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 structured Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called as early as August 16, 2027 if the Index closes at or above preset Call Values, paying back principal plus a call premium.
Investors forgo interest and dividends and face downside risk: if the notes are never called and the Index’s final level is below the Initial Value, repayment at maturity equals $1,000 + ($1,000 × Index Return), so a 50% Index decline would return $500. The Index is subject to a 6.0% per annum daily deduction, which creates a performance drag and can cause the Index to lag an identical index without this fee. The Call Premium Rate will be at least 15.25%, producing illustrative call payments of $1,153.1052 on the first Review Date and $1,760.0794 on the final Review Date per $1,000 note. If priced on the reference date, the estimated value would be about $886.10 per $1,000, and will not be less than $870.00 per $1,000 when set, reflecting embedded costs and issuer funding assumptions. The notes are unsecured, not FDIC insured, and their value and payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering auto-callable structured notes due August 18, 2031, linked to the MerQube US Tech+ Vol Advantage Index and fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called as early as August 16, 2027 if the Index closes at or above the Call Value, paying $1,000 plus a call premium.
If not called, at maturity investors receive principal back only if the Final Index Value is at or above a Barrier Amount equal to 60% of the Initial Value; otherwise, losses match the negative Index return, up to a total loss. The Index embeds a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund, which drag performance and can cause the Index to lag a comparable undeducted index. The Index targets 35% implied volatility with exposure between 0% and 500%. Minimum denomination is $1,000. The estimated value would be about $898.40 per $1,000 note if priced on the reference date and will not be less than $880. The notes pay no interest or dividends, are unsecured obligations and may be illiquid.
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. Each note has a $1,000 minimum denomination and a term to August 18, 2031, with the earliest potential automatic call on August 17, 2027.
The notes pay no interest or dividends. On any Review Date, if the Index closes at or above the Call Value (100% of the Initial Value), the notes are automatically called for $1,000 plus a Call Premium that steps up from at least 20.95% on the first Review Date to at least 104.75% on the final Review Date. If not called, investors receive principal at maturity only if the Final Value is at or above the Barrier Amount (50% of Initial Value); otherwise, repayment is $1,000 plus $1,000 times the Index Return, exposing investors to losses greater than 50% and up to 100% of principal.
The Index dynamically allocates between 0% and 500% exposure to E-mini S&P 500 futures based on a 35% target volatility and is subject to a substantial 6.0% per annum daily deduction, which drags performance and can cause the Index to underperform similar indices without such a fee. The indicative estimated value is about $882.60 per $1,000 note, and will not be less than $870.00, reflecting embedded costs and issuer funding assumptions. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and are not bank deposits or FDIC insured.
JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes can be automatically called on quarterly Review Dates starting February 16, 2027 if the Index is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium that starts at at least 9.850% and rises to at least 59.100% by the final Review Date.
If not called, principal is protected at maturity only if the Final Index Value is at or above a 60.00% Barrier; below this, repayment is $1,000 plus $1,000 times the Index return, so investors can lose more than 40% and up to all principal. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ Fund exposure, creating a persistent drag versus a similar index without these deductions and magnifying losses when leverage (up to 500% exposure) is applied. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both issuers, and are expected to have an estimated value of about $908.20 per $1,000 principal, below the issue price due to embedded fees and hedging costs.
JPMorgan Financial is offering callable contingent interest notes linked individually to the Dow Jones Industrial Average®, the Russell 2000® Index and the EURO STOXX 50® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and may pay contingent interest.
For each monthly Review Date, a Contingent Interest Payment is made only if the closing level of each Index is at least 70% of its Initial Value (the Interest Barrier). If the notes are not called and on the final Review Date any Index is below its 80% Trigger Value, principal is reduced 1% for each 1% decline of the Least Performing Index, potentially to zero. The notes are callable at the issuer’s option from February 8, 2027, and the stated maturity is August 8, 2029. The indicative Contingent Interest Rate is at least 12.05% per annum, and the initial estimated value is approximately $978.90 per $1,000 note, not less than $940.00, reflecting structuring and hedging costs. Payments are unsecured and subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC offers auto-callable Structured Investments Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., maturing on August 24, 2029, in $1,000 minimum denominations.
The notes may be automatically called on scheduled Review Dates starting August 24, 2027 if the Index closes at or above 85% of its Initial Value, paying back principal plus a call premium of at least 18.00%–54.00% of principal depending on the call date. If not called and the Final Value is at least 60% of the Initial Value, investors receive principal at maturity; otherwise repayment is $1,000 + ($1,000 × Index Return), exposing holders to losses greater than 40% and up to full principal loss.
The underlying Index employs a target volatility strategy on E-mini S&P 500 futures, with exposure between 0% and 500% and a 6.0% per annum daily deduction, which is a persistent drag on performance. 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 FDIC insured. The indicative estimated value is about $950 per $1,000 at pricing and will not be less than $930 per $1,000.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes due August 5, 2031, linked to the MerQube US Tech+ Vol Advantage Index, and fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment for each Review Date on which the Index closes at or above 60.00% of the Initial Value (the Interest Barrier), with a Contingent Interest Rate of at least 13.65% per annum, paid monthly.
The notes are automatically called, starting August 2, 2027, if on any applicable Review Date the Index is at or above its Initial Value, returning $1,000 per note plus the relevant interest, with no further payments. If not called, and at maturity the Index is at or above the Trigger Value of 50.00% of the Initial Value, investors receive $1,000 plus any final contingent interest. If the Final Value is below the Trigger Value, repayment is $1,000 plus $1,000 × Index Return, so principal losses can exceed 50% and reach 100%.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost over the QQQ Fund, which drag performance and can cause the Index to lag an otherwise identical index without such charges. The notes are unsecured, unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not bank deposits, and are not listed; liquidity and secondary market prices may be limited. The estimated value, if priced on the described date, would be about $938.10 per $1,000 note and will not be less than $900.00 per $1,000 at pricing.
JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., is offering Auto Callable Buffered Return Enhanced Notes linked to the ordinary shares of ASML Holding NV. The notes are unsecured, unsubordinated obligations with minimum denominations of $10,000 and integral multiples of $1,000. The Stock Strike Price is $1,582.95, the closing ASML share price on July 28, 2026.
On the August 10, 2027 Review Date, if ASML’s closing price is at or above the Stock Strike Price, the notes are automatically called and pay $1,000 plus a call premium of at least 31.58% per note on August 13, 2027. If not called, at the August 2, 2028 maturity investors receive an uncapped, leveraged upside equal to the stock return multiplied by an Upside Leverage Factor of at least 1.75. A 30.00% Buffer Amount protects principal for moderate declines; below this level, losses are leveraged via a Downside Leverage Factor of 1.42857, so principal may be partially or fully lost.
The indicative estimated value would be about $979.80 per $1,000 note if priced on the described date and will not be less than $960.00 when set, reflecting selling costs and hedging. The notes pay no interest or dividends, are not bank deposits or FDIC insured, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., as well as equity, liquidity, tax and structural risks detailed in the risk discussion.
JPMorgan Chase Financial Company LLC is offering auto callable buffered return enhanced notes linked to the common stock of Intuitive Surgical, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination, with a total offering of $500,000. Investors forgo interest and dividends and take JPMorgan credit risk.
The notes may be automatically called on August 6, 2027 if Intuitive Surgical’s share price is at or above the $337.50 Stock Strike Price, paying $1,000 plus an 18.89% call premium per note on August 11, 2027. If not called, at maturity on July 27, 2028 investors receive leveraged upside of 1.25x any positive stock return, principal back if the stock is down by up to the 30.00% buffer, and leveraged losses of 1.42857% of principal for every 1% decline beyond that buffer.
The notes are unsecured, not FDIC insured, and designed for investors willing to accept potential loss of some or all principal, limited liquidity, tax complexity, and the possibility that secondary market prices and the notes’ estimated value of $976.60 per $1,000 will be below the issue price.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., offers auto callable contingent interest notes linked to the common stock of T-Mobile US, Inc. The notes have a $1,000 denomination (minimum purchase $10,000) and mature on August 11, 2027, unless automatically called as early as November 6, 2026.
Investors may receive a $25.00 Contingent Interest Payment per $1,000 note on each Interest Payment Date if the T-Mobile share price on the related Review Date is at or above the Interest Barrier of $104.4522, equal to 58.00% of the $180.09 Stock Strike Price. Missed coupons can be paid later if the barrier is met on subsequent Review Dates, but can be lost entirely.
If the notes are not called and the Final Stock Price is at or above the Trigger Level (also 58.00% of the Stock Strike Price), investors receive full principal plus the final contingent coupon and any unpaid coupons. If a Trigger Event occurs (Final Stock Price below the Trigger Level), the maturity payment is $1,000 + ($1,000 × Stock Return), exposing investors to more than 42.00% principal loss and up to a total loss. Total issuance is $740,000, with underwriting fees of $10 per note and an estimated value of $970.70 per $1,000 at pricing.