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 $497,000 Auto Callable Contingent Interest Notes linked to the common stock of Broadcom Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 13.00% per annum when, on a Review Date, Broadcom’s share price is at or above 60.00% of the Initial Value, defined as the Interest Barrier; missed coupons can be paid later if the barrier is met on a future Review Date. The notes are automatically called, no earlier than January 22, 2027, if on an applicable Review Date the share price is at or above the Initial Value, returning $1,000 per note plus due contingent interest.
If the notes are not called and the Final Value is below the Trigger Value of 50.00% of the Initial Value, repayment of principal is reduced dollar-for-dollar with the stock’s decline, potentially to zero. The notes are unsecured, unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The price to public is $1,000 per note, including selling commissions, while the estimated value is $942.10 per $1,000 at pricing.
JPMorgan Chase Financial Company LLC is issuing $935,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and maturing on July 27, 2032.
The notes pay a 16.50% per annum Contingent Interest (1.375% monthly) only for Review Dates when the Index is at least 80% of its Initial Value, with previously missed coupons paid once the barrier is met. From July 22, 2027, the notes auto-call if the Index is at least the Initial Value, returning $1,000 plus due interest.
If not called and the final Index level is below 60% of the Initial Value, principal is reduced 1:1 with the Index decline, potentially to zero. The underlying Index targets 35% volatility, can use up to 500% leverage, and includes a 6.0% per annum daily deduction plus a notional financing cost (SOFR + 0.50%), causing it to lag an equivalent fee-free strategy. The notes are unsecured obligations, will not be listed, and have an estimated value of $943.80 per $1,000 at pricing, below the issue price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering $550,000 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 pay a 12.05% per annum Contingent Interest Payment for each Review Date on which the Index closes at or above 70.00% of the Initial Value, but may pay no interest if the Index is below this barrier.
The notes may be automatically called on certain Review Dates starting July 22, 2027 if the Index is at or above the Initial Value, returning principal plus the applicable interest. If not called and at maturity the Index is below the 70.00% Buffer Threshold, principal is reduced 1% for each 1% decline beyond a 30.00% buffer, for a maximum loss of 70.00%. The underlying Index employs a volatility-targeting, leveraged rules-based strategy on the Invesco QQQ Fund, is subject to a 6.0% per annum daily deduction and a notional financing cost, and can use up to 500% exposure, all of which can significantly drag performance.
The notes are unsecured, unsubordinated obligations of JPMorgan Financial, subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The price to public is $1,000 per note, including $6.50 in selling commissions; the issuer’s proceeds are $993.50 per note, and the initial estimated value is $937.00 per $1,000 note.
JPMorgan Chase Financial Company LLC is issuing $606,000 in Auto Callable Accelerated Barrier Notes linked to the EURO STOXX 50® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination, priced at $1,000 with proceeds to the issuer of $958.75 per note and an estimated fair value of $939.80.
The notes may be automatically called on July 28, 2027 if the Index is at or above the Call Value, paying $1,000 plus a $100 call premium. If not called, at maturity on July 25, 2031 investors receive an uncapped payoff of 1.51× any positive Index return; return of principal if the Final Value is at or above the Barrier Amount of 50% of the Initial Value; or a 1:1 loss of principal with Index declines below the barrier, up to total loss.
The notes pay no interest or dividends, are unsecured and unsubordinated, and expose holders to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. They are not listed, may have limited or no liquidity, and secondary prices are expected to be below issue price due in part to embedded selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering $365,000 of Auto Callable Contingent Interest Notes linked to Vertiv Holdings Co Class A common stock, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 22.00% per annum (1.83333% per month) for each Review Date on which Vertiv’s share price is at or above the Interest Barrier, set at 50.00% of the Initial Value. If the barrier is met, any previously unpaid contingent coupons are also paid.
The notes may be automatically called on certain Review Dates (beginning January 22, 2027) if Vertiv’s share price is at or above the Initial Value, returning $1,000 per note plus due and unpaid contingent interest, with no further payments. If not called and the Final Value is at or above the Trigger Value (also 50.00% of Initial Value), investors receive full principal plus all due contingent interest at maturity on July 26, 2029. If the Final Value is below the Trigger Value, the redemption amount is $1,000 + ($1,000 × Stock Return), exposing investors to a 1:1 loss of principal with potential loss of the entire investment.
The minimum denomination is $1,000. The notes priced on July 22, 2026 and are expected to settle on or about July 27, 2026. Price to public is $1,000 per note, including $6.00 in selling commissions; net proceeds to the issuer are $994 per note. The estimated value at pricing was $967.40 per $1,000 note, reflecting selling, structuring and hedging costs. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., will not be listed on an exchange, and may have limited or no liquidity. Investors forgo dividends on Vertiv shares and may receive no interest if the stock remains below the Interest Barrier on all Review Dates.
JPMorgan Chase Financial Company LLC is offering uncapped Buffered Return Enhanced Notes due August 2, 2029, linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are issued in $1,000 minimum denominations and pay no interest or dividends.
At maturity, if all three indices finish at or above their initial levels, holders receive $1,000 plus at least 1.50× the gain of the least performing index. A 20.00% Buffer Amount protects principal against moderate declines across the indices; beyond this, investors lose 1% of principal for each 1% fall in the least performing index, up to a maximum 80.00% loss (receiving as little as $200 per $1,000 note). Payments depend on the credit of both JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is $984.60 per $1,000 note, and will not be less than $900.00 when finalized, reflecting embedded selling, structuring and hedging costs. The notes are not listed, and secondary prices are expected to be below the issue price.
JPMorgan Chase Financial Company LLC is offering $2,070,000 of Auto Callable Contingent Interest Notes linked to the lesser performing of the Nasdaq-100® Technology Sector and the Russell 2000® Index, due January 27, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 9.10% per annum (0.75833% per month) for each Review Date on which the closing level of each Index is at or above 70.00% of its Initial Value (the Interest Barrier).
The notes are auto-callable on any Review Date from October 22, 2026 (excluding the first, second and final Review Dates) if each Index is at or above its Initial Value; in that case investors receive $1,000 plus the applicable contingent interest and no further payments. If not called, and at maturity each Index is at or above its Trigger Value (also 70.00% of Initial Value), investors receive principal plus the final contingent interest; otherwise the payoff is $1,000 × (1 + Lesser Performing Index Return), which can result in a substantial or total loss of principal.
The notes are unsecured, unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. Price to public is $1,000 per note, with selling commissions of $22.25 and proceeds to issuer of $977.75 per note. The issuer’s estimated value at pricing was $961.10 per $1,000, reflecting internal funding rates, structuring and hedging costs, and dealer compensation. The notes will not be listed, may have limited liquidity, do not pay fixed interest or dividends, and offer no participation in Index appreciation.
JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the S&P 500® Futures Excess Return Index, due August 2, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have $1,000 minimum denominations, pay no interest and are unsecured, unsubordinated obligations subject to the credit risk of both issuers.
The notes may be automatically called on August 3, 2027 if the Index is at or above a specified Call Value, paying $1,000 plus a Call Premium of at least $220 per note. If not called, at maturity investors receive an uncapped 2.00× leveraged upside on any Index appreciation; if the Final Value is between the Initial Value and the Barrier Amount of 70% of the Initial Value, principal is returned. If the Final Value falls below the Barrier Amount, repayment is reduced 1% for each 1% Index decline, potentially to zero.
If priced on the indicated date, the notes’ estimated value would be $969.50 per $1,000 note, and will not be less than $900.00 at issuance. Key risks include loss of principal, structural features tied to equity futures (including negative roll returns), lack of liquidity, and complex U.S. tax treatment, which special tax counsel expects to treat as open transactions.
JPMorgan Chase Financial Company LLC is offering $1,245,000 of Uncapped Accelerated Barrier Notes linked to the S&P 500 Futures Excess Return Index, maturing July 25, 2031 and fully guaranteed by JPMorgan Chase & Co. The notes provide 2.3325x leveraged upside at maturity on any positive index return, with no cap.
If the final index level is at or above 70% of the initial level, investors receive at least their $1,000 principal per note; if it falls below that barrier, principal is reduced 1% for each 1% index decline, up to total loss. The notes pay no interest, are unsecured, not FDIC insured, and expose holders to the credit risk of both the issuer and guarantor. The price to public is $1,000 per note, including $7.50 in fees, while the issuer’s estimated value is $975.60 per note, reflecting selling, structuring and hedging costs. The underlying index tracks rolling E‑mini S&P 500 futures and is subject to futures-specific risks such as volatility, negative roll returns and potential market disruptions, as well as complex U.S. tax treatment.
JPMorgan Chase Financial Company LLC is offering Capped Dual Directional Buffered Return Enhanced Notes linked to the S&P 500 Index, due August 3, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. These unsecured notes provide 1.50x exposure to any positive Index return at maturity, subject to a Maximum Upside Return of at least 20.35%.
If the Index is flat or down by up to the 15.00% Buffer Amount, investors receive a positive, uncapped return equal to the absolute decline (up to 15%), so a 10% Index drop pays 10% ($1,100 per $1,000). If the Index falls by more than 15%, principal is reduced 1:1 beyond the buffer, up to a maximum loss of 85.00%, with the minimum payment of $150 per $1,000. The notes pay no interest or dividends and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
The notes are issued in $1,000 minimum denominations. If priced on the date shown, the estimated value would be approximately $982.10 per $1,000, and when set it will not be less than $950.00, reflecting embedded selling commissions, hedging costs and issuer funding assumptions. Tax counsel views it as reasonable to treat the notes as prepaid financial contracts (open transactions) for U.S. federal income tax purposes, though the IRS could disagree.