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J.P. Morgan provides a January 2026 performance update for the MerQube US Small-Cap Vol Advantage Index, which underlies certain structured notes. The index offers rules-based exposure to E-Mini Russell 2000 futures, targeting 35% volatility with exposure that can range from 0% to 500% of futures notional. A 6.0% per annum daily deduction is built into the index level, reducing long-term returns.
The index began on June 21, 2022, and the update shows hypothetical backtested and actual performance and volatility from December 2015 through December 2025, along with recent leverage levels in late 2025. The material repeatedly stresses that historical and backtested results are hypothetical, have not been independently verified, and are not indicative of future performance.
The document highlights key risks, including use of significant leverage, possible periods when the index is largely uninvested, small-cap equity exposure, futures market risks, and the fact that the index is an excess return index that does not reflect interest on cash. It also notes potential conflicts because J.P. Morgan coordinated with MerQube on index design and holds an exclusive license.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured Uncapped Digital Barrier Notes linked to the lesser performance of the S&P 500 Index and the Russell 2000 Index, maturing in February 2031. The notes provide uncapped, unleveraged exposure to any gain in the weaker index at maturity, with a contingent minimum return of at least 44.50% if both indices finish at or above their initial levels.
If either index finishes below its initial level but both stay at or above 75% of their initial values, investors receive only their principal back. If either index ends below this 75% barrier, repayment is reduced one-for-one with the decline of the lesser-performing index, and investors can lose more than 25% and up to all of their principal. The notes pay no interest, pass through no dividends, are not bank deposits or FDIC insured, and are subject to the credit risk of both the issuer and guarantor.
The preliminary materials indicate selling commissions of up to $30 and a possible structuring fee of $8.50 per $1,000 note. If priced on the stated date, the estimated value would be about $947.10 per $1,000, and will not be less than $920.00 per $1,000 when finalized, reflecting embedded selling, structuring and hedging costs and potential differences from secondary market values.
JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes target an uncapped gain of at least 1.97 times any positive index return at maturity, with a barrier set at 70% of the initial index level.
If the final index level is above the initial level, investors receive $1,000 plus the leveraged upside. If it is at or above the 70% barrier but not higher than the initial level, investors receive only their $1,000 principal. If the index closes below the barrier on the observation date, repayment is reduced one-for-one with the index loss, and investors can lose all principal.
The notes pay no periodic interest, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and will not be listed on any exchange. The issuer indicates that, if priced on the date of the example, the estimated value would be approximately $959.70 per $1,000 note and will not be less than $900.00 per $1,000 at pricing, reflecting embedded costs and hedging factors.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 30, 2046. The notes pay interest annually at a fixed 5.55% per annum, with interest paid in arrears each January 30 starting in 2027. At maturity, investors receive the principal plus any accrued and unpaid interest, if the notes have not been called.
The notes are callable at the issuer’s option at par plus accrued interest on January 30 and July 30 of each year from January 30, 2028 through July 30, 2045. The initial price to the public is $1,000 per $1,000 principal amount, with eligible institutional or fee-based accounts potentially paying between $950.10 and $1,000. Selling commissions would be about $10.50 per $1,000, capped at $50. The notes are unsecured obligations of JPMorgan Chase & Co. and could be exposed to loss absorption under U.S. resolution regimes, where losses are borne first by equity and then by unsecured creditors, including noteholders.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 30, 2034. The notes pay interest annually at a fixed 4.70% per annum, calculated on a 30/360 day count basis, with payments each January 30 starting in 2027, if the notes have not been redeemed.
Beginning January 30, 2028 and then each January, April, July and October through October 30, 2033, JPMorgan may redeem the notes in whole at par plus accrued interest. The price to the public is expected to be $1,000 per $1,000 principal amount, with eligible institutional or fee-based accounts paying between $980.10 and $1,000, and selling commissions up to $25.00 per $1,000.
The notes are unsecured obligations that count as TLAC “loss-absorbing capacity,” meaning holders could bear losses in a JPMorgan group resolution and rank behind creditors of its subsidiaries. The notes are not bank deposits, not FDIC insured and involve risks described in the referenced risk factor sections.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Uncapped Digital Barrier Notes linked to the lesser performer of the S&P 500 Index and the Russell 2000 Index, maturing on February 4, 2030. The notes provide uncapped, unleveraged upside: if both indices finish at or above their initial levels, investors receive their principal plus the greater of a contingent digital return of at least 44.00% or the actual return of the worse-performing index.
If either index ends below its initial level but both remain at or above 75.00% of their initial values (the barrier), investors receive only their principal back. If either index falls below its 75.00% barrier, repayment is reduced 1% for each 1% decline in the lesser-performing index, and all principal can be lost. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Chase Financial and JPMorgan Chase & Co., and have an indicative estimated value of about $978.00 per $1,000, not less than $950.00 at pricing.
JPMorgan Chase Financial Company LLC is offering callable fixed rate notes due January 30, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay interest annually at a fixed rate of 4.20% per annum, calculated on a 30/360 day count basis, with payments each January 30 starting in 2027.
The issuer may redeem the notes at its option on January 30 and July 30 of each year from 2027 through 2030 at par plus accrued interest, so investors face reinvestment risk if the notes are called early. The notes are unsecured obligations, are not bank deposits and are not insured by the FDIC or any governmental agency. Selling commissions are expected to be about $8.00 per $1,000 principal amount note and will not exceed $20.00 per $1,000.
JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes due January 26, 2029, linked to the least performing of the Nasdaq-100 Index, the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide at maturity at least 1.69 times any positive return of the least performing index and return of principal if each index stays at or above 70% of its initial level on the observation date. If any index finishes below this 70% barrier, principal is reduced 1% for each 1% decline in the least performing index, down to a total loss.
The notes pay no interest, do not provide dividends on index constituents, and are unsecured obligations subject to the credit risk of both issuers. They are expected to be sold in minimum denominations of $1,000, with an illustrative estimated value of about $980.60 per $1,000 and a commitment that the final estimated value will not be less than $950 per $1,000. The notes will not be listed, so liquidity will depend on JPMS secondary market interest, and secondary prices are expected to be below the original issue price.
JPMorgan Chase & Co. is offering preliminary terms for callable fixed rate notes due January 28, 2033. The notes pay fixed interest of 4.55% per annum, calculated on a 30/360 basis, on January 30 of each year from 2027 through 2032 and at maturity, on a $1,000 principal amount per note.
The issuer may redeem the notes at par plus accrued interest on January 30 and July 30 of each year from 2028 to 2032, so investors face reinvestment risk if the notes are called early. The notes are unsecured obligations of JPMorgan Chase & Co. and are subject to its preferred “single point of entry” resolution strategy, meaning losses in a failure scenario could be imposed on holders. Selling commissions are expected to be about $8.50 per $1,000 note and will not exceed $22.50 per $1,000 note.
JPMorgan Chase & Co. is offering callable fixed rate notes due January 30, 2036 under a preliminary pricing supplement. The notes pay fixed interest at an annual rate of 4.80%, with interest paid once a year on January 30, beginning January 30, 2027, using a 30/360 day count convention. At maturity, if the notes have not been redeemed, investors receive the principal plus any accrued and unpaid interest.
Starting January 30, 2028, and on January 30 and July 30 each year through July 30, 2035, 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. In a resolution of JPMorgan Chase & Co., losses would be absorbed first by equity holders and then by unsecured creditors, including holders of these notes, whose claims would be structurally junior to creditors of subsidiaries.