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 Capped Buffered Return Enhanced Notes linked to the S&P 500® Index, due December 3, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 2.00x any positive Index return at maturity, subject to a maximum return that will be at least 11.75% and not more than 15.75%.
Principal is protected only up to a 10.00% buffer; if the Index falls by more than 10%, investors lose 1% of principal for each additional 1% decline, up to a 90.00% loss in a full Index downturn. The notes pay no interest or dividends, are unsecured and unsubordinated, and expose holders to the credit risks of both JPMorgan Financial and JPMorgan Chase & Co.
The minimum denomination is $1,000. If issued on the date illustrated, the estimated value would be about $973.90 per $1,000 note, and at pricing it will not be less than $900.00, reflecting selling commissions, hedging costs and issuer funding assumptions. The S&P 500® Index closing level on July 29, 2026 was 7,316.15, shown only as historical context.
JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a minimum denomination of $1,000, are expected to price on or about July 31, 2026, settle on or about August 7, 2026, and mature on August 3, 2029, with potential automatic early call starting August 4, 2027.
The notes automatically redeem at par plus a call premium if, on any Review Date, the Index is at or above the Call Value (100% of the Initial Value), with minimum call premiums ranging from 27.00% to 81.00% of principal. If not called and the Final Value is at or above the Barrier Amount (75% of Initial Value), investors receive principal back; if below, payoff is $1,000 + ($1,000 × Index Return), exposing investors to losses up to total principal. The Index is an excess-return, volatility-targeting index on E-mini S&P 500 futures, subject to a 6.0% per annum daily deduction and leverage up to 500%, which can significantly drag performance and amplify losses. The issuer estimates the notes’ value at approximately $920 per $1,000 at launch (not less than $900), reflecting embedded costs, and highlights credit risk of both JPMorgan Financial and JPMorgan Chase & Co., limited liquidity, complex tax treatment and multiple conflicts of interest.
JPMorgan Chase Financial Company LLC is issuing $825,000 of Auto Callable Accelerated Barrier Notes linked to the iShares Ethereum Trust ETF (ETHA), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a $1,000 denomination and mature on August 2, 2029.
The notes may be automatically called on August 3, 2027 if the ETF’s price is at or above the Call Value, paying $1,000 plus a $330 Call Premium. If not called and the final ETF price exceeds the Initial Value of $14.49, investors receive an uncapped leveraged payoff of 1.50× the fund’s positive return.
If the final price is between the Initial Value and the Barrier Amount of 60% of the Initial Value ($8.694), principal is returned. Below the Barrier, investors lose 1% of principal for each 1% ETF decline, potentially losing all principal. The notes pay no interest, are unsecured, involve JPMorgan credit risk, and carry substantial risks tied to ether’s high volatility, limited ETF history, possible early acceleration, illiquidity, and complex U.S. tax treatment.
JPMorgan Chase Financial Company LLC is issuing $1,250,000 of Trigger Autocallable Contingent Yield Notes linked to the Class A common stock of CrowdStrike Holdings, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a term of approximately 2 years, maturing on August 1, 2028, and are issued at $10 per note with a minimum investment of $1,000.
Investors may receive monthly contingent coupons at a rate of 22.40% per annum (or $0.1867 per $10 note) if, on an Observation Date, CrowdStrike’s share price is at or above the Coupon Barrier of $90.06, which is 50.00% of the Initial Value of $180.11 observed on July 27, 2026. The notes are automatically called if the share price on any monthly Observation Date is at or above the Initial Value, in which case investors receive principal plus the applicable coupon and no further payments.
If the notes are not called and the Final Value is at or above the Downside Threshold of $90.06 at maturity, investors receive principal plus the final coupon. If the Final Value is below the Downside Threshold, repayment is reduced according to the negative share return, potentially resulting in a significant or total loss of principal. Payments depend on the creditworthiness of JPMorgan Financial and JPMorgan Chase & Co., and the estimated value at issuance is $9.665 per $10 note, below the issue price.
JPMorgan Chase Financial Company LLC is offering $2,851,000 of Auto Callable Accelerated Barrier Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes price on July 28, 2026, are expected to settle on or about July 31, 2026, and mature on August 2, 2029, unless automatically called on August 3, 2027.
Each note has a $1,000 denomination and may be automatically called if the Index on the Review Date is at or above the Call Value, paying $1,000 plus a $110 Call Premium. If not called and the Final Index Value is above the Initial Value, investors receive an uncapped leveraged payoff of 1.25× the Index’s positive return. If the Final Value is at or above the Barrier Amount of 70% of the Initial Value, principal is returned; below the barrier, repayment is reduced one‑for‑one with the Index decline, potentially to zero.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and are intended for investors able to accept full principal loss and limited liquidity. The estimated value at pricing is $980.80 per $1,000 note, below the issue price due to structuring and hedging costs.
JPMorgan Chase Financial Company LLC is issuing $11,192,000 of Medium-Term Notes, Series A, Capped Buffered Enhanced Participation Basket-Linked Notes due July 21, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and bears no interest.
The notes are linked to an unequally weighted basket of five equity indices: EURO STOXX 50® (40%), TOPIX® (25%), FTSE® 100 (17%), Swiss Market Index (11%) and S&P/ASX 200 (7%). Investors receive 1.80x upside participation in the positive basket return, capped at a maximum settlement amount of $1,388.80 per $1,000, corresponding to a basket level of 121.60% of the initial basket level. A 15% buffer protects principal if the basket decline is within that range, but below the 85% buffer level losses are leveraged by a buffer rate of about 1.1765, and principal can be fully lost.
The estimated value at pricing was $995.30 per $1,000, reflecting structuring and hedging costs. The notes are unsecured obligations subject to the credit risk of both the issuer and guarantor, will not be listed, have no redemption right, and involve uncertain U.S. tax treatment described as "open transactions"/prepaid financial contracts.
JPMorgan Chase Financial Company LLC is issuing $400,000 of Uncapped Dual Directional Digital Barrier Notes linked to the lesser performing of the EURO STOXX 50® Index and the iShares® MSCI EAFE ETF, due July 31, 2031, in $1,000 minimum denominations. The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co., exposing investors to the credit risk of both entities. The notes pay no interest and do not provide any dividends from the Underlyings.
At maturity, if the final value of each Underlying is at least its Initial Value, investors receive principal plus the greater of a 65.50% Contingent Digital Return or the actual return of the lesser performing Underlying. If at least one Underlying is below its Initial Value but both remain at or above 70.00% of Initial Value (the Barrier Amount), investors receive principal plus the absolute decline (up to 30.00%), for a maximum of $1,300 per $1,000 note when the lesser performer is negative. If either Underlying finishes below its Barrier Amount, repayment is reduced one-for-one with the loss of the lesser performing Underlying, and investors can lose up to all principal. The Initial Values are 6,289.51 for the Index and $103.89 for the Fund, and the issuer’s estimated value is $971 per $1,000 note, lower than the issue price due to structuring and hedging costs; the notes will not be listed and may have limited liquidity.
JPMorgan Chase Financial Company LLC is offering $1,615,000 of Buffered Digital Notes linked to the least performing of the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a Contingent Digital Return of 12.75% and a 15.00% downside buffer, maturing on September 2, 2027 after an Observation Date on August 30, 2027.
For each $1,000 note, if the Final Value of every Index is at or above its Initial Value, or down by no more than 15.00%, investors receive $1,127.50 at maturity. If any Index is below its Initial Value by more than 15.00%, repayment is reduced 1% for each 1% decline of the Least Performing Index beyond the buffer, down to a minimum of $150.00 per $1,000 note if that Index falls 100%. The Initial Values on the pricing date were 27,763.13 (Nasdaq-100), 2,953.800 (Russell 2000) and 7,428.78 (S&P 500).
The price to public is $1,000 per note, including selling commissions of $7.25, for issuer proceeds of $992.75 per note. The estimated value was $987.50 per $1,000 note, reflecting selling, structuring and hedging costs and the issuer’s internal funding rate. The notes pay no interest, do not provide dividends, are unsecured, will not be listed, and expose holders to both market risk of the indices and the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is issuing $4,169,000 of structured capped notes linked to the least performing of the Nasdaq-100 Index, the Dow Jones Industrial Average and the Russell 2000 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest or dividends and return principal at maturity on July 31, 2031, subject to issuer and guarantor credit risk. Upside exposure is leveraged at a 150% participation rate, capped at a maximum additional amount of $545 per $1,000 note (a 54.50% maximum return).
The price to public is $1,000 per note, including fees, with issuer proceeds of $964.7979 per note and an estimated value of $935.30, reflecting embedded costs and hedging. The notes are treated as contingent payment debt instruments for U.S. tax purposes, requiring accrual of original issue discount based on a 4.55% comparable yield.
JPMorgan Chase Financial Company LLC is offering Trigger Step Securities linked to the EURO STOXX 50® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each Security has a $10.00 principal amount, with a minimum investment of $1,000 and a term of approximately 4 years, from an expected trade date of July 31, 2026 to an expected maturity on August 5, 2030. The Step Return will be finalized on the trade date and is expected to range from 47.15% to 52.15%, not less than 47.15%.
At maturity, if the index Final Value is at or above the Step Barrier (100% of the Initial Value), investors receive $10 plus the greater of the Step Return or the actual index return. If the Final Value is below the Step Barrier but at or above the Downside Threshold (75% of the Initial Value), principal of $10 per Security is repaid. If the Final Value is below the Downside Threshold, repayment is $10 plus the full Underlying Return, exposing investors to one-for-one downside and potential total loss of principal. The Securities pay no interest or dividends, their value depends on the credit of JPMorgan Financial and JPMorgan Chase & Co., and the indicative estimated value is about $9.743 per $10, not less than $9.40 at pricing.