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 offering $4,000,000 of auto-callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, due July 6, 2032, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only when the Index is at or above an Interest Barrier (70% of the Strike Value) and will be automatically called if the Index is at or above the Strike Value on any quarterly Autocall Review Date (earliest possible automatic call: December 30, 2026). The Index carries a 6.0% per annum daily deduction, the estimated value at pricing was $928.00 per $1,000 note and the Contingent Interest Rate used in examples is 17.90% per annum. The notes are unsecured obligations of JPMorgan Financial and are subject to its and JPMorgan Chase & Co.'s credit risk.
JPMorgan Chase Financial Company LLC offers Digital Buffered Notes linked to the S&P 500® Index in a primary issuance with total price to public of $6,403,000.00. The notes pay a Contingent Digital Return of 12.11% (maximum payment $1,121.10 per $1,000 note) if the Ending Index Level is at or above the Initial Index Level or falls no more than the 15.00% Buffer Amount. If the Index declines by more than the 15.00% buffer, losses apply with a Downside Leverage Factor of 1.17647; for example, a 50.00% Index decline would produce a payment of $588.2355 per $1,000 note under the formula shown. Key dates include Pricing Date June 30, 2026, Original Issue Date on or about July 6, 2026, Valuation Date December 30, 2027, and Maturity Date January 4, 2028. The estimated value at pricing was $983.60 per $1,000 note and selling commissions were $12.50 per note; proceeds to issuer were $987.50 per note.
JPMorgan Chase Financial Company LLC is offering contingent income auto-callable securities due July 15, 2027 linked to the common stock of Broadcom Inc. The securities have a $1,000 stated principal amount and offer contingent quarterly payments if the underlying stock closes at or above a downside threshold equal to 50% of the initial stock price on specified determination dates.
Quarterly contingent payments are conditional and may be as low as $29.375 per security (minimum example). The securities can be automatically redeemed early if the stock equals or exceeds the initial stock price on any non-final determination date. If not redeemed and the final stock price is below the downside threshold, the maturity payment equals the stated principal times the stock performance factor and could be less than 50% of principal or zero. Estimated initial value examples are provided in the pricing materials; pricing is expected around July 10, 2026.
JPMorgan Chase Financial Company LLC is offering five-year Trigger Step Securities due July 17, 2031, fully guaranteed by JPMorgan Chase & Co. The securities pay no interest and return principal and a contingent payoff linked to the lesser performing of the Russell 2000® and the S&P 500®.
If each Underlying’s Final Value is >= its Step Barrier, investors receive principal plus the greater of the Step Return (to be finalized on the Trade Date, range 49.00%–54.60%) and the Lesser Performing Underlying Return. If either Underlying falls below its Downside Threshold (75% of Initial Value), investors suffer principal loss proportionate to the Lesser Performing Underlying Return. Trade Date is July 15, 2026, settlement July 17, 2026, Final Valuation Date July 15, 2031, maturity July 17, 2031.
JPMorgan Chase Financial Company LLC priced $545,000 of notes linked to the S&P 500® Futures Excess Return Index. The notes, fully and unconditionally guaranteed by JPMorgan Chase & Co., have a Participation Rate of 142.00%, priced on June 30, 2026 with expected settlement on or about July 6, 2026.
Each note has a $1,000 principal amount, a per-note selling commission of $7.50, an estimated value at pricing of $979.70 per $1,000 note and a stated treatment as a contingent payment debt instrument for U.S. federal income tax purposes with a comparable yield of 4.55%.
JPMorgan Chase Financial Company LLC is offering Contingent Income Auto-Callable Securities due July 13, 2029 linked to the common stock of Amazon.com, Inc. Each security has a stated principal amount of $1,000 and pays a contingent quarterly payment of at least $26.625 (2.6625%) when the underlying closing price on a determination date is at or above a downside threshold equal to 60% of the initial stock price.
If the underlying stock is at or above the initial stock price on any non-final determination date, the securities will be automatically redeemed for the stated principal plus that contingent quarterly payment. If not redeemed and the final stock price is below the downside threshold, the maturity payment equals the stated principal multiplied by the stock performance factor (final/initial price) and could be less than $600 per security and potentially zero. The estimated value at pricing (assuming the minimum contingent payment) is approximately $963.60 and will not be less than $940.00 per $1,000 security.
The issuer, JPMorgan Chase Financial Company LLC, priced $1,030,000 principal amount of structured notes linked to the S&P 500® Futures Excess Return Index on June 30, 2026, with a Participation Rate of 141.00%, expected settlement on or about July 6, 2026, and maturity on July 3, 2031. At maturity each $1,000 note will pay $1,000 plus an Additional Amount equal to $1,000 × Index Return × Participation Rate (floor of zero). The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. The price to public was $1,000 per note, selling commissions were $7.50 per note, and the estimated value at pricing was $974.40 per $1,000 note.
JPMorgan Chase Financial Company LLC priced a $427,000 offering of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes price was $1,000 per note with settlement expected on or about July 6, 2026.
The notes pay a Contingent Interest Rate of 10.00% per annum when the Index on a Review Date is at or above an Interest Barrier equal to 75.00% of the Initial Value. The notes are auto-callable beginning with the twelfth Review Date; maturity is July 3, 2031. Investors face up to 70.00% principal loss if the Final Value is below the Buffer Threshold and should accept limited upside (no participation in Index appreciation) and issuer credit risk.
JPMorgan Chase Financial Company LLC priced $250,000 of Dual Directional Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on June 30, 2026 and are expected to settle on or about July 6, 2026, maturing on July 6, 2029. They carry a 90.00% Call Value, a 75.00% Barrier Amount (Initial Value 3,185.16), and an index-level 6.0% per annum daily deduction. The notes pay specified Call Premium Amounts if automatically called on Review Dates; if not called, maturity payoffs depend on the Final Value relative to the Barrier Amount, with a maximum capped payout of $1,250 per $1,000 when the Absolute Index Return applies. The price to public was $1,000 per note with selling commissions of $5 per $1,000 and proceeds to the issuer of $995 per $1,000.
JPMorgan Chase Financial Company LLC is offering $2,191,000 in Auto Callable Contingent Interest Notes linked to the common stock of Amazon.com, Inc., priced June 30, 2026 and expected to settle on or about July 6, 2026. The notes pay a Contingent Interest Rate of 10.50% per annum (2.625% per quarter) when the Reference Stock closes on a Review Date at or above an Interest Barrier equal to 57.00% of the Initial Value (Interest Barrier = $135.8538), with an Initial Value of $238.34 and a Maturity Date of July 6, 2029. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC and are fully and unconditionally guaranteed by JPMorgan Chase & Co., carry a minimum denomination of $1,000, and may be automatically called beginning December 30, 2026. Price to public was $1,000 per note (selling commissions and structuring fee totaling $18.50 per note), proceeds to issuer $981.50 per note, and the estimated value at pricing was $965.60 per note. These notes do not guarantee repayment of principal and expose holders to loss if the Final Value is below the Trigger Value.