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 Auto Callable Contingent Interest Notes due August 4, 2032, linked to the MerQube US Large-Cap Vol Advantage Index and fully guaranteed by JPMorgan Chase & Co. The notes pay a contingent monthly coupon only when the Index closes at or above 70% of its Initial Value (the Interest Barrier) on the relevant review date; missed coupons can be paid later if the barrier is met.
The notes are automatically called quarterly if the Index is at or above its Initial Value, starting February 1, 2027, returning principal plus applicable coupons, with no further payments. If not called and at maturity the Index is below the 50% Trigger Value, repayment is reduced 1% for every 1% Index decline, down to zero, so investors may lose most or all principal. The underlying Index uses leveraged exposure (up to 500%) to E-mini S&P 500 futures, targets 35% implied volatility, and is reduced by a 6.0% per annum daily deduction, which structurally drags on performance. The notes are unsecured obligations, subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., with a minimum denomination of $1,000 and an estimated value around $928.40 per $1,000 at launch.
JPMorgan Chase Financial Company LLC is issuing Trigger Autocallable Contingent Yield Notes linked to the lesser performing of the Russell 2000® Index and the EURO STOXX 50® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The total offering is $34,099,100, at $10 per Note, with a minimum investment of $1,000.
The Notes pay a contingent coupon of 9.05% per annum (about $0.2263 per quarter per $10) only if, on a quarterly Observation Date, both indices close at or above their Coupon Barriers, set at 70% of initial values (2,071.957 for the Russell 2000 and 4,421.89 for the EURO STOXX 50). After an initial six‑month non‑call period, the Notes are automatically called if both indices are at or above their Initial Values, returning principal plus the due coupon.
If the Notes are not called and at maturity (July 26, 2029) both indices are at or above their Downside Thresholds (also 70% of Initial Value), investors receive full principal plus the contingent coupon. If either index finishes below its Downside Threshold, repayment is $10 × (1 + Lesser Performing Underlying Return), which can result in a significant or total loss of principal. The Notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not listed on any exchange, and have an estimated value of $9.623 per $10 at pricing. Separately, J.P. Morgan has made $400,000 in unconditional donations to Hope & Heroes Children’s Cancer Fund, which do not affect the terms of the Notes.
JPMorgan Chase Financial Company LLC is offering Trigger Autocallable Contingent Yield Notes linked to the common stock of Corning Incorporated, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each Note has a $10 principal amount, with a minimum investment of $1,000, and a term of approximately 2 years unless called earlier.
The Notes pay a contingent monthly coupon at a rate expected to be at least 37.25% per annum if Corning’s share price on an Observation Date is at or above the Coupon Barrier of $78.03 (50% of the Initial Value of $156.06). The Notes are automatically called if the share price on any Observation Date is at or above the Initial Value, returning principal plus that period’s coupon.
If not called, and the Final Value is at or above the Downside Threshold of $78.03, investors receive principal plus the final coupon. If the Final Value is below the Downside Threshold, repayment is reduced to $10 × (1 + Underlying Return), exposing investors to a proportional loss of principal, up to a total loss. The price to public is $10 per Note, including up to $0.15 in selling commissions to UBS; the estimated value is about $9.579 per $10 Note and will not be less than $9.20, reflecting embedded costs and issuer funding assumptions. Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co., and the Notes will not be listed on any exchange.
JPMorgan Chase Financial Company LLC is issuing $6,024,000 of Medium-Term Notes, Series A, Capped Buffered Enhanced Participation Equity Notes due October 22, 2027, linked to the S&P 500® Index and fully guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and pays no interest.
At maturity, investors receive cash based on index performance from the July 22, 2026 trade date to the October 20, 2027 determination date. Upside exposure is 1.50x index gains, capped at a maximum settlement amount of $1,154.50 per $1,000 note, corresponding to a cap level of 110.30% of the initial level. Principal is protected only down to a buffer level of 90.00%; below this, losses are magnified by a buffer rate of about 1.1111, so declines beyond 10% can result in substantial or total loss of principal.
The initial underlier level is 7,498.96. The original issue price is 100.00% of principal, including a 0.92% selling commission; net proceeds to the issuer are 99.08%. The estimated value at pricing is $987.40 per $1,000 note, reflecting internal funding and hedging costs. The notes are unsecured, unsubordinated obligations, not listed on any exchange, not redeemable prior to maturity, and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., as well as complex and uncertain U.S. tax treatment.
JPMorgan Chase Financial Company LLC is issuing Contingent Income Callable Securities due August 3, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each security has a $1,000 stated principal amount and issue price, linked to the worst performing of the Nasdaq-100 Index®, S&P 500® Index and Russell 2000® Index.
Investors may receive a contingent quarterly payment of at least $31.275 (at least 3.1275% of principal) only if, on every day in a quarterly monitoring period, all three indices stay at or above 75% of their initial index value, the downside threshold level. If any index is below its threshold on any day, no coupon is paid for that period.
The issuer may, at its discretion, redeem the notes early on specified quarterly dates for $1,000 plus any due contingent payment, after which no further payments are made. If held to maturity and each final index value is at or above its downside threshold, investors receive principal back plus the final contingent payment if the thresholds were maintained throughout the last period. If any index finishes below its threshold, repayment equals $1,000 multiplied by the index performance factor of the worst-performing index, resulting in a payout that will be less than 75% of principal and could be zero, so principal is fully at risk.
JPMorgan Chase Financial Company LLC is offering $14,703,000 of Medium‑Term Notes, Series A, Capped Buffered Enhanced Participation Basket‑Linked Notes due October 22, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. 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%). The notes pay no interest. At maturity, investors receive a cash amount based on the basket return with a 1.50x upside participation rate, subject to a maximum settlement amount of $1,245.25 per $1,000 in principal (cap level 116.35% of the basket). A 7.50% downside buffer applies: if the basket decline is within this buffer (final basket level at or above 92.50% of the initial level), principal is repaid; below that, losses are leveraged by a buffer rate of approximately 1.0811, and investors could lose all principal. The initial estimated value is $986.10 per $1,000 note. The notes are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., will not be listed, and are subject to both issuers’ credit risk and complex U.S. tax treatment.
JPMorgan Chase Financial Company LLC is offering Digital Buffered Notes linked to the S&P 500® Index, fully guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and is scheduled to price on or about July 24, 2026, with maturity on August 10, 2027.
At maturity, if the S&P 500 ending level is at or above the strike, or down by up to the 15.00% Buffer Amount, investors receive a fixed Contingent Digital Return of at least 8.06%, for a total payment of at least $1,080.60 per $1,000 note. If the index falls more than 15% below the strike, principal is reduced by 1.17647% for each additional 1% decline, so investors may lose some or all principal.
The estimated value is about $989.60 per $1,000 note at pricing and will not be less than $970.00, reflecting selling commissions, hedging costs and issuer funding assumptions. The notes are unsecured obligations, are not bank deposits or FDIC insured, involve complex tax treatment, and are not designed as short-term trading instruments.
JPMorgan Chase Financial Company LLC is offering $14,449,800 of Trigger Autocallable Contingent Yield Notes linked to the lesser performing of the Russell 2000® Index and the EURO STOXX 50® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The Notes have a term of approximately three years, from a July 22, 2026 trade date to a July 26, 2029 maturity, and are issued at $10 per Note in fee-based advisory accounts.
The Notes pay a contingent coupon of 11.05% per annum (about 2.763% quarterly), but only if on each quarterly Observation Date the closing level of both indices is at or above a Coupon Barrier set at 70% of the Initial Value (2,071.957 for the Russell 2000 and 4,421.89 for the EURO STOXX 50). After a six‑month non‑call period, the Notes are automatically called if both indices are at or above their Initial Values, returning principal plus the coupon for that date. If the Notes are not called and either index finishes below its Downside Threshold (also 70% of Initial Value), investors receive $10 × (1 + Lesser Performing Underlying Return), which can mean a significant or total loss of principal. Payments depend on the credit of both JPMorgan Financial and JPMorgan Chase & Co., and the estimated value at pricing is $9.806 per $10 Note.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the VanEck Semiconductor ETF, due February 3, 2028, in minimum denominations of $1,000. Payments depend on the ETF’s price relative to an Interest Barrier and Trigger Value, each set at 50.00% of the Initial Value.
Investors receive Contingent Interest Payments, at a rate of at least 11.90% per annum, only for Review Dates when the ETF closes at or above the Interest Barrier; missed coupons can be “caught up” on later qualifying dates. The notes may be automatically called as early as November 2, 2026 if the ETF closes at or above the Initial Value on specified Review Dates.
If not called and the Final Value is below the Trigger Value, repayment at maturity is reduced one-for-one with the ETF’s decline, exposing holders to a loss of more than half, up to all, of principal. The indicative estimated value is about $953 per $1,000 note, and will not be less than $900 per $1,000 at pricing, reflecting embedded costs and issuer funding assumptions. All payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering $7,507,000 of Capped Dual Directional Buffered Equity Notes linked to the Russell 1000® Growth Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are unsecured, unsubordinated obligations with a minimum denomination of $1,000, priced at $1,000 per note, maturing on October 13, 2027.
At maturity, investors receive:
• If the Index rises, principal plus the index return, capped by a Maximum Upside Return of 21.00% (maximum payment $1,210 per $1,000 note when the Index Return is positive).
• If the Index is flat or down by up to the 10.00% Buffer Amount, principal plus the Absolute Index Return, creating limited upside in modest declines.
• If the Index falls by more than 10%, principal is reduced 1% for each percentage point beyond the buffer, up to a 90.00% loss of principal.
The Strike Value is the Index’s 4,886.509 closing level on July 21, 2026, with the final level observed on October 7, 2027. The price to public is $1,000, including $2.50 in selling commissions and proceeds to the issuer of $997.50 per note; the estimated value is $985.00 per $1,000 note. Investors forgo interest and dividends, face liquidity and pricing risks in any secondary market, and are exposed to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. U.S. tax counsel expects treatment as prepaid financial contracts, but notes that future IRS guidance could adversely affect tax consequences.