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 & CO (JPM), via subsidiary JPMorgan Chase Financial Company LLC, is offering $3,634,000 of unsecured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing July 25, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called quarterly from July 27, 2027 onward if the Index is at or above its initial level, paying $1,000 plus a fixed call premium that starts at 19.60% and steps up to 98.00% by the final review date. At maturity, if not called and the Index has fallen by more than the 15.00% buffer, principal is reduced 1-for-1 beyond that buffer, with up to 85.00% loss of principal.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ-based exposure, causing it to trail a comparable index without such charges. The notes are sold at $1,000 per note with an estimated value of $903, highlighting embedded selling, structuring and hedging costs and emphasizing credit and liquidity risk to JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering Auto Callable Contingent Buffered Return Enhanced Notes linked to the S&P 500® Index. The notes have a term of about two years and may be automatically called after roughly one year if the Index closing level on the Review Date is at or above the Initial Index Level, in which case investors receive $1,000 plus a call premium of at least 11.45% per note.
If not called and held to maturity, investors receive an uncapped leveraged upside of at least 1.50x any positive Index return. A 20.00% Contingent Buffer Amount protects principal against moderate declines; beyond that, losses are 1% of principal for each 1% Index decline, up to a total loss. The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Chase Financial fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to the credit risk of both entities. The minimum denomination is $10,000, and the estimated value is currently about $982 per $1,000 note, not less than $970 when finally set.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering uncapped accelerated barrier notes linked to the S&P 500® Futures Excess Return Index, maturing on July 25, 2031. The total offering is $1,302,000, at $1,000 per note, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 2.01x leveraged upside at maturity on any positive Index performance, with principal returned if the final Index value is at or above a 70% Barrier Amount. If the final value falls below the barrier, investors lose 1% of principal for each 1% Index decline from the Initial Value, up to a total loss. The notes pay no interest, are unsecured obligations subject to JPMorgan Financial’s and JPMorgan Chase & Co.’s credit risk, and are not bank deposits or FDIC insured.
The original issue price exceeds the estimated value of $930.10 per $1,000 note due to selling commissions, structuring and hedging costs. The notes will not be listed, and secondary market prices are expected to be lower than the issue price and sensitive to market, rate and credit factors. Tax counsel views the notes as prepaid open transactions for U.S. tax purposes, but the IRS could challenge this treatment.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is issuing $5,978,000 of unsecured structured Review Notes due July 25, 2031, linked individually to the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on any of 17 Review Dates starting July 26, 2027 if all three indices close at or above 100% of their Initial Values, paying $1,000 plus a fixed Call Premium Amount that increases from 9.5% on the first Review Date to 47.5% on the final Review Date.
If not called, principal is repaid at maturity only if the Final Value of each index is at or above its Barrier Amount (70% of its Initial Value). If any index finishes below its Barrier Amount, maturity payment is $1,000 plus $1,000 times the Least Performing Index Return, exposing holders to losses greater than 30% and up to 100% of principal. The notes pay no interest or dividends, are subject to the credit risk of both the issuer and guarantor, are not FDIC-insured, and have an estimated value of $946.60 per $1,000, below the issue price due to selling and hedging costs.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering structured notes titled $1,699,000 Uncapped Dual Directional Accelerated Barrier Notes linked to the least performing of the Nasdaq-100 Index®, Russell 2000® Index and S&P 500® Index, maturing July 27, 2028.
Each $1,000 note provides 1.26x any positive return of the least performing index at maturity. If any index finishes at or below its initial level but all three stay at or above 70% of their Initial Value (the Barrier Amount), investors receive the absolute value of the least performing index’s loss, capped at 30%, so up to $1,300 per note. If any index finishes below its Barrier Amount, principal is reduced one-for-one with the decline of the least performing index, potentially to zero.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Chase Financial fully and unconditionally guaranteed by JPMorgan Chase & Co., and carry full issuer and guarantor credit risk. Price to public is $1,000 per note, with estimated value of $978.30 and selling commissions embedded in the issue price.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $439,000 of unsecured Callable Contingent Interest Notes linked to the Dow Jones Industrial Average®, Nasdaq-100® Technology Sector and Russell 2000® Index, maturing January 27, 2028, in $1,000 denominations.
The notes pay a 13.05% per annum Contingent Interest (1.0875% monthly) only if on a Review Date each index closes at or above 70% of its Initial Value, acting as both the Interest Barrier and Trigger Value. JPMorgan may redeem the notes early, in whole, on specified Interest Payment Dates starting October 27, 2026, paying $1,000 plus any due contingent interest. If held to maturity and not redeemed, investors receive $1,000 plus the final contingent coupon if each index is at or above its Trigger Value; otherwise the payoff is $1,000 × (1 + Least Performing Index Return), exposing investors to losses up to 100% of principal.
The price to public is $1,000 per note, including $7 in selling commissions, with net proceeds of $993 per note and an estimated value of $977.50. The notes are not insured, have no listing, and involve significant market, sector, small-cap, credit, liquidity and tax risks.
JPMorgan Chase Financial Company LLC is offering $350,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on July 22, 2026, are expected to settle on or about July 27, 2026 and mature on July 25, 2031.
Holders may receive a 10.90% per annum Contingent Interest Payment for each Review Date on which the Index is at or above 50% of its Initial Value, and the notes are automatically called if, from the twelfth eligible Review Date onward, the Index closes at or above the Initial Value. Principal is protected only by a 15% buffer; if the Final Value falls more than 15% below the Initial Value and the notes were not called, investors lose 1% of principal for each additional 1% decline, up to 85% loss.
The underlying Index employs a 35% target volatility with leverage up to 500%, is subject to a 6.0% per annum daily deduction and a daily notional financing cost tied to SOFR, which together drag on performance and cause the Index to lag an equivalent index without these charges. The notes’ estimated value at pricing was $944 per $1,000 note, below the issue price, and payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The notes will not be listed, and liquidity will depend on dealer interest.
JPMorgan Chase Financial Company LLC is offering structured notes titled $285,000 Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are unsecured, unsubordinated obligations that pay no interest and are designed to provide an uncapped leveraged upside of 2.05x any positive Index performance at maturity, with a Buffer Amount of 19.00%.
If the Index is up at maturity, holders receive $1,000 plus 2.05 times the Index return; if the Index is flat or down by up to 19.00%, investors receive their $1,000 principal. If the Index declines by more than 19.00%, principal is reduced by 1% for each additional 1% decline, up to a maximum loss of 81.00%, so the minimum payment is $190 per $1,000 note. The price to the public is $1,000 per note, with selling commissions of $7.50 and proceeds to the issuer of $992.50 per note; the estimated value at pricing was $973.00 per $1,000. The notes priced on July 22, 2026, are expected to settle on or about July 27, 2026, and mature on July 25, 2031. Returns depend on the futures-based Index, are subject to credit risk of JPMorgan Financial and JPMorgan Chase & Co., and may be affected by futures market dynamics, negative roll returns, liquidity limits and an uncertain tax treatment.
JPMorgan Chase Financial Company LLC is offering $225,000 of Auto Callable Contingent Interest Notes linked to Dollar General common stock, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a 13.25% per annum Contingent Interest only for months when Dollar General’s share price is at least 60.00% of the Initial Value, and may be automatically called quarterly from January 22, 2027 if the share price is at or above the Initial Value.
If the notes are not called and Dollar General’s Final Value is below the Trigger Value (also 60.00% of the Initial Value), investors lose 1% of principal for each 1% decline from the Initial Value and can lose their entire investment. The minimum denomination is $1,000 and the notes mature on July 26, 2029. The public price is $1,000 per note, including $10 in selling commissions, while the estimated value at pricing was $960.50 per note, reflecting structuring and hedging costs. Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co., and the notes will not be listed, so liquidity may be limited.
JPMorgan Chase Financial Company LLC is offering $722,000 of Auto Callable Contingent Interest Notes linked to the least-performing of the Nasdaq-100, Russell 2000 and S&P 500 indices, fully and unconditionally guaranteed by JPMorgan Chase & Co., and maturing on January 27, 2028. The notes pay a contingent interest rate of 8.70% per annum (0.725% per month) only for Review Dates when each index closes at or above 70% of its Initial Value, and they may be automatically called starting January 22, 2027 if each index is at or above its Initial Value. If the notes are not called and any index finishes below 55% of its Initial Value at maturity, investors’ principal is reduced one-for-one with the decline of the least-performing index, potentially to zero. The price to public is $1,000 per note, including $7.50 in fees and an estimated value of $980.20, and the notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.