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 $370,000 of Auto Callable Accelerated Barrier Notes linked to the lesser performance of the Nasdaq-100 Index® and the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes, issued in $1,000 minimum denominations, are scheduled to mature on August 1, 2031.
The notes may be automatically called on August 4, 2027 if each index is at or above its Call Value, paying $1,245 per $1,000 note (principal plus a $245 Call Premium) and then terminating. If not called, at maturity investors receive 1.50 times any positive return of the lesser-performing index, full principal back if that index stays at or above 70% of its Initial Value, or a one-for-one loss with the lesser index if it finishes below the Barrier Amount, up to total loss of principal. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and have an estimated value of $973.80 per $1,000 at pricing, reflecting structuring and hedging costs. They are not listed, and secondary market liquidity and pricing are expected to be limited.
JPMorgan Chase Financial Company LLC is issuing $1,110,000 of Uncapped Buffered Return Enhanced Notes linked to the lesser performing of the Dow Jones Industrial Average and the Nasdaq-100 Index, maturing August 2, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes offer an Upside Leverage Factor of 1.70x any positive performance of the lesser performing index at maturity, with a 5.00% downside buffer. If either index falls by more than 5%, principal is reduced 1% for each additional 1% decline in the lesser performing index, up to a maximum loss of 95.00% of principal, leaving a minimum payment of $50 per $1,000 note. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and are not listed, so liquidity may be limited.
The price to the public is $1,000 per note, while the issuer’s estimated value at pricing was $981.30 per $1,000 note. The notes priced on July 29, 2026 and are expected to settle on or about August 3, 2026, in minimum denominations of $1,000.
JPMorgan Chase Financial Company LLC is issuing $7,696,000 of Auto Callable Contingent Interest Notes linked to the common stock of The Goldman Sachs Group, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 11.10% per annum (2.775% per quarter) only for Review Dates when Goldman Sachs’ share price is at or above an Interest Barrier of 50.00% of the Initial Value; missed coupons can be paid later if conditions are subsequently met.
The notes are automatically called, starting July 29, 2027, if on certain Review Dates the stock closes at or above the Initial Value, returning $1,000 per note plus due contingent interest and any unpaid prior coupons. If not called, and on the final Review Date the stock is at or above the Trigger Value of 50.00% of the Initial Value, investors receive full principal plus applicable contingent interest and any unpaid coupons. If the Final Value is below the Trigger Value, repayment is $1,000 + ($1,000 × Stock Return), exposing investors to 1-for-1 downside and possible total loss of principal.
The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., subject to both entities’ credit risk. The price to public is $1,000 per note, while the issuer’s estimated value is $989.40 per $1,000, reflecting structuring, hedging costs and dealer compensation. The notes are not listed, may have limited liquidity, and all sales are to fee-based advisory accounts, with a $6.50 per $1,000 structuring fee on $4,817,000 of the issuance.
JPMorgan Chase Financial Company LLC is offering callable contingent interest notes due May 9, 2030, linked individually to the Dow Jones Industrial Average®, the Nasdaq-100® Technology Sector and the Russell 2000® Index, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
Investors receive a Contingent Interest Payment on each monthly Review Date only if the closing level of each Index is at or above 60% of its Initial Value (the Interest Barrier. If any Index is below its 50% Trigger Value at final valuation and the notes have not been called, principal is reduced 1% for each 1% decline in the Least Performing Index, potentially to zero.
The issuer may redeem the notes early, in whole, on designated Interest Payment Dates beginning February 11, 2027, paying $1,000 per note plus any due contingent interest. The minimum denomination is $1,000, and an example estimated value is about $963.90 per $1,000 note, reflecting embedded fees, hedging costs and the issuer’s internal funding rate. The notes are unsecured, subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., illiquid, and may pay no interest.
JPMorgan Chase Financial Company LLC is issuing $538,000 of Auto Callable Contingent Interest Notes linked to Occidental Petroleum common stock, fully and unconditionally guaranteed by JPMorgan Chase & Co., maturing on August 2, 2029. The notes pay a 10.50% per annum contingent coupon (2.625% quarterly) only if on a Review Date the stock closes at or above an Interest Barrier of 65.00% of the Initial Value; missed coupons can be paid later if the barrier is met on a subsequent Review Date.
The notes are automatically called on specified dates (earliest January 29, 2027) if the stock is at or above its Initial Value, returning $1,000 principal plus current and any unpaid contingent interest. If not called, and at final valuation the stock is at or above a Trigger Value equal to 65.00% of the Initial Value, investors receive principal plus final and unpaid coupons. If the Final Value is below the Trigger Value, repayment is $1,000 + ($1,000 × Stock Return), so principal loss is 1% for each 1% stock decline and can reach a full loss of principal. The notes are unsecured, not insured, and any payment depends on the credit of JPMorgan Financial and JPMorgan Chase & Co. The estimated value is $948.00 per $1,000 note, below the issue price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is issuing $324,000 of unsecured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on semiannual Review Dates from August 2, 2027 if the Index closes at or above the applicable Call Value, paying $1,000 plus a Call Premium of up to 162.90% of principal on the final Review Date. If not called and the Final Value is at least the Barrier Amount of 6,327.84 (50.00% of the Initial Value 12,655.68), investors receive principal back at maturity on August 3, 2032. If the Final Value is below the Barrier Amount, repayment is $1,000 plus $1,000 × Index Return, so more than 50% of principal, and potentially all, can be lost. The Index includes a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund, which drag on performance. The price to public is $1,000 per note, including $6.50 in selling commissions, while the estimated value at pricing was $941.70 per $1,000, reflecting structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering $1,087,000 of Auto Callable Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on August 4, 2027 if each index is at or above its Call Value, paying $1,000 plus a fixed call premium of $227.50. If not called and held to August 2, 2029, investors receive 1.50 times any positive return of the least performing index; if any index finishes below its Initial Value but above its 70% Barrier Amount, principal is returned. If any index ends below its Barrier Amount, repayment is reduced 1:1 with the least performer, down to total loss.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., will not be listed, and have an estimated value of $959.30 per $1,000 at pricing, below the issue price due to commissions, hedging costs and structuring margins.
JPMorgan Chase Financial Company LLC is offering Capped Dual Directional Buffered Equity Notes linked to the Nasdaq-100 Index®, maturing on March 2, 2028, in minimum denominations of $1,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, investors participate one-for-one in Index gains up to a Maximum Upside Return of at least 17.10%. If the Index is flat or down by up to the 20.00% Buffer Amount, the notes pay the absolute value of the Index decline, capped at a maximum negative-Index payment of $1,200.00 per $1,000. If the Index falls by more than 20.00%, principal is reduced 1% for each additional 1% decline, with a minimum payment of $200.00 per $1,000, so investors may lose up to 80.00% of principal.
The notes pay no interest, provide no dividends, are unsecured and unsubordinated obligations of JPMorgan Financial and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. They will not be listed, and secondary liquidity is expected to be limited. An example estimated value is $982.40 per $1,000, and the final estimated value will not be less than $950.00 per $1,000, reflecting selling commissions, hedging costs and issuer funding assumptions. The underlying Nasdaq-100 Index® recently closed at 27,192.31 on July 29, 2026, and its methodology has been updated to use distinct “Full Market Capitalization” and “Modified Market Capitalization,” plus a Fast Entry process and revised float treatment.
JPMorgan Chase Financial Company LLC is issuing $2,827,000 of Auto Callable Contingent Interest Notes due August 1, 2031, linked individually to the Dow Jones Industrial Average®, the State Street® Energy Select Sector SPDR® ETF and the State Street® Utilities Select Sector SPDR® ETF, and fully guaranteed by JPMorgan Chase & Co.
Investors receive a Contingent Interest Rate of 8.00% per annum, paid monthly only when the closing value of each underlying on an Interest Review Date is at or above its Interest Barrier of 70% of its Initial Value. The notes are automatically called quarterly if each underlying is at or above its Initial Value, first possible on July 29, 2027, paying $1,000 plus the applicable contingent interest and then terminating.
If not called, principal repayment at maturity depends on the Least Performing Underlying. If each final value is at or above its Trigger Value of 65% of Initial Value, investors receive $1,000 plus any final contingent interest; otherwise repayment is reduced dollar-for-dollar with the negative return of the least performing underlying, with potential loss of the entire principal. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not insured deposits, and the estimated value at pricing was $929.80 per $1,000, below the issue price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is issuing Auto Callable Dual Directional Buffered Return Enhanced Notes linked to the Class A common stock of Meta Platforms, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are unsecured and unsubordinated, with minimum denominations of $10,000 and integral multiples of $1,000.
The notes have a Stock Strike Price of $539.03. On the Review Date, if Meta’s closing price is at or above this level, the notes are automatically called and pay $1,000 plus a call premium of at least 17.65% per note on the Call Settlement Date. If not called, at maturity investors receive leveraged upside of at least 1.50x any positive stock return, or a positive, unleveraged return equal to the Absolute Stock Return if Meta has fallen by up to the 25.00% Buffer Amount, capped at $1,250 per $1,000 note for negative stock returns.
If the Final Stock Price is more than 25.00% below the strike, principal loss is magnified by a 1.33333 Downside Leverage Factor, and some or all principal may be lost. The estimated value, if priced today, would be $980.70 per $1,000 note, and will not be less than $960.00 when finalized, reflecting embedded fees, hedging costs and issuer funding assumptions. The notes pay no interest or dividends and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.