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), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured Auto Callable Contingent Interest Notes linked to the least performing of the Nasdaq-100® Technology Sector, the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes mature on August 31, 2029 and may be automatically called as early as March 1, 2027 if on a Review Date (other than the first five and final) each index closes at or above its Initial Value, returning the $1,000 principal plus the applicable Contingent Interest Payment. Contingent interest is paid only for Review Dates when each index is at or above its Interest Barrier of 65% of Initial Value; otherwise no interest is paid. If the notes are not called and on the final Review Date any index finishes below its Trigger Value of 60% of Initial Value, principal is reduced 1% for each 1% decline in the Least Performing Index, leading to a loss of more than 40% and potentially all principal. The indicative Contingent Interest Rate is at least 6.70% per annum, with an indicative estimated value of about $947.20 per $1,000 and a minimum estimated value not less than $900 per $1,000, reflecting embedded structuring and hedging costs and issuer funding spreads.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated callable contingent interest notes linked to the Nasdaq‑100 Index®, Russell 2000® Index and S&P 500® Index, maturing on August 31, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a Contingent Interest Payment on each Review Date only if the closing level of each index is at least 55.00% of its Initial Value (the Interest Barrier). Illustrative materials use a Contingent Interest Rate of 6.75% per annum, or 0.5625% per month, with total coupon potential of up to $202.50 per $1,000 note over 36 payments. The issuer may redeem the notes early, in whole, on specified Interest Payment Dates starting March 4, 2027, paying $1,000 per note plus the applicable contingent interest.
If the notes are not redeemed early, at maturity investors receive $1,000 per note plus the final contingent interest if the Final Value of each index is at or above its Trigger Value (also 55.00% of Initial Value). If the Final Value of any index is below its Trigger Value, the payout is reduced by the full negative return of the worst-performing index, and investors can lose a significant portion or all of principal. The minimum denomination is $1,000, the expected pricing date is on or about August 28, 2026, and settlement is expected on or about September 2, 2026. The estimated value, if priced on the reference date, would be about $953.90 per $1,000 note and will not be less than $900.00 per $1,000 when set, reflecting embedded selling commissions, hedging costs and issuer funding economics.
JPMORGAN CHASE & CO (JPM), through subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500 Index, maturing August 30, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide an uncapped leveraged upside, paying at least 1.1985 times any positive performance of the lesser performing index at maturity. A 10% rise in that index would yield an 11.985% return, or $1,119.85 per $1,000 note. There is a 15% downside buffer: if either index falls more than 15%, principal is reduced 1% for each 1% drop beyond the buffer, up to a maximum loss of 85% of principal.
The notes pay no interest and provide no dividends or equity rights. Minimum denomination is $1,000. Indicative estimated value is about $982.90 per $1,000 note today and will not be less than $900 at pricing, below the price to public due to selling commissions, hedging costs and projected dealer profits. The notes are not listed; liquidity would rely on JPMS making a market, and values may be lower than issue price. Payments are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. U.S. tax treatment is expected to follow an “open transaction” prepaid financial contract approach, subject to confirmation.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, auto-callable structured notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on September 10, 2032. The notes pay no interest or dividends and are subject to the credit risk of both entities.
The notes may be automatically called quarterly from September 13, 2027 if the Index is at or above 85% of its Initial Value, paying $1,000 plus a step-up Call Premium Amount from at least 17% to 102% of principal. If held to maturity and not called, investors receive principal back only if the Final Value is at or above a 60% Barrier Amount; otherwise the payoff is $1,000 plus $1,000 × Index Return, exposing investors to losses up to total principal.
The Index employs dynamic leverage (0–500% futures exposure), targets 35% implied volatility and embeds a 6.0% per annum daily deduction, which systematically drags performance versus a similar index without a deduction. The indicative estimated value is about $924.50 per $1,000 note on the date shown and will not be less than $900.00 at pricing. The notes are not bank deposits and are not FDIC insured.
JPMorgan Chase & Co. (JPM), via its subsidiary JPMorgan Chase Financial Company LLC, is offering $3,058,000 of Medium-Term Notes, Series A, "Digital Equity Notes" due November 24, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the S&P 500 Index and do not bear interest. Each note has a $1,000 principal amount.
At maturity, if the S&P 500 final level is at least 90% of the initial level of 7,641.16, holders receive a fixed $1,105.20 per $1,000 note (a 10.52% capped gain). If the index falls by more than 10%, principal is lost on a leveraged basis (about 1.1111% loss for each 1% decline beyond 10%), up to a total loss. The estimated value at pricing is $984.40 per $1,000, below issue price, reflecting selling commissions and hedging/structuring costs. The notes are unsecured obligations subject to the credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., will not be listed, and may have limited or no secondary market. Tax treatment is based on treating the notes as open prepaid financial contracts, but the IRS could challenge this, and future tax guidance could adversely affect investors, including Non-U.S. Holders under Section 871(m).
JPMORGAN CHASE & CO. (as guarantor) is offering Market Linked Securities issued by JPMorgan Chase Financial Company LLC, each with a $1,000 principal amount, due September 4, 2029. The notes pay a fixed monthly coupon at a rate set on the pricing date of at least 14.00% per annum, regardless of stock performance, so long as the notes remain outstanding.
The notes are auto-callable monthly from March 2027 to August 2029 if the lowest performing of Broadcom, Tesla, Meta Platforms (Class A), and NVIDIA is at or above its starting price; in that case investors receive $1,000 plus the final coupon and the notes terminate. If never called, principal repayment at maturity is protected only by a 10% buffer: if the worst stock on the final calculation day is at least 90% of its starting price, investors receive $1,000; otherwise, principal is reduced 1‑for‑1 beyond the 10% buffer, down to as little as $100. Investors do not participate in any stock upside beyond coupons and may lose up to 90% of principal. The price to public is $1,000 per note, including $23.25 in selling commissions, with an estimated value of about $953.80 per security, and not less than $920.00 when finally set.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $2,128,000 of Medium‑Term Notes, Series A, Digital Equity Notes due February 24, 2028, linked to the S&P 500® Index and fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest and are not listed on any exchange.
Each note has a $1,000 principal amount and an initial underlier level of 7,641.16. At maturity, if the S&P 500 final level is at least 85.00% of the initial level, holders receive a fixed threshold settlement amount of $1,110.20 (a capped return of 11.02%). If the index falls more than 15%, principal is lost on a leveraged basis via a buffer rate of about 1.1765, down to a total loss if the index goes to zero.
The original issue price is 100% of principal; the estimated value, based on JPMorgan’s internal models and funding rate, is $981.80 per $1,000. Underwriting commissions are 1.51% of principal, and net proceeds to the issuer are 98.49%. Payments are subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and the U.S. tax treatment is uncertain, with counsel viewing the notes as prepaid financial contracts treated as open transactions.
JPMORGAN CHASE & CO (JPM) offers structured notes linked to the MerQube US Tech+ Vol Advantage Index®, a rules-based index providing dynamic exposure to an unfunded position in the Invesco QQQ Trust SM, Series 1, subject to a notional financing cost. Since February 9, 2024, QQQ has replaced E‑Mini Nasdaq‑100 futures as the underlying asset.
The Index targets a 35% implied volatility by adjusting weekly exposure between 0% and a maximum of 500% of the underlying. It is an excess return index subject to a 6.0% per annum daily deduction, and the QQQ-based leg also bears a daily notional financing cost, both of which drag performance.
Hypothetical backtested data from January 2005 to July 2026 show annualized returns of 12.72% for the Index versus 14.36% for the Nasdaq‑100® and realized volatilities of 30.25% versus 22.09%. The Index’s realized correlation with the Nasdaq‑100® is 88.7%, with average leverage of 182% and a maximum of 404%. The supplement also presents simulated performance for 3‑year and 5‑year auto callable contingent interest notes referencing this Index and major equity indices, including backtested internal rates of return, call frequencies and principal-loss statistics, alongside extensive risk disclosures.
JPMORGAN CHASE & CO (guarantor) is offering through JPMorgan Chase Financial Company LLC $430,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing August 25, 2031, in $1,000 denominations. The notes pay a 12.50% per annum contingent coupon (6.25% semiannually), or $62.50 per $1,000, on each Interest Payment Date only if the Index on the related Review Date is at or above 70% of the Initial Value (the Interest Barrier).
The notes may be automatically called on any Review Date other than the first and final if the Index is at or above 90% of the Initial Value, paying $1,000 plus current and any unpaid coupons. If held to maturity and the Final Value is below 70% of the Initial Value, principal is reduced using a 30% buffer and a 1.42857 downside leverage factor, and investors can lose some or all principal. The Index embeds a 6.0% per annum daily deduction plus a notional financing cost on its QQQ-based exposure, which drags performance. The price to public is $1,000 per note, with an estimated value of $939.30.
JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is issuing $965,000 of Uncapped Digital Barrier Notes linked to the EURO STOXX 50® Index, due August 25, 2031. The notes are unsecured, unsubordinated obligations of the subsidiary and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
Investors receive at maturity either a contingent digital return of 39.60% or the actual Index return, whichever is greater, provided the Index’s final level is at least 75.00% of its initial level of 6,422.06. If the final level falls below this barrier, principal is reduced one-for-one with Index losses, and investors can lose all principal. The issue price is $1,000 per note, with selling commissions of $30 per note and net proceeds of $970 per note; the issuer’s total proceeds are $936,050. The estimated value at pricing was $962.70 per $1,000 note, reflecting embedded costs and an internal funding rate. The notes pay no interest, offer no dividends, are not listed, and are subject to the credit risk of both the finance subsidiary and JPMorgan Chase & Co.