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 JPMorgan Chase Financial Company LLC, is offering structured Uncapped Accelerated Barrier Notes due September 3, 2031, linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq‑100 Index® and the S&P 500® Index. The notes target at least 1.80x any positive performance of the least performing index at maturity, with no cap, but pay no interest or dividends and expose investors to loss of principal.
The payoff depends on each index’s final level versus its initial level and a 75% barrier. If all indices finish at or above their barrier, principal is repaid; if all are above their initial levels, investors receive leveraged upside based on the least performing index. If any index finishes below its barrier, repayment is reduced 1% for every 1% decline of the least performing index, down to total loss. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., with an estimated value of about $970 per $1,000 note at launch and not less than $940 per $1,000 when priced, reflecting embedded fees, hedging costs and dealer compensation. The notes will not be listed, and secondary market prices are expected to be below the original issue price.
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 auto callable contingent interest notes linked to the lesser performing of the Nasdaq-100 Index® and the S&P 500® Index, maturing June 2, 2028, in minimum denominations of $1,000.
Investors receive a monthly Contingent Interest Payment only if on the relevant Review Date each index closes at or above 70.00% of its Initial Value; the Contingent Interest Rate will be at least 9.20% per annum
If not called and on the final Review Date either index is below its Trigger Value (also 70.00% of Initial Value), the maturity payment is reduced one-for-one with the decline of the lesser performing index, down to a total loss of principal. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co. The estimated value is about $980.60 per $1,000 today and will not be less than $900.00 when set. The notes will not be listed, secondary liquidity is uncertain, and the tax treatment (including for Non-U.S. Holders and potential Section 871(m) issues) is complex.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $12,680,000 of Trigger Callable Contingent Yield Notes linked to the least performing of the Russell 2000, S&P 500 and EURO STOXX 50 indices, maturing on August 22, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The Notes pay a contingent coupon of 9.65% per annum (about $0.2413 per $10 quarterly) only if, on each Observation Date, all three indices close at or above their Coupon Barriers (70% of initial levels). JPMorgan Financial may call the Notes on any quarterly Observation Date (except the Final Valuation Date), paying principal plus any due coupon, after which no further payments are made.
At maturity, if not called and each index is at or above its Downside Threshold (65% of initial), principal is repaid; a coupon is paid only if each index is also at or above its Coupon Barrier. If any index finishes below its Downside Threshold, repayment is reduced proportionately to the decline of the Least Performing Underlying, and investors can lose a significant portion or all of principal. The Notes are unsecured, not listed on any exchange, and their value and payments depend on the credit of both the issuer and guarantor. The estimated value is $9.579 per $10 at pricing, below the $10 issue price due to commissions and hedging costs.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is issuing $671,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due August 23, 2029, in $1,000 denominations and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a contingent interest rate of 13.50% per annum (3.375% quarterly) only if, on a Review Date, the Index closes at or above 70% of its Initial Value (the Interest Barrier); otherwise no interest is paid. Starting with the fourth Review Date, the notes are automatically called if the Index is at or above its Initial Value, returning $1,000 plus that period’s interest, with no further payments.
If not called, principal is protected only if the Final Index Value is at or above 50% of the Initial Value (the Trigger Value). Below the Trigger, repayment is reduced one-for-one with the Index decline, down to zero. The underlying Index is a leveraged, rules-based strategy on the Invesco QQQ Fund with a 35% target volatility, up to 500% exposure, and is subject to a 6.0% per annum daily deduction plus a daily notional financing cost (SOFR + 0.50%), which creates a structural drag versus a similar index without such charges.
The price to public is $1,000 per note, including $7.50 in selling commissions, for issuer proceeds of $992.50 per note. The estimated value at pricing was $944.10 per $1,000, reflecting internal funding and derivative pricing models. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., will not be listed on an exchange, and may have limited or no liquidity.
JPMorgan Chase & Co. (JPM) is offering auto callable contingent interest notes issued by JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked individually to the Nasdaq‑100 Index, SPDR Gold Trust and State Street Financial Select Sector SPDR ETF and mature on December 1, 2027.
Investors receive a Contingent Interest Payment for any Review Date where each underlying is at or above 75% of its Initial Value (Interest Barrier). From the third Review Date onward, if each underlying is at or above its Initial Value, the notes are automatically called and pay $1,000 plus the applicable contingent interest, ending further payments. If held to maturity without being called and any underlying finishes below its Trigger Value of 60% of Initial Value, principal is reduced one‑for‑one with the decline of the least performing underlying, potentially to zero.
The notes pay no fixed coupons or dividends and expose holders to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. Minimum denomination is $1,000. If priced today, the estimated value would be about $980.80 per $1,000, and when set will not be less than $900. The minimum Contingent Interest Rate will be 10.00% per annum, paid monthly if conditions are met. The notes will not be listed and may have limited or no secondary market liquidity.
JPMorgan Chase & Co. (JPM), through subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., with minimum denominations of $1,000 and maturity on August 31, 2028.
The notes provide 1.50x leveraged upside on any positive Index return, capped at a Maximum Upside Return of at least 20.65%, and a dual-direction feature where, if the Index is flat or down by up to the 15.00% Buffer Amount, investors receive a positive return equal to the absolute Index decline. If the Index falls by more than 15%, investors lose 1% of principal for each 1% drop beyond the buffer, for a maximum loss of 85.00% of principal, with a minimum maturity payment of $150.00 per $1,000.
The notes pay no interest, provide no dividends, are not insured, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. An indicative estimated value is $988.80 per $1,000 note if priced today, and will not be less than $900.00 per $1,000 at pricing, reflecting embedded selling, structuring and hedging costs and an internal funding rate. Liquidity is limited, as the notes will not be listed, and any secondary market will be made, if at all, by J.P. Morgan Securities LLC.
JPMorgan Chase & Co. (JPM), through subsidiary JPMorgan Chase Financial Company LLC, is offering structured notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., with maturity on August 29, 2031.
The notes are auto-callable: on each annual Review Date from 2027 to 2031, if the Index closing level is at or above 100% of its Initial Value (the Call Value), investors receive $1,000 plus a Call Premium and the notes terminate. Minimum Call Premiums are 28.25%, 56.50%, 84.75%, 113.00% and 141.25% of principal for the first through final Review Dates, respectively.
If the notes are not called, principal is protected only if the Final Value is at or above a Barrier Amount of 60.00% of the Initial Value. If the Final Value is below the Barrier Amount, repayment is $1,000 plus $1,000 times the Index Return, leading to losses greater than 40% and potentially 100% of principal. The Index embeds a 6.0% per annum daily deduction, which will drag on performance versus an identical index without this fee.
The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and will not be listed. The price to the public is $1,000 per note, while the current illustrative estimated value is about $889.40, and will not be less than $870.00 per $1,000 at pricing.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on August 29, 2031. The notes pay a contingent interest only if, on a Review Date, the Index closes at or above 70% of the Initial Value (the Interest Barrier); some or all periods may pay no interest.
The notes are automatically called (and pay $1,000 plus interest for that date) if on any Review Date other than the first and final the Index is at or above the Initial Value, with the earliest call date on February 26, 2027. If not called, and at maturity the Index is below the Trigger Value of 60% of the Initial Value, principal is reduced one-for-one with the Index decline, down to zero.
The Index uses leveraged exposure (up to 500%) to E-mini S&P 500 futures and is subject to a 6.0% per annum daily deduction, which drags performance and can cause the Index to underperform or decline even when futures are flat to modestly positive. The notes are unsecured, unsubordinated obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and will not be listed. The estimated value, if priced on the described date, would be about $928.30 per $1,000 note and will not be less than $900.00, reflecting embedded costs and issuer funding assumptions.
JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the least performing of the EURO STOXX 50®, S&P 500® and Russell 2000® indices, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about September 2, 2026 and mature on September 5, 2031, with minimum denominations of $1,000.
The notes pay no interest or dividends and their payoff depends on index levels at maturity. If each index finishes at or above its initial level, investors receive principal plus the greater of a Contingent Digital Return of at least 68.50% or the actual return of the least performing index, with no cap on upside. If any index is below its initial level but all are at or above 70.00% of initial (the Barrier Amount), investors receive principal plus the absolute value of the least performer’s decline, capped at 30.00%, for a maximum payment of $1,300 per $1,000 when the least performer is down 30%.
If any index falls below its Barrier Amount, repayment is $1,000 plus the least performing index return, so losses are one-for-one with that index and investors can lose their entire principal. The indicative estimated value is about $944.90 per $1,000 note and will not be less than $900.00 per $1,000 at pricing, reflecting embedded selling commissions, hedging costs and issuer funding spreads. The notes will not be listed, may be subject to early acceleration on a change-in-law event, and are exposed to the credit risk of both the issuer and JPMorgan Chase & Co.