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 Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering 7-year auto callable notes linked to the J.P. Morgan Multi-Asset Index (MAX). The notes have a $1,000 minimum denomination and a 100% participation rate in positive Index performance if held to maturity and not automatically called.
The Index tracks a dynamic notional portfolio of up to 10 excess return futures-based indices, converted to U.S. dollars where needed, reduced by a 1.00% per annum daily deduction and designed around an initial 4.0% volatility threshold. If on any annual Review Date (other than the final) the Index level is at or above the applicable Call Value, the notes are automatically called for $1,000 plus a Call Premium of at least 12.00% per annum. If never called, and held to maturity on September 1, 2033, investors receive full principal repayment and any upside based on the Index Return, subject to the credit risks of the issuer and guarantor. The estimated value will be no less than $900 per $1,000 principal amount when terms are set.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering 7-year auto-callable notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER. The Index provides variable notional exposure to the S&P Global 100 Index while targeting 5% annualized volatility and deducting both a notional financing cost and a 0.50% per annum index fee.
The notes have a $1,000 minimum denomination, 100% participation in any positive Index return at maturity, and annual review dates from the pricing date on August 28, 2026 to the final review on August 29, 2033, with maturity on September 1, 2033. If on any non-final review date the Index level is at or above the applicable Call Value, the notes are automatically called and pay $1,000 plus a Call Premium of at least 11.75% per annum, after which no further payments are made. If never called and held to maturity, investors receive full principal repayment even if the Index has declined, subject to the credit risks of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and may receive additional return if the Index has risen.
JPMorgan Chase Financial Company LLC is offering Step-Up Auto Callable Notes due September 1, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER, which targets 5% annualized volatility and deducts a 0.50% per annum index fee and a notional financing cost daily.
The notes may be automatically called on specified Review Dates starting September 1, 2027 if the Index is at or above a step-up Call Value (up to 106% of the Initial Value), paying $1,000 plus a Call Premium Amount of at least 11.75%–70.50% per $1,000. If never called, investors receive at maturity $1,000 plus an uncapped Additional Amount equal to $1,000 × Index Return × 100% Participation Rate, floored at zero, providing full principal repayment but no downside participation in Index losses.
The minimum denomination is $1,000. The notes pay no interest or dividends and are unsecured and unsubordinated, subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The estimated value is indicated at about $906.70 per $1,000 note and will not be less than $900.00 per $1,000, reflecting embedded selling, structuring and hedging costs. The issuer expects limited liquidity, potential early acceleration in certain legal or regulatory circumstances, and U.S. tax treatment as contingent payment debt instruments.
JPMorgan Financial is offering auto callable contingent interest notes due August 29, 2031, linked to the MerQube US Large-Cap Vol Advantage Index and fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment only on Review Dates when the Index closes at or above 50.00% of its Initial Value (the Interest Barrier). If on any applicable Review Date from August 26, 2027 onward the Index closes at or above the Initial Value, the notes are automatically called for $1,000 plus the contingent interest, ending further payments.
If not called, and the Final Index Value is at least 50.00% of the Initial Value (the Trigger Value), investors receive $1,000 plus the final contingent interest; otherwise the payoff is $1,000 plus $1,000 times the Index return, so losses can exceed 50% of principal and reach 100%. The indicative Contingent Interest Rate is at least 10.50% per annum (2.625% per quarter), but interest may be zero for some or all periods. The Index employs leverage up to 500%, targets 35% implied volatility, and is reduced by a 6.0% per annum daily deduction, which drags performance and may cause the Index to decline even when its underlying futures strategy is flat or modestly positive. Estimated value is about $903.40 per $1,000 note (and not less than $900.00), reflecting selling costs, hedging and internal funding. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and the notes will not be listed, so liquidity may be limited.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and is expected to price around August 26, 2026 and settle around August 31, 2026, maturing on August 30, 2029.
Investors may receive a contingent interest rate of at least 11.50% per annum (2.875% per quarter) on each Review Date when the Index is at or above 60.00% of the Initial Value, but interest is not guaranteed. The notes are automatically called, returning principal plus interest, if on any non‑first, non‑final Review Date the Index is at or above the Initial Value, beginning February 26, 2027. If the notes are not called and the Final Value is below the Trigger Value of 60.00% of the Initial Value, principal is reduced one‑for‑one with the Index loss, down to zero. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ-based exposure, meaning it will lag a similar index without these charges. The issuer indicates the estimated value would be about $925.60 per $1,000 note if priced on the reference date and will not be less than $900.00, reflecting structuring and distribution costs. Payments depend on the credit of both JPMorgan Financial and JPMorgan Chase & Co. and there is no listing or assured secondary liquidity.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Small-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a scheduled maturity on August 29, 2031 and are issued in minimum denominations of $1,000.
Investors may receive a Contingent Interest Payment on each Review Date if the Index closing level is at least 60.00% of the Initial Value, and the notes are automatically called if, on any non-initial, non-final Review Date, the Index is at or above the Initial Value; the earliest possible call date is February 26, 2027. If the notes are not called and the Final Value is below the Trigger Value (also 60.00% of the Initial Value), repayment of principal is reduced 1% for each 1% Index decline, potentially to zero. The Index embeds a 6.0% per annum daily deduction and can employ up to 500% futures exposure, creating leverage, volatility, and path-dependency risks. The indicative per-note price is $1,000, while the estimated value, if priced today, would be about $900.30 and will not be less than $900.00 per $1,000 note, reflecting selling commissions, hedging costs, and issuer funding assumptions.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a quarterly Contingent Interest Payment only when the Index is at or above 60.00% of its Initial Value on a Review Date. The notes may be automatically called on any Review Date from February 26, 2027 (excluding the first and final) if the Index is at or above the Initial Value, returning $1,000 per note plus the applicable interest and ending further payments.
If the notes are not called, and on the final Review Date the Index is at or above the Trigger Value of 60.00% of the Initial Value, investors receive $1,000 plus the final Contingent Interest Payment. If the Final Value is below the Trigger Value, repayment is reduced 1% for each 1% Index decline from the Initial Value, down to zero, so principal can be largely or entirely lost. The Index embeds a 6.0% per annum daily deduction, which drags performance and can cause declines even when its futures strategy is flat or modestly positive. The hypothetical Contingent Interest Rate will be at least 11.50% per annum, and the estimated value per $1,000 note is currently about $919.40, not less than $900 at pricing, reflecting structuring and hedging costs. Notes are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. and will not be listed; liquidity and secondary market pricing are uncertain.
JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes due September 5, 2031, linked to the lesser performance of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide leveraged upside, paying at maturity 2.10 times any positive return of the lesser performing underlying, with no cap, if both finish at or above their initial values. If either underlying finishes at or below its initial value but at or above its Barrier Amount of 65% of initial, investors receive only the $1,000 principal.
If either underlying’s final value is below its barrier, repayment is reduced one-for-one with the decline of the lesser performer, so investors can lose up to 100% of principal. The notes pay no interest, provide no dividends or rights in the underlyings, and are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The minimum denomination is $1,000, and the estimated value is indicated to be below the $1,000 issue price, reflecting selling commissions, hedging costs and issuer funding assumptions.
JPMorgan Chase Financial Company LLC is offering Structured Investments Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on annual Review Dates from August 30, 2027 through August 26, 2031 if the Index is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium of at least 26.25%, 52.50%, 78.75%, 105.00% or 131.25% of principal depending on the call year.
If not called, and the Final Index Value is at or above the 50% Barrier, investors receive principal back at maturity on August 29, 2031; if below the Barrier, repayment is $1,000 plus $1,000 × Index Return, creating the risk of losing more than half, up to all, of principal. The underlying Index employs a volatility-targeting strategy on E-mini S&P 500 futures with leverage between 0% and 500% and is subject to a 6.0% per annum daily deduction, which acts as a persistent drag on performance. The indicative estimated value is about $888 per $1,000 note, and will not be less than $870, reflecting dealer costs and hedging. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and will not be listed, so liquidity will depend on dealer trading.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes due September 6, 2029, linked to the MerQube US Large-Cap Vol Advantage Index, in minimum denominations of $1,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
Holders may receive a quarterly Contingent Interest Payment if, on a Review Date, the Index is at or above 60.00% of the Initial Value (the Interest Barrier). The notes are automatically called if on any non-initial, non-final Review Date the Index is at or above the Initial Value, with investors then receiving $1,000 plus the applicable contingent interest and no further payments. If not called and the Final Value is below the Trigger Value of 60.00% of the Initial Value, principal is reduced one-for-one with the Index decline, up to a total loss.
The indicative Contingent Interest Rate is at least 13.50% per annumestimated value would be about $941 per $1,000 note and will not be less than $900. The underlying Index employs up to 500% leveraged exposure to E-mini S&P 500 futures, targets 35% implied volatility, and is subject to a 6.0% per annum daily deduction, which creates a drag on performance. Payments depend on JPMorgan Financial’s and JPMorgan Chase & Co.’s credit.