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 JPMorgan Chase Financial Company LLC, is offering 5-year, index-linked notes with an initial 12-month non-call period. The notes are linked to the MerQube US Tech+ Vol Advantage Index, which itself reflects a 6.0% per annum daily deduction and a daily notional financing cost on an unfunded position in the Invesco QQQ Trust.
The notes can be automatically called on any daily review date after year one if the index level is at or above the Call Value (100% of the Initial Value), paying back principal plus a call premium based on a Call Premium Rate of at least 17.60% per annum. If not called, and the final index value is at or above the Barrier Amount of 60.00% of the Initial Value, investors receive principal at maturity on September 18, 2031; if it is below the barrier, repayment is reduced one-for-one with the index loss, and investors can lose all principal.
The minimum denomination is $1,000, and the estimated value, when set, will be at least $880 per $1,000 note. Payments depend on the credit of JPMorgan Chase Financial Company LLC as issuer and JPMorgan Chase & Co. as guarantor, and the notes pay no interest, dividends, or voting rights and may be illiquid.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering 5-year, index-linked review notes tied to the MerQube US Large-Cap Vol Advantage Index, with an initial one-year non-call period and a minimum denomination of $1,000.
The notes feature quarterly review dates after year one. If on any review date the index level is at least 100% of its initial value, the notes are automatically called and pay back principal plus a call premium of at least 20.900% at the first review date, increasing on later dates, up to at least 104.500% at the final review date.
If not called and the final index value is at least the Barrier Amount of 50% of the initial value, holders receive principal at maturity on September 18, 2031. If the final value is below the barrier, repayment equals $1,000 plus $1,000 times the index return, so investors can lose more than 50% and up to all principal. The underlying index embeds a 6.0% per annum daily deduction and can use leverage up to 500%. The estimated value at pricing will not be less than $870 per $1,000 note, and all payments are subject to the credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), through its subsidiary JPMorgan Chase Financial Company LLC, is offering Uncapped Accelerated Barrier Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and offers at least 3x leveraged upside on any index gains at maturity.
The notes have a Barrier Amount equal to 60% of the Initial Value. If the Final Value is at or above this barrier, investors receive at least their principal; if below, losses are 1% of principal for each 1% index decline, with the potential for total loss. The index embeds a 6.0% per annum daily deduction, which drags performance versus an undeducted index and affects both note terms and estimated value.
The notes are expected to price around September 28, 2026 and mature on October 2, 2031, with a single observation date on September 29, 2031. They pay no interest or dividends and are unsecured obligations subject to the credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The indicative estimated value is about $873.80 per $1,000 note, and will not be less than $860.00 when finalized, reflecting selling commissions, hedging costs and issuer funding assumptions.
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 and guaranteed by JPMorgan Chase & Co., is offering market-linked, auto-callable notes tied to the worst-performing of the S&P 500 Index and the Dow Jones Industrial Average, maturing August 29, 2029. Each security has a $1,000 principal amount, with total offering size of $3,071,000. The notes may be automatically called on August 27, 2027 if the lowest-performing index is at or above its starting level, paying $1,100 per security (a 10% call premium).
If not called, at maturity investors receive: leveraged upside with a 150% upside participation rate if the worst index is above its starting level; full principal back if the worst index is between its starting level and a 25% downside threshold (75% of start); or full downside exposure if the worst index finishes below that threshold, with the potential to lose most or all principal. The estimated value is $959.80 per $1,000 security, reflecting embedded selling commissions and hedging costs, and secondary market values may be lower. The securities are unsecured obligations, not bank deposits and not FDIC insured, and carry complex tax and market risks.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering Auto Callable Digital Accelerated Barrier Notes linked to the lesser-performing of the SPDR S&P 500 ETF Trust (SPY) and Invesco QQQ, Series 1 (QQQ), due August 30, 2029. Each note has a $1,000 denomination and may be automatically called as early as August 31, 2027 if both ETFs close at or above 100% of their Strike Values, paying back principal plus a Call Premium of at least 10.50% on the first Review Date or 21.00% on the second.
If not called and both Final Values are at or above their Strike Values, investors receive principal plus the greater of a Contingent Digital Return of at least 31.50% or 1.50x the return of the lesser-performing ETF. If either ETF finishes below its Strike but at or above 60% of Strike (the Barrier Amount), principal is returned. If either finishes below its Barrier, repayment equals $1,000 plus the full downside of the lesser performer, so losses can exceed 40% and reach 100%. The indicative estimated value is about $964 per $1,000 note (not less than $940 at pricing), reflecting selling commissions, hedging costs and issuer funding spreads. The notes pay no interest or dividends and are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and they are not exchange-listed.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering Capped Buffer GEARS linked to the Invesco QQQ Trust, Series 1, as unsecured, unsubordinated notes fully and unconditionally guaranteed by JPMorgan Chase & Co. Each Security has a $10 principal amount, with a minimum investment of $1,000 and a term of approximately 14 months to October 29, 2027.
If the QQQ return over the term is positive, investors receive principal plus 1.25 times the Underlying Return, capped by a Maximum Gain between 13.55% and 16.55%. If QQQ is flat or down but no more than 10% below its initial level (Final Value at or above 90% of Initial Value), principal is repaid. If QQQ falls more than 10%, repayment is reduced 1% for each 1% decline beyond the 10% buffer, with losses up to 90% of principal.
The notes pay no interest, are subject to the creditworthiness of JPMorgan Financial and JPMorgan Chase & Co., and are not FDIC insured. The price to public is $10.00 per Security, including selling commissions of $0.20 per $10; the issuer’s estimated value would be about $9.72 per $10 if priced on the example date and will not be less than $9.40 per $10 when finalized.
JPMORGAN CHASE & CO (JPM), as guarantor for JPMorgan Chase Financial Company LLC, is offering $2,552,000 of Uncapped Dual Directional Digital Barrier Notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, maturing on August 28, 2031.
The notes pay no interest and are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Chase Financial and JPMorgan Chase & Co. At maturity, if each index finishes at or above its initial level, investors receive principal plus the greater of a 61.75% contingent digital return or the actual return of the least performing index. If any index is below its initial level but all are at or above 70% of their initial levels, investors receive principal plus the absolute decline of the worst index, capped at 30% (maximum $1,300 per $1,000 note in this scenario).
If any index closes below 70% of its initial level, repayment is reduced 1-for-1 with the decline of the least performing index, and investors can lose most or all principal. The notes are not listed, may have limited liquidity, and the estimated value at issuance is $949 per $1,000, below the public offering price due to selling commissions, hedging costs and issuer profits.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering Trigger Autocallable Contingent Yield Notes linked to the lesser-performing of the Russell 2000 Index and the State Street Energy Select Sector SPDR ETF, maturing on or about August 30, 2029 and issued at $10 per Note in minimum investments of $1,000. The Notes pay a contingent quarterly coupon only if the closing value of each underlying on an Observation Date is at or above its Coupon Barrier, with an expected annualized coupon rate between 9.00% and 9.65% (about $0.225–$0.2413 per quarter per $10).
The Notes are automatically callable quarterly beginning February 26, 2027 if both underlyings are at or above their Initial Values, in which case investors receive principal plus the applicable contingent coupon and no further payments. If not called, principal is fully repaid at maturity only if each underlying’s Final Value is at or above its Downside Threshold (65% of Initial Value). If either finishes below that level, repayment is reduced to $10 × (1 + lesser-performing underlying return), exposing investors to a proportional loss of principal up to 100%.
The Coupon Barrier for each underlying is set at 70% of its Initial Value. Price to public is $10, with a selling commission to UBS of $0.20 and proceeds to the issuer of $9.80 per Note. An indicative estimated value is $9.605 per $10 Note, and will not be less than $9.30 when finalized. Payments are unsecured and subject to the credit risk of JPMorgan Chase Financial Company LLC and the guarantee of JPMorgan Chase & Co.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the lesser performing of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index, maturing on August 30, 2029, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide an uncapped leveraged upside: at maturity, if both underlyings finish at or above their strike values, the payment equals principal plus 1.45 times any positive return of the lesser performing underlying. A 30% downside buffer applies; if either underlying falls more than 30% from its strike, principal is reduced 1% for each 1% decline beyond that buffer, up to a maximum loss of 70% of principal (you could receive as little as $300 per $1,000 note).
The notes pay no interest or dividends and will not be listed on an exchange, so liquidity will depend on J.P. Morgan Securities LLC making a market. The estimated value, if priced today, is about $970 per $1,000 note and will not be less than $950 at pricing, reflecting embedded selling, structuring and hedging costs. Any payment depends on the credit of JPMorgan Financial and JPMorgan Chase & Co., and the tax treatment is complex, involving prepaid contract and potential constructive-ownership considerations.