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 issuing $1,596,000 of unsecured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing August 31, 2033 and subject to an automatic call feature starting August 27, 2027. The notes are issued in $1,000 minimum denominations, priced at 100% of principal with $20 per-note selling commissions, providing $980 in proceeds per note to the issuer. The estimated value is $925.20 per $1,000 note, reflecting internal funding and hedging costs. Investors forgo interest and dividends and face downside to the Index: if not called and the Index ends below a barrier, repayment is reduced one-for-one with the Index loss, potentially to zero. The Index itself is complex, using up to 500% leveraged exposure to the Invesco QQQ Fund with a 35% target volatility, a 6.0% per annum daily index deduction and a daily notional financing cost, all of which drag on index performance relative to a similar index without such charges.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated auto callable structured notes linked to the least performing of Micron, NVIDIA and Amazon common stocks, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 minimum denomination and a 100% participation rate in the appreciation of the worst-performing stock if the notes are not called.
The notes may be automatically called on October 1, 2027 if each stock’s closing price is at or above its Call Value (100% of its Initial Value), paying $1,000 plus a Call Premium Amount of at least $180 per note, with no further payments. If not called, at maturity on September 28, 2029 investors receive full principal repayment plus an Additional Amount equal to $1,000 × Least Performing Stock Return × 100%, floored at zero, providing equity upside but no loss of principal if held to maturity, subject to the credit risks of JPMorgan Financial and JPMorgan Chase & Co.
The indicative estimated value is approximately $950 per $1,000 note on the date of this draft and will not be less than $930 per note when finalized, reflecting selling commissions, hedging costs and issuer funding assumptions. The notes pay no interest or dividends, are not listed on any exchange, and are treated as contingent payment debt instruments for U.S. federal income tax purposes, requiring accrual of original issue discount.
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, unsubordinated Uncapped Digital Barrier Notes linked to the lesser performing of the S&P 500 Index and the Russell 2000 Index, maturing on September 16, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide uncapped, unleveraged upside to any appreciation of the lesser performing index at maturity, with a Contingent Digital Return of at least 51.75% if both indices finish at or above their initial levels. If either index is below its initial level but both remain at or above 75% of initial (the Barrier Amount), investors receive par. If either index closes below its Barrier Amount, repayment becomes linear to the downside, based on the lesser performer, and investors can lose more than 25% and up to all principal.
The minimum denomination is $1,000. The example estimated value is $949.20 per $1,000, and the final estimated value will not be less than $900, reflecting embedded selling commissions, structuring fees and hedging costs. The notes pay no interest, provide no dividends, are not listed, and expose holders to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMORGAN CHASE & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering callable fixed rate notes fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a fixed interest rate of 5.15% per annum, using a 30/360 day count convention, with interest payable annually on September 14 from 2027 through 2030 and on the September 12, 2031 maturity date, subject to earlier redemption.
The issuer may redeem the notes in whole, but not in part, on the 14th calendar day of March and September of each year from September 14, 2027 through March 14, 2031 at par plus accrued interest. The price to the public is expected to be $1,000 per $1,000 principal amount, with possible sales between $990.10 and $1,000 for certain institutional or fee-based accounts. Indicative selling commissions are approximately $2.00 per $1,000 note and will not exceed $12.50 per $1,000.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering auto callable dual directional accelerated barrier notes linked to the lesser performing of the iShares MSCI South Korea ETF (EWY) and the Nikkei 225 Index, maturing on September 5, 2031 and guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on September 7, 2027 if each underlying is at or above its Call Value (100% of its Initial Value), paying $1,000 plus a call premium of at least $200 per $1,000. If not called and both finals exceed their initials, maturity pays $1,000 plus 2.8255× the return of the lesser-performing underlying. If either finishes below its Initial Value but both remain at or above the 50% Barrier Amount, holders receive an absolute-return payout on the lesser performer, capped at $1,500 per $1,000.
If either underlying’s Final Value is below its 50% Barrier and the notes are not called, repayment is $1,000 plus the lesser-performing return, leading to losses beyond 50% and possibly a total loss. The notes pay no interest or dividends, are unsecured obligations subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk, and have an estimated value of about $931.20 per $1,000 at pricing, not less than $900.
JPMorgan Chase & Co. (JPM), via its finance subsidiary JPMorgan Chase Financial Company LLC, is offering auto callable dual directional accelerated barrier notes linked to the least-performing of Caterpillar, Vertiv and Super Micro Computer stock, maturing on September 6, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes, in minimum denominations of $1,000, may be automatically called on the September 7, 2027 review date if each reference stock is at or above 70.00% of its initial value, paying principal plus a call premium of at least $570.00 per $1,000 note. If not called, maturity payments depend on the worst-performing stock: 3.00x upside participation for gains, or a “dual directional” payoff where losses up to 50% generate positive returns, provided each stock stays at or above its 50.00% barrier. Below the barrier on any stock, investors lose 1% of principal for each 1% decline in the least-performing stock and can lose all principal.
The notes pay no interest or dividends, are unsecured obligations of the subsidiary subject to the credit risk of both issuers, will not be listed, and may be accelerated upon certain delisting events. An indicative estimated value is $910.00 per $1,000 note, and at pricing it will not be less than $880.00, reflecting selling commissions, hedging costs and issuer funding spread.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering callable fixed rate notes due September 12, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest of 5.00% per annum, calculated on a 30/360 day-count basis.
Interest is paid annually in arrears on September 14 of each year from 2027 to 2030 and at maturity, subject to earlier redemption. The issuer may call the notes at par plus accrued interest on the 14th of March and September, from September 14, 2027 through March 14, 2031.
The expected public offering price is $1,000 per $1,000 principal amount note, with certain institutional or fee-based accounts paying between $990.10 and $1,000. Selling commissions, if the notes priced on the date referenced, would be about $6.50 and will not exceed $17.50 per $1,000 note. The notes are treated as fixed-rate debt for U.S. federal income tax purposes and are not bank deposits or FDIC insured. Significant risk factors and potential secondary-market price volatility are highlighted.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured Capped Enhanced Participation Equity Notes linked to the Russell 2000® Index under its Series A medium-term note program, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes have a $1,000 principal amount per note, no interest payments, trade date on or about September 1, 2026, settlement on or about September 4, 2026, determination date March 1, 2027 and stated maturity date March 3, 2027. At maturity, investors receive $1,000 plus 1.5 times any positive index return, capped so that the payment does not exceed an expected $1,125.10–$1,146.70 per $1,000 note; if the index is below its initial level, principal is reduced one-for-one, down to zero.
The notes are sold at 100% of principal with underwriting commissions up to 0.73%, and an estimated value expected between $980.80 and $990.80 per $1,000, reflecting selling, structuring and hedging costs. The notes are 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. Tax treatment is uncertain; counsel views them as prepaid financial contracts, and the issuer currently expects Section 871(m) withholding to not apply, though the IRS could disagree. Exposure is to small‑capitalization U.S. equities via the Russell 2000, whose closing level on August 25, 2026 was 3,010.022, and investors do not receive dividends or voting rights.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $333,000 of unsecured Callable Contingent Interest Notes linked individually to the Russell 2000 Index, the State Street Energy Select Sector SPDR ETF and the EURO STOXX 50 Index, maturing on August 31, 2028 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 10.30% per annum Contingent Interest (0.85833% monthly) only for Review Dates when each underlying is at or above 70.00% of its Initial Value; otherwise, no interest is paid. JPMorgan may redeem the notes early on specified interest payment dates beginning March 3, 2027 at $1,000 plus any due contingent interest. If held to maturity and no early redemption occurs, principal is protected only if the final value of every underlying is at or above its Trigger Value of 60.00% of Initial Value; if any falls below, repayment equals $1,000 plus $1,000 times the return of the least performing underlying, so investors can lose a significant portion or all of principal. The price to public is $1,000 per note, including $6.50 in selling commissions, with net proceeds of $993.50 per note and an issuer-estimated value of $977.20, and the notes are not bank deposits or FDIC insured.