index is a rules-based benchmark that uses a momentum strategy across futures on U.S. and international equities, fixed income, oil and gold. The document shows monthly and annual Index returns using hypothetical backtested data from February 22, 1994 to November 17, 2022, and actual Index performance from November 18, 2022 through December 31, 2025.
The Index is an “excess return” index, includes a 1.00% per annum daily deduction and was established on November 18, 2022, so it has a limited live history. Historical and backtested returns and allocations are repeatedly described as not indicative of future results, and alternative data sources and simulations were used for earlier periods.
Investing in notes linked to this Index involves multiple risks, including momentum strategy risk, concentration in bond constituents, futures roll and margin risks, correlation risk, non-U.S. market and currency risks, and potential short positions. The notes are not bank deposits, are not FDIC insured and are not approved or disapproved by the SEC or any state regulator.
JPMorgan Chase & Co. is offering preliminary Callable Fixed Rate Notes due January 30, 2051. The notes pay fixed interest at an annual rate of 5.70%, with interest paid in arrears each January 30, beginning January 30, 2027, using a 30/360 day count convention.
The issuer may redeem the notes early, in whole but not in part, on the 30th day of January, April, July and October of each year from January 30, 2028 through October 30, 2050 at par plus accrued interest. The notes are unsecured obligations of JPMorgan Chase & Co., subject to its single-point-of-entry resolution strategy, which means holders rank behind creditors of its subsidiaries in a stress scenario and may recover less than principal and interest. The minimum price to public for certain institutional or advisory accounts is between $937.60 and $1,000 per $1,000 principal amount, and selling commissions are capped at $50 per $1,000.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 30, 2046. The notes pay fixed interest at 5.40% per annum, calculated on a 30/360 day count basis, with interest payable annually in arrears on January 30 of each year, beginning January 30, 2027.
The issuer may redeem the notes, in whole but not in part, on January 30 and July 30 of each year from January 30, 2029 through July 30, 2045 at 100% of principal plus accrued interest. At maturity, investors receive principal plus any accrued and unpaid interest if the notes have not been called. The indicative price to the public is $1,000 per $1,000 principal amount, and selling commissions would be about $23.00 per $1,000 note, capped at $50.00. The notes are unsecured obligations of JPMorgan Chase & Co., are not bank deposits and are not insured by the FDIC.
JPMorgan Chase & Co. is offering callable fixed-rate notes due January 30, 2036. The notes pay interest at a 5.00% per annum fixed rate, with interest paid annually in arrears on January 30 of each year, beginning January 30, 2027, using a 30/360 day count convention.
The notes may be redeemed by the issuer at par plus accrued interest on January 30 and July 30 of each year, from January 30, 2028 through July 30, 2035, in whole but not in part. For eligible institutional and fee-based advisory accounts, the price to the public per $1,000 principal amount will be between $975.10 and $1,000, and selling commissions would be approximately $5.50 per $1,000, capped at $27.50 per $1,000. The notes are unsecured obligations of JPMorgan Chase & Co., are not bank deposits, are not FDIC insured, and are subject to resolution and bankruptcy risks described in the accompanying documents.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 26, 2056. The notes pay interest annually at a fixed rate of 5.50% per annum, with payments in arrears each January 26 beginning in 2027, based on a 30/360 day count convention.
Starting July 26, 2030, and on January 26 and July 26 of each year through July 26, 2055, JPMorgan may redeem the notes in whole at par plus accrued interest. The notes are unsecured obligations of JPMorgan Chase & Co., are not bank deposits and are not insured by the FDIC or any other governmental agency.
For certain eligible institutional and fee-based advisory accounts, the price to the public will range from $925.10 to $1,000 per $1,000 principal amount, and selling commissions are expected to be about $22.50 per $1,000 note, capped at $50.00. The disclosure highlights that in a bankruptcy or Title II resolution, holders of these notes are unsecured creditors and could face losses after equity and subsidiary-level creditors are addressed.