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 (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 offering unsecured, unsubordinated Capped Buffer GEARS due on or about August 16, 2028, linked to an unequally weighted basket of five equity indices (EURO STOXX 50, Nikkei 225, FTSE 100, Swiss Market Index, S&P/ASX 200).
Each Security has a $10 principal amount and provides 2.00x leveraged upside to any positive Basket Return, subject to a Maximum Gain between 28.25% and 31.25%. The Basket starts at 100; if the Basket Return is zero or negative but the Final Basket Value is at or above the Downside Threshold of 90% of the Initial Basket Value, investors receive full principal at maturity.
If the Basket Return is negative and the Final Basket Value is below the Downside Threshold, the payoff is reduced by 1% for each 1% decline beyond the 10% Buffer, so investors may lose up to 90% of principal. The notes pay no interest, provide no dividends from the indices, and expose holders to the credit risk of JPMorgan Financial and guarantor JPMorgan Chase & Co. Price to public is $10.00, with selling commissions up to $0.20 per Security and estimated value currently illustrated at about $9.758 (not less than $9.40 when finalized). Minimum investment is $1,000, and the term is approximately two years from the expected August 13, 2026 trade date.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering auto-callable structured “Review Notes” linked individually to the EURO STOXX 50®, Russell 2000® and Nasdaq‑100® indices, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about August 14, 2026, settle on or about August 19, 2026, and mature on August 19, 2031, with minimum denominations of $1,000.
The notes may be automatically called quarterly starting August 17, 2027 if each index is at or above 100% of its initial level, paying $1,000 plus an increasing Call Premium Amount (at least 12.2% on the first Review Date, up to at least 61.0% on the final Review Date). If not called, principal is protected only if the final level of each index is at or above 60% of its initial level; otherwise repayment is reduced one-for-one with the performance of the worst index, and investors can lose all principal. The indicative estimated value is about $940 per $1,000 note and will not be less than $920, reflecting embedded costs and issuer funding assumptions.
JPMORGAN CHASE & CO (through JPMorgan Chase Financial Company LLC) is offering Digital Buffered Equity Notes due December 22, 2028, linked to an unequally weighted basket of five non-U.S. equity indices: EURO STOXX 50 (40%), TOPIX (25%), FTSE 100 (17%), Swiss Market Index (11%) and S&P/ASX 200 (7%). The notes pay no interest and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
The initial basket level is set to 100. If the final basket level is at or above 100, investors receive the greater of principal plus basket return or a fixed "digital" payoff, with the threshold settlement amount expected between $1,217.60 and $1,256.00 per $1,000 note. If the basket falls but remains at or above 87.50% of the initial level, investors receive principal only. Below that buffer level, losses are leveraged: for each 1% drop beyond the 12.5% buffer, payoff falls by about 1.1429% of principal, down to a potential total loss.
The notes will be sold at 100% of principal, with no underwriting commission, and an estimated value at issuance between $971.40 and $981.40 per $1,000. They will not be listed, and secondary liquidity depends on J.P. Morgan Securities LLC. Returns are subject to the credit risk of both the issuer and guarantor, complex tax treatment (including "open transaction" characterization and Section 871(m) considerations), and extensive market, correlation, and conflict-of-interest risks highlighted in the risk factors.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering principal-at-risk Contingent Income Callable Securities due May 10, 2030 linked to the worst-performing of the Nasdaq-100, S&P 500 and Russell 2000 indices. Investors may receive a quarterly contingent payment of at least 2.95% of the $1,000 principal (at least $29.50 per security) for any quarter in which each index stays at or above 75% of its initial level on every day; otherwise the coupon for that quarter is zero.
The notes are callable at the issuer’s discretion on any quarterly payment date other than the first and last, at par plus any due coupon. At maturity, if not called, investors receive $1,000 only if each index is at or above 65% of its initial level; otherwise the payoff tracks the worst index on a 1:1 downside basis and can fall below 65% of principal, down to zero. The price to the public is $1,000 per note, including selling and structuring fees of $27.50 per note, while the estimated value would be about $942.60 if priced on the example date (and will not be less than $920.00), reflecting embedded costs and hedging.
JPMorgan Chase Financial Company LLC is offering structured notes linked to the Dow Jones Industrial Average®, Russell 2000® Index and S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and matures on August 12, 2031.
The notes may be automatically called on any of 17 Review Dates starting August 11, 2027 if the closing level of each Index is at or above its Call Value (generally up to 91% of Initial Value, and up to 80% on the final Review Date). If called, investors receive $1,000 plus a Call Premium that steps up from at least 10% (first Review Date) to at least 50% (final Review Date).
If the notes are never called and on the final Review Date any Index closes below its Barrier Amount of 80.00% of Initial Value, repayment is reduced by the full decline of the Least Performing Index, with potential loss of all principal. The notes pay no interest or dividends and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $976.30 per $1,000 note and will not be less than $900.00 at pricing.
JPMorgan Chase Financial Company LLC is offering structured “Review Notes” linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., in minimum denominations of $1,000. The notes may be automatically called as early as February 26, 2027 if, on a Review Date, the Index is at or above the Call Value, paying back principal plus a fixed Call Premium.
Minimum Call Premiums range from 6.00% to 35.00% of principal across 30 Review Dates. If the notes are not called, they offer a 15.00% downside buffer, but investors can lose up to 85.00% of principal at maturity if the Index falls more than the buffer. The Index embeds a 6.0% per annum daily deduction and a notional financing cost, and can use leverage up to 500% exposure to QQQ, which materially drags performance and can magnify losses. The indicative estimated value is about $926.20 per $1,000 note, not less than $900.00 at pricing, reflecting selling costs and internal funding assumptions. Payments depend on JPMorgan Financial’s and JPMorgan Chase & Co.’s credit and the notes pay no interest or dividends.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes due August 29, 2031, linked to the MerQube US Tech+ Vol Advantage Index and fully guaranteed by JPMorgan Chase & Co. Investors receive a Contingent Interest Payment on each review date only if the Index is at or above 75% of the Initial Value (the Interest Barrier); otherwise no interest is paid for that period. The notes may be automatically called as early as August 26, 2027 if the Index is at or above the Initial Value on specified review dates, returning principal plus that period’s interest, with no further payments.
If the notes are not called and the final Index value is below the 70% Buffer Threshold, principal is reduced 1% for each 1% decline beyond the 30% Buffer Amount, for a maximum loss of 70% of principal. The Index embeds a 6.0% per annum daily deduction and a notional financing cost, causing it to lag a comparable undeducted index. The notes price at $1,000 denominations; if priced today, the estimated value would be about $905.70 per $1,000, and at issuance will not be less than $900.00, reflecting selling costs and internal funding and hedging assumptions.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, due August 29, 2031, fully guaranteed by JPMorgan Chase & Co. Investors receive a Contingent Interest Payment only for Review Dates when the Index closes at or above 70% of the Initial Value (the Interest Barrier). The notes are automatically called on certain Review Dates if the Index closes at or above the Initial Value, with the earliest possible call on August 26, 2027.
If not called, principal is protected only down to a Buffer Threshold of 85% of the Initial Value; below this level, investors lose 1% of principal for each 1% Index decline beyond the 15% Buffer Amount, for a maximum loss of 85% of principal. The Index includes a 6.0% per annum daily deduction and a notional financing cost, which drag performance and cause it to trail an otherwise similar index without such charges. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and the estimated value at issuance is expected to be below the $1,000 price to public.
JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a scheduled maturity of September 5, 2031 and are issued in $1,000 minimum denominations.
The notes feature automatic call opportunities on annual Review Dates starting September 3, 2027 if the Index is at or above 100% of its Initial Value. If called, investors receive $1,000 plus a Call Premium, with minimum premiums of 30%, 60%, 90%, 120% and 150% of principal on successive Review Dates. If not called and the Final Index Value is at or above 50% of the Initial Value, investors receive back principal at maturity; below that barrier, repayment is $1,000 + ($1,000 × Index Return), so losses can exceed 50% and reach total principal loss.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost, meaning it will lag an otherwise identical index without these charges. It targets 35% volatility with exposure to the Underlying Asset dynamically adjusted between 0% and 500%. The indicative estimated value is about $937 per $1,000 note and will not be less than $900 per note at pricing, reflecting selling commissions, hedging costs and issuer funding assumptions. Payments are unsecured and subject to the credit risk of both the issuer and JPMorgan Chase & Co., and the notes pay no interest or dividends.