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 (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMorgan Chase & Co. (JPM), through its subsidiary JPMorgan Chase Financial Company LLC, is offering structured capped notes linked to the lesser performing of the S&P 500® Index and the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes mature on September 30, 2027, with an observation date on September 27, 2027, and are issued in minimum denominations of $1,000. At maturity, investors receive full principal repayment plus an Additional Amount based on the lesser index’s return, with a 100% participation rate and a cap (Maximum Amount) of at least $85 per $1,000. If either index ends at or below its initial level, only principal is repaid.
The notes pay no interest, provide no dividends, and are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. They will not be listed on any exchange, and secondary market prices are expected to be below the issue price. An illustrative estimated value is $991.10 per $1,000, and the final estimated value will not be less than $900.00 per $1,000, reflecting selling commissions and hedging-related costs. For U.S. tax purposes, JPMorgan currently intends to treat the notes as contingent payment debt instruments, requiring accrual of original issue discount over the term.
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 unsecured Digital Barrier Notes linked to the least performing of the S&P 500®, Russell 2000® and Nasdaq‑100 Index®, maturing May 28, 2027. Each note has a $1,000 denomination and pays no periodic interest.
At maturity, if each index’s final level is at least 95% of its initial level (the Digital Barrier), investors receive $1,000 plus a fixed return of at least 8.50%. If any index is below 95% but all are at or above 70% (the Barrier Amount), only principal is returned. If any index finishes below 70%, repayment is reduced 1% for each 1% decline of the least performing index; principal losses can exceed 30% and reach 100%.
The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are not FDIC insured. An example estimated value is about $982 per $1,000 note, and the final estimated value will not be less than $900. The notes are not exchange‑listed, expose holders to large‑cap, small‑cap and certain non‑U.S. equity risks, and involve complex U.S. tax treatment described as prepaid financial contracts.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (JPM) is offering Uncapped Accelerated Barrier Notes, issued by JPMorgan Chase Financial Company LLC and fully and unconditionally guaranteed by JPMorgan Chase & Co., linked to the S&P 500® Futures Excess Return Index and scheduled to mature on September 30, 2032.
The notes provide an uncapped leveraged payoff at maturity: if the Index finishes above its Initial Value, investors receive principal plus at least 2.635× the Index gain. If the Final Value is at or above a Barrier Amount of 70% of the Initial Value, but not higher than the Initial Value, investors receive only their principal. If the Final Value is below the Barrier Amount, repayment is reduced 1% for each 1% Index decline from the Initial Value, so losses can exceed 30% of principal and reach 100%.
The minimum denomination is $1,000. The notes pay no interest, are unsecured and unsubordinated obligations of JPMorgan Chase Financial and are subject to the credit risk of both the issuer and JPMorgan Chase & Co. If priced on the illustrative date, the estimated value would be about $977.60 per $1,000, and at pricing it will not be less than $900. The notes are not bank deposits, are not insured by the FDIC, and are not expected to be listed, so liquidity may be limited. The Index tracks excess return on rolling E-mini S&P 500 futures, and its performance can be affected by futures pricing, negative roll returns, volatility, margin rules and other market factors.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, maturing on September 18, 2031, in $1,000 denominations and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a contingent interest rate of at least 8.90% per annum, but interest is only paid for Review Dates when the Index closes at or above 70% of its Initial Value; missed coupons can be paid later if a subsequent Review Date is above this barrier. Beginning with the twelfth Review Date (earliest call September 15, 2027), the notes are automatically called if the Index is at or above the Call Value, returning principal plus the applicable coupon and any unpaid coupons.
If not called, principal is protected only down to a 15% buffer: if the Final Index Value is below 85% of Initial, investors lose 1% of principal for each 1% decline beyond that, up to an 85% loss. The underlying Index uses dynamic leverage up to 500%, a 6.0% per annum daily index deduction and a notional financing cost on the QQQ exposure, which create a persistent drag so the Index is expected to trail a similar index without these deductions. The estimated value is about $910 per $1,000 note (not less than $900), reflecting embedded selling, structuring and hedging costs, and the notes are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., with no listing or guaranteed liquidity.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering Capped Dual Directional Buffered Equity Notes linked to the S&P 500® Index, maturing on March 7, 2028, in minimum denominations of $1,000. The notes provide unleveraged exposure to index gains up to a Maximum Upside Return of at least 16.35% and to index declines (in absolute value) up to a 15.00% Buffer Amount.
If at maturity the index is down by 15.00% or less, investors receive their principal plus the absolute index loss as a positive return, up to a maximum payment of $1,150 per $1,000 when the index is down 15.00%. If the index rises, investors participate 1:1 in gains up to the Maximum Upside Return, with a maximum payment of $1,163.50 per $1,000. If the index falls more than 15.00%, principal is reduced 1% for each 1% decline beyond 15.00%, down to $150 per $1,000 if the index falls 100%.
The notes pay no interest, provide no dividends, are unsecured and unsubordinated obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co., subject to their credit risks. An illustrative estimated value is $989.80 per $1,000, and the final estimated value at pricing will not be less than $950.00 per $1,000, reflecting embedded selling, structuring and hedging costs and use of an internal funding rate.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured auto-callable contingent interest notes linked individually to the Nasdaq‑100 Index®, the Russell 2000® Index and the S&P 500® Index, maturing March 8, 2028, in $1,000 minimum denominations.
The notes pay a contingent coupon on each Review Date only if the closing level of each index is at least 70.00% of its Initial Value (the Interest Barrier). For Review Dates after the second and before the final, the notes are automatically called if each index is at or above its Call Value, illustrated as 95.00% of Initial Value. If called, investors receive $1,000 plus the applicable coupon and no further payments; the earliest possible call date is December 3, 2026.
If not called, and a Trigger Event (any index closing below 70.00% during the Monitoring Period) has occurred and the Least Performing Index finishes below its Initial Value, principal is reduced 1% for each 1% decline in that index, with potential loss of all principal. The illustrative Contingent Interest Rate is at least 7.45% per annum$971 per $1,000 note and will not be less than $900, reflecting embedded costs and hedging; the notes are not bank deposits, are not FDIC‑insured and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes due September 9, 2031 linked to the worst performer of the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index. Investors receive a monthly Contingent Interest Payment only if each index is at or above 75% of its Initial Value (Interest Barrier). The notes are automatically called quarterly from September 7, 2027 if each index is at or above its Initial Value, paying $1,000 plus the applicable contingent interest.
If not called, and at maturity any index is below its 70% Trigger Value, principal is reduced 1% for each 1% decline in the Least Performing Index, potentially to zero. The hypothetical minimum Contingent Interest Rate is 8.25% per annum (0.6875% per month). If priced today, the estimated value would be $935.40 per $1,000 note, and at pricing it will not be less than $900.00 per $1,000, reflecting selling commissions (up to $40.25 per $1,000) and hedging costs. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., are not listed on an exchange and may be illiquid.