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 $5,483,000 of Auto Callable Contingent Interest Notes linked to the least performing of the S&P 500 Index, the Russell 2000 Index and the Dow Jones Industrial Average, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a 9.00% per annum Contingent Interest, or $45.00 per $1,000 note semiannually, only if each index on a Review Date is at or above 70.00% of its Initial Value. From July 9, 2027, the notes are automatically called if each index is at or above its Initial Value, returning $1,000 plus the applicable interest.
If not called, and each index is at or above 60.00% of its Initial Value on the final Review Date, holders receive $1,000 plus any final Contingent Interest. If any index is below its Trigger Value, the maturity payment is $1,000 + ($1,000 × Least Performing Index Return), so investors can lose more than 40% and up to all principal. The notes are unsecured, subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not listed, and have an estimated value of $969.80 per $1,000 at pricing, below the issue price.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing $1,500,000 of Capped Buffered Return Enhanced Notes linked to the Class A common stock of CoreWeave, Inc. Each note has a $1,000 denomination, priced at par and expected to settle on or about July 14, 2026.
The notes mature on July 11, 2029 and provide 1.50 times any positive stock return, capped at a 284.00% maximum return, for a maximum payment of $3,840.00 per $1,000 note. A 20.00% downside buffer applies; beyond that, holders lose 1% of principal for each additional 1% decline, up to an 80.00% loss if the reference stock falls to zero.
The strike value equals the July 6, 2026 CoreWeave closing price of $86.46. The notes pay no interest, give no dividends or rights in CoreWeave and will not be listed, so liquidity depends on J.P. Morgan Securities LLC. Price to public is $1,000 with $6.50 in selling commissions and $993.50 in proceeds per note; the issuer’s estimated value is $962.60, reflecting selling, structuring and hedging costs. All payments are unsecured obligations subject to the credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing auto-callable structured notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing July 22, 2031, in $1,000 denominations. The notes may be automatically called on scheduled review dates from July 21, 2027 if the index closes at or above 85% of its initial level, paying $1,000 plus a call premium starting at 16.60% and rising to at least 83.00% on the final review date.
If not called and the final index level is at or above 60% of the initial level, investors receive principal only; below that barrier, repayment is reduced one-for-one with the index return, with the possibility of losing more than 40% and up to all principal. The underlying index uses leveraged exposure of 0% to 500% to E-mini S&P 500 futures and is reduced by a 6.0% per annum daily deduction, which drags performance versus a similar index without this feature. The notes pay no interest or dividends, are unsecured obligations subject to the credit of JPMorgan Financial and JPMorgan Chase & Co., are not listed on any exchange, and have an estimated value of approximately $926.10 per $1,000 note (not less than $900) at pricing due to structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering unsecured, auto callable structured notes due July 28, 2031, linked to the least performing of the Nasdaq-100, S&P 500 and EURO STOXX 50 indices. The notes pay quarterly contingent interest at a rate of at least 10.50% per annum only when each index closes at or above 80.00% of its Initial Value.
Starting July 23, 2027, the notes are automatically called if on a review date each index is at or above its Initial Value, returning $1,000 plus that period’s interest. If not called and any index finishes below 60.00% of its Initial Value, repayment is reduced in proportion to the decline of the least performing index, up to total loss of principal. The notes are fully and unconditionally guaranteed by JPMorgan Chase & Co., and investors take its and the issuer’s credit risk. The estimated economic value is currently about $943.70 per $1,000 note and will not be less than $920.00 at pricing, reflecting embedded selling costs and hedging charges.
JPMorgan Chase Financial Company LLC is issuing $1,001,000 of Capped Accelerated Barrier Notes linked to the common stock of Enphase Energy, Inc., due January 11, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes offer 2.5x leveraged upside on any positive stock return, capped at a 283.50% maximum return, corresponding to a maximum payment of $3,835 per $1,000 note at maturity. They pay no interest, and investors forgo any Enphase dividends.
If the final Enphase share price is at or above the strike, investors receive principal plus the leveraged gain, subject to the cap; if it is between the strike and the barrier at 80% of the strike, principal is returned. Below the barrier, repayment falls one-for-one with the stock, so investors can lose more than 20% and up to all principal. The notes are unsecured, unsubordinated obligations of JPMorgan Financial, subject to the credit risk of both the issuer and JPMorgan Chase & Co., and are not listed, so liquidity depends on J.P. Morgan Securities. The price to public is $1,000 per note, including $5 in selling commissions, while the issuer's estimated value at pricing was $957.50 per $1,000, reflecting structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering $900,000 of auto callable contingent interest notes linked to the lesser performing of the iShares Silver Trust (SLV) and SPDR Gold Trust (GLD), maturing on July 14, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a monthly Contingent Interest Payment of $7.9167 per $1,000 note (equivalent to a 9.50% per annum rate, or 0.79167% per month) for any Review Date when each fund’s closing price is at or above 50.00% of its Initial Value. Automatic call can occur on any Review Date from October 9, 2026 (excluding the first, second and final Review Dates) if each fund is at or above its Initial Value, returning principal plus the applicable interest and ending further payments.
If the notes are not called and on the final Review Date either fund is below its 50.00% Trigger Value, repayment is reduced one-for-one with the decline of the lesser performing fund, down to a total loss of principal. The notes are unsecured, not listed on any exchange, and any payment is subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The estimated value is $958.00 per $1,000 note, below the issue price, reflecting selling commissions, hedging costs, internal funding assumptions and dealer profit, alongside extensive risks tied to silver and gold price volatility, liquidity and potential acceleration.
JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due June 23, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked individually to the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index, with payments subject to the credit risk of both entities.
Investors may receive a monthly Contingent Interest Payment at a rate of at least 6.30% per annum if, on a Review Date, the closing level of each Index is at or above its Interest Barrier of 50.00% of its Initial Value; otherwise, no interest is paid for that period. The issuer may redeem the notes early, in whole, on certain Interest Payment Dates beginning July 22, 2027, returning $1,000 per note plus any due contingent interest.
If the notes are not redeemed early and on the final Review Date the Final Value of each Index is at or above its Trigger Value of 50.00% of Initial Value, investors receive $1,000 per note plus the final Contingent Interest Payment. If any Index finishes below its Trigger Value, the maturity payment is reduced by the percentage decline of the Least Performing Index, which can result in losing most or all principal. The notes are not bank deposits, are not insured, are illiquid, and have an estimated value of about $982.20 per $1,000 if priced on July 13, 2026, below the issue price due to selling commissions, hedging costs and the issuer’s internal funding rate.
JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes due July 31, 2031, linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 Index and the Russell 2000 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide leveraged upside of at least 2.0955x any positive return of the least performing index at maturity. If each index finishes at or above its Barrier Amount of 70% of its Initial Value, investors receive only their principal back. If any index finishes below its barrier, principal is reduced 1% for each 1% decline of the least performing index, down to a total loss.
The minimum denomination is $1,000. A hypothetical estimated value is $969.90 per $1,000, and the final estimated value will not be less than $900 per $1,000, reflecting selling, structuring and hedging costs. The notes pay no interest, provide no dividends, are unsecured and not insured, expose holders to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and are expected to have limited secondary market liquidity.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes due July 22, 2031, linked to the MerQube US Large-Cap Vol Advantage Index and fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and is an unsecured, unsubordinated obligation subject to issuer and guarantor credit risk.
The notes pay a contingent monthly coupon at a rate of at least 13.15% per annum (1.09583% per month) only when the Index is at or above 70% of its Initial Value (the Interest Barrier) on a Review Date; missed coupons can be paid later if the barrier is met. The notes are automatically called, with return of principal and accrued contingent interest, if on specified Review Dates the Index closes at or above its Initial Value, beginning as early as July 19, 2027.
If not called, at maturity investors receive full principal only if the Final Index Value is at or above 50% of the Initial Value (the Trigger Value; principal protection is thus conditional). Below that level, repayment is reduced 1% for each 1% Index decline, potentially to zero. The underlying Index uses leveraged E-mini S&P 500 futures with a 35% target volatility and is subject to a 6.0% per annum daily deduction, creating a persistent drag on performance. If the notes priced on July 13, 2026, their estimated value would be about $929.80 per $1,000 note and will not be less than $900.00 at pricing, reflecting embedded costs, hedging and dealer compensation. The notes are not listed and may be illiquid.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $500,000.00 of Digital Contingent Buffered Notes linked to the S&P 500 Index. The notes target a fixed 110.75% total return, paying $2,107.50 per $1,000 at maturity if index losses stay within a 10.00% buffer or the index rises.
If the S&P 500 falls more than 10.00% from the 7,482.71 strike, investors lose 1% of principal for each additional 1% decline, potentially up to a total loss. The notes pay no interest or dividends, are unsecured obligations subject to issuer and guarantor credit risk, and are intended to be held to July 11, 2036.
Each note is priced at $1,000.00, including $30.00 in selling commissions, for net issuer proceeds of $970.00 and an estimated value of $957.20. Complex U.S. tax considerations, including treatment as open transactions and potential Section 871(m) issues for Non-U.S. Holders, are highlighted, and secondary market prices are expected to be below the issue price.