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 $1,250,000 of Trigger Autocallable Contingent Yield Notes linked to the American depositary shares of Arm Holdings plc, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each Note has a $10 principal amount and an approximate 2‑year term, maturing on August 1, 2028, unless called earlier.
The Notes pay a 34.00% per annum Contingent Coupon (about 2.833% per month, or $0.2833 per $10) only if, on a monthly Observation Date, the Arm ADS closing price is at or above the Coupon Barrier of $133.17, which equals the Downside Threshold (50% of the Initial Value $266.33 observed on July 27, 2026). The Notes are automatically called if on any Observation Date the closing price is at or above the Initial Value, in which case investors receive principal plus that period’s Contingent Coupon and the Notes terminate.
If the Notes are not called and the Final Value is at or above the Downside Threshold, investors receive full principal plus the final Contingent Coupon at maturity. If the Final Value is below the Downside Threshold, the maturity payment is $10 × (1 + Underlying Return), resulting in a loss of principal proportionate to the decline in Arm’s ADS from the Initial Value, with the possibility of losing the entire investment. The Notes are unsecured, not listed on an exchange, and all payments depend on the creditworthiness of JPMorgan Financial and JPMorgan Chase & Co. The estimated value at pricing was $9.338 per $10 Note, below the $10 price to public.
JPMorgan Chase Financial Company LLC is offering $3,528,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due July 31, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a contingent interest rate of 8.75% per annum (0.72917% per month) for each Review Date on which the Index closes at or above the Interest Barrier, set at 80% of the Initial Value of 12,971.29 (10,377.032. If triggered, missed coupons are paid later when the barrier is met. Starting July 28, 2027, the notes are automatically called if on a Review Date the Index is at or above the Initial Value, returning $1,000 per note plus due and unpaid contingent interest.
If not called, and the Final Value is at or above the Buffer Threshold of 70% of the Initial Value (9,079.903), principal is repaid in full (plus any due coupons). If the Final Value is below this threshold, repayment is reduced by Index losses beyond the 30% Buffer Amount, with up to 70% principal loss possible. The Index embeds a 6.0% per annum daily deduction and a notional financing cost on QQQ exposure, which drag on performance. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The estimated value at pricing was $910.50 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering $100,000 of Step-Up Auto Callable Notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are issued in $1,000 denominations, priced on July 28, 2026, and expected to settle on or about July 31, 2026, with maturity on August 2, 2033.
The notes may be automatically called on annual Review Dates from 2027 to 2032 if the Index is at or above a rising Call Value (from 101% to 106% of the Initial Value), paying back $1,000 plus a step-up Call Premium of 11%–66%. If not called, at maturity investors receive $1,000 plus an Additional Amount equal to the Index Return times a 100% Participation Rate, floored at zero, so principal is repaid in full if held to maturity, subject to issuer and guarantor credit risk.
The price to the public is $1,000 per note, including $43.75 in fees and commissions and $956.25 in proceeds to the issuer; the estimated value at pricing is $900.80 per $1,000 note. The unsecured notes pay no interest or dividends and expose investors to the performance of a volatility-targeting excess return index and to the credit of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering Buffered Digital Notes linked to the least performing of the Nasdaq-100® Technology Sector, the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity on September 3, 2027, investors receive a fixed return of at least 13.90% (payment of $1,139 per $1,000) if the final level of each index is at or above its initial level or down by no more than the 15.00% Buffer Amount. If any index falls by more than 15%, principal is reduced 1% for each additional 1% decline in the least performing index, up to a maximum loss of 85.00% (payment as low as $150 per $1,000).
The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Financial, and any payment depends on the credit of both JPMorgan Financial and JPMorgan Chase & Co. The minimum denomination is $1,000. An indicative estimated value is approximately $988.80 per $1,000, and the final estimated value will not be less than $900.00 per $1,000, reflecting selling commissions, hedging costs and issuing margins.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering Digital Contingent Buffered Notes linked to the S&P 500 Index. The notes provide a fixed Contingent Digital Return of at least 8.32% per $1,000 of principal if, at maturity, the S&P 500 ending level is at or above the strike level or has fallen by up to the 25.00% Contingent Buffer Amount. In that case, investors receive $1,000 plus the Contingent Digital Return, for a maximum payment illustrated as $1,083.20 per $1,000 note.
If the Index falls by more than 25.00% from the strike to the valuation date, investors lose 1% of principal for each 1% Index decline, with the payment calculated as $1,000 + ($1,000 × Index Return), and principal can be fully lost. Illustrative dates include a pricing date on or about July 30, 2026, valuation on August 30, 2027, and maturity on September 2, 2027. An indicative estimated value is $987.20 per $1,000 note, and will not be less than $970.00 when finalized, reflecting embedded selling costs and hedging. The notes are unsecured obligations, not FDIC insured, subject to complex U.S. tax treatment, potential application of Section 871(m) for non‑U.S. holders, limited liquidity, and conflicts of interest in valuation and secondary market pricing.
JPMorgan Chase Financial Company LLC is offering $351,000 in 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 July 31, 2031.
The notes may be automatically called on August 3, 2027 if the Index is at or above the Call Value, paying $1,000 plus a $400 call premium per note. If not called and held to maturity, investors receive 2.00 times any positive Index return, principal back if losses are within a 15% buffer, or lose 1% of principal for each 1% Index decline beyond that buffer, up to an 85% loss.
The Index includes a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund, which drag on performance so the Index will trail a similar index without these charges. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not listed, and may have limited or no secondary market. The price to public is $1,000 per note, including $41.50 in fees and commissions; the initial estimated value is $903.80 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering $319,000 of 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 are unsecured, unsubordinated obligations with a minimum denomination of $1,000 and mature on July 31, 2031, after pricing on July 28, 2026.
The notes may be automatically called on August 3, 2027 if the Index closing level is at or above the Call Value (100% of the Initial Value), paying $1,300 per $1,000 note (principal plus a $300 Call Premium). If not called and the Final Value is above the Initial Value, investors receive 3.00× the Index Return, so long as the notes are held to maturity. If the Final Value is at or above 85% of the Initial Value, principal is returned; below that buffer, principal is reduced 1% for each 1% additional Index decline, down to as low as $150 per $1,000.
The Initial Value of the Index was 12,971.29. The Index includes a 6.0% per annum daily deduction and a daily notional financing cost on the QQQ Fund exposure, which creates a persistent drag so the Index will trail a similar index without these charges. Price to public is $1,000 per note; selling commissions are $41.50 per $1,000, and the issuer’s estimated value is $907.90 per $1,000 at pricing.
JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due August 8, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a contingent coupon of at least 11.00% per annum (0.91667% per month) only if on each Review Date the Dow Jones Industrial Average, Russell 1000 Index and EURO STOXX 50 Index are all at or above 70% of their Initial Values.
The issuer may redeem the notes early, in whole, on specified Interest Payment Dates starting February 8, 2027, paying $1,000 plus any applicable contingent interest. If held to maturity and any Index finishes below 80% of its Initial Value (the Trigger Value), principal is reduced 1:1 with the decline in the worst-performing index, and investors can lose most or all of their investment. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and are expected to be sold at $1,000 per note with an estimated initial value of about $975.40 (not less than $940.00) per $1,000.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering $2,906,000 of market-linked notes at $1,000 per security linked to the lowest performing of the Dow Jones Industrial Average, S&P 500 Index and Nasdaq-100 Index, maturing August 2, 2029. The notes may be auto-called on August 2, 2027 if the lowest performing index is at or above its starting level, paying $1,177 per security (a 17.70% call premium). If not called, at maturity investors receive leveraged upside with a 150% upside participation rate when the lowest index ends above its starting level, full principal back if the lowest index remains at or above 75% of its starting level, and one-for-one downside below that threshold, risking loss of more than 25% and up to all principal. The issuer’s estimated value is $957.80 per security, below the issue price, reflecting selling commissions, hedging costs and issuer funding assumptions. The notes are unsecured obligations, not bank deposits and not insured by the FDIC.
JPMorgan Chase Financial Company LLC is offering Structured Investments Review Notes linked to the least performing of the Dow Jones Industrial Average, Russell 2000 Index and S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest or dividends and may be automatically called on scheduled Review Dates starting August 18, 2027 if each index closes at or above 90% of its Initial Value (the Call Value. On a call, investors receive $1,000 plus a Call Premium Amount that starts at at least 10.25% of principal and steps up by Review Date to at least 51.25% on the final Review Date.
If not called, at maturity on August 19, 2031 investors receive full principal only if the Final Value of each index is at or above 75% of its Initial Value (the Barrier Amount. Otherwise, the payoff is $1,000 plus $1,000 times the return of the Least Performing Index, exposing holders to losses greater than 25% and potentially a complete loss of principal. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. An indicative estimated value is approximately $979 per $1,000 note, and will not be less than $900 when set; a structuring fee of up to $6.50 per $1,000 may be paid to dealers.