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), via subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured structured notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and is expected to price on or about August 26, 2026 and settle on or about August 31, 2026.
The notes feature automatic early redemption if, on any Review Date from August 31, 2027 through August 26, 2031, the Index closing level is at least 100% of its Initial Value. In that case, investors receive $1,000 plus a Call Premium of at least 32.25%, 64.50%, 96.75%, 129.00% or 161.25% of principal, depending on the call year. If never called and the Final Value is at least 60% of the Initial Value, investors receive principal only; if it is below 60%, repayment equals $1,000 plus $1,000 × Index Return, exposing investors to losses greater than 40% and up to total loss of principal.
The underlying Index dynamically allocates up to 500% leveraged exposure to E-mini S&P 500 futures and is subject to a 6.0% per annum daily deduction, which materially drags on performance and causes the Index to trail an equivalent non-deducted index. The indicative estimated value, if priced on the stated date, would be about $920.80 per $1,000 note and will not be less than $900.00, reflecting embedded costs and JPMorgan’s internal funding and hedging assumptions. The notes pay no interest or dividends, are not FDIC insured, and carry the credit risk of both the issuer and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured Capped Buffered Return Enhanced Notes linked to the lesser performer of the Nasdaq‑100 Index® and the S&P 500® Index, maturing on August 31, 2028 and issued in $1,000 minimum denominations.
The notes provide 1.20x exposure to any positive performance of the lesser performing index, subject to a maximum total return of at least 44.65%. A 15% downside buffer applies to each index individually; if either index falls by more than 15%, principal is reduced 1% for each additional 1% decline in the lesser performer, up to a maximum loss of 85% of principal. The notes pay no interest or dividends, are not principal protected, and all payments depend on the credit of JPMorgan Financial and its parent guarantor. An indicative estimated value is $987.80 per $1,000 note if priced today, and will not be less than $900.00 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, with each note having a $1,000 principal amount and a contingent interest rate of at least 14.75% per annum, payable quarterly if the index stays at or above a 70% Interest Barrier on the relevant review dates.
The notes may be automatically called as early as February 26, 2027 if the index is at or above its Initial Value on a review date (other than the first and final), in which case investors receive principal plus the applicable contingent interest and no further payments. If the notes are not called and the final index level is below the Trigger Value of 60% of the Initial Value, repayment at maturity is reduced one-for-one with the index decline, down to zero, so investors can lose a significant portion or all of principal, and interest may never be paid.
The underlying index is a leveraged, rules-based strategy on E-mini S&P 500 futures with a 35% target volatility and is subject to a 6.0% per annum daily deduction, which creates a persistent drag versus a similar index without such a fee and can cause declines even when futures performance is flat to modestly positive. The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., with an estimated value, if priced today, of about $895.80 per $1,000 note and a minimum estimated value at pricing of $880.00, will not be listed on any exchange, and are subject to the credit risk of both the issuer and guarantor.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing September 2, 2031, in minimum denominations of $1,000 and integral multiples.
The notes pay a monthly Contingent Interest Rate of at least 10.00% per annum only if, on a Review Date, the Index is at or above 70% of the Initial Value; missed coupons can be paid later if a future Review Date meets the barrier. Starting August 27, 2027, the notes are automatically called if, on certain Review Dates, the Index is at or above its Initial Value, returning principal plus the applicable coupon and any unpaid coupons.
If not called, principal is protected only down to a Buffer Threshold of 85% of the Initial Value; below this, investors lose 1% of principal for each 1% Index decline beyond the 15% buffer, for a maximum loss of 85%. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost, which drag on performance and can cause the Index to lag the QQQ Fund. The indicative estimated value is about $911.10 per $1,000 note and will not be less than $900.00 at pricing, reflecting selling commissions, hedging costs and issuer funding spreads. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and the notes are illiquid, not listed, and not FDIC insured.
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 Investments called Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, maturing on August 29, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, if the Index is above its Initial Value, investors receive their principal plus an enhanced gain of at least 1.7915× the Index’s percentage rise, with no cap. If the Index is flat or down by up to the 20.00% Buffer Amount, investors receive their full principal. If the Index is down more than 20%, principal is reduced 1% for each additional 1% decline, for a maximum loss of 80.00% of principal, so the minimum payment is $200 per $1,000 note, subject to the issuer’s and guarantor’s credit risk. The notes pay no interest, are issued in minimum denominations of $1,000, will not be listed, and secondary market liquidity will depend on J.P. Morgan Securities LLC.
If priced on the indicated date, the estimated value would be about $940.50 per $1,000 note, and, when finally set, will not be less than $900.00, reflecting embedded selling commissions, hedging and structuring costs. The underlying Index tracks rolling E-mini® S&P 500® futures, so returns are affected by futures pricing, volatility, roll yields and other futures-market factors, and the notes are treated as hybrid instruments exempt from direct Commodity Exchange Act regulation. U.S. tax treatment is expected to follow prepaid open-transaction guidance but remains subject to IRS and Treasury developments.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Capped Buffered Return Enhanced Notes linked to the Nasdaq-100 Index®, maturing September 7, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 1.30x leveraged upside on any positive Index performance, capped at a Maximum Return of at least 32.40%. A 15.00% Buffer Amount protects against moderate declines, but if the Index falls by more than 15%, principal is reduced 1% for every additional 1% decline, up to a maximum loss of 85.00%, with a minimum maturity payment of $150 per $1,000 note. The notes pay no interest, offer no dividends, and will not be listed; liquidity, if any, would depend on repurchases by J.P. Morgan Securities LLC. Minimum denomination is $1,000. If priced on the reference date, the estimated value would be about $989.90 per $1,000 note and will not be less than $900.00 at pricing. Payments are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The filing also describes recent methodology changes to the Nasdaq-100 Index® and outlines complex and potentially adverse U.S. federal tax treatment, including Section 871(m) considerations for non-U.S. holders.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured Capped Dual Directional Buffered Return Enhanced Notes linked to the least performing of the Nasdaq‑100 Index®, Russell 2000® Index and S&P 500® Index, maturing on August 31, 2028, in minimum denominations of $1,000.
At maturity, investors receive 1.50x any positive return of the least performing index, capped at a Maximum Upside Return of at least 27.25%, or a positive, uncapped payout equal to the absolute value of index declines up to a 25.00% Buffer Amount. If the least performing index falls more than 25%, principal is reduced 1% for each 1% decline beyond 25%, down to a minimum payment of $250 per $1,000 (a 75% loss).
The notes pay no interest or dividends, are not listed, and any secondary market would be limited and likely at prices below issue. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The initial estimated value would be about $987.80 per $1,000, and will not be less than $900. U.S. tax treatment is based on an “open transaction” prepaid contract approach, which the IRS could challenge; Section 871(m) is expected not to apply to Non‑U.S. Holders based on current determinations.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Structured Investments called Uncapped Dual Directional Accelerated Barrier Notes linked to the lesser performing of the Nasdaq‑100 Index® and the S&P 500® Index, maturing on August 31, 2029 and fully guaranteed by JPMorgan Chase & Co.
The notes provide at maturity at least 1.215x any positive return of the lesser performing index if both indices finish above their initial levels, and a dual-directional, uncapped upside for index declines up to 25% if each index stays at or above 75% of its Initial Value (the Barrier Amount). If either index finishes below its Barrier Amount, investors lose principal 1:1 with the decline of the lesser performing index and could lose all principal. The minimum denomination is $1,000; the estimated value would be about $982.10 per $1,000 if priced on the date shown and will not be less than $900.00 per $1,000 when set. The notes pay no interest, do not provide dividends, will not be listed, and are subject to the credit risk of both the issuer and guarantor.
JPMORGAN CHASE & CO (guarantor) and its subsidiary JPMorgan Chase Financial Company LLC are issuing $3,735,000 of Callable Range Accrual Notes linked to the 10-Year Constant Maturity Treasury Rate, maturing on August 22, 2031. The notes pay quarterly interest at a variable rate based on an Interest Factor of 8.00% per annum, but only for days when the reference rate is ≤ 5.25%, the Reference Rate Barrier; days above the barrier earn 0% for that day, so the effective interest rate for a period can range from 0% up to 8%.
The notes are callable quarterly, at the issuer’s option, starting August 24, 2027, at par plus accrued interest, after a one-year non-call period. If not called, investors receive the $1,000 principal per note at maturity plus any accrued interest, subject to the credit of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The notes are unsecured, not insured, and will not be listed on an exchange, and the estimated value at pricing was $972 per $1,000, below the $1,000 issue price, reflecting selling commissions and hedging costs.