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 guaranteed by JPMorgan Chase & Co., is issuing Auto Callable Contingent Interest Notes linked to the common stock of Amazon.com, Inc. Each note has a $1,000 principal amount and offers quarterly contingent interest payments of $29.425 per $1,000, but only if Amazon’s share price on the relevant Review Date is at or above the Interest Barrier.
The Stock Strike Price is $245.98, with an Interest Barrier and Buffer Threshold of $184.485 (75.00% of the strike). The notes may be automatically called on any non-final Review Date if Amazon’s closing price is at or above the Stock Strike Price, in which case investors receive $1,000 plus the applicable contingent interest and any unpaid prior contingent interest.
If the notes are not called and a Buffer Event occurs at maturity (Final Stock Price below the Buffer Threshold), investors lose 1.33333% of principal for every 1% decline beyond the 25.00% buffer, according to $1,000 + [$1,000 × (Stock Return + 25.00%) × 1.33333]. The notes price at $1,000 with dealer fees of $10 per note and total proceeds of $737,550 on $745,000 of issuance; the initial estimated value is $984.10 per $1,000.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Trigger Autocallable Contingent Yield Notes linked to the Class A common stock of Palantir Technologies Inc. The Notes have a $10 principal amount, an expected term of about one year, and pay quarterly contingent coupons at a rate expected to be at least 18.00% per annum if Palantir’s share price on an Observation Date is at or above a specified Coupon Barrier.
The Initial Value is the closing price of one share of Palantir on July 9, 2026, set at $129.04. The Downside Threshold and Coupon Barrier are both $64.52, equal to 50.00% of the Initial Value. The Notes are automatically called, returning principal plus the applicable coupon, if on any quarterly Observation Date the share price is at or above the Initial Value. If the Notes are not called and the Final Value is below the Downside Threshold, investors receive $10 × (1 + Underlying Return), resulting in a loss proportionate to the share price decline, up to a complete loss of principal.
The price to the public is $10 per Note, including selling commissions of $0.15 per Note to UBS Financial Services Inc., for net proceeds of $9.85 per Note to the issuer. The estimated value, based on JPMorgan’s internal models, would be approximately $9.771 per $10 Note if priced on the described date and will not be less than $9.40 per $10 at pricing. Payments depend on the credit of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and the Notes will not be listed on any securities exchange.
JPMorgan Chase Financial Company LLC is offering unsecured Callable Contingent Interest Notes due June 22, 2028, linked to the least performing of the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay monthly Contingent Interest at a rate of at least 9.25% per annum (at least 0.77083% per month) only when the closing level of each index on a Review Date is at or above 70.00% of its Initial Value (the Interest Barrier). The issuer may redeem the notes early, in whole, on any Interest Payment Date from October 21, 2026 (excluding the first, second and final dates), paying $1,000 plus the applicable Contingent Interest.
If not redeemed early, at maturity investors receive $1,000 plus the final Contingent Interest if the Final Value of each index is at or above its 80.00% Buffer Threshold. If any index ends below this level, principal is reduced by 1% for each 1% decline beyond the 20.00% Buffer Amount, up to an 80.00% loss of principal. The estimated value is currently about $981.50 per $1,000 note and will not be less than $900.00 when set. Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co., and the notes will not be listed.
JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Equity Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about July 15, 2026, settle on or about July 20, 2026 and mature on July 18, 2031, in minimum denominations of $1,000.
The notes may be automatically called on July 21, 2027 if the S&P 500® closing level is at or above a specified Call Value, paying $1,000 plus a Call Premium Amount of at least $80.00 per note, with no further payments. If not called, at maturity investors receive uncapped, unleveraged upside equal to the Index Return when the Final Value exceeds the Initial Value, return of principal if the Index is flat or down by up to the 30.00% Buffer Amount, and a loss of 1% of principal for each 1% Index decline beyond that buffer, up to a 70.00% maximum loss.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Financial and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. If priced on the date of the example, the estimated value would be approximately $974.30 per $1,000 note, and when finally set will not be less than $900.00 per $1,000 note; this is below the issue price because it reflects selling commissions, hedging costs and an internal funding rate. The S&P 500® closing level on July 8, 2026 was 7,482.71.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing structured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, with automatic call features through July 21, 2031.
The notes may be automatically called on scheduled Review Dates starting July 20, 2027 if the Index is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium Amount that starts at at least 25.300% of principal and increases over time. If not called and the Final Index Value is at or above 50% of the Initial Value, holders receive principal at maturity; if it is below 50%, repayment is $1,000 plus $1,000 multiplied by the Index return, exposing investors to losses greater than 50% and up to total loss of principal.
The Index includes a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ-based exposure, which will generally drag performance and cause it to trail an otherwise similar index without such deductions. The minimum denomination is $1,000, and an indicative estimated value is approximately $936.40 per $1,000 principal, not less than $900. The notes pay no interest or dividends and carry the credit risk of JPMorgan Financial and JPMorgan Chase & Co.; they will not be listed, and liquidity may be limited.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured Uncapped Dual Directional Accelerated Barrier Notes linked to the worst performer of the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, maturing on July 27, 2028.
Each $1,000 note provides at maturity: (1) if all indices finish above their initial levels, an uncapped gain equal to 1.26 times the return of the least performing index; (2) if any index is at or below its initial level but all are at or above 70.00% of their initial levels (the Barrier Amount), a positive, uncapped payoff equal to the absolute percentage loss of the least performing index, up to 30.00% (maximum $1,300 per $1,000 note); and (3) if any index ends below its 70.00% barrier, a dollar-for-dollar loss in line with the decline of the least performing index, down to a total loss of principal.
The notes pay no interest or dividends, are not FDIC insured, and carry the credit risk of JPMorgan Financial and JPMorgan Chase & Co. If priced today, the estimated value would be about $980.10 per $1,000 note and will not be less than $900.00 per $1,000 at pricing, reflecting embedded fees, hedging costs and dealer compensation.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $900,000 of Auto Callable Contingent Interest Notes linked to the common stock of Broadcom Inc. These $1,000-denomination notes pay a contingent quarterly interest of $40.175 per $1,000 only if Broadcom’s share price on the relevant Review Date is at or above the Interest Barrier of $250.2765, equal to 67.50% of the Stock Strike Price of $370.78. The notes may be automatically called on any non-final Review Date if Broadcom closes at or above the Stock Strike Price, returning $1,000 plus the applicable contingent interest and any unpaid prior contingent interest. At maturity on July 23, 2027, if not called and no Buffer Event has occurred (Final Stock Price at or above the Buffer Threshold of $250.2765), investors receive $1,000 plus the final contingent interest and any unpaid amounts. If a Buffer Event occurs, principal is reduced using a downside leverage factor of 1.48148, so investors lose some or all principal. The price to public is $1,000 per note; underwriting fees are $10 per note and proceeds to the issuer are $990. The estimated value at pricing was $983.60 per $1,000 note.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $8,805,000 of Auto Callable Contingent Interest Notes linked individually to the S&P 500 Index, Nasdaq‑100 Index and iShares Russell 2000 ETF, maturing on April 12, 2027. The notes pay a monthly Contingent Interest Payment of $9.7083 per $1,000 (a rate of 8.7375% over the term) only if on a Review Date each underlying is at or above 82.50% of its Strike Value, and may be automatically called as early as August 7, 2026 if each underlying is at or above its Strike Value. Principal is protected only by a 17.50% buffer; below that level at maturity, losses increase at a 1.21212x Downside Leverage Factor based on the worst-performing underlying, and investors can lose some or all principal. The notes are unsecured, unsubordinated obligations subject to the credit risk of both the issuer and guarantor, carry no dividends or fixed interest, are not exchange-listed, and were sold at $1,000 per note with an estimated value of $988.10.
JPMorgan Chase Financial Company LLC is issuing $100,000 of unsecured, auto callable contingent interest notes linked to the least performing of the S&P 500 Index, iShares Russell 2000 ETF and State Street Health Care Select Sector SPDR ETF, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a Contingent Interest Rate of 6.75% over the term (0.75% per month, $7.50 per $1,000) only on Review Dates when each underlying closes at or above its Interest Barrier of 83.00% of its Strike Value, and may pay no interest at all. They are automatically called on any non‑final Review Date from August 7, 2026 onward if each underlying is at or above its Strike Value, returning $1,000 plus that period’s interest.
If not called and the final value of any underlying is below its Buffer Threshold (83% of Strike), maturity payment is reduced using a 17% buffer and a Downside Leverage Factor of 1.20482, so investors can lose some or all principal. The estimated value is $989.20 per $1,000 note, reflecting structuring and hedging costs. The notes are not listed, are subject to JPMorgan credit risk and carry complex tax and sector‑specific risks.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Auto Callable Contingent Interest Notes linked individually to the common stock of Advanced Micro Devices, NVIDIA and Tesla, maturing on January 21, 2028, in $1,000 minimum denominations.
The notes pay a monthly Contingent Interest Coupon at a rate of at least 31.00% per annum (2.58333% per month) only when the closing price of one share of each reference stock is at or above 60.00% of its Initial Value (the Interest Barrier) on the relevant review date; missed coupons can be paid later if conditions are met. Starting with the October 16, 2026 review date, the notes are automatically called if each stock is at or above its Initial Value, returning $1,000 plus due coupons.
If the notes are not called, principal repayment at maturity depends on the least performing stock. If each final stock value is at or above its Trigger Value (50.00% of Initial Value), investors receive full principal plus any due coupons; if any final value is below its Trigger Value, repayment is $1,000 plus $1,000 times the Least Performing Stock Return, leading to loss of more than half, and possibly all, principal. The estimated value is approximately $974.40 per $1,000 note today and will not be less than $900.00 per $1,000 at pricing. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. and will not be listed or pay dividends on the underlying stocks.