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 $1,065,000 of Digital Barrier Notes linked to the least performing of the Dow Jones Industrial Average, the S&P 500 Equal Weight Index and the State Street Energy Select Sector SPDR ETF, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a fixed 9.75% return at maturity per $1,000 only if, on the August 30, 2027 observation date, the final value of each underlying is at least 70% of its initial value; in that case, investors receive $1,097.50 at maturity. If any underlying finishes below its barrier, repayment is $1,000 plus the return of the least performing underlying, exposing investors to losses greater than 30% and down to a complete loss of principal.
The notes mature on September 2, 2027, are issued in $1,000 minimum denominations, pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Financial, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The price to the public is $1,000 per note, including selling commissions, while the issuer’s estimated value is $984.70 per $1,000 note. The notes will not be listed, and secondary market prices are expected to be below the issue price.
JPMorgan Chase Financial Company LLC is offering Uncapped Dual Directional Buffered Return Enhanced Notes linked to the lesser performing of the Russell 2000® Index and the S&P 500® Index, due September 6, 2029, in minimum denominations of $1,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, investors receive 1.20x any positive return of the lesser performing index, or a positive, uncapped return equal to the absolute value of any decline up to a 15.00% Buffer Amount. If either index falls by more than 15%, principal is reduced 1% for each additional 1% decline, down to a minimum payment of $150.00 per $1,000 note (an 85% loss of principal).
The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and are not bank deposits or FDIC insured. If priced on the date shown, the estimated value would be $977.20 per $1,000 note, and at issuance will not be less than $900.00 per $1,000, reflecting selling commissions, hedging costs and issuer funding assumptions. Liquidity is expected to be limited, with no exchange listing and secondary prices typically below the original issue price.
JPMorgan Chase Financial Company LLC is offering structured Capped Dual Directional Buffered Equity Notes linked to the lesser performing of the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and maturing on September 30, 2027.
The notes provide unleveraged upside to index appreciation and, if the lesser performing index ends down by up to the 10.00% Buffer Amount, a positive return equal to that decline, in each case capped by a Maximum Upside Return of at least 15.00%. If either index falls by more than 10.00%, principal is exposed 1:1 to the decline beyond the buffer, with up to 90.00% loss of principal at maturity. The minimum denomination is $1,000, and an indicative estimated value is $963.90 per $1,000, not less than $900. Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co. and the performance of each index individually.
JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes can be automatically called on scheduled Review Dates starting August 13, 2027 if the Index closes at or above the Call Value, paying back $1,000 plus a Call Premium of at least 28%–140% of principal depending on the call date.
If not called, and the Final Index Level is at or above the 60% Barrier Amount at maturity on August 15, 2031, investors receive principal only; if it is below the Barrier, repayment is $1,000 plus $1,000 × Index Return, exposing investors to losses greater than 40% and up to total loss of principal. The underlying Index employs a 6.0% per annum daily deduction and a daily notional financing cost on exposure to the Invesco QQQ Trust, with dynamic leverage between 0% and 500% targeting 35% implied volatility, which can significantly drag performance. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., have a minimum denomination of $1,000, and are expected to price around August 12, 2026. The estimated value is about $940 per $1,000 note on the trade date and will not be less than $920, reflecting embedded costs and internal funding and pricing assumptions.
JPMorgan Chase Financial Company LLC is offering $515,000 of Auto Callable Digital Barrier Notes linked to the least performing of the S&P 500® Index, Russell 2000® Index and Nasdaq-100 Index®, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on August 5, 2027 if each index is at or above its Call Value (100% of its Initial Value), paying $1,120 per $1,000 note (principal plus a $120 Call Premium Amount). If not called and on the Observation Date each index is at or above its Initial Value, the maturity payment per $1,000 note equals principal plus the greater of a 65.00% Contingent Digital Return or the Least Performing Index Return.
If the notes are not called and any index finishes below its Initial Value but at or above its Barrier Amount of 70.00% of Initial Value, investors receive only principal back. If any index finishes below its Barrier Amount, maturity payment is $1,000 plus $1,000 times the Least Performing Index Return, so investors can lose more than 30.00% and up to 100% of principal. The notes pay no interest or dividends, are unsecured, subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and will not be listed. The price to public is $1,000 per note, including $7.50 in selling commissions; the estimated value at pricing is $963.50 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering Capped Accelerated Barrier Notes linked to the iShares Bitcoin Trust ETF (IBIT), fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination, provides 1.50x leveraged upside to any increase in the ETF, and caps total return at a Maximum Return of at least 125.00%, corresponding to a maximum payment of at least $2,250 per $1,000 at maturity.
The notes use a 70.00% Barrier Amount of the Initial Value. If the Final Value is at or above this barrier, investors receive at least full principal; if the Final Value falls below the barrier, repayment is fully exposed to the ETF’s decline, with losses matching the Fund’s negative return and up to a 100% loss of principal. The notes pay no interest and are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
The notes are expected to price on or about August 26, 2026, with maturity on August 30, 2029 and a single observation on August 27, 2029. If priced on the date shown, the estimated value would be approximately $935.20 per $1,000 note and will not be less than $900.00, reflecting embedded costs, hedging, and dealer compensation. The product entails significant risks tied to bitcoin volatility, potential Fund discontinuation and acceleration, lack of liquidity, and complex U.S. tax and withholding rules.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., plans to issue 5-year auto-callable notes linked to the J.P. Morgan Multi-Asset Index (ticker MAX). The notes have a $1,000 minimum denomination and a 100% participation rate in the Index return. The Index tracks a dynamic notional portfolio of up to 10 excess return futures-based indices across equities, fixed income and commodities, less a 1.00% per annum daily deduction, with an initial 4.0% volatility threshold.
The pricing date is August 31, 2026, with annual review dates through a final review date on September 2, 2031 and a maturity date on September 5, 2031. If on any review date (other than the final) the Index level is at or above the applicable Call Value, the notes are automatically called and pay $1,000 plus a call premium (at least 8.75% per annum) and then terminate. If not called and held to maturity, investors receive full principal repayment even if the Index has declined, and if the Final Value exceeds the Initial Value they also receive the Index Return multiplied by the 100% participation rate, all subject to the credit risks of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The estimated value when set will be not less than $900 per $1,000 note. The notes pay no interest, have limited liquidity, and embed numerous market, credit, strategy and tax risks.
JPMorgan Chase Financial Company LLC is offering $1,788,000 of Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index, due August 4, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and a 100% participation rate in Index gains if held to maturity and not called.
The notes may be automatically called on scheduled Review Dates starting August 3, 2027 if the Index closes at or above increasing Call Values (from 101% to 106% of the Initial Value), paying back principal plus a fixed Call Premium of 10.50%–63.00%. If never called, investors receive full principal at maturity plus any positive Index Return, with no cap, but no additional amount if the Final Value is at or below the Initial Value.
The offering price is $1,000 per note, including $34 in selling commissions and other costs, while the issuer’s estimated value is $902.90 per $1,000 note. The notes pay no periodic interest, are unsecured and unsubordinated, and expose investors to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., as well as liquidity, structural and strategy risks associated with the Multi-Asset Index.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked individually to the Nasdaq-100 Index, the Russell 2000 Index and the SPDR S&P Regional Banking ETF, maturing on July 11, 2028, in minimum denominations of $1,000.
Investors may receive a Contingent Interest Payment on each monthly Review Date only if the closing value of each underlying is at or above its Interest Barrier of 70.00% of its Initial Value. From the sixth Review Date onward, the notes are automatically called if each underlying is at or above its Initial Value, returning $1,000 plus the applicable interest and ending future payments; the earliest potential call date is February 8, 2027.
If the notes are not called and, on the final Review Date, any underlying is below its Trigger Value of 60.00% of its Initial Value, principal is reduced one-for-one with the decline of the least-performing underlying, and investors can lose a significant portion or all of their investment. The indicative Contingent Interest Rate is at least 12.10% per annum (about 1.00833% per month). The estimated economic value is currently about $980.50 per $1,000 note and will not be less than $900.00 when set, reflecting structuring and distribution costs. The notes are unsecured, not FDIC insured, and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., offers 5-year non-call 6-month auto callable contingent interest notes linked to the MerQube Bitcoin Vol Advantage Index. The notes have a $1,000 minimum denomination and quarterly review dates from August 31, 2026 to maturity on September 5, 2031.
The Index provides rules-based exposure to an unfunded position in the iShares Bitcoin Trust ETF, with 0%–500% exposure, and reflects a 6.0% per annum daily deduction plus a notional financing cost on the ETF performance. The notes pay a contingent interest rate of at least 14.50% per annum (at least 3.625% per quarter) when the Index is at or above a barrier equal to 60.00% of the Initial Value.
The notes may be automatically called on any non-first, non-final review date if the Index is at or above its Initial Value, paying $1,000 plus the applicable contingent interest. If not called, and the Final Value is at or above the Trigger Value (60% of Initial Value), investors receive $1,000 plus final contingent interest; otherwise the payoff is $1,000 + ($1,000 × Index Return), exposing holders to losses greater than 40% and potentially a total loss of principal. The estimated value will not be less than $900 per $1,000 principal and all payments are subject to the credit risk of the issuer and guarantor.