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 offering $4,554,000 of Auto Callable Contingent Interest Notes linked individually to the Russell 2000 Index and the S&P 500 Index, due July 13, 2027, in $1,000 denominations.
The notes pay a Contingent Interest Rate of 10.95% per annum (2.7375% per quarter) only for Review Dates when each index closes at or above 70% of its Initial Value; otherwise no interest is paid. The notes are automatically called, returning $1,000 plus that period’s interest, if on any non-final Review Date each index is at or above its Initial Value.
If not called, investors receive at maturity $1,000 plus the final contingent interest if either each index is at or above its Initial Value or no Trigger Event has occurred. If a Trigger Event occurs (either index closes below 70% of its Initial Value during the Monitoring Period) and the lesser performing index finishes below its Initial Value, principal is reduced one-for-one with that index’s decline, potentially to zero. The price to public is $1,000, including $7.25 in selling commissions; net proceeds to the issuer are $992.75 per note, and the issuer’s estimated value is $984.80 per note.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the least performing of the Russell 2000, S&P 500 and EURO STOXX 50 indices, maturing on January 13, 2028. The notes pay a Contingent Interest Payment on each Review Date only if the closing level of each index is at least 70.00% of its Initial Value (the Interest Barrier). If on any non-final Review Date each index is at or above its Initial Value, the notes are automatically called, returning $1,000 per note plus that period’s contingent interest, with no further payments.
If not called, at maturity investors receive $1,000 plus the final contingent interest if the Final Value of each index is at least 65.00% of its Initial Value (the Trigger Value). If any index finishes below its Trigger Value, repayment is reduced by the full negative return of the Least Performing Index, exposing investors to significant principal loss up to total loss. The hypothetical Contingent Interest Rate is 11.10% per annum (2.775% per quarter), and the estimated value today is about $989.80 per $1,000 note, with a minimum estimated value at pricing of $960.00. The minimum denomination is $1,000, and the notes are unsecured, unlisted, and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering market-linked, auto-callable securities due July 31, 2031, in $1,000 denominations. These notes are linked to the worst-performing of the S&P 500 Index and Nasdaq‑100 Index and expose principal to market risk.
The price to public is $1,000 per security, including up to $28.25 in selling commissions, for issuer proceeds of $971.75 per security. If priced on the described terms, the estimated value would be about $942.10, and when set it will not be less than $910.00, reflecting embedded costs and dealer hedging economics.
The notes auto-call if, on any annual call date from July 30, 2027 through July 28, 2031, the lowest-performing index is at or above its starting level. Investors then receive principal plus a call premium of at least 10.40% of principal in year 1, rising in steps to at least 52.00% by the final call date. If never called and the worst index’s final level is at or above 70% of its starting level, principal is repaid; below that threshold, repayment is reduced one-for-one with the index loss, so investors can lose more than 30%, up to all, of principal.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $313,000 of Auto Callable Accelerated Barrier Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on July 11, 2031. The notes may be automatically called on July 14, 2027 if the Index is at or above the Call Value, paying $1,270 per $1,000 note (principal plus a $270 call premium).
If not called, at maturity holders receive leveraged upside of 1.75x any Index appreciation, par repayment if the Index is at or above 60% of its Initial Value, and a 1:1 loss below that Barrier Amount, up to total principal loss. The Index embeds a 6.0% per annum daily deduction and uses volatility-targeted, potentially leveraged exposure (up to 500%) to E-mini S&P 500 futures. The notes pay no interest or dividends, are unsecured obligations subject to JPMorgan credit risk, are sold in minimum denominations of $1,000, and were priced at 100% of principal with selling commissions of $36.25 per $1,000 and issuer proceeds of $963.75 per $1,000. The estimated value at pricing was $890.70 per $1,000.
JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked individually to the iShares MSCI EAFE ETF, the iShares MSCI Emerging Markets ETF and the EURO STOXX 50 Index, maturing on July 13, 2029. The notes pay a Contingent Interest Payment on each quarterly Review Date only if the closing value of every Underlying is at or above an Interest Barrier of 75.00% of its Initial Value; otherwise no interest is paid for that period. The issuer may automatically call the notes after approximately three months and on subsequent Review Dates if each Underlying is at or above its Initial Value, returning $1,000 per note plus the applicable Contingent Interest Payment, with no further payments.
If the notes are not called, principal protection is limited by a 25.00% buffer: at maturity, if the Final Value of each Underlying is at or above 75.00% of its Initial Value, investors receive $1,000 plus the final Contingent Interest Payment; if any Underlying finishes below 75.00%, repayment is reduced dollar‑for‑dollar beyond the buffer, for a potential maximum principal loss of 75.00% per $1,000 note. Illustrative terms include a Contingent Interest Rate of 12.00% per annum (3.00% per quarter). The estimated value, if priced on the reference date, would be about $970.00 per $1,000 note, and will not be less than $950.00 per $1,000, reflecting embedded structuring and hedging costs, and any return is subject to the unsecured credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing $2,235,000 of Auto Callable Contingent Interest Notes linked individually to the Nasdaq-100® Technology Sector, the Russell 2000® Index and the S&P 500® Index, due July 12, 2029. The notes pay a contingent interest rate of 9.05% per annum (0.75417% per month) only on Review Dates when the closing level of each Index is at or above 70% of its Initial Value, which serves as both the Interest Barrier and Trigger Value in the hypotheticals.
The notes are auto-callable on certain Review Dates starting on January 8, 2027 if each Index is at or above its Initial Value, in which case investors receive $1,000 plus the applicable contingent interest and no further payments. If the notes are not called and on the final Review Date any Index closes below its Trigger Value, the maturity payment is reduced by the full decline of the Least Performing Index, with potential loss of the entire principal. The price to public is $1,000 per note, including $29.50 in selling commissions and resulting in issuer proceeds of $970.50 per note; the estimated value at pricing is $946.40, reflecting structuring and hedging costs. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., will not be listed, and may have limited or no secondary market liquidity.
JPMorgan Chase Financial Company LLC is offering $2,239,000 of unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have $1,000 minimum denominations, priced on July 8, 2026, expected to settle on or about July 13, 2026, and mature on July 11, 2031.
Investors may receive a 12.00% per annum Contingent Interest Payment (3.00% per quarter) on any Review Date when the Index is at or above 60.00% of its Initial Value (the Interest Barrier). The notes are automatically called, starting January 8, 2027, if on any non‑first, non‑final Review Date the Index is at or above its Initial Value, returning $1,000 plus that period’s contingent interest.
If not called, and the Final Value is at or above 60.00% of the Initial Value (the Trigger Value), investors receive $1,000 plus the final contingent interest; if the Final Value is below the Trigger Value, repayment is $1,000 plus $1,000 × Index Return, so principal loss can exceed 40% and reach 100%. The Index embeds a 6.0% per annum daily deduction and a notional financing cost, uses a 35% target volatility with exposure between 0% and 500%, and historically will lag a comparable index without these drags. The estimated value at pricing was $907.40 per $1,000, below the $1,000 issue price.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $646,000 of unsecured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, due July 11, 2031. Each note has a $1,000 denomination and may be automatically called as early as July 12, 2027 if the Index is at or above the Call Value, paying back principal plus a growing call premium (from 13.25% on the first Review Date up to 66.25% on the final Review Date).
If never called, investors receive full principal at maturity only if the Index decline does not exceed the 30% Buffer Amount; beyond that, losses increase 1-for-1, up to 70% of principal. The notes pay no interest and forgo QQQ dividends. The underlying Index uses a rules-based exposure to Invesco QQQ with target volatility of 35%, leverage up to 500%, a 6.0% per annum daily deduction, and a daily notional financing cost (SOFR plus 0.50%), all of which drag performance. The price to public is $1,000 per note, including $44 in fees, while the issuer’s estimated value is $906.90 per note, reflecting internal funding and hedging costs.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing $497,000 of Auto Callable Accelerated Barrier Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on July 11, 2031.
The notes may be automatically called on July 14, 2027 if the Index is at or above a specified Call Value, paying $1,000 principal plus a $315 Call Premium Amount per note. If not called, at maturity investors receive 1.75 times any positive Index return, par if the Index is at or above 60% of its Initial Value, or a one-for-one loss of principal for declines below that Barrier Amount.
The Index employs a volatility-targeting strategy with exposure to E-mini S&P 500 futures between 0% and 500% and is subject to a 6.0% per annum daily deduction, which drags performance. The notes are unsecured, pay no interest or dividends, have an estimated value of $914.70 per $1,000 at pricing, and expose holders to the credit risk of both the issuer and guarantor.
JPMorgan Chase Financial Company LLC is offering structured notes providing leveraged exposure to the lesser performing of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index. The notes offer an uncapped upside return of 1.745 times any positive performance of the lesser performing underlying at maturity, with a barrier at 70% of initial value. If either underlying finishes below its barrier, principal is reduced one-for-one with the loss on the lesser performer, up to a total loss. The notes pay no interest or dividends, mature on February 13, 2029, and are issued in $1,000 minimum denominations. Total offering size is $1,212,000, at $1,000 price to public versus an estimated value of $978.40 per note at pricing on July 8, 2026. The obligations are unsecured, unsubordinated and fully and unconditionally guaranteed by JPMorgan Chase & Co., subject to issuer and guarantor credit risk, and will not be listed, so liquidity depends on dealer bids.