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 Trigger Absolute Return Step Securities, five-year structured notes 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 notes are issued at $10 per Security with a minimum investment of $1,000 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
The basket starts at 100 and is weighted 40% EURO STOXX 50®, 25% Nikkei 225, 17.5% FTSE® 100, 10% Swiss Market Index and 7.5% S&P/ASX 200. If the Final Basket Value is at or above the Step Barrier of 100%, investors receive principal plus the greater of the Step Return (finalized on the trade date, within a range of 52.85%–57.85%) and the Basket Return. If the Final Basket Value is below the Step Barrier but at or above the Downside Threshold of 75, investors receive principal plus the Contingent Absolute Return, equal to the absolute value of the Basket Return.
If the Final Basket Value falls below the Downside Threshold, repayment is reduced in proportion to the negative Basket Return, and investors can lose a significant portion or all of their principal. The estimated value is illustrated at $9.816 per $10 principal (and will not be less than $9.50 when set). Payments depend on the creditworthiness of JPMorgan Financial and JPMorgan Chase & Co., and the instruments are not insured or bank deposits.
JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Return Enhanced 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 matures on August 29, 2031.
The notes may be automatically called on September 1, 2027 if the Index is at or above 100% of its initial level, paying $1,000 plus a call premium of at least $330 per $1,000. If not called and held to maturity, investors receive 3.00 times any positive Index return, subject to no cap, a 15.00% downside buffer, and a maximum possible loss of 85.00% of principal.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ-based exposure, which will drag performance versus an equivalent index without such charges. The estimated value is approximately $918.30 per $1,000 note (and will not be less than $900.00), and the notes pay no interest or dividends and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering callable fixed rate notes due February 14, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest at 5.00% per annum, calculated on a 30/360 basis, with interest paid in arrears on the 14th of February and August each year, beginning February 14, 2027, so long as the notes remain outstanding.
The issuer may redeem the notes early, in whole but not in part, on the 14th of February, May, August and November from August 14, 2027 through November 14, 2029, at par plus accrued interest, subject to the stated business day and interest accrual conventions. The pricing date is expected to be August 12, 2026, with an original issue date of August 14, 2026. The public offering price per note is $1,000, with eligible institutional or fee-based accounts paying between $992.60 and $1,000 per $1,000 principal amount. Selling commissions, paid by the issuer to dealers through J.P. Morgan Securities LLC, are expected to be about $2.50 per $1,000 principal amount and will not exceed $10.00 per $1,000. The notes are unsecured obligations, not bank deposits, and are not insured by any governmental agency.
JPMorgan Chase Financial Company LLC is offering auto callable buffered return enhanced notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have $1,000 minimum denominations, are expected to settle on or about August 31, 2026, and mature on August 29, 2031.
The notes may be automatically called on September 7, 2027 if the Index on the September 1, 2027 Review Date is at or above the Call Value, paying $1,000 plus a Call Premium Amount of at least $420. If not called, investors receive at maturity an uncapped leveraged upside of 2.00 times any positive Index return, full principal back if the Index decline does not exceed the 15% Buffer Amount, and 1% principal loss for each 1% Index decline beyond that buffer, up to an 85% loss of principal.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ Fund exposure, which are expected to drag performance versus an identical index without such deductions. The indicative estimated value is approximately $910.80 per $1,000 note and will not be less than $900.00 when set, reflecting selling commissions, hedging costs and issuer funding assumptions.
JPMorgan Chase Financial Company LLC, fully 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 notes have a $1,000 minimum denomination, an Upside Leverage Factor of 2.00, and a 15.00% Buffer Amount.
The Index provides rules-based exposure to an unfunded position in the Invesco QQQ Trust, Series 1, with exposure dynamically adjusted between 0% and 500%. The Index level reflects a 6.0% per annum daily deduction, and QQQ performance is further reduced by a daily notional financing cost.
The notes may be automatically called on the September 1, 2027 Review Date if the Index is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium Amount based on at least 42.00% per annum. If not called, payments at the August 29, 2031 maturity depend on Index performance, with 2x leveraged upside above the Initial Value, full principal return if losses are within the 15% buffer, and principal losses beyond that. The estimated value will be at least $900 per $1,000 note, and all payments are subject to the credit risk of the issuer and guarantor.
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 are scheduled to price on or about August 31, 2026, settle on or about September 3, 2026, and mature on September 5, 2031, in minimum denominations of $1,000.
Investors may receive a contingent interest rate of at least 10.00% per annum (paid monthly) for any Review Date on which the Index closes at or above 75.00% of its Initial Value (the Interest Barrier), with unpaid coupons potentially catching up later. The notes are automatically called if, on specified Review Dates starting August 31, 2027, the Index is at or above its Initial Value, returning principal plus due interest.
If the notes are not called and the Final Value is at or above the 70.00% Buffer Threshold, principal is repaid (plus any due contingent interest). Below that level, repayment is reduced using a 30.00% buffer formula, exposing investors to up to a 70.00% principal loss. The Index itself is complex, uses up to 500% leverage, targets 35% implied volatility and is subject to a 6.0% per annum daily deduction and a notional financing cost, which drag on performance. All payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $937.80 per $1,000 note, and will not be less than $900.00 at pricing.
JPMorgan Chase Financial Company LLC is offering structured Buffered Digital Notes linked to the lesser performer of the Nasdaq-100 Index and the Russell 2000 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes mature on August 10, 2028, in minimum denominations of $1,000.
At maturity, if each index is at or above its initial level, or down by no more than the 20.00% Buffer Amount, investors receive principal plus a fixed Contingent Digital Return of at least 21.05%, for a total of $1,210.50 per $1,000 in the illustrative case. If either index is below its initial level by more than 20%, repayment is reduced 1% for each additional 1% decline in the lesser-performing index, with maximum loss of 80.00% of principal.
The notes pay no interest, do not provide dividends from index constituents, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and will not be listed on an exchange. An illustrative estimated value is $987.50 per $1,000, and the final estimated value will not be less than $900.00 per $1,000.
JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Equity Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a minimum denomination of $1,000 and are expected to settle on or about August 31, 2026, maturing on August 29, 2031.
An automatic call may occur on September 1, 2027 if the Index closing level is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium Amount of at least $510 per note, after which no further payments are due. If not called and the Final Value is above the Initial Value, investors receive $1,000 plus the full Index Return. If the Final Value is down by up to the 15% buffer, principal is returned; below that, investors lose 1% of principal for each 1% additional decline, for a maximum loss of 85% at maturity.
The underlying Index employs a 35% target volatility with exposure between 0% and 500% 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 will drag performance versus an equivalent index without such charges. The indicative estimated value is about $903.40 per $1,000 note and will not be less than $900.00, reflecting embedded selling commissions (up to $44 per $1,000) and hedging costs. Payments are unsecured and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and the notes pay no interest or dividends.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering 5-year auto callable buffered equity notes linked to the MerQube US Tech+ Vol Advantage Index, which references an unfunded position in the Invesco QQQ Trust with up to 500% exposure and 0–500% dynamic leverage.
The Index level reflects a 6.0% per annum daily deduction and the QQQ exposure is reduced by a daily notional financing cost. The notes have a 15.00% Buffer Amount against moderate declines, but investors may lose some or most of principal beyond that.
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 51.00% per annum. If not called, the August 26, 2031 maturity payoff depends on Index performance, with upside participation when the Final Value exceeds the Initial Value and buffered downside otherwise. The minimum denomination is $1,000, and the estimated value at pricing will be at least $900 per $1,000 note. 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 S&P 500® index-linked medium-term notes due August 5, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and pays a fixed quarterly coupon expected between 1.69% and 1.98% of principal (between 6.76% and 7.92% per annum) on specified coupon payment dates.
At maturity, in addition to the final coupon, repayment of principal depends on S&P 500® performance from the trade date to the determination date. If the final index level stays at or above the 80% trigger buffer level, investors receive 100% of principal. If it falls below 80%, repayment is reduced 1% for each 1% index decline from the initial level, down to possible total loss of principal. Upside is capped: investors do not participate in any index appreciation beyond receiving coupons. The notes are unsecured obligations subject to the credit risks of JPMorgan Financial and JPMorgan Chase & Co., are not insured, and will not be listed. The estimated value at pricing is expected between $977.80 and $987.80 per $1,000, reflecting selling costs and hedging margins.