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 (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 structured notes called Uncapped Accelerated Barrier Notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500 Index, maturing on September 3, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide an uncapped leveraged upside: at maturity, if both indices finish above their initial levels, investors receive principal plus at least 1.425× the gain of the lesser performing index. If either index finishes at or below its initial level but at or above 75% of its initial level (the Barrier Amount), principal is returned. If either index finishes below the barrier, repayment is reduced one-for-one with the decline of the lesser performing index, down to a total loss.
The minimum denomination is $1,000 per note. The notes pay no interest and provide no dividends from index constituents. They are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is approximately $970 per $1,000 note and will not be less than $950, reflecting selling commissions, hedging costs and structuring fees, and secondary market values are expected to be lower than the issue price. The notes will not be listed, so liquidity will depend on JPMS’ willingness to make a market.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $1,605,000 of Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, maturing August 25, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 1.87x any positive Index return at maturity with a 20% downside buffer; beyond that, investors lose 1% of principal for each additional 1% Index loss, up to an 80% maximum loss, and the notes pay no interest. They are unsecured, unsubordinated obligations subject to the credit risk of both the issuer and guarantor and will not be listed, so liquidity depends on J.P. Morgan Securities LLC making a market. The price to public is $1,000 per note, including $37.50 in selling commissions, with issuer proceeds of $962.50 per note; the initial estimated value is lower at $950.80, reflecting embedded costs and the issuer’s internal funding rate. The tax disclosure indicates treatment as "open transactions"/prepaid financial contracts, but notes that IRS or regulatory changes could materially affect tax results.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes (“Uncapped Accelerated Barrier Notes”) linked to the lesser performing of the Nasdaq-100 Index® and the S&P 500® Index, maturing on September 3, 2031 and sold in $1,000 denominations. The notes pay no interest or dividends and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, if both indices finish at or above their initial levels, investors receive principal plus at least 1.35× the lesser index’s positive return. If either index is at or below its initial level but both remain at or above 75% of their initial levels (the Barrier Amount), investors receive principal only. If either index finishes below its 75% Barrier Amount, repayment is reduced 1% for each 1% decline of the lesser-performing index from its initial level, to as low as zero.
The preliminary estimated value is approximately $970 per $1,000 note and will not be less than $950 at pricing, reflecting selling commissions, hedging costs and issuer funding spreads. The notes are not bank deposits, are not FDIC insured, will not be listed, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., with potentially limited and discounted secondary market liquidity.
JPMORGAN CHASE & CO (JPM), through its wholly owned subsidiary JPMorgan Chase Financial Company LLC, is offering $12,000,000 of unsecured, unsubordinated Callable Range Accrual Notes linked to the 10-Year Constant Maturity Treasury Rate, fully and unconditionally guaranteed by JPMorgan Chase & Co. The Notes have a 5-year term, are issued at $1,000 per Note, and mature on August 24, 2031, unless called earlier quarterly beginning February 24, 2027 at par plus accrued interest.
Interest accrues quarterly at a variable rate based on a 10.40% per annum Interest Factor, only for days when the Reference Rate is less than or equal to the 5.25% Reference Rate Barrier; if it exceeds 5.25% on a day, no interest accrues for that day and an Interest Period’s rate can be 0%. The estimated value is $984.30 per $1,000 Note, the Notes will not be listed on any exchange, and repayment of principal and interest is subject to the creditworthiness of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. for the guarantee.
JPMorgan Chase & Co. (symbol JPM), through its subsidiary JPMorgan Chase Financial Company LLC, is offering structured Capped Dual Directional Buffered Return Enhanced Notes linked to the S&P 500® Index, maturing on August 31, 2028, in minimum denominations of $1,000.
At maturity, investors receive 3.00 times any positive Index return, capped at a Maximum Upside Return of at least 21.50%, and a positive, uncapped return equal to the absolute value of Index losses up to 10.00% (the Buffer Amount). If the Index declines by more than 10.00%, investors lose 1% of principal for each 1% decline beyond 10.00%, up to a maximum loss of 90.00% of principal.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Chase Financial, and are fully and unconditionally guaranteed by JPMorgan Chase & Co., exposing holders to both entities’ credit risk. If priced today, the estimated value would be about $988.90 per $1,000 note; at pricing, it will not be less than $900.00 per $1,000 note.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the S&P 500® Index, maturing August 30, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co.
Each $1,000 note provides an unleveraged upside equal to any Index appreciation at maturity, capped by a Maximum Upside Return of at least 20.00%. If the Index finishes at or above a Barrier Amount of 75.00% of its Initial Value, investors also receive a positive “dual directional” payoff equal to the absolute value of any Index decline, up to a maximum negative return of -25.00%, producing at most $1,250 per $1,000 note when the Index return is negative. If the Final Value is below the Barrier Amount, principal is exposed 1:1 to the full Index loss, up to a total loss of principal.
The notes pay no interest and provide no dividends or equity holder rights. The issuer cites an indicative estimated value of approximately $970 per $1,000 note if priced on the reference date, and states the final estimated value will not be less than $950, reflecting embedded selling, structuring and hedging costs. Liquidity is expected to be limited, with no exchange listing and secondary prices likely below issue price. U.S. tax counsel views the notes as “open transactions”/prepaid financial contracts for federal income tax purposes, subject to IRS and Treasury guidance changes.