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), via its wholly owned subsidiary JPMorgan Chase Financial Company LLC, is offering Trigger Absolute Return Step Securities, five-year unsecured notes linked to an unequally weighted basket of six equity indices (S&P 500®, EURO STOXX 50®, Nikkei 225, FTSE® 100, Swiss Market Index and S&P/ASX 200).
The notes are issued at $10 per Security, with selling commissions of $0.35 and issuer proceeds of $9.65 per Security. The Basket is set to an initial value of 100, with weights of 30% S&P 500, 28% EURO STOXX 50, 17.5% Nikkei 225, 12.25% FTSE 100, 7% Swiss Market Index and 5.25% S&P/ASX 200. If the Final Basket Value is at or above the Step Barrier (100), investors receive principal plus the greater of a fixed Step Return (to be set between 35.75% and 40.75%) or the Basket Return. If the Final Basket Value is between the Step Barrier and the Downside Threshold of 75, investors receive principal plus the Contingent Absolute Return (the absolute Basket Return. Below 75, repayment is principal reduced proportionately to the negative Basket Return, with potential total loss.
The notes pay no coupons, do not pass through index dividends, and are subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The estimated value is about $9.576 per $10 Security, and will not be set below $9.20.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering Uncapped Digital Barrier Notes linked to the least performing of the Nasdaq-100 Index, the Russell 2000 Index and the S&P 500 Index, maturing on August 29, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide uncapped, unleveraged exposure to any gain of the worst-performing index at maturity, with a Contingent Digital Return of at least 60.00% if each index finishes at or above its initial level. If any index is below its initial level but all remain at or above 60.00% of initial (the Barrier Amount), investors receive principal only.
If any index ends below its Barrier Amount, repayment equals $1,000 plus the return of the least-performing index, so losses exceed 40% and can reach 100% of principal. The notes pay no interest or dividends, are unsecured obligations subject to JPMorgan credit risk, are not listed, and have a minimum denomination of $1,000. The estimated value would be about $940 per $1,000 note if priced on the reference date and will not be less than $920 per $1,000 when finalized, reflecting embedded fees and hedging costs.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co. (JPM), is offering 5-year, auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, which references an unfunded total-return position in the Invesco QQQ Trust with a daily 6.0% per annum index deduction and a notional financing cost.
The notes have a minimum denomination of $1,000, a pricing date of August 31, 2026, monthly review dates, a final review date of September 2, 2031 and maturity on September 5, 2031. They pay a contingent interest rate of at least 10.00% per annum, or at least 0.83333% per month, only if on a review date the index level is at or above a 75.00% interest barrier.
If on any applicable review date (other than the first eleven and final) the index is at or above its initial level, the notes are automatically called at $1,000 plus the current and any unpaid contingent interest, with no further payments. If not called, and the final index level is at or above a 70.00% buffer threshold, investors receive $1,000 plus due contingent interest and any unpaid prior contingent interest. If the final level is below the buffer threshold, repayment is reduced according to $1,000 + [$1,000 × (Index Return + 30.00% buffer amount)], so investors can lose some or most of principal. All payments are subject to the credit risk of the issuer and guarantor, and the estimated value at issuance will be no less than $900 per $1,000 note.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, maturing July 31, 2029. Investors receive contingent monthly interest only when the Index closes at or above 85.00% of its initial level; missed coupons may be paid later if the barrier is met.
The notes can be automatically called starting February 26, 2027 if the Index is at or above 95.00% of its initial level, returning principal plus due and unpaid contingent interest. At maturity, if not called and the Index is at or above the 85.00% Buffer Threshold, investors receive principal plus due and unpaid contingent interest; otherwise, principal is reduced 1% for each 1% Index loss beyond a 15.00% buffer, up to an 85.00% loss of principal.
The Index embeds a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund, which drag on performance and cause the Index to lag a similar index without these charges. Each $1,000 note is expected to be sold at par, with an estimated value of about $931.10 and not less than $900.00, reflecting selling commissions, structuring and hedging costs. Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co. and the notes are not bank deposits or FDIC insured.
JPMORGAN CHASE & CO (through issuer JPMorgan Chase Financial Company LLC) is offering $19,000,000 of Callable Fixed Rate Notes due August 31, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest at 4.325% per annum, calculated on a 30/360 basis, with interest payable in arrears on July 31, 2027 and at maturity, unless earlier redeemed. The issuer may redeem all (but not part) of the notes at par plus accrued interest on January 31, 2027, April 30, 2027 or July 31, 2027. Each note has a $1,000 principal amount, priced at $1,000 to the public; underwriting fees are $1.224 per $1,000, resulting in total proceeds to the issuer of $18,976,750. The notes are unsecured obligations of the issuer, are not bank deposits and are not insured by the FDIC or any other governmental agency.
JPMORGAN CHASE & CO (JPM), through its subsidiary JPMorgan Chase Financial Company LLC, is issuing unsecured, unsubordinated callable notes due August 3, 2033, linked to the 10-year Constant Maturity Treasury (CMT) rate and fully guaranteed by JPMorgan Chase & Co.
The notes pay quarterly variable interest at up to 9.45% per annum only for days when the 10-year CMT rate is less than or equal to 5.25%; on days outside this range, interest is 0%. Interest each period equals 9.45% × (accrual days/total days). JPMorgan Financial may redeem the notes, in whole but not in part, at par plus accrued interest on specified quarterly dates from August 3, 2027 through May 3, 2033.
The aggregate principal amount is $2.66 million, with a denomination of $1,000 per note and quarterly payments on February 3, May 3, August 3 and November 3. The public issue price is $1,000 per note, but the estimated value on the pricing date is $975, reflecting embedded fees, structuring costs and hedging profits. The notes are treated as contingent payment debt instruments for U.S. tax purposes, requiring holders to accrue original issue discount over the term.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is issuing Capped Trigger GEARS, 4‑year structured notes linked to the S&P 500® Index. The total offering size is $3,115,100, priced at $10 per Security, with proceeds to the issuer of $9.70 per Security.
At maturity in July 2030, if the S&P 500 shows a positive return, holders receive principal plus 1.50x the index gain, capped at a Maximum Gain of 48.70%. If the index return is zero or negative but remains at or above the Downside Threshold of 75% of the Initial Value (7,316.15; threshold 5,487.11), investors receive principal back. If the Final Value is below the Downside Threshold, repayment is $10 + ($10 × Underlying Return), giving full downside exposure and potential loss of all principal. The notes pay no interest, do not pass through dividends, and all payments depend on the creditworthiness of JPMorgan Chase Financial Company LLC and the JPMorgan Chase & Co. guarantee.
JPMORGAN CHASE & CO (JPM), through subsidiary JPMorgan Chase Financial Company LLC, is offering callable fixed rate notes due August 14, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest at 5.20% per annum, using a 30/360 day count, with interest paid annually on August 14, beginning August 14, 2027, in arrears.
The issuer may, at its option, redeem the notes in whole (not in part) on the 14th calendar day of February and August of each year from August 14, 2027 through February 14, 2031 at 100% of principal plus accrued and unpaid interest. The minimum price to the public for certain eligible institutional or fee-based accounts will be between $987.60 and $1,000 per $1,000 principal amount, and selling commissions will be approximately $2.50 and not more than $12.50 per $1,000 principal amount. The notes are unsecured debt obligations, are not bank deposits, and are not insured by the FDIC or any other governmental agency.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, due August 29, 2031. The notes pay a monthly Contingent Interest Payment of at least $7.0833 per $1,000 (at least 8.50% per annum) for any Review Date when the Index is at or above an Interest Barrier of 80.00% of the Initial Value, with unpaid interest amounts accruing if later barriers are met.
The notes may be automatically called starting August 26, 2027 if the Index is at or above its Initial Value on specified Review Dates, returning $1,000 plus due and unpaid interest. If held to maturity and the Final Value is below a Buffer Threshold of 70.00% of the Initial Value, principal is reduced 1% for each 1% decline beyond the 30.00% Buffer Amount, exposing investors to losses of up to 70.00% of principal. The Index embeds a 6.0% per annum daily deduction and a notional financing cost, which drag on performance.
The minimum denomination is $1,000. If priced on the described date, the estimated value would be about $907.80 per $1,000 note and will not be less than $900.00, reflecting selling commissions, hedging costs and the issuer’s internal funding rate. Payments depend on the credit of JPMorgan Chase Financial Company LLC and the guarantee of JPMorgan Chase & Co.