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 (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, maturing October 2, 2031. Each note has a $1,000 denomination, with expected pricing on or about September 28, 2026 and settlement on or about September 30, 2026.
The notes pay a contingent interest rate of at least 10.85% per annum only on Review Dates when the Index is at or above 75% of its Initial Value; missed interest can be paid later if conditions are met. Notes are automatically called (from September 28, 2027 onward) if the Index is at or above its Initial Value on certain Review Dates, returning $1,000 plus due interest.
If not called, principal is protected only down to a 15% buffer: if the Final Value is below 85% of Initial Value, investors lose 1% of principal for each 1% decline beyond that, up to an 85% loss. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost and can use leverage up to 500%, which can significantly drag performance. The estimated value is about $913 per $1,000 note (not less than $900) and payments are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMorgan Chase & Co. (JPM) is fully and unconditionally guaranteeing auto callable contingent interest notes issued by JPMorgan Chase Financial Company LLC, linked to the MerQube US Tech+ Vol Advantage Index and maturing August 29, 2031. The offering totals $179,000 in principal, at $1,000 per note, with selling fees of $40.4120 per note and issuer proceeds of $959.5880 per note. The estimated value at pricing was $915.70 per $1,000 note.
The notes pay a 10.50% per annum Contingent Interest Rate (2.625% quarterly) only when the Index closes at or above the Interest Barrier of 50% of the Initial Value on a Review Date. They are automatically called, starting as early as August 26, 2027, if the Index is at or above the Initial Value on designated Review Dates, returning principal plus the applicable contingent interest. If not called and the Final Value is below the Trigger Value (also 50% of Initial Value), repayment of principal is reduced one-for-one with the Index loss, down to zero.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost (SOFR plus 0.50%), and can employ up to 500% leverage to a QQQ Fund-based strategy targeting 35% implied volatility. These deductions and leverage create substantial risk, including potential loss of all principal, no interest over the life of the notes, and secondary market prices likely below the issue price. Payments are subject to the credit risk of both JPMorgan Chase Financial and JPMorgan Chase & Co.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $5,441,000 of Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, maturing on August 29, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest and are designed to provide an uncapped leveraged payoff of 2.085× any positive index performance at maturity, with a 10% downside buffer. If the index falls by 10% or less, investors receive principal back; beyond that, losses match the index decline in excess of 10%, up to a maximum loss of 90% of principal. The minimum denomination is $1,000.
The price to the public is $1,000 per note, including $35.50 in selling commissions, for issuer proceeds of $964.50 per note. The estimated value at pricing is $953.30 per $1,000 note, reflecting embedded 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, and may have limited or no secondary market liquidity.
JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering $607,000 of auto callable accelerated barrier notes linked to the lesser performance of the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on August 31, 2027 if each index is at or above its Call Value, paying $1,095 per $1,000 note including a $95 call premium. If not called and both indices finish above their initial levels at maturity on August 31, 2028, holders receive an uncapped leveraged payoff of 1.50× the return of the lesser-performing index. If either index finishes at or below its initial level but both remain at or above 70% of initial, principal is returned; if either falls below this barrier, repayment is reduced one-for-one with the loss of the lesser-performing index, down to full principal loss. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not exchange-listed and carry an estimated value of $953.40 per $1,000 note at pricing, lower than the issue price due to selling, structuring and hedging costs.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is issuing Auto Callable Buffered Return Enhanced Notes linked to the S&P 500® Index under its shelf registration. The notes are unsecured, unsubordinated obligations of the finance subsidiary, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on three Review Dates if the Index closing level is at or above the Index Strike Level of 7,677.28, paying $1,000 plus call premiums of 5.025%, 10.05% or 15.075% depending on when called. If never called and the Ending Index Level is above the strike, investors receive an uncapped leveraged payoff of 1.25× the Index Return; if the Index is down by up to the 20.00% Contingent Buffer Amount, principal is returned.
If the notes are not called and the Index is more than 20% below the strike at maturity, repayment is reduced 1% for each 1% decline, up to a total loss of principal. The offering size is $750,000 at $1,000 per note, with proceeds to the issuer of $738,750. The estimated value is $979.60 per $1,000 note, reflecting structuring and distribution costs and internal funding assumptions.
JPMorgan Chase & Co. (JPM), via subsidiary JPMorgan Chase Financial Company LLC, is issuing $312,000 of Auto Callable Contingent Interest Notes due August 29, 2031, linked to the MerQube US Large-Cap Vol Advantage Index and guaranteed fully and unconditionally by JPMorgan Chase & Co.
The notes pay a contingent interest rate of 18.35% per annum (4.5875% quarterly) only when, on a Review Date, the Index is at or above 70% of its Initial Value (the Interest Barrier). The notes are automatically called—paying $1,000 principal plus that period’s interest—if on any Review Date from February 26, 2027 onward (excluding the final date) the Index is at or above its Initial Value.
If never called and at maturity the Index is at or above 60% of the Initial Value (the Trigger Value), principal is repaid and any final contingent interest is paid. If the Final Value is below 60%, repayment equals $1,000 plus $1,000 times the Index return, so principal loss can exceed 40% and may reach 100%. The underlying Index uses leveraged exposure (up to 500%) to E-mini S&P 500 futures, applies a 6.0% per annum daily deduction that drags performance, and targets 35% implied volatility. The estimated value of the notes at pricing was $927.20 per $1,000, below the $1,000 issue price due to selling, structuring and hedging costs. The notes are unsecured obligations subject to the credit risk of both the issuer and JPMorgan Chase & Co. and will not be listed, so liquidity may be limited.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering Auto Callable Buffered Return Enhanced Notes linked to the EURO STOXX 50® Index. The notes may be automatically called on September 28, 2027 if the index is at or above its initial level, paying $1,000 plus at least 13.75% per note on the call settlement date.
If not called, at maturity on September 20, 2028 investors receive leveraged upside of at least 1.25× any positive index return, full principal back if the index is down up to 15%, and a leveraged loss of 1.17647% of principal for each 1% decline beyond that buffer. The minimum denomination is $10,000. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co., and are not FDIC insured. The estimated value is about $980.10 per $1,000 at current conditions and will not be less than $970.00 when set.