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. (JPM), via JPMorgan Chase Financial Company LLC, is offering $500,000 of Capped Dual Directional Buffered Equity Notes linked to the Nasdaq‑100 Index®, in $1,000 denominations (minimum purchase $10,000), maturing February 25, 2028.
The notes provide unleveraged exposure to the Index: if performance is positive, investors receive the Index return capped at a Maximum Upside Return of 17.50% (maximum payment $1,175 per $1,000. If the Index declines by up to the 20.00% Buffer Amount, investors earn the Absolute Index Return, up to a maximum of $1,200 per $1,000 when the Index return is negative. If the Index falls more than 20% below the Index Strike Level of 29,213.16, principal is lost at a Downside Leverage Factor of 1.25 times the decline beyond the buffer.
The notes pay no interest or dividends and are unsecured, unsubordinated obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., exposing investors to both entities’ credit risk. The price to public is $1,000 per note, including $12.50 in selling commissions, while the estimated value at pricing is $984.30 per $1,000.
JPMORGAN CHASE & CO. (through issuer JPMorgan Chase Financial Company LLC) is offering Digital Contingent Buffered Notes linked to the S&P 500® Index. The notes pay no interest or dividends and are unsecured, unsubordinated obligations guaranteed by JPMorgan Chase & Co.
At maturity on August 25, 2036, for each $1,000 note investors receive a fixed payoff of $2,137.00 (a 113.70% Contingent Digital Return) if the S&P 500® ending level is at or above the Index Strike Level or down by up to the 10.00% Contingent Buffer Amount. The Index Strike Level is 7,641.16, the S&P 500® closing level on August 20, 2026.
If the Index falls by more than 10.00% from the strike, the maturity payment is reduced 1:1 with the Index Return: $1,000 + ($1,000 × Index Return), so losses can exceed 10% and extend to a total loss of principal. The total offering is $500,000 in notes at $1,000 each, with $30 in fees and commissions per note and an estimated value of $951.80. Key risks include full downside exposure beyond the buffer, issuer and guarantor credit risk, lack of listing and potentially illiquid secondary markets, and tax uncertainty around treatment as “open transactions.”
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $695,000 of Auto Callable Contingent Interest Notes due August 24, 2029, linked individually to the Nasdaq-100 Index, the Russell 2000 Index and the SPDR S&P Regional Banking ETF. The notes pay a 9.00% per annum Contingent Interest (0.75% per month) only on Review Dates when the closing value of each underlying is at or above 70% of its Initial Value (the Interest Barrier.
The notes may be automatically called as early as February 22, 2027 if on a Review Date (other than the first five and final) each underlying is at or above its Initial Value, paying $1,000 plus that month’s interest. If not called, at maturity investors receive par plus any final interest only if each underlying is at or above 60% of its Initial Value (the Trigger Value; otherwise, principal is reduced one-for-one with the loss on the worst-performing underlying, potentially to zero. The price to public is $1,000 per note, with an estimated value of $951.40, and the notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., with no listing or principal protection.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $595,000 of unsecured Contingent Interest Notes due August 24, 2029, linked to the least performing of the Dow Jones Industrial Average®, Russell 2000® Index and Nasdaq-100 Index®, and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 9.05% per annum contingent coupon (0.75417% per month, $7.5417 per $1,000) only on Review Dates when each index closes at or above 70.00% of its Initial Value (Interest Barrier/Trigger Value). Initial Values are 53,277.01 (Dow), 3,017.871 (Russell 2000) and 29,308.86 (Nasdaq-100); corresponding 70% barriers are 37,293.907, 2,112.5097 and 20,516.202.
At maturity, if each index’s Final Value is at or above its Trigger Value, investors receive $1,000 plus the final coupon per note. If any index finishes below its Trigger Value, the payoff becomes $1,000 plus $1,000 times the Least Performing Index Return, exposing holders to losses greater than 30% and up to 100% of principal. The price to public is $1,000 per note, including a $5 selling commission (net proceeds $995); the issuer’s estimated economic value is $976.40 per $1,000. The notes are not listed, may have limited liquidity, pay no dividends, and are subject to the credit risk of both the issuer and guarantor.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering $558,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due August 26, 2032, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a contingent interest rate of 17.70% per annum (1.475% monthly) only for months when the Index closes at or above 70% of the Initial Value (Interest Barrier). The notes may be automatically called quarterly starting August 23, 2027 if the Index is at or above the Initial Value, paying principal plus the applicable monthly interest and then terminating.
If not called, at maturity investors receive principal plus the final contingent coupon if the Index is at or above a Trigger Value of 50% of the Initial Value. If the Final Value is below the Trigger Value, repayment is $1,000 + ($1,000 × Index Return), so principal loss matches Index decline and can reach 100%. The Index includes a 6.0% per annum daily deduction, uses leveraged exposure (up to 500%) to E-mini S&P 500 futures and may be partly uninvested, all of which can materially reduce performance. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The estimated value at pricing was $921.70 per $1,000 note, below the $1,000 issue price due to commissions, hedging and structuring costs.
JPMORGAN CHASE & CO (JPM), via its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is offering Auto Callable Dual Directional Buffered Return Enhanced Notes linked to the S&P 500® Index under a shelf registration. The notes are unsecured and unsubordinated obligations of the subsidiary and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes are issued in $1,000 denominations with a total offering of $10,117,000. If on the September 3, 2027 Review Date the S&P 500 closing level is at or above its Initial Index Level of 7,674.37, the notes are automatically called and pay $1,000 plus a 10.01% call premium on September 9, 2027. If not called, at the August 24, 2028 maturity investors receive 1.50x any positive Index Return, or for negative returns up to a 20.00% decline, a positive return equal to the Absolute Index Return, capped at $1,200 per $1,000 note.
If the S&P 500 falls more than 20.00% below the initial level at valuation, principal is exposed 1:1 to further losses, down to zero. The estimated value at pricing was $982.60 per $1,000 note, below the price to public, reflecting selling commissions, hedging costs and issuer funding assumptions. The notes pay no interest or dividends, are not listed, and any secondary market would be limited and at prices likely below the issue price.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is issuing $1,055,000 of Uncapped Accelerated Barrier Notes due August 26, 2031, linked to the lesser performance of the Nasdaq‑100 Index® and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest or dividends and are unsecured obligations subject to the credit risk of both the issuer and guarantor. At maturity, if both indices finish at or above 70% of their initial levels, investors receive at least principal, and if both are above their initial levels, upside is enhanced by a 1.3085x leverage factor on the lesser-performing index.
If either index closes below 70% of its initial level, principal is reduced 1% for each 1% decline of the lesser-performing index, down to a total loss. The price to public is $1,000 per note, including $15 in selling commissions, with an estimated value of $972.70 at pricing; secondary market liquidity is not assured and prices are expected to be below issue price. The tax treatment is based on treating the notes as open prepaid financial contracts, but the IRS could challenge this approach.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Auto Callable Buffered Return Enhanced Notes linked to the EURO STOXX 50® Index. The notes have a principal amount of $1,000 each and a total offering size of $32,642,000.
The notes may be automatically called on September 3, 2027 if the Index closing level is at least the Initial Index Level of 6,462.22, in which case investors receive $1,000 plus a 13.15% call premium on September 9, 2027. If not called and the Index is above the Initial Index Level on the August 21, 2028 valuation date, maturity payment provides 1.50x leveraged upside without a cap. A 15.00% buffer protects principal for moderate declines, but below this level losses are multiplied by a 1.17647 downside factor, so investors can lose some or all principal.
The notes pay no interest or dividends, are subject to the credit risk of both JPMorgan Chase Financial Company LLC and its guarantor JPMorgan Chase & Co., and will not be listed on an exchange. The price to public is $1,000 per note, including $15 in fees, while the issuer’s estimated value is $980.80 per $1,000 at pricing, reflecting structuring and hedging costs.