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 unsecured, unsubordinated Uncapped Accelerated Barrier Notes, fully and unconditionally guaranteed by JPMorgan Chase & Co., with minimum denominations of $1,000 and maturity on August 1, 2031. The notes are linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the Russell 2000® Index, with payments based on each index individually rather than a basket.
At maturity, if every index finishes at or above its initial level, investors receive principal plus a leveraged gain of at least 2.1875× the appreciation of the least performing index, with no cap; for example, a 10% gain would pay $1,218.75 per $1,000 note. If any index finishes below its initial level but all remain at or above 70% of their initial levels (the Barrier Amount), principal is returned. If any index closes below its Barrier Amount, repayment is reduced one-for-one with the decline of the least performing index, so a 60% drop would return $400 per $1,000. The notes pay no interest or dividends, are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not FDIC insured, and are not listed, so liquidity may be limited.
JPMorgan Chase Financial Company LLC is offering $15,000,000 of Trigger Step Securities, unsecured notes fully and unconditionally guaranteed by JPMorgan Chase & Co., linked to the lesser performing of the S&P 500® Equal Weight Index and the EURO STOXX 50® Index, maturing July 23, 2031. The notes have a 5‑year term, a denomination of $10, and no interest or dividend payments.
If, on the final valuation date, the level of each index is at or above its Step Barrier (100% of its initial value), investors receive principal plus the greater of a fixed Step Return of 69.25% or the actual return of the lesser performing index. If either index is below its Step Barrier but both remain at or above the Downside Threshold (75% of initial), principal is repaid only. If either index falls below its Downside Threshold, repayment is reduced in full proportion to the negative return of the lesser performing index, up to a 100% loss of principal.
The price to the public is $10.00 per note, including $0.35 in selling commissions to UBS, for net proceeds of $9.65 per note to the issuer. The estimated value at pricing is $9.482 per $10, reflecting structuring and hedging costs. All payments depend on the creditworthiness of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.; the securities are not bank deposits and are not FDIC insured.
JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., is offering Digital Contingent Buffered Notes linked to the S&P 500 Index. The notes target a fixed Contingent Digital Return of at least 9.25% if the Ending Index Level is at or above the Index Strike Level or down by up to the 20.00% Contingent Buffer Amount.
At maturity, investors receive $1,000 plus the Contingent Digital Return per $1,000 note in those cases; otherwise, they lose 1% of principal for each 1% Index decline beyond the 20% buffer, up to a total loss. Minimum denomination is $10,000, with integral multiples of $1,000. The Strike Date is July 22, 2026, Valuation Date August 23, 2027, and Maturity Date August 26, 2027. If priced on the date shown, the estimated value would be about $986.70 per $1,000 note and will not be less than $970.00 per $1,000 when set. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. and the notes pay no periodic interest or dividends.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering Digital Contingent Buffered Notes linked to the S&P 500® Index. The notes provide a fixed Contingent Digital Return of at least 10.27%, so if at maturity the Index is at or above the strike level, or down by up to the 15.00% Contingent Buffer Amount, investors receive $1,102.70 per $1,000 principal (assuming a 10.27% digital return).
If the Index is below the strike by more than 15.00%, principal is reduced 1% for every 1% Index loss, with potential loss of all principal. The notes are expected to price on or about July 23, 2026, mature on August 26, 2027, and are valued initially at about $986.60 per $1,000, not less than $970.00, reflecting embedded costs and hedging. They are unsecured obligations, not bank deposits or FDIC insured, with tax treatment as prepaid financial contracts and detailed U.S. and non-U.S. tax considerations.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the common stock of Delta Air Lines, Inc. The notes pay a Contingent Interest Payment each quarter only if Delta’s share price on the related Review Date is at least 50.00% of the Initial Value, with a Contingent Interest Rate of at least 10.55% per annum (at least $26.375 per $1,000 per quarter), and missed coupons can be paid later if the barrier is met.
The notes may be automatically called on any Review Date other than the first and final, starting January 29, 2027, if Delta’s share price is at least the Initial Value, returning $1,000 plus due and unpaid contingent interest. If not called and the Final Value on August 3, 2028 is at least 50.00% of the Initial Value, investors receive $1,000 plus all due contingent interest; if the Final Value is below 50.00%, repayment is $1,000 + ($1,000 × Stock Return), so principal loss exceeds 50% and can reach 100%. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The estimated economic value is approximately $960.00 per $1,000 note, and will not be less than $940.00 when set, reflecting embedded costs and hedging.
JPMorgan Chase Financial Company LLC is offering callable fixed rate notes due August 31, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest at 4.325% per annum, calculated on a 30/360 basis and paid in arrears on July 31, 2027 and on the maturity date, or earlier if redeemed.
The issuer may, at its option, redeem the notes in whole (but not in part) on January 31, 2027, April 30, 2027 or July 31, 2027 at par plus accrued and unpaid interest, subject to a Following Business Day Convention and an unadjusted Interest Accrual Convention. The Original Issue Date is July 31, 2026, and the notes are part of the Series A medium-term note program. The price to the public will be between $997.60 and $1,000 per $1,000 principal amount, and selling commissions are expected to be about $1.00 and will not exceed $5.00 per $1,000 principal amount. The notes are unsecured obligations, are not bank deposits and are not insured by the FDIC or any governmental agency.
JPMorgan Chase Financial Company LLC is offering Capped Accelerated Barrier Notes due January 27, 2028, linked to an equally weighted basket of fifteen U.S.-listed stocks, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 3.00x leveraged upside on any positive basket performance, capped at a maximum return of at least 60.00%, implying a maximum payment of at least $1,600 per $1,000 note. If the final basket value is at or above the 70.00% Barrier Amount, investors receive at least their principal at maturity. If the final basket value falls below the Barrier Amount, repayment is reduced one-for-one with the basket loss, exposing investors to loss of more than 30% and up to 100% of principal.
The notes pay no interest, offer no dividends or voting rights in the underlying stocks, and are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. They are issued in minimum denominations of $1,000, with an indicative estimated value of about $972.20 per $1,000 note and not less than $900.00 when finalized. The basket includes names such as AeroVironment, Goldman Sachs, Cheniere Energy, Micron Technology, UnitedHealth Group and Wells Fargo, each at a 1/15 weight. The notes will not be listed, and secondary market liquidity and pricing, if any, depend primarily on J.P. Morgan Securities LLC.
JPMorgan Chase & Co. common stock is planned to be sold under a notice covering 15,631 shares, to be traded on the NYSE on July 21, 2026. The class is common stock with $1 par value.
The planned sale relates to shares acquired on January 13, 2026 as a result of awards granted by the issuer as equity compensation. The filing reports an aggregate market value for the securities covered of $5,393,778.23, and lists 2,658,186,195 shares of this class as outstanding for context.
The filing also notes that in the past three months, Marianne Lake sold 6,427 shares of the same common stock class on May 15, 2026 for total proceeds of $1,917,530.84.
JPMorgan Chase Financial Company LLC is offering uncapped buffered equity notes linked to the iShares MSCI Emerging Markets ETF, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes mature on July 25, 2029 and are issued in minimum denominations of $1,000.
At maturity, if the ETF rises, investors receive the $1,000 principal plus at least 0.87 times any positive fund return, with no cap. If the fund is flat or down by up to the 20% Buffer Amount, principal is returned. If the fund declines by more than 20%, investors lose 1% of principal for each 1% decline beyond 20%, for a maximum loss of 80% of principal (down to $200 per $1,000 note.
The notes pay no interest and provide no dividends or rights in the ETF. They are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The estimated value would be about $970 per $1,000 note if priced on the described date and will not be less than $950 per $1,000 at pricing. Liquidity may be limited as the notes will not be listed, and secondary market prices are expected to be below the original issue price. The tax treatment is complex and may involve treatment as a prepaid financial contract and potential “constructive ownership” rules.
JPMorgan Chase Financial Company LLC is offering unsecured, unsubordinated auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and maturing on July 25, 2033, in minimum denominations of $1,000.
Investors may receive a monthly Contingent Interest Payment when the Index is at or above 70% of the Strike Value (Interest Barrier). The notes are automatically called quarterly if the Index is at or above the Strike Value, with the earliest call date on January 20, 2027. If held to maturity without being called and the Final Value is below the 50% Trigger Value, principal is reduced 1% for each 1% Index decline, down to zero.
The Index uses leveraged exposure (up to 500%) to E-mini S&P 500 futures and is subject to a 6.0% per annum daily deduction, which acts as a drag on performance. A hypothetical Contingent Interest Rate of 18.25% per annum (1% per month) is illustrated, and the estimated value would be about $930 per $1,000 note if priced today, not less than $900 at pricing, reflecting selling costs and internal funding and hedging assumptions.