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 $480,000 of Auto Callable Contingent Interest Notes linked to the common stock of Broadcom Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and pays contingent interest rather than fixed coupons.
Holders receive a 14.00% per annum Contingent Interest Rate (3.50% per quarter, or $35.00 per $1,000 note) for any Review Date on which Broadcom’s share price is at or above the Interest Barrier and Trigger Value, set at 50.00% of the Initial Value of $387.84 (that is $193.92). Missed interest can be paid later if the barrier is met.
The notes are automatically called if, on any Review Date other than the first and final, Broadcom’s share price is at least the Initial Value; investors then receive $1,000 plus the applicable and any unpaid contingent interest, and no further payments. If not called and the Final Value is at or above the Trigger Value, investors receive principal plus contingent interest at maturity on August 3, 2028. If the Final Value is below the Trigger Value, repayment is $1,000 + ($1,000 × Stock Return), exposing investors to losses greater than 50% and up to a total loss of principal.
The price to public is $1,000 per note, including $18.50 of selling commissions and structuring fees, with net proceeds of $981.50 per note. The estimated value at pricing is $960.20 per $1,000 note, reflecting internal funding and hedging costs. Payments are unsecured and subject to the credit risk of both JPMorgan Financial as issuer and JPMorgan Chase & Co. as guarantor, and the notes will not be listed on any exchange, which may limit liquidity.
JPMorgan Chase Financial Company LLC is offering $142,000 of Step-Up Auto Callable Notes linked to the S&P® Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD), due August 4, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest, offer full principal repayment at maturity if not earlier called, and provide 100% participation in any Index appreciation at maturity. They may be automatically called on scheduled review dates starting August 3, 2027 if the Index meets rising call levels, triggering preset call premiums of 11%–66% of principal.
The price to public is $1,000 per note, including selling commissions of $34, with issuer proceeds of $966 per note and an estimated value of $901 at pricing. The investment is unsecured, not FDIC-insured, subject to the credit risk of both the issuer and guarantor, features limited liquidity, and is taxed as a contingent payment debt instrument.
JPMorgan Chase Financial Company LLC is offering $351,000 of Step-Up Auto Callable Notes linked to the J.P. Morgan Dynamic Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination, priced with $34 in fees and $966 in proceeds to the issuer, and an estimated value of $888.30 when issued.
The notes may be automatically called on scheduled Review Dates starting August 3, 2027 if the Index closes at or above rising Call Values (from 100.50% to 103.00% of the Initial Value), paying principal plus step-up call premiums from 11% to 66%. If not called, at maturity on August 4, 2033 investors receive full principal plus an Additional Amount equal to Index Return × 100% Participation Rate, floored at zero. The Initial Value is 149.53, and the Index embeds a 0.95% per annum daily deduction and a 3.0% target volatility allocation between equity and Treasury futures. The notes pay no interest, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., may be illiquid, and are expected to be treated as contingent payment debt instruments for U.S. federal tax purposes, requiring accrual of original issue discount based on a 4.81% comparable yield and a projected payment of $1,394.87 at maturity.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering 5yNC6m Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index, which references an unfunded position in the iShares Bitcoin Trust ETF and applies up to 500% exposure with a 6.0% per annum daily index deduction and a separate daily notional financing cost on the ETF exposure.
The notes have a minimum denomination of $1,000, a pricing date of August 26, 2026, quarterly review dates, a final review date of August 26, 2031 and maturity on August 29, 2031. They pay a contingent interest rate of at least 12.25% per annum (at least 3.0625% per quarter) only if on the relevant review date the index is at or above the Interest Barrier, set at 60.00% of the Initial Value.
If on any review date other than the first and final the index is at or above its Initial Value, the notes are automatically called for $1,000 plus the contingent interest for that date. If not called, and the final index value is at or above the Trigger Value (also 60.00% of Initial Value), payment at maturity is $1,000 plus the final contingent interest. If the final value is below the Trigger Value, repayment is reduced based on the index return and investors will lose more than 40% of principal and could lose all principal. The estimated value at issuance will be not less than $900 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 Financial Company LLC is issuing $2,661,000 of Auto Callable Contingent Interest Notes linked to the common stock of United Rentals, Inc. (URI), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a maturity date of August 3, 2028 and are issued in minimum denominations of $1,000.
Holders may receive a Contingent Interest Payment of $31.25 per $1,000 per quarter, equivalent to 12.50% per annum, for any Review Date on which URI’s closing price is at least 60.00% of the Initial Value. The Initial Value is $1,068.63 and the Interest Barrier and Trigger Value are 60.00% of that amount, or $641.178. Missed interest can be paid later if the barrier is met, but investors may receive no interest over the life of the notes.
The notes are automatically called if, on any Review Date other than the first and final, URI’s closing price is at least the Initial Value, with the earliest potential call on February 1, 2027. If the notes are not called and the Final Value is below the Trigger Value, repayment of principal is reduced 1% for each 1% decline from the Initial Value, leading to losses greater than 40% and possibly a full loss of principal. The estimated value at pricing is $962.90 per $1,000, below the price to public.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., with expected settlement on or about August 31, 2026 and maturity on August 29, 2031.
The notes pay a contingent interest rate of at least 12.25% per annum, or at least 3.0625% per quarter, only if on a Review Date the Index closes at or above 60.00% of its initial level (the Interest Barrier). The notes are automatically called, starting February 26, 2027, if on any non‑first, non‑final Review Date the Index is at or above its Initial Value, returning $1,000 principal plus that period’s contingent interest.
If the notes are not called and the Final Value is at least 60.00% of the Initial Value, investors receive $1,000 plus the final contingent interest. If the Final Value is below 60.00%, the payoff is $1,000 + ($1,000 × Index Return), so principal loss exceeds 40% and can reach 100%. The Index embeds a 6.0% per annum daily deduction and a notional financing cost on its bitcoin ETF exposure, uses up to 500% leverage with a 35% target volatility, and is tied to the iShares Bitcoin Trust ETF, making the notes highly sensitive to bitcoin price and volatility as well as the credit of JPMorgan Chase Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering Capped Buffer GEARS, unsecured debt securities fully and unconditionally guaranteed by JPMorgan Chase & Co., linked to an unequally weighted basket of five equity indices: EURO STOXX 50, Nikkei 225, FTSE 100, Swiss Market Index and S&P/ASX 200.
The $10-denomination notes have an approximately 2-year term, with Upside Gearing of 2.00 and a Maximum Gain between 36.55% and 39.55%, finalized on the trade date. The Basket is set to an Initial Basket Value of 100, and principal is protected only by a 10.00% buffer down to a Downside Threshold of 90.00% of the Initial Basket Value; below that level, investors lose 1% of principal for every 1% additional decline, up to a 90% loss.
The securities pay no interest or dividends and expose investors to both market risk of the Basket and credit risk of JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $9.964 per $10 note and will not be less than $9.60 at pricing, reflecting structuring and hedging costs. Proceeds support JPMorgan’s general funding and hedging activities; separate donations totaling up to $800,000 to Hope & Heroes are unconditional and not tied to sales.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering 5-year auto callable buffered return enhanced notes linked to the MerQube US Tech+ Vol Advantage Index. The Index reflects a 6.0% per annum daily deduction and the QQQ-based Underlying Asset bears a daily notional financing cost. Index exposure can range from 0% to 500% of the Underlying Asset.
The notes feature a 3.00 Upside Leverage Factor and a 15.00% Buffer Amount. If on the September 1, 2027 Review Date the Index is at or above 100% of its Initial Value, the notes are automatically called, paying $1,000 plus a Call Premium of at least 33.00% per annum. If not called, payment at the August 29, 2031 maturity depends on Index performance: leveraged upside above the Initial Value; full principal return if losses are within the 15% buffer; and partial to total principal loss beyond that. The estimated value will be at least $900 per $1,000 note, and all payments are subject to the credit risks of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering structured Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a maturity date of September 5, 2031 and minimum denominations of $1,000.
The notes may be automatically called on review dates starting August 31, 2027 if the Index is at or above preset Call Values, paying back principal plus a fixed call premium. If not called, at maturity investors receive $1,000 plus an Additional Amount equal to the Index Return × a 100% Participation Rate, floored at zero, providing full principal repayment at maturity but no downside participation. The Index includes a 1.00% per annum daily deduction, and the notes pay no periodic interest. Any payment is subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and the estimated value per $1,000 note (e.g., approximately $932.70 if priced on the example date) is lower than the purchase price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is issuing Digital Contingent Buffered Notes linked to the S&P 500 Index. The notes offer a fixed Contingent Digital Return of 8.32%, giving a maximum maturity payment of $1,083.20 per $1,000 note if the Index ending level is at or above the strike, or down by up to the 25.00% Contingent Buffer Amount.
If the S&P 500 falls by more than 25% from the Index Strike Level of 7,316.15, investors lose 1% of principal for each 1% decline, potentially losing all principal. The total offering is $700,000 at $1,000 per note, with selling fees of $10.42 per note and an estimated value of $987.20. The pricing date is July 30, 2026, valuation date August 30, 2027, and maturity September 2, 2027.
The notes involve complex U.S. tax treatment, including possible characterization as contingent payment debt instruments and discussion of Section 871(m) withholding for non‑U.S. holders. Secondary market liquidity is not assured, and any trading price may differ from the estimated value due to internal funding rates, hedging costs and dealer spreads.