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JPMorgan Chase Financial Company LLC is offering auto callable notes linked to the J.P. Morgan Multi-Asset Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are designed for investors seeking potential early redemption at a premium if the Index closes at or above preset call levels on annual review dates starting January 29, 2027.
The notes pay no interest. If automatically called, investors receive $1,000 plus a call premium of at least 8.25% to 33.00% of principal, depending on the call year. If not called, at maturity on January 30, 2031 investors receive $1,000 plus an additional amount equal to the Index return times a 100% participation rate, but not less than zero, providing full principal repayment at maturity subject to issuer and guarantor credit risk.
The underlying Index is a rules-based, multi-asset futures strategy with a 1.00% per annum daily deduction and targeted 4% volatility, and may take long and short positions across equity, bond and commodity futures. The estimated value, if priced today, is $940.60 per $1,000 note and will not be less than $900.00 at pricing. The notes are unsecured, unlisted, may be illiquid, and face significant risks including credit risk, complex index behavior, potential issuer discretion after a commodity hedging disruption event, and contingent payment debt tax treatment.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Uncapped Accelerated Barrier Notes linked to the S&P 500® Index, maturing on February 4, 2031. These structured notes provide at least 1.035 times any positive Index return at maturity, with a barrier set at 75% of the initial Index level.
If the Index is above the initial level at maturity, investors receive $1,000 plus the leveraged gain. If the Index is at or above the 75% barrier but not higher than the initial level, investors receive only their $1,000 principal. If the Index finishes below the barrier, repayment falls one-for-one with the Index decline, and investors can lose most or all of their principal.
The notes pay no interest, pass through no dividends on S&P 500® stocks, and are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. They will not be listed on an exchange, and secondary prices are expected to be below the $1,000 issue price. If priced today, the estimated value would be about $975.10 per $1,000 note, and will not be less than $900.00 per $1,000 at pricing.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering 5-year auto callable contingent interest notes linked to the MerQube US Small-Cap Vol Advantage Index. The index uses a rules-based strategy on E-Mini Russell 2000 futures with exposure between 0% and 500% and embeds a 6.0% per annum daily deduction.
The notes have quarterly review dates and can be automatically called if, on any review date other than the first and final, the index closes at or above its initial value, paying $1,000 per note plus any contingent interest. They pay a contingent interest rate of at least 11.25% per annum, or at least 2.8125% per quarter, only when the index is at or above 60.00% of its initial value. If the notes are not called and the final index value is at or above 60.00% of the initial value, investors receive $1,000 per note plus the final contingent interest payment.
If the notes are not called and the final index value is below 60.00% of the initial value, repayment is reduced by 1% for every 1% decline in the index, leading to losses greater than 40% and potentially a total loss of principal. The estimated value at pricing will not be less than $900 per $1,000 note, and all payments are subject to the credit risks of the issuer and guarantor.
JPMorgan Chase & Co director reports deferred stock award
A director of JPMorgan Chase & Co deferred a portion of their quarterly board retainer into company equity. On 12/31/2025, the director acquired 112.6694 shares of JPMorgan Chase common stock at a price of $322.22 per share, recorded as an acquisition rather than an open-market purchase.
After this transaction, the director beneficially owned a total of 13,726.3592 shares of JPMorgan Chase common stock, held directly. The filing explains that the award represents a deferral of the quarterly retainer that will be payable in common stock following the director’s termination of service.
JPMorgan Chase & Co. director reports deferred stock retainer
A director of JPMorgan Chase & Co. reported a Form 4 transaction dated 12/31/2025 involving company common stock. The filing shows an acquisition coded as “A(1),” with the footnote explaining this represents a deferral of the director’s quarterly cash retainer, which will be paid in common stock after the director’s service ends.
Following this transaction, the director beneficially owns 12,292.522 shares of JPMorgan Chase common stock held directly and 45 shares held indirectly through a spouse. The transaction reflects compensation taken in equity rather than cash, increasing the director’s reported ownership stake in the company.
JPMorgan Chase & Co. director activity shows a routine change in stock-based compensation. On 12/31/2025, a director acquired 139.6561 shares of common stock at $322.22 per share, identified as an "A (1)" transaction. After this, the director beneficially owned 28,534.8572 shares directly. The filing also reports 124,155 shares of common stock held indirectly through The GWL Living Trust. A footnote explains the transaction as a deferral of a quarterly retainer, which will be paid in common stock after the director’s service ends.
JPMorgan Chase & Co. director reports deferred stock compensation. A company director filed a report of a transaction dated 12/31/2025 showing acquisition of 174.5702 shares of JPMorgan Chase & Co. common stock at a price of $322.22 per share. The filing explains this represents a deferral of the director’s quarterly retainer, which will be paid in common stock following termination of service as a director.
After this transaction, the director beneficially owns 205,550.3435 shares directly and 55,245 shares indirectly through a Grantor Retained Annuity Trust. The filing notes that 19,755 shares were previously transferred from the trust to the grantor on 10/15/2025 under the trust’s terms, in a transaction described as exempt from Section 16 pursuant to Rule 16a-13.
JPMorgan Chase Financial Company LLC is offering $1.689 million of Capped Buffered Equity Notes linked to the Class C capital stock of Alphabet Inc. (GOOG), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes price at $1,000 per note in $1,000 minimums, with estimated value of $959.30 per $1,000 at issuance and scheduled maturity on January 5, 2029.
The payoff depends on Alphabet’s share price on January 2, 2029. If the stock is above the initial level of $314.55, holders receive principal plus stock-linked upside, capped at a 75.00% maximum return (maximum payment $1,750 per $1,000 note). If the stock is flat or down by up to the 15.00% buffer, principal is returned.
If Alphabet falls by more than the buffer, investors lose 1% of principal for each 1% decline beyond 15%, for a potential loss of up to 85.00% of principal. The notes pay no interest, provide no dividends or stockholder rights, are unsecured and unsubordinated, and are not listed, so any secondary market would be limited and at prices likely below the original issue price.
JPMorgan Chase Financial Company LLC is offering $1,030,000 of Callable Contingent Interest Notes linked to the worst performer of three ETFs: the State Street Energy Select Sector SPDR ETF, the iShares Russell 2000 ETF and the State Street SPDR S&P Regional Banking ETF. The notes pay a contingent interest rate of 10.00% per annum (2.50% per quarter) if, on a Review Date, each ETF is at or above 70% of its Initial Value; missed coupons can be paid later if the condition is met.
The notes are unsecured obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and may be redeemed early at the issuer’s option on specified interest payment dates, starting July 6, 2026. If held to the January 5, 2029 maturity and any ETF finishes below 60% of its Initial Value, investors lose 1% of principal for each 1% decline in the least performing ETF and could lose their entire investment. The issue price is $1,000 per note, including $18.50 of fees and commissions, while the estimated value at pricing was $963.30.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $5,010,000 of unsecured review notes linked to the worst performer of the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index, maturing January 5, 2029. The notes may be automatically called as early as January 4, 2027 if all three indices are at or above their initial levels, paying back $1,000 plus a call premium that starts at 13.20% and steps up to 39.60% by the final review date.
If the notes are not called, investors receive full principal at maturity only if the worst-performing index has not fallen by more than the 15% buffer; beyond that, losses match the decline in the least performing index beyond 15%, up to a maximum 85% loss of principal. The notes pay no interest, provide no dividends, are not exchange-listed, and are subject to the credit risk of both the issuer and guarantor. The price to public is $1,000 per note, while the estimated value at issuance is $984.40, reflecting selling commissions, hedging costs and structuring margins.