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JPMorgan’s January 2026 materials update the S&P 500 Daily Risk Control 10% Index using both hypothetical and actual performance data. The table presents monthly and annual returns based on hypothetical backtested performance from December 31, 1998 through May 12, 2009 and actual index performance from May 13, 2009 through December 31, 2025. The information is described as illustrative, with repeated statements that historical and backtested results are not indicative of future performance.
The update highlights several risks: JPMorgan Chase & Co. is one of the companies in the underlying S&P 500 index, the index may not reach its 10% target volatility, and daily exposure adjustments can limit upside or magnify downside moves in the underlying index. The index may at times be significantly uninvested, includes a deduction for a notional financing cost, and the methodology for calculating that cost was recently changed. JPMorgan emphasizes that simulations, proxies, and modeling choices can materially affect backtested results and that investments linked to the index may not be suitable for all investors.
JPMorgan Chase & Co. provides a January 2026 performance update for the S&P 500 Daily Risk Control 10% Index, an excess-return index that allocates between the S&P 500 and a cash component to target 10% volatility using a daily risk-control overlay. The index was established on May 13, 2009 and its levels are published under ticker SPXT10UE.
The update compares hypothetical and actual performance from December 2015 through December 2025 for the index and two notional 30/70 equity–bond portfolios, showing Sharpe ratios up to 0.76, 10‑year annualized volatility between 10.09% and 12.71%, and 10‑year annualized returns between 5.94% and 8.28%. Detailed monthly and annual return data from January 2016 through December 2025 are also presented.
Key risks highlighted include that JPMorgan Chase & Co. is a component of the underlying S&P 500, the index may not achieve its 10% volatility target, may be significantly uninvested, and reflects a notional financing cost. All performance data, including backtests, are described as illustrative and not indicative of future results.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering callable fixed rate notes due January 25, 2030. The notes pay a fixed interest rate of 4.00% per annum, with interest paid annually on January 26, beginning January 26, 2027 and ending on the maturity date, calculated on a 30/360 day count basis.
The issuer may redeem the notes early, in whole but not in part, on January 26, April 26, July 26 and October 26 of each year from July 26, 2026 through October 26, 2029, at par plus accrued interest. Each note has a price to the public of $1,000 per $1,000 principal amount, with the possibility of slightly lower pricing for certain institutional or fee-based advisory accounts. Selling commissions are paid to dealers within capped per‑note amounts, and the notes are unsecured obligations, not bank deposits and not FDIC insured.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering 15‑month Trigger Callable Yield Notes linked to the lesser performing of the Russell 2000 Index and the EURO STOXX 50 Index. The Notes pay a fixed monthly coupon expected between 7.50% and 8.00% per annum regardless of index performance unless the Notes are called.
JPMorgan may, at its election, call the Notes monthly after an initial three‑month non‑call period, returning principal plus the applicable coupon, with no further payments. If the Notes are not called, and on the Final Valuation Date both indexes are at or above 70% of their Initial Value, investors receive full principal plus the final coupon. If either index finishes below its downside threshold, repayment of principal is reduced in proportion to the decline of the worse performing index, and investors can lose most or all of their investment.
The Notes are issued at $10 per Note in minimum investments of $1,000, with selling commissions to UBS of $0.10 per $10 Note and an estimated value currently indicated around $9.816 per $10 Note, not less than $9.50 when finalized. They are unsecured obligations, not bank deposits, not FDIC‑insured, will not be listed on an exchange, and have complex U.S. tax treatment, including a put option and deposit characterization.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 30, 2041. The notes pay a fixed 5.25% annual interest rate, with interest paid in arrears each January 30, beginning January 30, 2027. At maturity, holders receive the principal plus any accrued and unpaid interest if the notes have not been called.
JPMorgan may redeem the notes at par plus accrued interest on January 30 and July 30 of each year from January 30, 2028 through July 30, 2040. The notes are unsecured obligations of JPMorgan Chase & Co. and are structurally junior to creditors of its subsidiaries. Under JPMorgan’s preferred “single point of entry” resolution strategy, losses would be borne first by equity holders and then by unsecured creditors, including holders of these notes.
The notes are not bank deposits and are not FDIC insured. For certain institutional and fee-based advisory accounts, the price to the public will be between $962.60 and $1,000 per $1,000 principal amount, and selling commissions will be up to $45 per $1,000.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 2, 2031. The notes pay interest at a fixed 4.30% per annum, with interest paid in arrears on the last calendar day of January and July, starting July 31, 2026, based on a 30/360 day count convention for each $1,000 principal amount.
The notes can be redeemed early at JPMorgan’s option, in whole but not in part, on the last calendar day of January and July from January 31, 2028 through July 31, 2030 at par plus accrued interest. They are unsecured, unsubordinated obligations of JPMorgan Chase & Co., are not bank deposits and are not insured by the FDIC or any other agency.
Under JPMorgan’s preferred “single point of entry” resolution strategy, losses in a failure scenario would be borne first by equity holders and then by unsecured creditors, including holders of these notes, whose claims rank behind creditors of JPMorgan’s subsidiaries and priority or secured creditors. Selling commissions are expected to be about $2.50 per $1,000 note and will not exceed $5.00 per $1,000 note. The notes are intended for investors able and willing to hold to maturity and to accept the credit and structural risks described.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 29, 2038. The notes pay a fixed interest rate of 5.00% per annum, with interest paid annually in arrears on January 30, beginning January 30, 2027, and on the maturity date, for each $1,000 principal amount.
The issuer may redeem the notes early at its option on January 30 and July 30 of each year, from January 30, 2028 through July 30, 2037, at 100% of principal plus accrued and unpaid interest. The notes are unsecured and are subject to JPMorgan Chase & Co.’s resolution strategy under U.S. bankruptcy and Dodd-Frank Title II, meaning losses would be borne first by equity holders and then by unsecured creditors, including holders of these notes, and structurally rank behind creditors of subsidiaries.
The price to the public for eligible institutional or fee-based advisory accounts will be between $972.60 and $1,000 per $1,000 principal amount, and selling commissions, if the notes priced on the date described, would be approximately $18.75 and in no event more than $45.00 per $1,000 principal amount.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 13, 2051. The notes pay interest annually in arrears on January 30 of each year at a fixed 5.45% per annum on a $1,000 principal amount, using a 30/360 day count convention. Starting January 30, 2030, and then on the 30th calendar day of January, April, July and October through October 30, 2050, JPMorgan may redeem the notes in whole at par plus accrued interest.
These unsecured obligations are not bank deposits, are not insured by the FDIC or any other governmental agency and are subject to the issuer’s credit and resolution risks, including single-point-of-entry strategies that could impose losses on noteholders. The price to the public per $1,000 note will range from $940.10 to $1,000 for eligible institutional and fee-based accounts, with selling commissions generally up to $50.00 per $1,000 note.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering callable fixed rate notes due January 25, 2030. The notes pay a fixed 4.25% per annum, calculated on a 30/360 basis, with interest paid annually on January 26 from 2027 through 2029 and on the maturity date, as long as the notes have not been called.
The issuer may redeem the notes in whole on the 26th calendar day of January, April, July and October, starting July 26, 2026 and ending October 26, 2029, at par plus accrued interest. Each note has a $1,000 principal amount, with an expected price to the public between $992.60 and $1,000 per $1,000 note. Selling commissions would be about $2.75 per $1,000 note and will not exceed $12.50. The notes are unsecured obligations, not bank deposits and are not FDIC insured, and investors are directed to detailed risk factors and tax discussions in the related offering documents.
JPMorgan Chase & Co. provides a January 2026 update on the S&P 500 Daily Risk Control 5% Index, showing hypothetical and actual historical monthly and annual returns. The index uses backtested data from January 4, 1999 through September 9, 2009 and actual index performance from September 10, 2009 through December 31, 2025.
The update emphasizes that both historical and backtested performance are illustrative and not indicative of future results. It highlights that methodology uses proxies in some periods, and that alternative modeling approaches could produce very different outcomes.
Key risk points include that JPMorgan Chase & Co. is a component of the underlying S&P 500 index, the risk control index may fail to meet its 5% volatility target, may be significantly uninvested at times, and reflects a deduction for a notional financing cost whose calculation methodology was recently changed. The material stresses that investments linked to the index may not be suitable for all investors.