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 priced structured notes linked to the MerQube US Tech+ Vol Advantage Index due July 8, 2031. The notes are callable on scheduled Review Dates beginning July 7, 2027 with minimum Call Premium Amounts from $300 to $1,500 per $1,000 principal. If not called, principal repayment at maturity depends on the Final Value relative to a Barrier Amount equal to 50.00% of the Initial Value: holders receive $1,000 if Final Value ≥ Barrier, or $1,000 + ($1,000 × Index Return) if Final Value < Barrier.
The Index applies a 6.0% per annum daily deduction and a notional financing cost; JPMorgan discloses an estimated value of approximately $944.20 per $1,000 note when priced and a minimum estimated value of $900.00. Pricing is expected on or about July 2, 2026 with settlement on or about July 8, 2026. Payments on the notes are unsecured obligations of JPMorgan Chase Financial and fully guaranteed by JPMorgan Chase & Co.; all payments are subject to the issuers' credit risk.
JPMorgan Chase & Co. announced significant leadership changes and new equity awards. Doug Petno and Troy Rohrbaugh, previously Co-CEOs of the Commercial & Investment Bank, have been elected Co-Presidents of the firm, effective immediately. Petno will serve as sole CEO of the Commercial & Investment Bank, while Rohrbaugh becomes CEO of Consumer & Community Banking.
Marianne Lake, current CEO of Consumer & Community Banking, will retire after more than 25 years and will assist with a transition period. To support succession planning and leadership continuity, the Compensation & Management Development Committee granted one-time retention Restricted Stock Unit awards: $30 million each to Petno and Rohrbaugh, and $20 million each to Mary Erdoes and Jennifer Piepszak.
The RSU awards cliff-vest after three years and require JPMorgan Chase to achieve a three-year average return on tangible common equity of 12% for 2026–2028. Net shares are subject to a further two-year holding period and are governed by the firm’s stock ownership guidelines, recoupment policy, and protection-based vesting provisions.
JPMorgan Chase Financial Company LLC is offering callable contingent interest notes due July 6, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have $1,000 minimum denominations and are designed to pay monthly Contingent Interest Payments only when each of the Dow Jones Industrial Average®, the Nasdaq-100® Technology Sector and the Russell 2000® Index is at or above an Interest Barrier equal to 75.00% of its Initial Value on a Review Date. The notes may be redeemed early at issuer option beginning January 5, 2027. If any Index is below its Trigger Value at maturity (Trigger Value = 70.00% of Initial Value), principal is reduced by the Least Performing Index Return. The pricing is expected on or about June 30, 2026 with settlement about July 6, 2026. The estimated value at pricing provided in the supplement will be at least $900.00 per $1,000 note; a current illustrative estimated value is $967.70. Payments and secondary market prices are subject to issuer and guarantor credit risk, limited liquidity, hedging and distribution costs, and tax uncertainty.
JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 Index and the Russell 2000, due July 5, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only if each Index on a Review Date is at or above an Interest Barrier of 70.00% of its Initial Value, may be redeemed early (earliest redemption October 6, 2026), and expose holders at maturity to loss of principal based on the Least Performing Index Return. Pricing is expected to occur on or about July 1, 2026 with settlement on or about July 7, 2026. The estimated value at issuance is shown as approximately $968.90 per $1,000 note and will not be less than $900.00 per $1,000 principal amount note; the Contingent Interest Rate will be at least 11.90% per annum. The notes are unsecured obligations of JPMorgan Financial and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering auto-callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about June 30, 2026 and settle on or about July 6, 2026. The Index is subject to a 6.0% per annum daily deduction. The notes pay Contingent Interest Payments only when the Index closing level on a Review Date is at or above an Interest Barrier (set at 70.00% of the Initial Value); the Final Value benefit uses a Trigger Value illustrated at 60.00% in examples. The estimated value at issuance shown is $936.80 per $1,000 note, and the estimated value will not be less than $900.00 per $1,000 principal amount note. Investors bear credit risk of the issuer and guarantor, possible loss of principal if the Final Value is below the Trigger Value, limited upside (payments capped by contingent coupons), and low liquidity.
JPMorgan Chase Financial Company LLC offers Auto Callable Contingent Interest Notes linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the Russell 2000® and fully guaranteed by JPMorgan Chase & Co.
The notes have a $1,000 principal amount per note (minimum denomination), an estimated value of approximately $944.70 per $1,000 and an estimated value floor of not less than $900.00 per $1,000 at pricing. The contingent interest rate will be at least 8.50% per annum. The notes are expected to price on or about July 2, 2026 and settle on or about July 8, 2026. The earliest automatic call date is April 2, 2027. CUSIP: 46661C4D5. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and expose holders to market performance of each Index individually, principal loss if the least performing Index declines below the Trigger Value, limited upside to contingent interest payments, and issuer/guarantor credit risk.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes due July 6, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on each Review Date only if each Index is at or above an Interest Barrier equal to 70.00% of its Initial Value. The notes may be automatically called beginning December 30, 2026 if each Index is at or above its Initial Value on an applicable Review Date; the earliest pricing and settlement are on or about June 30, 2026 and July 6, 2026, respectively. The estimated value at pricing is approximately $948.90 per $1,000 note (not less than $900.00). Investors bear market risk for each Index individually and credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering structured, auto-callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, subject to completion dated June 25, 2026. The notes pay monthly Contingent Interest Payments only when the Index closing level on a Review Date is at or above an Interest Barrier (illustrative: 70.00% of the Initial Value) and can be automatically called after the sixth Review Date (earliest call initiation December 30, 2026). The Index is subject to a 6.0% per annum daily deduction, which materially reduces index performance versus an identical index without that deduction. The estimated indicative value at pricing would be approximately $921.80 per $1,000 note (the estimated value will be not less than $900.00 per $1,000). The actual Contingent Interest Rate will be provided in the pricing supplement and will be at least 13.20% per annum (hypothetical). Notes are unsecured obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., carry a minimum denomination of $1,000, and are expected to price on or about June 30, 2026 with settlement on or about July 2, 2026. Investors bear credit risk of the issuer and guarantor, potential loss of principal if the Final Value is below the Trigger Value, lack of dividends, limited upside (only contingent coupons), limited liquidity, and tax and model‑valuation uncertainties.
JPMorgan Chase Financial Company LLC priced a structured note offering: Callable Contingent Interest Notes due July 10, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments only if each Index (Dow Jones Industrial Average®, Nasdaq-100®, Russell 2000®) is at or above an Interest Barrier of 70.00% of its Initial Value on a Review Date; a Trigger Value is 65.00%. Minimum denomination is $1,000. The notes are callable beginning July 12, 2027. Estimated value at pricing is $932.80 per $1,000 note; the estimated value will not be less than $900.00 per $1,000 note. The Contingent Interest Rate will be at least 8.75% per annum. Payments at maturity depend on the Least Performing Index Return and can result in partial or total loss of principal; the notes are unsecured obligations subject to the issuer and guarantor credit risk. Pricing and final terms will appear in the pricing supplement; settlement is expected on or about July 10, 2026.
JPMorgan Chase Financial Company LLC is offering auto-callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due July 5, 2030, with minimum denominations of $1,000. The notes pay periodic Contingent Interest Payments only when the Index closes at or above an Interest Barrier equal to 70.00% of the Initial Value and may be automatically called beginning December 30, 2026 if the Index on a Review Date (after the fifth Review Date) is at or above the Initial Value. The Index is subject to a 6.0% per annum daily deduction, and the pricing supplement states an estimated value of approximately $933.10 per $1,000 and that the estimated value will not be less than $900.00 per $1,000. The Contingent Interest Rate will be at least 16.45% per annum. Payments at maturity depend on the Final Value relative to a Trigger Value; if the Final Value is below the Trigger Value, investors absorb proportional losses (example: a 50% Index return loss produces a $500 payment per $1,000). The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; all payments remain subject to issuer and guarantor credit risk.