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 Capped Dual Directional Buffered Equity Notes linked to the lesser performing of the Nasdaq‑100 Index® and the S&P 500® Index, maturing on August 31, 2028, at $1,000 per note.
The notes offer unleveraged exposure to index appreciation up to a Maximum Upside Return of at least 22.80% and to the absolute value of index declines up to a 20.00% Buffer Amount. If the lesser performing index falls by more than 20%, principal is reduced 1% for each additional 1% decline, down to a minimum of $200 per $1,000, so up to 80.00% of principal can be lost.
The notes pay no interest or dividends, are unsecured obligations of JPMorgan Financial fully and unconditionally guaranteed by JPMorgan Chase & Co., and will not be listed, so liquidity depends on JPMS. If priced today, the estimated value would be about $968.70 per $1,000, and will not be less than $900.00 at pricing, reflecting selling costs and hedging. Tax counsel views the notes as open transactions treated as prepaid financial contracts, but notes that IRS or future guidance could materially and adversely change U.S. tax consequences.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $3,771,000 of Uncapped Accelerated Barrier Notes linked to the lesser performance of the SPDR S&P 500 ETF Trust (SPY) and Invesco QQQ, Series 1 (QQQ), maturing on August 26, 2030. The notes are issued at $1,000 per note, with selling commissions of $6 per note and issuer proceeds of $994 per note; total proceeds to the issuer are $3,748,374. The estimated value at pricing was $981.60 per $1,000 note.
The payoff at maturity depends on the “Lesser Performing Fund.” If each fund finishes above its Initial Value (SPY $765.72; QQQ $713.44), investors receive 1.35 times the lesser fund’s gain. If either fund is at or below its Initial Value but both stay at or above 70% of Initial Value (the Barrier Amount), principal is returned. If either fund closes below its Barrier Amount, principal is reduced one-for-one with the lesser fund’s loss, and investors can lose more than 30% and up to all principal. The notes pay no interest, provide no dividends, are unsecured obligations subject to the credit risk of JPMorgan Chase Financial and JPMorgan Chase & Co., may be accelerated upon certain fund events, and are expected to have limited or no secondary market liquidity.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is issuing $500,000 of Auto Callable Contingent Interest Notes linked to Tesla, Navitas Semiconductor and Ondas, maturing on February 26, 2032. The notes pay a 16.55% per annum contingent coupon (1.37917% monthly) only if on a Review Date each stock is at or above its Interest Barrier of 60% of its Initial Value; missed coupons can be paid later if barriers are met.
The notes are automatically called (from February 22, 2027 onward) if on a Review Date each stock is at or above its Call Value of 80% of its Initial Value, returning principal plus due and unpaid coupons. If not called, and the worst-performing stock finishes at or above its Buffer Threshold of 50% of Initial Value, investors receive full principal plus applicable coupons at maturity.
If the Final Value of any stock is below its Buffer Threshold, repayment is reduced by the decline of the Least Performing Reference Stock beyond the 50% buffer, up to a 50% principal loss. The notes are unsecured, unsubordinated obligations of JPMorgan Chase 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 $42.75 in fees and commissions, while the issuer’s estimated value is $873.80 per $1,000 note.
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 issuing $1,000,000 Auto Callable Buffered Return Enhanced Notes linked to the MSCI Emerging Markets Index, due August 26, 2030, in minimum denominations of $1,000. The notes may be automatically called on August 27, 2027 if the Index is at or above the Call Value (100% of the Initial Value), paying $1,180 per $1,000 note and then terminating.
If not called, at maturity investors receive: (1) $1,000 + 1.40× Index gain if the Index is above the Initial Value; (2) return of principal if the Index is flat or down by up to the 20% Buffer Amount; or (3) a leveraged loss of 1.25% for each 1% Index decline beyond the 20% buffer, potentially losing all principal. The Initial Value was 1,721.89 on August 21, 2026. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Chase Financial and JPMorgan Chase & Co., are not listed on any exchange, and have an estimated value of $981.40 per $1,000 at pricing, reflecting structuring and hedging costs. Investors are exposed to emerging markets equity and currency risks and complex U.S. tax treatment.
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 market-linked, auto-callable notes due September 6, 2029, with a $1,000 principal amount per security, linked to the worst performer among Alphabet Class A, Amazon.com and Meta Platforms Class A.
The notes may be automatically called on September 3, 2027 if the lowest performing stock’s price is at or above its starting price, paying at least $1,367.50 per security (principal plus a minimum 36.75% call premium). If not called, at maturity holders receive: principal plus 300% of any positive return of the lowest stock; or principal plus its absolute return if it finishes between 60% and 100% of its starting price; or principal reduced one-for-one with its negative return if it falls below 60%, exposing investors to losses of more than 40% and potentially all principal.
The indicative estimated value would be about $943.50 per security and will not be less than $910.00, below the $1,000 price to public, reflecting selling commissions and hedging and structuring costs. The notes are unsecured obligations of the issuer, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are not bank deposits or FDIC insured.
JPMORGAN CHASE & CO (JPM), through its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is offering Medium-Term Notes, Series A, "Digital Equity Notes" due December 6, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the S&P 500 Index and pay no interest.
For each $1,000 note, if the final S&P 500 level on December 4, 2028 is at least 85% of the initial level, investors receive a fixed "threshold settlement amount" expected between $1,175.70 and $1,206.70, capping upside around 17.6%–20.7%. If the index falls more than 15%, principal is lost on a leveraged basis: every 1% decline beyond 15% cuts principal by about 1.1765%, potentially to zero.
The notes will be issued at 100% of principal with no underwriting commission, and net proceeds of 100% to the issuer. An estimated value at pricing is expected between $974.60 and $984.60 per $1,000, reflecting structuring and hedging costs. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., will not be listed, have no redemption right, and involve complex, uncertain U.S. tax treatment, including potential implications under Section 871(m) for non-U.S. investors.
JPMORGAN CHASE & CO (JPM), as guarantor for JPMorgan Chase Financial Company LLC, is offering $14,000,000 of Contingent Income Auto-Callable Securities due August 24, 2029, linked to the worst performing of the Russell 2000, S&P 500 and EURO STOXX 50 indices. Each $1,000 security pays a contingent quarterly coupon of $25.125 (2.5125%) only if on every day in the quarter all three indices stay at or above their coupon barrier level, set at 75% of each index’s initial value; otherwise no coupon is paid.
The notes can be auto-called on scheduled determination dates (other than the first and final) if all indices are at or above their initial values, in which case investors receive $1,000 plus any due coupon. At maturity, if not called and each index is at or above its downside threshold level of 65% of initial, investors receive principal back (and the final coupon if all daily levels also stay above the coupon barrier). If any index finishes below its downside threshold, repayment is reduced 1-for-1 with the decline of the worst-performing index, resulting in less than 65% of principal and potentially zero. The securities are unsecured obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., with an estimated value on the pricing date of $954 per $1,000 security.