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 issuing $2,656,000 of Auto Callable Contingent Interest Notes, in $1,000 denominations, linked to the MerQube US Tech+ Vol Advantage Index and due July 22, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a 12.00% per annum Contingent Interest (3.00% quarterly) only when the Index is at or above 60.00% of the Initial Value on a Review Date. If on any Review Date from January 19, 2027 (excluding the first and final) the Index is at or above the Initial Value, the notes are automatically called at $1,000 plus interest.
If not called and the Final Value is below the 60.00% Trigger Value, repayment is reduced 1% for each 1% Index decline, down to zero, so investors may lose most or all principal. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost, causing it to lag an equivalent undeducted index and amplifying downside, especially with leverage up to 500%. The notes are unsecured, subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not FDIC insured, and are not exchange-listed, so liquidity may be limited. The estimated value at pricing was $908.70 per $1,000 note, below the issue price.
JPMorgan Chase Financial Company LLC is offering $1,147,000 of Review Notes linked individually to the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount, a price to public of $1,000, selling commissions of $37 and proceeds to the issuer of $963 per note. The notes priced on July 17, 2026 and are expected to settle on or about July 22, 2026, with maturity on July 22, 2030.
The notes may be automatically called on any of four Review Dates starting July 22, 2027 if each Index closes at or above its Call Value (100% of its Initial Value), paying $1,000 plus a Call Premium of 13.20%, 26.40%, 39.60% or 52.80%, depending on the call date. If not called, principal is repaid at maturity only if the Final Value of each Index is at or above its Barrier Amount, set at 70.00% of its Initial Value. If any Index finishes below its Barrier Amount, payment is $1,000 plus $1,000 times the Least Performing Index Return, exposing investors to loss of more than 30% and up to all principal.
The initial index levels are 52,146.42 (Dow Jones Industrial Average®), 28,592.66 (Nasdaq-100 Index®) and 2,962.217 (Russell 2000®). The estimated value of the notes at pricing is $942.00 per $1,000 note, below the issue price, reflecting selling commissions, hedging costs and issuer funding assumptions. The notes pay no interest, provide no dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not listed, and may be illiquid. Tax counsel views them as prepaid financial contracts treated as open transactions for U.S. federal income tax purposes, though the IRS could challenge this treatment.
JPMorgan Chase Financial Company LLC is offering $300,000 of Callable Contingent Interest Notes linked to the least performing of the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index, due June 23, 2028 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 6.30% per annum Contingent Interest (0.525% monthly) only for Review Dates when the closing level of each index is at least 50.00% of its Initial Value (the Interest Barrier). The issuer may redeem the notes early on certain Interest Payment Dates beginning July 22, 2027 if each index is at or above its Interest Barrier, returning $1,000 plus any due interest.
If not redeemed and the Final Value of any index is below its Trigger Value (also 50.00% of Initial Value), principal is reduced 1% for each 1% decline of the Least Performing Index, potentially down to zero. The price to public is $1,000 per note, with an estimated value of $981.20, reflecting selling commissions and hedging costs. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. and will not be listed, so liquidity may be limited.
JPMorgan Chase Financial Company LLC is issuing $280,000 of auto callable contingent interest notes due July 20, 2029, linked to the lesser performing of Amazon.com, Inc. and Eli Lilly and Company common stock, in minimum denominations of $1,000. The notes pay a monthly Contingent Interest Payment at a rate of 15.60% per annum (1.30% per month) for any Review Date on which the closing price of one share of each reference stock is at or above 70.00% of its Initial Value, which is both the Interest Barrier and Trigger Value.
The notes will be automatically called, starting October 19, 2026, if on any applicable Review Date the closing price of one share of each reference stock is at or above its Initial Value, paying $1,000 plus the current and any unpaid contingent interest. If not called and at maturity either stock is below its Trigger Value, the repayment of principal is reduced by the full decline of the lesser performing stock, down to a possible total loss of principal. The Initial Values are $247.23 for Amazon and $1,179.11 for Eli Lilly; the Interest Barrier/Trigger Values are $173.061 and $825.377, respectively.
The notes are unsecured, unsubordinated obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to their credit risk. The price to public is $1,000 per note, including selling commissions of $27.50, for issuer proceeds of $972.50 per note. The estimated value, when set, was $954.40 per $1,000 note, reflecting structuring and hedging costs and potentially lower secondary market values. The notes do not pay fixed interest or dividends and will not be listed; liquidity and tax treatment, including for Non-U.S. Holders, involve additional risks.
JPMorgan Chase Financial Company LLC is issuing $2,146,000 of unsecured Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and was priced on July 17, 2026, with expected settlement on or about July 22, 2026.
The notes feature an automatic call on any Review Date from July 20, 2027 through July 17, 2029 if the Index closing level is at least 90% of the Initial Value. If called, investors receive $1,000 plus a fixed Call Premium Amount ranging from 22.00% on the first Review Date to 66.00% on the final Review Date. If not called and the Final Value is at least the Barrier Amount of 65.00% of the Initial Value (2,685.2085), investors receive principal only; if below, repayment equals $1,000 plus $1,000 × Index Return, exposing holders to loss of more than 35% and up to 100% of principal.
The Index, based on leveraged E-mini S&P 500 futures, is subject to a 6.0% per annum daily deduction, which drags performance and can cause declines even when the underlying strategy is flat or modestly positive. The Initial Value was 4,131.09, and the estimated value of each note at pricing was $941.80, below the $1,000 issue price due to selling commissions, hedging costs and issuer funding assumptions. The notes pay no interest or dividends, are not bank deposits or FDIC insured, and are subject to the credit risk of both the issuer and guarantor, market volatility, leverage in the Index, potential conflicts of interest, limited liquidity and complex U.S. tax treatment.
JPMorgan Chase Financial Company LLC is issuing $568,000 of unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes mature on July 20, 2028 and are issued in $1,000 denominations.
Investors may receive a 12.95% per annum Contingent Interest Payment for each Review Date on which the Index closes at or above 70.00% of the Initial Value (the Interest Barrier). Starting January 19, 2027, the notes are automatically called if, on any applicable Review Date, the Index closes at or above the Initial Value, paying $1,000 plus the related interest and then terminating.
If the notes are not called and the Final Value is below the 70.00% Trigger Value, principal is reduced 1% for every 1% Index decline from the Initial Value, down to zero. The Index employs leverage up to 500% and is reduced by a 6.0% per annum daily deduction, which drags performance. The price to public is $1,000 per note, including $32.50 in fees, with issuer proceeds of $967.50; the estimated value at pricing was $925.90 per note. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and there is no assurance of any interest or principal protection.
JPMorgan Chase Financial Company LLC is issuing $1,320,000 of Callable Contingent Interest Notes linked to the lesser performing of the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a 7.00% per annum Contingent Interest Payment on each Review Date only if the closing level of each index is at least 70.00% of its Initial Value. The issuer may redeem the notes early, in whole, on specified Interest Payment Dates beginning July 22, 2027.
If the notes are not redeemed and the Final Value of each index is at least 85.00% of its Initial Value, investors receive principal plus the final Contingent Interest Payment. If the Final Value of the lesser performing index is below its 85.00% Buffer Threshold, repayment is reduced by 1% for each 1% decline beyond the 15.00% buffer, up to an 85.00% loss of principal. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The price to public is $1,000 per note, including $37.50 in fees and commissions, versus an estimated value of $943.70 per note, and they are not listed on any securities exchange.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing $1,041,000 of Auto Callable Contingent Interest Notes due July 20, 2029, linked individually to the Nasdaq-100® Technology Sector, the Russell 2000® Index and the State Street® Utilities Select Sector SPDR® ETF.
The notes pay a 9.65% per annum Contingent Interest only on Review Dates when the closing value of each underlying is at or above 70% of its Initial Value (the Interest Barrier. Automatic call can occur as early as January 19, 2027 if each underlying is at or above its Initial Value, returning $1,000 plus the applicable Contingent Interest; no further payments follow an automatic call.
If not called, principal at maturity depends on the Least Performing Underlying. If its Final Value is at or above 65% of its Initial Value (the Trigger Value), investors receive $1,000 plus any final Contingent Interest. If it is below the Trigger Value, repayment is $1,000 plus $1,000 times the Least Performing Underlying’s return, exposing investors to a significant or total loss of principal. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., offer no participation in upside of the underlyings, pay no dividends, are expected to have limited liquidity, and have an estimated value of $951 per $1,000 at pricing, below the issue price.
JPMorgan Chase Financial Company LLC is offering $1,191,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due July 22, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a 13.15% per annum contingent coupon (1.09583% monthly) only if, on a Review Date, the Index is at or above 70.00% of the Initial Value; missed coupons can be paid later if conditions are met. The notes are auto-called at par plus accrued coupon if, from the twelfth Review Date onward, the Index closes at or above the Initial Value, with the earliest call date on July 19, 2027.
If held to maturity without an automatic call, investors receive par plus applicable contingent interest if the Final Index Value is at or above the Trigger Value of 50.00% of the Initial Value; otherwise, repayment is reduced one-for-one with the Index decline, potentially to zero. The Index itself is a leveraged, volatility-targeted strategy on E-mini S&P 500 futures and is subject to a 6.0% per annum daily deduction, which drags performance. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and the estimated value at issuance is $930.30 per $1,000 note, below the $1,000 price to public.
JPMorgan Chase Financial Company LLC is issuing $712,000 of unsecured, unsubordinated Callable Contingent Interest Notes linked to the lesser performance of the Nasdaq-100® Technology Sector and the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a 10.30% per annum Contingent Interest Rate (0.85833% per month) only for Review Dates when the closing level of each Index is at least 70.00% of its Initial Value, the Interest Barrier.
The issuer may redeem the notes early, in whole, on specified Interest Payment Dates starting October 22, 2026, paying $1,000 plus any due contingent interest. If not redeemed, and on the final Review Date each Index is at or above its 70.00% Trigger Value, investors receive $1,000 plus the final contingent interest; otherwise, maturity payment equals $1,000 plus $1,000 times the Lesser Performing Index Return, exposing investors to loss of principal up to 100%. The price to public is $1,000 per note, with selling commissions of $22.25 and proceeds to issuer of $977.75 per note; the estimated value at pricing is $957.10, reflecting embedded selling, structuring and hedging costs.