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, fully guaranteed by JPMorgan Chase & Co., is offering Medium-Term Notes, Series A, $1,000-denomination Digital Equity Notes due July 11, 2035 linked to the S&P 500® Index. The notes pay no interest and are not listed.
At maturity, the cash payment per $1,000 note depends on the S&P 500® performance from the trade date to July 9, 2035. If the final index level is at least 90.00% of the initial level, investors receive a fixed threshold settlement amount, expected between $1,852.70 and $2,000.50, subject to a cap level expected between 185.27% and 200.05% of the initial level.
If the index declines more than 10% from the initial level, repayment is reduced one-for-one with the index loss, and investors can lose up to 100% of principal. The estimated value at pricing is expected between $921.30 and $931.30 per $1,000, reflecting embedded selling, structuring and hedging costs. Underwriting commissions may be up to 5.00% of principal. The notes are subject to the credit risk of both the issuer and the guarantor and involve complex, uncertain U.S. tax treatment.
JPMorgan Chase Financial Company LLC is offering structured Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due August 18, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a contingent interest only on Review Dates when the Index closes at or above 70% of the Initial Value (the Interest Barrier); missed coupons can be paid later if a future Review Date meets the barrier. From certain later Review Dates, the notes are automatically called if the Index is at or above the Call Value, returning $1,000 per note plus due interest, with no further payments. At maturity, if not called and the Final Value is at or above the 85% Buffer Threshold, principal is repaid and any due contingent interest is paid; below that level, investors lose 1% of principal for each 1% Index decline beyond the 15% buffer, for a maximum loss of 85%. The Index embeds a 6.0% per annum daily deduction and a notional financing cost on QQQ exposure, which drags performance relative to an equivalent index without such charges. The notes are unsecured obligations of JPMorgan Financial, in minimum denominations of $1,000, expected to price on or about August 13, 2026 and settle on or about August 18, 2026; if priced today, the estimated value would be about $909.90 per $1,000, and will not be less than $900.00 when set.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable accelerated barrier notes linked individually to the Nasdaq-100 Index® and the S&P 500® Index, maturing August 12, 2031, in minimum denominations of $1,000.
The notes may be automatically called as early as February 7, 2029 if the closing level of each index is at or above its Call Value, paying $1,000 plus a Call Premium Amount of at least $375. If not called, at maturity investors receive 2.00 times any positive return of the lesser performing index, full principal back if both indices remain at or above 70% of their Initial Values, or a 1:1 loss with the lesser performer if either falls below this barrier.
The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and have an indicative estimated value of about $988.60 per $1,000, not less than $900.00 at pricing.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about July 31, 2026 and settle on or about August 5, 2026, with maturity on August 5, 2032. The notes may be automatically called quarterly starting February 1, 2027 if the Index is at or above its Initial Value, returning principal plus the applicable contingent interest.
Monthly Contingent Interest Payments are made only when the Index is at or above 70.00% of the Initial Value (the Interest Barrier). If the notes are not called and the Final Index Value is below a Trigger Value of 50.00% of the Initial Value, repayment of principal is reduced 1% for each 1% Index decline, and all principal can be lost. The hypothetical Contingent Interest Rate will be at least 18.00% per annum6.0% per annum daily deduction, uses leveraged exposure of up to 500% to E-mini S&P 500 futures, and may be significantly uninvested, all of which can drag on performance. The estimated value would be about $926.90 per $1,000 note if priced today and will not be less than $900.00 per $1,000 at pricing, reflecting selling commissions, hedging costs and an internal funding rate. Payments depend on the credit of both JPMorgan Financial and JPMorgan Chase & Co., and the notes are unsecured, not bank deposits and not FDIC insured.
JPMorgan Chase Financial Company LLC is offering $581,000 of auto callable accelerated barrier notes linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on July 27, 2026 in minimum denominations of $1,000, with selling commissions of $4.50 per $1,000 and issuer proceeds of $995.50 per $1,000. The estimated value was $986.20 per $1,000 at pricing.
The notes may be automatically called on August 2, 2027 if each index is at or above its Call Value, paying $1,000 plus a fixed call premium of $240. If not called, at maturity investors receive an uncapped leveraged upside of 2.00× the appreciation of the least performing index, return of principal if all index final levels stay at or above a 70% barrier, or a 1% loss of principal for each 1% decline of the least performing index below its initial level. The notes pay no interest, offer no dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and may have limited or no secondary market liquidity.
JPMorgan Chase Financial Company LLC is offering $1,472,000 of structured Review 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, in $1,000 denominations, price on July 27, 2026 and are expected to settle on or about July 30, 2026, with maturity on August 1, 2029.
The notes feature an automatic call on any Review Date from July 29, 2027 onward if each index closes at or above its Initial Value (100% Call Value). In that case, investors receive $1,000 plus a call premium ranging from 11.750% on the first Review Date to 35.250% on the final Review Date. If not called, principal is protected only by a 30.00% Buffer Amount; if either index falls by more than 30%, repayment is reduced one-for-one with the lesser performer, up to a 70.00% loss of principal.
The notes pay no interest or dividends and are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The price to the public is $1,000 per note, including $5 in fees, with $995 in proceeds to the issuer; the initial estimated value is $980.30 per $1,000, reflecting selling, structuring and hedging costs and the use of an internal funding rate. Liquidity is limited as the notes will not be listed, and secondary prices are expected to be below the issue price.
JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the MerQube US Tech+ Vol Advantage Index, due August 1, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on scheduled Review Dates starting August 2, 2027 if the Index closes at or above 100% of its Initial Value, paying back $1,000 plus a call premium of at least 26.25% to 78.75% of principal depending on the call date.
If not called and the Final Index Value exceeds the Initial Value, investors receive leveraged upside of 2.00× the Index return. If the Final Value is at or above the 60.00% Barrier Amount, principal is returned. If the Final Value is below the Barrier, repayment is $1,000 plus the unleveraged Index return, so investors can lose more than 40% and up to all principal. The underlying Index incurs a 6.0% per annum daily deduction and a daily notional financing cost, which drag on performance. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., have minimum denominations of $1,000, and had an indicative estimated value of about $897.10 per $1,000, not less than $880.
JPMorgan Chase Financial Company LLC is issuing $1,103,000 of auto callable accelerated barrier notes linked to the S&P 500® Futures Excess Return Index, due July 31, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on August 2, 2027 if the Index is at or above a specified Call Value, in which case holders receive $1,000 plus a $107.50 call premium per note and no further payments.
If not called, at maturity investors receive: leveraged upside of 1.70× Index appreciation when the Final Value exceeds the Initial Value; full principal back if the Final Value is at or above the 60% Barrier Amount; or a loss of 1% of principal for each 1% Index decline below the Initial Value once the Barrier is breached, up to total loss. The price to public is $1,000 per note, with selling commissions of $41.25 and proceeds to issuer of $958.75 per note. The estimated value at pricing was $948.10 per $1,000 note. The notes pay no interest, are unsecured, not listed, and expose investors to both Index performance and the credit risk of JPMorgan Financial and JPMorgan Chase & Co., as well as significant market, liquidity, structural and tax risks.
JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Return Enhanced Notes linked to the common stock of NVIDIA Corporation, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a Stock Strike Price of $206.84, a term to July 27, 2028, and minimum denominations of $10,000 (in $1,000 increments). Investors receive no interest or dividends and take unsecured credit risk of both JPMorgan entities.
On the August 6, 2027 Review Date, if NVIDIA’s closing price is at or above the Stock Strike Price, the notes are automatically called and pay $1,000 plus a 27.07% call premium per note. If not called and the Final Stock Price is above the strike, maturity payment is $1,000 + 1.20× positive stock return, with no cap. If the Final Stock Price is at or up to 20% below the strike, principal is returned at par. Below that buffer, investors lose 1.25% of principal for each additional 1% decline, potentially losing all principal. The initial price to public is $1,000 per note, total offering $500,000, with an estimated value of $978.30 per $1,000 at pricing, and the notes are not FDIC insured or exchange-listed.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Auto Callable Buffered Equity Notes linked to the EURO STOXX 50® Index. The notes have a term of about two years, a minimum denomination of $10,000, and are subject to issuer and guarantor credit risk.
The notes may be automatically called on August 27, 2027 if the Index is at or above its initial level, paying $1,000 plus a call premium of at least 11.95% per note on September 1, 2027. If not called, at maturity on August 17, 2028, investors receive uncapped upside to the Index, with a Contingent Minimum Return of at least 23.90% when the Index ends at or above its initial level. A 15.00% buffer protects principal for moderate declines, but below that level losses are magnified by a 1.17647 downside leverage factor, potentially resulting in a substantial or total loss of principal. The estimated value is indicated at $978.30 per $1,000 note, not less than $960.00 at pricing, reflecting selling commissions and hedging costs.