JPMorgan Chase & Co. filings document a bank holding company with worldwide financial services operations and multiple classes of exchange-listed securities. Periodic reports describe investment banking, consumer and small-business financial services, commercial banking, transaction processing and asset management, along with capital, assets and stockholders’ equity disclosures.
The company’s 8-K filings record material events and identify registered securities including JPM common stock, depositary shares representing fractional interests in non-cumulative preferred stock, and guarantees of notes and exchange-traded notes issued by JPMorgan Chase Financial Company LLC. Proxy materials cover board matters, executive compensation, equity awards, shareholder voting items and other governance disclosures.
JPMORGAN CHASE & CO (JPM), through its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is offering callable fixed rate notes due September 11, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest at 4.55% per annum, calculated on a 30/360 day count basis and paid in arrears on September 11, 2027 and at maturity, unless earlier redeemed.
The issuer may, at its option, redeem the notes in whole (but not in part) on the 11th calendar day of March, June, September and December of each year from March 11, 2027 through June 11, 2028 at par plus accrued and unpaid interest, subject to the specified business day and interest accrual conventions. The initial price to the public is expected to be $1,000 per $1,000 principal amount, with sales to eligible institutional and fee-based advisory accounts between $995.10 and $1,000. If priced as described, selling commissions would be approximately $2.00 per $1,000 note and will not exceed $7.50 per $1,000 note. The notes are unsecured debt obligations, not bank deposits, and are not insured by the FDIC or any other governmental agency.
JPMorgan Chase & Co. (JPM), via its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is offering fully guaranteed callable fixed rate notes due September 11, 2029 under its Series A medium-term note program. The notes pay 4.80% per annum, calculated on a 30/360 basis, with interest payable in arrears on September 11, 2027, September 11, 2028 and at maturity, unless earlier redeemed.
The issuer may, at its option, redeem the notes in whole (but not in part) on the 11th calendar day of March, June, September and December from March 11, 2027 through June 11, 2029, at par plus accrued interest. The price to the public per $1,000 principal amount generally is $1,000, but for eligible institutional and fee-based accounts it will be between $992.60 and $1,000.
J.P. Morgan Securities LLC acts as agent and will pay selling commissions it receives to other dealers; if priced on the indicated date, commissions would be about $3.00 per $1,000 note and will not exceed $10.00 per $1,000. The notes are unsecured obligations of the issuer, fully and unconditionally guaranteed by JPMorgan Chase & Co., are not bank deposits and are not FDIC insured. Tax counsel expects the notes to be treated as fixed-rate debt issued without original issue discount for U.S. federal income tax purposes.
JPMORGAN CHASE & CO (JPM), through its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is offering callable fixed rate notes due September 11, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest of 5.00% per annum, with interest paid annually in arrears on September 11 of each year, beginning in 2027, on a 30/360 day-count basis.
The issuer may redeem the notes in whole (but not in part) on the 11th calendar day of March, June, September and December from March 11, 2027 through June 11, 2030, at par plus accrued interest. The price to the public will be between $990.10 and $1,000 per $1,000 principal amount, with selling commissions currently estimated at approximately $4.25 per $1,000, capped at $12.50 per $1,000. U.S. tax counsel expects the notes to be treated as fixed-rate debt instruments issued without original issue discount.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $64,636,000 of Dual Directional Buffered PLUS, unsecured structured notes linked to the MSCI Emerging Markets Index, maturing on August 29, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
Each Buffered PLUS has a $1,000 stated principal, no interest, a 150% leverage factor on index gains, a 15.00% downside buffer, and a maximum payment at maturity of $1,318.50. If the index finishes down but within the 15% buffer, investors earn a positive return equal to the index’s percentage decline, capped at 15%. Below the buffer, losses resume 1%‑for‑1% beyond 15%, with a minimum payment of $150 per note, so investors may lose up to 85% of principal. The notes will not be listed, and any payment depends on the credit of JPMorgan Chase Financial and JPMorgan Chase & Co. The estimated value on the pricing date is $968.50 per $1,000 note, below the issue price due to selling commissions, structuring fees and hedging costs.
JPMORGAN CHASE & CO (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering $540,000 of Uncapped Dual Directional Accelerated Barrier Notes linked to the lesser performer of Invesco QQQ, Series 1 and the S&P 500 Index, maturing on August 29, 2030, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 1.124x leveraged upside on any positive return of the lesser-performing underlying at maturity. If at least both underlyings stay at or above 65% of their initial values, investors receive the absolute value of any negative return of the lesser performer, capped at a 35% gain (maximum $1,350 per $1,000 note when that return is negative). If either underlying finishes below its 65% barrier, principal is exposed 1:1 to the lesser performer’s loss, with the potential for total loss of principal.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations subject to the credit risk of JPMorgan Chase Financial and JPMorgan Chase & Co., and will not be listed on any exchange. The issue price is $1,000 per note, including $10 in selling commissions; the issuer’s proceeds are $990 per note, and the estimated value at pricing was $976.80.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., with expected maturity on September 2, 2032 and minimum denominations of $1,000.
Holders receive a monthly Contingent Interest Payment only when the Index closes at or above 70% of its Initial Value; otherwise no interest is paid. The notes auto-call quarterly if the Index is at or above the Initial Value, returning $1,000 plus that period’s interest and ending further payments. If not called, and on the final date the Index is below 50% of the Initial Value, principal is reduced 1% for each 1% decline, potentially to zero. The underlying Index uses leverage up to 500% and includes a 6.0% per annum daily deduction, which drags performance versus a similar index without such a fee. The estimated value is about $942.50 per $1,000 note (and will not be less than $920.00), reflecting embedded selling commissions, hedging costs and dealer profits. The notes are not listed, may have limited liquidity, carry the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and have complex U.S. tax and withholding consequences, particularly for non-U.S. holders.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes linked to the least-performing of Broadcom, Caterpillar and Exxon Mobil common stocks, maturing on September 7, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a Contingent Interest Payment on each Review Date only if each stock’s price is at or above 60% of its Initial Value (the Interest Barrier). Automatic call can occur on specified Review Dates (earliest on March 1, 2027) if each stock is at or above its Initial Value, returning $1,000 per note plus interest. If not called, at maturity investors receive $1,000 plus any final interest if each stock is at or above 50% of its Initial Value (the Trigger Value; otherwise, repayment is reduced by the full negative return of the worst-performing stock, with potential loss of all principal. The hypothetical Contingent Interest Rate is at least 20.40% per annum (1.70% per month). Minimum denomination is $1,000 per note. A preliminary estimated value is $963.20 per $1,000 note, and the final estimated value will not be less than $900, both below the issue price due to selling, structuring and hedging costs. The notes are unsecured, subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk, will not be listed, and may have limited or no secondary market liquidity.
JPMORGAN CHASE & CO (JPM), through subsidiary JPMorgan Chase Financial Company LLC, is offering medium-term Capped Enhanced Participation Basket-Linked Notes due April 5, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and pays no interest.
The notes are linked to an unequally weighted basket of five equity indices: EURO STOXX 50® (40%), TOPIX® (25%), FTSE® 100 (17%), Swiss Market Index (11%) and S&P/ASX 200 (7%). Investors receive 2.00x the positive basket return at maturity, capped at a basket level between 124.11% and 128.29%, implying a maximum settlement amount expected between $1,482.20 and $1,565.80 per $1,000. If the final basket level is below the initial level (100), principal is reduced one-for-one and can fall to zero, so investors may lose their entire investment.
The notes are unsecured obligations subject to the credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., will not be listed, and have no issuer redemption feature. The estimated value