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.
Piepszak Jennifer reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak received a grant of 60,214 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock, aligning a significant portion of her compensation with the company’s future performance.
The award is a Retention and Continuity Award that cliff-vests on June 24, 2029, subject to a performance condition, continued employment (with limited exceptions), and other award terms. After vesting and tax withholding, the delivered shares must be held for an additional two years, creating a combined five-year vesting and holding period.
The RSUs are subject to the firm’s Bonus Recoupment Policy in the event of a material restatement and include recapture provisions that allow cancellation or recovery in specified circumstances. As an Operating Committee member, portions of the award are also subject to Protection-based Vesting provisions that may result in cancellation under certain conditions.
Rohrbaugh Troy L reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Co-President and CEO of Consumer & Community Banking Troy L. Rohrbaugh received a grant of 90,321 Restricted Stock Units, each representing a contingent right to one share of JPMorgan Chase common stock. This Retention and Continuity Award cliff-vests on June 24, 2029, subject to a performance condition, continued employment and other award terms.
The award is subject to the firm’s Bonus Recoupment Policy, 2026 equity recapture provisions, and additional protection-based vesting provisions for Operating Committee members. After vesting, shares delivered (net of tax withholding) must be held for an additional two years, creating a five-year combined vesting and holding period.
Petno Douglas B reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. granted Co-President and CEO of CIB Douglas B. Petno 90,321 Restricted Stock Units (RSUs) as a Retention and Continuity Award. Each RSU represents a contingent right to receive one share of JPM common stock.
The award cliff-vests on June 24, 2029, subject to a performance condition, continued employment (with limited exceptions), and other award terms. After vesting and tax withholding, delivered shares must be held for an additional two years, creating a five-year combined vesting and holding period. The RSUs are subject to the firm’s bonus recoupment, recapture, and protection-based vesting provisions applicable to Operating Committee members.
Erdoes Mary E. reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. reported that Mary E. Erdoes, CEO of Asset & Wealth Management, received a grant of 60,214 Restricted Stock Units. Each RSU represents a contingent right to one share of JPMorgan common stock. The award cliff-vests on June 24, 2029, subject to a performance condition, continued employment and other award terms. After vesting and tax withholding, delivered shares must be held for an additional two years, creating a total five-year vesting and holding period. The RSUs are subject to the firm’s bonus recoupment policy, recapture provisions and protection-based vesting applicable to Operating Committee members.
JPMorgan Chase Financial Company LLC is offering 5‑year, non‑call 1‑year automatic callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a minimum denomination $1,000, a contingent interest rate of at least 11.25% per annum payable quarterly if Index levels meet the Interest Barrier, and a maturity date of July 18, 2031. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost. An automatic call and contingent interest payments depend on quarterly review dates; if Final Value is below the 50.00% Trigger Value, principal loss occurs dollar‑for‑dollar versus the Underlying Return. The estimated value at issuance will be at least $890.00 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering five-year, auto-callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index (Bloomberg: MQUSLVA). The notes have a minimum denomination of $1,000, a contingent interest rate of at least 11.25% per annum (paid quarterly), an Interest Barrier at 60.00% of the Initial Value and a Trigger Value at 50.00%. The notes are callable on quarterly Review Dates; maturity is July 18, 2031. The issuer’s and guarantor’s credit risk applies, and the estimated value at pricing will be at least $870.00 per $1,000 principal amount.
JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes linked to the least performing of the S&P 500 Index, the Dow Jones Industrial Average and the State Street Technology Select Sector SPDR ETF. The notes, fully guaranteed by JPMorgan Chase & Co., are expected to price on or about July 14, 2026 and settle on or about July 17, 2026, with an Observation Date of July 16, 2029 and a Maturity Date of July 19, 2029. Payments at maturity depend on the performance of the least performing underlying: if all Underlyings finish above their initial values, holders receive $1,000 plus the least performing underlying return multiplied by an Upside Leverage Factor (at least 1.70); if any Underlying falls below its Barrier Amount (70.00% of Initial Value), holders are exposed to losses proportional to that decline and could lose all principal. The estimated value at pricing is approximately $951.70 per $1,000 note (floor not less than $900.00), and selling commissions will not exceed $29.00 per $1,000 principal amount.
JPMorgan Chase Financial Company LLC is offering principal-at-risk structured notes linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA) with a Pricing Date of July 15, 2026 and a Maturity Date of July 18, 2031.
The notes have a minimum denomination of $1,000, an index-level deduction of 6.0% per annum, a Barrier Amount equal to 60.00% of the Initial Value, automatic call mechanics on quarterly Review Dates after a one-year non-call period, and a stated estimated value of at least $870.00 per $1,000 at issuance. Holders face full credit exposure to the issuer and guarantor and may lose some or all principal at maturity.
JPMorgan Chase Financial Company LLC is offering principal-protected contingent notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a minimum denomination of $1,000, a 5‑year term with maturity on July 18, 2031, and daily review dates after a 12‑month non-call period.
The Index level reflects a 6.0% per annum daily deduction and a notional financing cost. The notes pay an automatic cash call if the Underlying meets a Call Value; the Call Premium Rate will be set on the Pricing Date and will be not less than 17.40%. If not called, repayment depends on whether the Final Value is at or above a 60.00% Barrier Amount; if below, principal may be reduced proportionally and could be lost.
JPMorgan Chase Financial Company LLC is offering Trigger Autocallable Contingent Yield Notes linked to the Class A common stock of Amphenol Corporation. The Notes pay a 18.00% per annum contingent coupon (paid in monthly installments of $0.15 per $10 Note) if the Underlying’s closing price on an Observation Date is at or above the Coupon Barrier. The Initial Value for the Underlying was $165.15 (closing price on June 25, 2026). The Downside Threshold and Coupon Barrier will be set on the Trade Date and will be no greater than 56.50% of the Initial Value. The term is approximately 18 months, with expected Trade Date June 26, 2026, Original Issue Date (settlement) June 30, 2026, Final Valuation Date December 27, 2027 and Maturity Date December 30, 2027. Notes are callable monthly if the Underlying’s closing price is at or above the Initial Value; if not called, principal repayment at maturity depends on the Final Value relative to the Downside Threshold. Notes are offered at $10 per Note, minimum purchase $1,000, selling commission up to $0.15 per Note, and the estimated value at pricing is approximately $9.669 per $10 Note (will not be less than $9.30 when set). The Notes are unsecured obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., and involve market risk tied to Amphenol’s stock as well as issuer/guarantor credit risk.