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 Financial, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the common stock of Broadcom Inc. The notes pay a monthly Contingent Interest Payment only if Broadcom’s closing price on a Review Date is at least 60.00% of the Initial Value, and missed coupons can be paid later once that barrier is met. The notes may be automatically called starting on January 22, 2027 if Broadcom’s price on an applicable Review Date (other than the first, second, third, fourth, fifth and final) is at least the Initial Value, returning $1,000 per note plus due contingent interest. If not called and the final price is below 50.00% of the Initial Value, investors receive $1,000 plus $1,000 × Stock Return, risking a substantial or total loss of principal. The indicative Contingent Interest Rate is at least 13.00% per annum, with an estimated value of about $940.00 per $1,000 note today and not less than $920.00 at pricing. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. and are not bank deposits or FDIC insured.
JPMorgan Chase Financial Company LLC is issuing $732,000 of auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, guaranteed by JPMorgan Chase & Co. The notes pay a contingent interest rate of 8.50% per annum, credited monthly when the Index is at or above 53.00% of the Initial Value, with unpaid interest amounts accruing if conditions are later met. The notes may be automatically called quarterly starting on July 8, 2027 if the Index is at or above its Initial Value, returning principal plus due contingent interest.
If not called, principal is protected only down to a Buffer Threshold of 85.00% of the Initial Value; below this level at maturity, investors lose 1% of principal for each 1% Index decline beyond the 15.00% Buffer Amount, up to an 85.00% loss of principal. The underlying Index employs up to 500% leverage, targets 35% implied volatility and is reduced by a 6.0% per annum daily deduction plus a daily notional financing cost, which will cause it to lag an identical index without these deductions. Each note has a $1,000 denomination; issue price is $1,000, with $39 in selling commissions and an estimated value of $910, and payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Capped Dual Directional Buffered Equity Notes linked to the S&P 500® Index, maturing on July 27, 2029, in $1,000 minimum denominations. The notes provide unleveraged exposure to index appreciation up to a Maximum Upside Return of at least 25.00% and to the absolute value of index declines up to a 30.00% Buffer Amount.
At maturity, if the index is up, investors participate in the index return, capped at the Maximum Upside Return; if the index is flat or down by up to 30.00%, they receive a positive return equal to the Absolute Index Return, up to a maximum payment of $1,300 per $1,000 note when the index is down 30.00%. If the index falls by more than 30.00%, principal is reduced 1% for each additional 1% decline, for a potential loss of up to 70.00% of principal. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., will not be listed on an exchange, and have an indicative estimated value of approximately $982.80 per $1,000 note, with the final estimated value to be no less than $900.00.
JPMorgan Chase Financial Company LLC is offering $1,975,000 of unsecured, unsubordinated Callable Contingent Interest Notes due August 12, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment at a rate of 12.25% per annum (1% per month) only for Review Dates when the closing value of each of the Dow Jones Industrial Average, the Russell 2000 Index and the State Street Technology Select Sector SPDR ETF 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 14, 2026 (excluding the first, second and final Interest Payment Dates), paying $1,000 plus any due contingent interest.
If the notes are not redeemed early and, on the final Review Date, the Final Value of any underlying is below its 60.00% Trigger Value, the maturity payment becomes $1,000 plus $1,000 multiplied by the return of the Least Performing Underlying, exposing investors to significant principal loss up to full loss. If every underlying’s Final Value is at or above its Trigger Value, investors receive $1,000 plus any final contingent interest. The price to public is $1,000 per note, including $7.25 of selling commissions, with issuer proceeds of $992.75 per note and an estimated value of $982.80 per note at pricing.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Medium-Term Notes, Series A, Capped Enhanced Participation Basket-Linked Notes due August 18, 2028. Each $1,000 note pays no interest and its maturity payment depends on an unequally weighted equity index basket: EURO STOXX 50® 40.00%, TOPIX® 25.00%, FTSE® 100 17.00%, Swiss Market Index 11.00% and S&P/ASX 200 7.00%. The initial basket level is set to 100 and investors participate in positive performance at a 3.00 upside participation rate, subject to a cap level expected between 112.46% and 114.65%, giving a maximum settlement amount expected between $1,373.80 and $1,439.50 per $1,000 note. If the final basket level is below the initial level, principal is reduced one-for-one with the decline, down to a total loss. The original issue price is 100.00% of principal with no underwriting commission; the estimated value is expected between $976.80 and $986.80 per $1,000, reflecting structuring and hedging costs. The notes are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., will not be listed, and carry full market, credit, liquidity, tax and structural risks highlighted in the risk factor discussion.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Medium-Term Notes, Series A, Enhanced Participation Basket-Linked Notes due January 20, 2028. The notes pay no interest and the maturity payment depends on an unequally weighted equity index basket: EURO STOXX 50® (40%), TOPIX® (25%), FTSE® 100 (17%), Swiss Market Index (11%) and S&P/ASX 200 (7%).
The initial basket level is set to 100; the final basket level is a weighted performance measure of each index between the trade date and the determination date of January 18, 2028. The basket return is the percentage change from the initial basket level. If the basket rises, investors receive principal plus an upside multiple, with an expected upside participation rate between 1.35 and 1.59. If the basket falls, principal is reduced one-for-one with the decline, and investors can lose their entire investment.
The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. They are not listed, have no redemption feature, and their estimated value at issuance is expected between $970.90 and $980.90 per $1,000, below the 100% issue price, reflecting dealer compensation, hedging costs and structuring fees. The underwriting commission may be up to 1.51% of principal. The tax treatment is complex, and potential regulatory changes could adversely affect after-tax returns.
JPMorgan Chase Financial Company LLC is offering Uncapped Buffered Equity Notes linked to the iShares® MSCI Emerging Markets ETF (EEM). The notes have a Participation Rate of at least 80.00%, a Buffer Amount of 25.00%, a Strike Value of $66.23 (closing price on July 8, 2026), expected pricing on or about July 9, 2026, settlement on or about July 14, 2026, an Observation Date of July 9, 2029 and a Maturity Date of July 12, 2029. Payments at maturity: if Final Value > Strike Value, investor receives $1,000 + ($1,000 × Fund Return × Participation Rate); if Final Value declines by up to the 25.00% buffer, principal is returned; if decline exceeds the buffer, losses occur pro rata (up to 75.00% loss). Minimum denomination is $1,000. Estimated value if priced today: approximately $980.00 per $1,000 note (will be ≥ $950.00). CUSIP: 46661CQ74. Payments depend on issuer and guarantor credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is pricing uncapped Accelerated Barrier Notes due July 14, 2036, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes (minimum denominations $1,000) return at least 4.185 times any appreciation of the lesser performing of the Nasdaq-100 Futures Excess Index and the S&P 500® Futures Excess Return Index at maturity, subject to a 60.00% barrier per Index. If either Index closes below its barrier on the observation date, investors suffer dollar-for-dollar losses on the Lesser Performing Index (potentially losing all principal). Estimated value at pricing is approximately $970.00 per $1,000 (will not be less than $950.00 when set). The notes do not pay interest, are not exchange-listed, and are subject to the credit risk of JPMorgan Financial and its guarantor.
JPMorgan Chase Financial Company LLC is offering capped buffered return enhanced notes linked to the S&P 500 Index due July 13, 2028, fully guaranteed by JPMorgan Chase & Co. Each note has a $10 principal amount, an upside leverage factor of 2.00, a 10.00% buffer, a stated Maximum Return of at least 25.85% (maximum payment of at least $12.585 per $10) and a Downside Leverage Factor of 1.11111. Notes are expected to price on or about July 9, 2026 and settle on or about July 14, 2026. The estimated value at issuance would be approximately $9.956 per $10 note and will not be less than $9.60 per $10. Investors bear index downside beyond the 10% buffer, credit risk of the issuer and guarantor, no dividends or interest, limited liquidity, and capped upside.
JPMorgan Chase Financial Company LLC priced structured, auto-callable Review Notes linked to the lesser performing of the State Street Technology Select Sector SPDR ETF (XLK) and the VanEck Semiconductor ETF (SMH). The notes have $1,000 minimum denominations, are expected to price on or about July 16, 2026 and settle on or about July 21, 2036 (Original Issue Date stated as July 21, 2026) with a final maturity of July 21, 2031. The notes are unsecured obligations of JPMorgan Chase Financial and fully guaranteed by JPMorgan Chase & Co.; payments are subject to issuer and guarantor credit risk. Automatic calls may occur on specified Review Dates beginning July 20, 2027, with a schedule of minimum Call Premium Amounts that ranges from 17.25% ($172.50) on the first Review Date to 86.25% ($862.50) on the final Review Date. The Barrier Amount for each Fund is 60.00% of its Initial Value; Call Value is 100.00% of Initial Value. The estimated value at issuance is approximately $913.20 per $1,000 note and will not be less than $900.00 per $1,000 note. Investors may lose more than 40.00% of principal (and could lose all) if the Final Value of the Lesser Performing Fund is below the Barrier Amount.