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, fully and unconditionally guaranteed by JPMorgan Chase & Co., is offering auto-callable review notes linked individually to the Dow Jones Industrial Average and the Nasdaq-100 Index, maturing on August 5, 2030, in minimum denominations of $1,000.
The notes may be automatically called on annual review dates starting August 4, 2027 if each index is at or above its 100% Call Value, paying $1,000 plus a Call Premium of at least 14%, 28%, 42% or 56% of principal, depending on the call year. If not called and on the final review date each index is at or above its 70% Barrier Amount, investors receive back principal at maturity.
If either index finishes below its Barrier Amount, repayment is reduced one-for-one with the Lesser Performing Index Return, so holders can lose more than 30% and up to all principal. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and have an estimated value of about $970.60 per $1,000, not less than $900 at pricing. They are not bank deposits or FDIC-insured.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $10,354,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing July 12, 2033.
The notes pay monthly contingent interest of 18.25% per annum (1% per month) only when the Index closes at or above a specified barrier percentage of the strike; otherwise no interest is paid. The notes are automatically called on quarterly review dates starting January 7, 2027 if the Index is at or above the strike, returning $1,000 per note plus the applicable interest and terminating further payments.
If not called, investors receive full principal at maturity only if the final Index level is at or above a defined trigger percentage of the strike; below that they lose 1% of principal for each 1% Index decline, potentially losing their entire investment. The underlying is a leveraged, volatility-targeted E-mini S&P 500 futures index with a 6.0% per annum daily deduction, which structurally drags on performance. The notes are unsecured, unsubordinated obligations of the finance subsidiary, guaranteed by JPMorgan Chase & Co., and are subject to their credit risk. The public price is $1,000 per note (including $8.50 in selling commissions), versus an issuer-estimated value of $921.80, and the notes will not be listed, so secondary liquidity and prices may be limited and below issue price.
JPMorgan Chase Financial Company LLC is offering $777,000 of unsecured, unsubordinated Review Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., with scheduled maturity on July 17, 2031 and potential automatic calls starting July 19, 2027.
The notes pay no interest; holders receive principal plus a fixed call premium if the index closes at or above its Call Value on a Review Date, otherwise repayment at maturity is protected only by a 15.00% buffer. If the index falls more than this, principal loss can reach 85.00%.
Index performance is reduced by a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund, so it will lag a comparable undeducted index. The price to public is $1,000 per note, while the issuer’s estimated value is $904, and the notes are expected to be illiquid and subject to JPMorgan credit risk.
JPMorgan Chase Financial Company LLC is offering $250,000 of callable Contingent Interest Notes, in $1,000 denominations, linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® Technology Sector and the Russell 2000® Index, fully guaranteed by JPMorgan Chase & Co.
Investors may receive a Contingent Interest Payment at 11.60% per annum (0.96667% per month) only when the closing level of each index on a Review Date is at or above 70% of its Initial Value; otherwise no interest is paid. If the notes are not redeemed early and any index finishes below its Trigger Value of 60% of Initial Value on the final Review Date, principal is reduced 1-for-1 with the index loss, up to a total loss of invested principal. The issuer may redeem the notes early on certain Interest Payment Dates starting October 19, 2026. The notes’ estimated value at pricing is $969.90 per $1,000, below the issue price, reflecting dealer commissions, hedging costs and issuer funding assumptions.
JPMorgan Chase Financial Company LLC is offering $1,000,000 of Auto Callable Contingent Interest Notes linked to Devon Energy common stock, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 11.90% per annum (2.975% quarterly) only for Review Dates when Devon’s share price is at or above 60% of the Strike Value.
The notes may be automatically called on any Review Date after the first, starting January 11, 2027, if Devon closes at or above the Strike Value, in which case investors receive $1,000 per note plus the applicable interest and no further payments. If not called, and the Final Value is at least 50% of the Strike Value, investors receive $1,000 plus any final interest; if it is lower, principal is reduced one-for-one with the stock loss from the Strike Value, up to a total loss. The notes are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., carry significant liquidity and credit risk, and were sold at $1,000 per note with an estimated value of $975.60.
JPMorgan Chase Financial Company LLC is issuing $864,000 of Callable Contingent Interest Notes due July 18, 2030, linked individually to the Dow Jones Industrial Average, Russell 2000 Index and S&P 500 Index and fully guaranteed by JPMorgan Chase & Co.
The notes pay a contingent coupon at 7.70% per annum (0.64167% monthly) only for Review Dates when each index closes at or above 75% of its initial level. Starting July 19, 2027, the issuer may redeem the notes on certain interest payment dates at $1,000 per note plus any due contingent interest.
If held to maturity and not redeemed, investors receive $1,000 per note plus final contingent interest if every index finishes at or above its 70% Trigger Value; if any index is below that level, repayment is reduced one-for-one with the decline of the worst index, risking loss of most or all principal. The notes are unsecured obligations subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk. The issue price is $1,000 per note, the estimated value is $934.80, and proceeds to the issuer are $962.50 per note, and the notes are not listed, so liquidity may be limited.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the lesser performing common stock of Amazon.com, Inc. and Eli Lilly and Company at $1,000 per note, maturing on July 20, 2029.
The notes pay a contingent interest rate of at least 15.60% per annum, credited only for Review Dates when each stock closes at or above 70% of its Initial Value (the Interest Barrier); missed coupons can be paid later if conditions are met. Starting October 19, 2026, the notes are automatically called, returning $1,000 plus due interest, if on a Review Date (other than the first, second and final) each stock is at or above its Initial Value.
If the notes are not called and on the final Review Date either stock finishes below its Trigger Value (also 70% of Initial Value), repayment of principal is reduced 1% for each 1% decline of the lesser performing stock from its Initial Value, leading to losses of more than 30% and potentially all principal. The structure is an unsecured obligation subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk. The estimated economic value is indicated at approximately $955.30 per $1,000 note today and will not be less than $900.00 at pricing, both below the issue price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., is offering Capped Dual Directional Buffered Return Enhanced Notes linked to the least performing of the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index, maturing on September 3, 2027. Each unsecured, unsubordinated note has a $1,000 minimum denomination.
At maturity, if the worst‑performing index is above its initial level, holders receive $1,000 plus 1.25 times its gain, capped at a Maximum Upside Return of at least 17.40%. If all indices finish at or above their initial levels or are down by up to the 15.00% Buffer Amount, investors earn a positive return equal to the absolute decline of the worst index, up to 15%.
If any index falls by more than 15%, repayment is reduced 1% for each percentage point beyond the buffer, for a maximum loss of 85.00% and a minimum payment of $150 per $1,000 note. The notes pay no interest or dividends, will not be listed, and depend on the credit of JPMorgan Financial and JPMorgan Chase & Co. An indicative estimated value is $987.10 per $1,000, with the final estimated value at pricing to be at least $900. U.S. tax counsel expects treatment as prepaid financial contracts, though the IRS could challenge this.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured Auto Callable Accelerated Barrier Notes linked to the S&P 500® Index, due August 2, 2029, in $1,000 denominations.
The notes may be automatically called on August 3, 2027 if the Index closes at or above a Call Value, paying $1,000 plus a Call Premium of at least $110 per note. Otherwise, at maturity investors receive uncapped upside of 1.25 times any positive Index return.
If the notes are not called and the Final Value is at or above 70.00% of the Initial Value, principal is repaid; below this Barrier Amount, repayment is reduced 1% for every 1% the Index is below the Initial Value, down to a total loss of principal. The notes pay no interest or dividends, have an indicative estimated value of about $980 (not less than $900) per $1,000, and are subject to credit, valuation, tax and liquidity risks described in the risk disclosures.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $951,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing July 17, 2031. Each note is issued at $1,000 with an estimated value of $941.30.
The notes pay a 14.05% per annum contingent coupon (1.17083% monthly) only when the Index is at or above 75.00% of its Initial Value; otherwise no interest is paid. They auto-call quarterly from July 14, 2027 if the Index is at or above the Initial Value, returning principal plus that period’s coupon. If not called, principal is protected only down to a 70.00% Buffer Threshold; below that level, investors lose 1% of principal for each 1% further decline, up to a 70.00% loss. The Index embeds a 6.0% per annum daily deduction and a notional financing cost (SOFR + 0.50% per annum), uses leverage up to 500% and may be underinvested, all of which can materially drag performance. The notes are unsecured, subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk, are not listed, and secondary prices are expected to be below issue price.