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, guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, which uses leveraged E‑Mini S&P 500 futures exposure and applies a 6.0% per annum deduction to its level.
The notes, in $1,000 denominations, are scheduled to price on July 29, 2026 and, if not called, mature on August 1, 2031 with quarterly review dates. They pay a contingent interest rate of at least 11.40% per annum, or at least $28.50 per $1,000 each quarter, only when the Index on a review date is at or above the 60.00% Interest Barrier.
If on any applicable review date (other than the first, second, third and final) the Index closes at or above its Initial Value, the notes are automatically called and return $1,000 plus that quarter’s contingent interest, with no further payments. If never called and the Final Value is at or above the 50.00% Trigger Value, investors at maturity receive $1,000 plus any final contingent interest. If the Final Value is below the Trigger Value, repayment equals $1,000 plus $1,000 times the Index return, so investors lose more than 50.00% of principal and could lose it all. The estimated value when terms are set will be at least $870.00 per $1,000 note, and all payments depend on the credit of the issuer and guarantor.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is issuing 5-year, callable structured notes linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA). The notes have a $1,000 minimum denomination and are subject to the credit risk of both entities.
The underlying index dynamically allocates 0–500% exposure to E-Mini S&P 500 futures and embeds a 6.0% per annum daily deduction. The notes feature quarterly review dates after an initial one-year non-call period. If on any review date the index is at or above the applicable call value (generally 100% of the Initial Value, and 60% on the final review date), the notes are automatically called and pay $1,000 plus a call premium that equates to at least 17.90% per annum, up to at least 89.50% at the final review.
If the notes are not called and the final index value is below the 60% Barrier Amount, repayment at maturity equals $1,000 plus the index return, so investors lose more than 40% of principal and could lose it all. The estimated value will be at least $870 per $1,000 at pricing, below the issue price, and there are no interest, dividend, or voting rights. The issuer highlights liquidity, tax, leverage, futures, and index methodology risks.
JPMorgan Chase Financial Company LLC is offering $17,618,000 of Auto Callable Dual Directional Buffered Return Enhanced Notes linked to the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes have a roughly two-year term, $1,000 denomination (minimum $10,000), and may be automatically called after about one year if the S&P 500 closing level is at or above the Initial Index Level of 7,575.39. If called, holders receive $1,000 plus a 9.95% call premium per note.
If not called, maturity payment depends on index performance. For gains, investors receive uncapped 1.50x leveraged upside. For declines up to the 20.00% Contingent Buffer, they earn a positive return equal to the Absolute Index Return, up to $1,200 per $1,000 if the index is down 20%. Below the buffer, principal is exposed one-for-one to further losses, potentially to zero. The notes pay no interest or dividends, are unsecured obligations subject to JPMorgan credit risk, may be illiquid, and have an estimated value of $980.30 per $1,000, below the issue price. Separately, JPMorgan has committed $900,000 in donations to Blue Star Families, independent of note sales.
JPMorgan Chase Financial Company LLC is offering $1,528,000 of Capped Buffered Equity Notes linked to the PHLX Semiconductor Sector Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide unleveraged upside exposure to the index with a Maximum Return of 38.00%, giving a maximum payment at maturity of $1,380 per $1,000 note. A 15.00% Buffer Amount protects principal against moderate declines, but if the Ending Index Level is more than 15.00% below the Index Strike Level, losses are amplified by a Downside Leverage Factor of 1.17647, so investors may lose some or all principal. The Index Strike Level is 13,151.909, the Valuation Date is January 11, 2027 and maturity is January 14, 2027. The price to public is $1,000 per note with no selling commissions disclosed, and the estimated value is $994.40 per $1,000, reflecting structuring and hedging costs. The notes pay no interest or dividends, are unsecured obligations subject to JPMorgan Financial’s and JPMorgan Chase & Co.’s credit risk, may be illiquid, and carry complex U.S. tax and withholding considerations.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is issuing Auto Callable Contingent Interest Notes linked to the common stock of KLA Corporation. Each note has a principal amount of $1,000 (minimum purchase $10,000) and matures on January 14, 2027, unless automatically called as early as October 9, 2026.
Holders receive a Contingent Interest Payment of $51.60 per $1,000 note on each Review Date only if KLA’s share price is at or above the Interest Barrier of $114.76, equal to 50.00% of the Stock Strike Price of $229.52. If the first Review Date price is at or above the Stock Strike Price, the notes are automatically called, paying $1,000 plus the applicable contingent interest.
If the notes are not called and KLA’s final price is at or above the Trigger Level (the same 50.00% barrier), investors receive full principal at maturity plus any due contingent interest; if it is below, they lose 2.00% of principal for every 1% KLA has fallen beyond that 50.00% decline, up to a total loss. The offering totals $500,000 at $1,000 per note, with proceeds to the issuer of $995 per note and an estimated value of $989.20, and payments depend on the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering structured notes in $1,000 denominations linked to the MerQube US Large-Cap Vol Advantage Index, maturing August 1, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on scheduled Review Dates, starting July 30, 2027, if the Index closes at or above the applicable Call Value. In that case, investors receive $1,000 plus a call premium based on a Call Premium Rate of at least 15.00% per year-equivalent; upside is limited to these call payments, and no interest or dividends are paid.
If the notes are not called and the Final Value is below the Barrier Amount, repayment of principal is reduced one-for-one with the Index decline, so holders can lose a significant portion or all of their investment. The underlying Index applies a 6.0% per annum daily deduction and can use leverage up to 500% exposure to E-mini S&P 500 futures, creating drag, volatility and concentration risk. The notes are unsecured, not FDIC insured, subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., may be illiquid, and have an estimated value of about $884.30 per $1,000 at launch, below the price to public.
JPMorgan Chase Financial Company LLC is offering Structured Investments Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, due August 1, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called from August 2, 2027 onward if the Index is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium Amount that starts at least at 20.80% × $1,000 and increases up to at least 104.00% × $1,000.
The notes pay no interest and do not provide dividends. If they are not called and the Final Index Value is at least 50.00% of the Initial Value (the Barrier Amount), investors receive principal back; if it is lower, repayment equals $1,000 plus $1,000 × Index Return, so losses exceed 50% and may reach all principal. The Index dynamically allocates 0%–500% exposure to E-mini S&P 500 futures, targeting 35% implied volatility, and is reduced by a 6.0% per annum daily deduction, which drags performance versus an equivalent index without this charge.
Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co. The notes are unsecured, unsubordinated, not FDIC-insured and will not be listed, so liquidity may be limited and secondary prices may be below the issue price. If priced on the described date, the estimated value would be approximately $882.50 per $1,000, and at pricing it will not be less than $870.00 per $1,000, reflecting selling commissions, hedging costs and issuer funding assumptions.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured Review Notes linked to the MerQube US Tech+ Vol Advantage Index and maturing August 1, 2031. The notes may be automatically called as early as July 30, 2027 if the Index closes at or above the Call Value on a Review Date, paying $1,000 plus a Call Premium Amount based on a Call Premium Rate of at least 17.50%.
If not called, holders receive $1,000 at maturity only when the Final Index Value is at or above a barrier; otherwise the payoff equals $1,000 plus $1,000 times the Index Return, so a large or total loss of principal is possible. The notes pay no interest, provide no QQQ Fund dividends, are not FDIC-insured and carry the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
The underlying Index is a leveraged, rules-based strategy targeting 35% volatility, with exposure to an unfunded total-return position in the Invesco QQQ Fund between 0% and 500%. Its performance is reduced by a 6.0% per annum daily deduction and a daily notional financing cost, causing it to trail an otherwise identical index. The indicative estimated value is approximately $897.80 per $1,000 note, and will not be less than $880.00 per $1,000 at pricing.
JPMorgan Chase Financial Company LLC is offering unsecured, auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, due August 1, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a quarterly Contingent Interest Payment when the Index is at or above 60.00% of its Initial Value (the Interest Barrier). The actual Contingent Interest Rate will be at least 11.40% per annum. Beginning with the fourth Review Date, the notes are automatically called if the Index is at or above the Initial Value, with the earliest possible call on July 29, 2027, returning $1,000 per note plus the applicable interest.
If not called, principal is protected only when the Final Value is at or above 50.00% of the Initial Value (the Trigger Value). Below that level, investors lose 1% of principal for each 1% Index decline, up to a total loss. The Index itself embeds a 6.0% per annum daily deduction and uses leveraged exposure of up to 500% to E-mini S&P 500 futures, which can significantly drag performance and increase volatility. The notes are not bank deposits, are not FDIC insured, and all payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. An indicative estimated value is $886.20 per $1,000 note, with a minimum of $870.00 to be set at pricing.
JPMorgan Chase Financial Company LLC is offering structured “Review Notes” linked to the MerQube US Large-Cap Vol Advantage Index, maturing on August 1, 2031 and fully guaranteed by JPMorgan Chase & Co. The notes pay no interest; investors receive $1,000 per note plus a Call Premium Amount if, on any of 17 scheduled Review Dates starting August 2, 2027, the Index closes at or above the applicable Call Value, triggering an automatic call.
If the notes are never called and the Index’s Final Value is at or above the 60.00% Barrier Amount, investors are repaid principal; if it falls below, repayment equals $1,000 plus $1,000 times the Index Return, causing losses greater than 40% and potentially a full loss of principal. The Index uses leveraged exposure of up to 500% to E-mini S&P 500 futures and is reduced by a 6.0% per annum daily deduction, which drags performance. An example estimated value is $884.10 per $1,000 note, with the actual estimated value at pricing not less than $870. The notes are unsecured, subject to the credit risk of both issuer and guarantor, and are expected to have limited secondary market liquidity.