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 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 are expected to price on or about August 31, 2026 and settle on or about September 3, 2026, with maturity on September 5, 2031 and minimum denominations of $1,000.
Investors may receive a Contingent Interest Payment on each Review Date if the Index is at or above 60.00% of the Initial Value, the Interest Barrier. The notes are automatically called if, on any Review Date other than the first and final, the Index is at or above the Initial Value; the earliest possible automatic call is March 1, 2027. If not called and the Final Value is below the Trigger Value (also 60.00% of the Initial Value), principal is reduced 1% for every 1% Index decline, potentially to zero.
The Index employs a volatility-targeting strategy using E-mini S&P 500 futures with exposure between 0% and 500% and applies a 6.0% per annum daily deduction, which creates a drag on performance. The indicative Contingent Interest Rate is at least 14.50% per annum, and if the notes priced on the date described, their estimated value would be approximately $926.60 per $1,000 principal amount, not less than $900. Any 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 due August 29, 2031, linked to the MerQube US Tech+ Vol Advantage Index, in minimum denominations of $1,000. The notes are fully and unconditionally guaranteed by JPMorgan Chase & Co. and expose investors to the credit risk of both entities.
Investors may receive a Contingent Interest Payment on each Review Date only if the Index closing level is at least 60.00% of the Initial Value (the Interest Barrier). The notes will be automatically called if, on any Review Date other than the first and final, the Index is at or above the Initial Value; the earliest possible call date is February 26, 2027. If called, holders receive $1,000 plus the applicable interest and no further payments.
If the notes are not called and the Final Value is at least the Trigger Value (also 60.00% of Initial Value), investors receive $1,000 plus the final contingent interest. If the Final Value is below the Trigger Value, repayment is reduced to $1,000 + ($1,000 × Index Return), so investors may lose a substantial portion or all of principal. The Contingent Interest Rate will be at least 12.25% per annum (3.0625% per quarter). The Index includes a 6.0% per annum daily deduction and a daily notional financing cost, uses leverage up to 500%, and targets 35% implied volatility, all of which can materially drag on performance. If priced today, the estimated value would be about $909.70 per $1,000 note and will not be less than $900.00 at pricing, reflecting selling costs, hedging and internal funding assumptions.
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., maturing on September 5, 2031.
The notes pay a contingent interest rate of at least 11.75% per annum, but only for Review Dates when the Index closes at or above 50% of its Initial Value. Starting with the fourth Review Date, the notes are automatically called if the Index is at or above its Initial Value, returning $1,000 per note plus the applicable interest, with no further payments.
If not called, principal is protected only if the Final Index level is at or above 50% of the Initial Value; otherwise, repayment is reduced one‑for‑one with the Index loss, down to zero. The Index itself is complex: it targets 35% volatility, can use up to 500% leveraged exposure to an unfunded position in the Invesco QQQ Fund, and is reduced by a 6.0% per annum daily deduction plus a daily notional financing cost (SOFR + 0.50%), which together drag on performance. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and may be illiquid.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes maturing on September 5, 2031, linked to the MerQube US Small-Cap Vol Advantage Index and fully guaranteed by JPMorgan Chase & Co. Investors receive a Contingent Interest Payment only for Review Dates when the Index closes at or above 60% of the Initial Value; no fixed interest is promised and the notes may pay no interest at all.
The notes are auto-called if, on any non-initial, non-final Review Date, the Index is at or above its Initial Value, returning $1,000 principal plus that period’s contingent interest, with no further payments. If not called, and the Final Value is at or above the Trigger Value (also 60% of Initial Value), investors receive $1,000 plus the final contingent coupon. If the Final Value is below the Trigger Value, repayment is $1,000 plus $1,000 × Index Return, so principal loss is one-for-one with Index decline and can reach 100%.
The underlying Index dynamically allocates between 0% and 500% exposure to E-mini Russell 2000 futures, targets 35% implied volatility and embeds a 6.0% per annum daily deduction, which creates a material drag on performance. The indicative Contingent Interest Rate is at least 14.50% per annum, partly reflecting this drag and the structured risk. The notes are unsecured, subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not listed, may have limited liquidity, and carry complex tax treatment and potential conflicts of interest. The estimated value at pricing is expected to be below par.
JPMorgan Chase Financial Company LLC is offering structured 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 Contingent Interest Payment on a Review Date only if the Index closes at or above 50.00% of the Initial Value, which also serves as the Interest Barrier. The notes are automatically called, as early as August 31, 2027, if on a non-excluded Review Date the Index closes at or above the Initial Value, returning $1,000 plus the applicable contingent interest, after which no further payments are made.
If the notes are not called and the Final Value is below the Trigger Value (50.00% of Initial Value), principal is reduced 1% for each 1% Index decline, down to zero, so investors may lose all principal and may receive no interest. The Index is subject to a 6.0% per annum daily deduction, which drags performance and can cause the Index to underperform an identical index without such a deduction. The minimum denomination is $1,000. If priced today, the estimated value would be about $926.40 per $1,000 note and will not be less than $900.00 at pricing, reflecting selling costs and hedging economics. Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co., and no secondary market or liquidity is assured.
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. The notes pay a Contingent Interest Payment on each Review Date only if the Index closes at or above 60.00% of the Initial Value (the Interest Barrier). They are automatically called, beginning March 1, 2027, if on a Review Date (other than the first and final) the Index closes at or above the Initial Value, in which case investors receive $1,000 plus the applicable contingent interest and no further payments.
If not called and the Final Value is at least the Trigger Value of 60.00% of the Initial Value, investors receive principal plus the final contingent interest; if the Final Value is below the Trigger Value, repayment is $1,000 + ($1,000 × Index Return), so principal loss can reach 100%. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost, which drag performance and cause it to trail an identical index without such charges. The hypothetical contingent interest rate is 14.50% per annum (3.625% quarterly). If priced today, the estimated value would be about $936.30 per $1,000 and will not be less than $900.00 per $1,000 at pricing. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. and will not be listed, so liquidity depends on dealer interest.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes due September 6, 2029, linked to the MerQube US Tech+ Vol Advantage Index and fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on each Review Date only if the Index closes at or above an Interest Barrier of 60% of the Initial Value. The Contingent Interest Rate will be at least 13.50% per annum, or 3.375% per quarter.
The notes are automatically called if, on any Review Date other than the first and final, the Index closes at or above its Initial Value; the earliest call date is March 1, 2027. If not called and the Final Value is below a Trigger Value equal to 60% of the Initial Value, principal is reduced 1% for each 1% Index decline, down to zero. Investors do not participate in any Index upside beyond interest and forgo dividends.
The Index applies significant structural drags: a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ Fund exposure, with dynamic leverage up to 500% targeting 35% implied volatility. The estimated value would be about $949.70 per $1,000 note if priced today and will not be less than $900 at pricing, reflecting selling costs and internal funding assumptions. The notes are unsecured, subject to JPMorgan credit risk, may have limited liquidity, and carry complex tax and index-specific risks.
JPMorgan Chase Financial Company LLC is offering $785,000 of Capped Buffered Return Enhanced Notes linked to the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and maturing on November 4, 2027.
The notes provide 2.00x any S&P 500 appreciation, capped at a maximum total return of 11.50%, and include a 10.00% downside buffer; beyond this buffer, principal losses increase 1% for each additional 1% Index decline, up to a 90.00% loss. They pay no interest or dividends, are unsecured and unsubordinated, and expose investors to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The price to public is $1,000 per note, while the estimated value at pricing is $975.20 per $1,000 note.
JPMorgan Chase Financial Company LLC is issuing $1,865,000 of Auto Callable Contingent Interest Notes linked to ServiceNow, Inc. common stock, due August 3, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 18.65% per annum, credited quarterly (4.6625% per quarter), but only for Review Dates when the stock’s closing price is at or above a 50.00% Interest Barrier of the Initial Value. The notes are automatically called if, on any non-final Review Date, the stock closes at or above the Initial Value, in which case investors receive $1,000 per note plus the applicable contingent interest and no further payments.
If the notes are not called, and on the final Review Date the stock is at or above the Trigger Value (also 50.00% of the Initial Value), investors receive $1,000 plus the final contingent interest. If the Final Value is below the Trigger Value, repayment is reduced 1% for every 1% decline from the Initial Value, exposing investors to losses up to their entire principal. The notes are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., with an original issue price of $1,000, estimated value of $944.30, and minimum denominations of $1,000.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Digital Contingent Buffered Notes linked to the S&P 500 Index. The notes have a Contingent Digital Return of 9.37%, so if at maturity the S&P 500® closing level is at or above the Index Strike Level, or down by up to the 20.00% Contingent Buffer Amount, investors receive $1,093.70 per $1,000 note.
If the Index declines by more than 20.00% from the Index Strike Level of 7,316.15, the maturity payment is reduced 1% for each 1% Index loss, potentially down to zero. The notes are priced at $1,000 each, with total offering proceeds of $5,250,000 and net proceeds to the issuer of $5,195,295; the estimated value is $987.90 per $1,000 note. The Pricing Date is July 30, 2026, Valuation Date August 30, 2027, and Maturity Date September 2, 2027.
The product carries tax complexity, including treatment as prepaid financial contracts and discussion of Section 871(m) for Non-U.S. Holders, and it involves risks such as loss of principal beyond the buffer, limited liquidity, conflicts of interest in pricing and hedging, and secondary market values that may differ from the estimated value.