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 $833,000 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 2, 2027 if each index is at or above its Call Value, paying $1,000 principal plus a $180 Call Premium per note. If not called and all indices finish above their initial levels at maturity on July 31, 2031, investors receive an uncapped return equal to 2.00 times the appreciation of the least performing index. If any index finishes below its 70.00% Barrier Amount, repayment of principal is reduced one-for-one with the least performing index, potentially to zero. The notes pay no interest or dividends and expose holders to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the Nasdaq-100, Russell 2000 and S&P 500, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on scheduled Review Dates starting August 2, 2027 if each index is at or above its Call Value, paying $1,000 plus a call premium of at least 15.45% on the first Review Date and up to 77.25% on the final Review Date.
If the notes are not called and on the final Review Date each index is at or above its Barrier Amount, set at 70.00% of its Strike Value, investors receive principal back at maturity on July 31, 2031. If any index finishes below its Barrier Amount, repayment is reduced one-for-one with the decline of the Least Performing Index, and investors can lose more than 30% and up to all principal.
The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and will not be listed. The estimated value would be about $972.60 per $1,000 note if priced on the term sheet date and will not be less than $940.00 per $1,000 at pricing, reflecting embedded fees and hedging costs.
JPMorgan Chase Financial Company LLC is offering $1,643,000 of auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and pays a Contingent Interest Payment at a rate of 9.20% per annum (0.76667% per month) for any Review Date on which the Index is at or above 65.00% of the Initial Value, with unpaid coupons accruing and paid later when the barrier is met.
The notes may be automatically called as early as July 27, 2027 if the Index on a relevant Review Date is at or above the Call Value, returning $1,000 plus the applicable coupon and any unpaid coupons. If not called, principal is protected only down to a Buffer Threshold of 85.00% of the Initial Value; below that level at maturity, investors lose 1% of principal for each 1% Index decline beyond the 15.00% buffer, up to an 85.00% principal loss.
The underlying Index dynamically allocates leveraged exposure (up to 500%) to an unfunded total-return position in the Invesco QQQ, Series 1, subject to a 6.0% per annum daily deduction and a daily notional financing cost (SOFR plus 0.50%), which together create a persistent drag versus an equivalent undeducted index. The price to public is $1,000 per note, including $39 in fees and commissions, with issuer proceeds of $961 per note and an estimated value at pricing of $911.40, reflecting embedded costs and internal funding assumptions. Payments depend entirely on the Index path and the credit of JPMorgan Financial and JPMorgan Chase & Co., with no principal guarantee and no listing or assured secondary market.
JPMorgan Financial is offering structured Auto Callable Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, with a total offering size of $5,099,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes have a maturity date of August 1, 2028 and 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 $205 per note. If not called, at maturity investors receive an uncapped leveraged upside of 2.00x the appreciation of the least performing index, full principal repayment if that index stays at or above a 70% barrier, or a 1:1 downside loss below the barrier, potentially resulting in total principal loss. The price to public is $1,000 per note, including $22 in fees, while the issuer’s estimated value is $970.40 per note, and the notes pay no interest or dividends and carry issuer and guarantor credit risk.
JPMorgan Chase & Co. General Counsel Stacey Friedman reported a bona fide gift of 166 shares of common stock on 2026-07-27. The transaction carried no sale price. After the gift, she directly holds 40,795 shares and reports indirect holdings of 79,468 shares through a GRAT and 16,196 shares through a trust.
JPMorgan Chase & Co. reports that executive Douglas B. Petno, Co-President and CEO of CIB, made a bona fide gift of 864 shares of common stock on July 24, 2026. After this gift he directly holds 223,755 shares, plus indirect holdings via family trusts, a GRAT, and his spouse.
JPMorgan Chase Financial Company LLC is issuing Digital Contingent Buffered Notes linked to the Class A ordinary shares of On Holding AG, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes offer a fixed Contingent Digital Return of 30.50%, so that, per $1,000 principal, investors receive $1,305 at maturity if the Final Stock Price is at or above the Stock Strike Price, or down by up to the 20.00% Contingent Buffer Amount.
If the Final Stock Price is below the Stock Strike Price by more than 20.00%, investors lose 1% of principal for each 1% decline in the stock, potentially up to a total loss. The Stock Strike Price is $35.60, the Final Stock Price is measured on August 5, 2027, and the notes mature on August 10, 2027. The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Financial, and are subject to its and JPMorgan Chase & Co.’s credit risk. The minimum denomination is $10,000, the price to public is $1,000 per note with total offering size of $500,000, and the estimated value at pricing was $975.20 per $1,000, reflecting embedded selling, structuring and hedging costs. Liquidity may be limited, and secondary market prices are expected to be below the original issue price.
JPMorgan Chase Financial Company LLC is offering auto callable buffered equity notes linked to the Class A common stock of Alphabet Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount, with a total offering of $1,770,000, priced at $1,000 to the public and estimated value of $980.20 at issuance.
The notes may be automatically called on August 5, 2027 if Alphabet’s share price is at or above the Stock Strike Price of $317.69, in which case investors receive $1,000 plus an 18.50% call premium. If not called and held to the July 27, 2028 maturity, investors receive uncapped upside based on Alphabet’s performance, subject to a 37.00% Contingent Minimum Return when the final stock price is at or above the strike. A 20.00% buffer protects principal for moderate declines, but losses are magnified by a 1.25x downside leverage factor once declines exceed the buffer.
The notes pay no interest or 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 are not listed on an exchange, and secondary market prices are expected to be below the original issue price, influenced by internal funding rates, hedging costs and dealer markups.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Contingent Digital Buffered Notes linked to the Invesco QQQ Trust, Series 1. The notes pay a fixed 13.50% return at maturity per $1,000 note if the Final Share Price is at or above the Share Strike Price, or down to 10.00% below it. In that case, investors receive $1,135 at maturity for each $1,000 note.
If the Fund falls by more than 10.00% from the Share Strike Price of $691.96 (set on July 23, 2026), principal loss is incurred on a leveraged basis: for every 1% decline beyond the buffer, investors lose 1.11111% of principal, up to a total loss. The notes are unsecured, unsubordinated obligations, have a minimum denomination of $10,000, price at $1,000 per note, and total offering size of $1,350,000. The Valuation Date is August 5, 2027 and Maturity Date is August 10, 2027.
JPMorgan Chase Financial Company LLC is issuing Digital Buffered Notes linked to the MSCI Emerging Markets Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are priced at $1,000 per note in minimum denominations of $10,000, for an aggregate offering of $1,342,000.
At maturity on August 11, 2027, investors receive a fixed 16.00% Contingent Digital Return (payment of $1,160 per $1,000) if the index level on the valuation date is at or above the initial level of 1,628.03, or down by up to the 15.00% Buffer Amount. If the index falls by more than 15%, principal is lost on a leveraged basis at 1.17647% for each additional 1% decline, up to total loss of principal.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and will not be listed on any exchange. The original issue price includes a $10 per note selling commission; net proceeds to the issuer are $990 per $1,000 note. The estimated value at pricing was $988 per $1,000, reflecting internal funding and hedging costs.