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), via JPMorgan Chase Financial Company LLC, is offering $275,000 of unsecured Structured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing on August 22, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are auto-callable quarterly from August 24, 2027 if the Index is at or above a preset Call Value, paying $1,000 plus a growing Call Premium Amount that can reach 81.5% of principal on the final Review Date.
The notes pay no interest or dividends and expose investors to up to 85% loss of principal at maturity if the Index falls more than a 15% buffer below its initial level; investors also forgo all upside beyond the call premiums. The underlying Index applies a 6.0% per annum daily deduction and a daily notional financing cost over QQQ, which systematically drags performance, especially when volatility is high or returns are flat. The price to public is $1,000 per note, including $6.50 in selling commissions, versus an estimated value of $945.80 at pricing, and any payments are subject to the credit risk of both the issuer and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is issuing $550,000 of unsecured Auto Callable Yield Notes due February 25, 2028, linked individually to the S&P 500, EURO STOXX 50 and Nikkei 225, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a fixed coupon of 7.85% per annum (1.9625% quarterly) so long as they remain outstanding. They are automatically called, returning principal plus the current interest, if on any non-final Review Date all three indices close at or above their Initial Values; the earliest call date is February 19, 2027.
If not called, principal repayment at maturity depends on the “Least Performing Index.” If each index’s Final Value is at least 60% of its Initial Value (the Trigger Value), investors receive full principal plus final interest. If any index finishes below its Trigger Value, payoff is reduced one-for-one with the Least Performing Index’s decline, and investors can lose more than 40% and up to all principal. The price to public is $1,000 per note, with an estimated value of $965, reflecting embedded costs and dealer compensation.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $500,000 of unsecured Capped Return Enhanced Notes linked to Eli Lilly and Company common stock, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 2.00x any positive stock performance up to a maximum return of 43.00%, corresponding to a maximum payment of $1,430 per $1,000 note at maturity on October 22, 2027, based on an Initial Value of $1,280.34. If Eli Lilly’s stock ends below the Initial Value, investors are exposed 1-for-1 to declines and can lose some or all principal. The notes pay no interest, do not pass through dividends, and are subject to the credit risk of both the issuer and the guarantor. They are not listed, so liquidity will depend on dealer bids, and the estimated value at pricing was $970.80 per $1,000, below the $1,000 issue price due to selling, structuring and hedging costs.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is issuing $1,475,000 of Callable Contingent Interest Notes due August 23, 2029, linked to the least performing of three ETFs: Health Care Select Sector SPDR (XLV), iShares Biotechnology (IBB) and SPDR Gold Trust (GLD). The notes pay a contingent interest rate of 8.25% per annum ($6.875 per $1,000 per month) only if on a monthly Review Date each ETF is at or above 80% of its initial value; missed coupons can be paid later if the condition is met.
The notes offer a 20% buffer, but if at maturity any ETF is below 80% of its initial value, principal is reduced 1:1 beyond the 20% buffer, with up to 80% principal loss. JPMorgan may call the notes quarterly starting August 24, 2027 at $1,000 plus due and unpaid contingent interest. Price to public is $1,000 per note; estimated value is $970.10, reflecting selling costs and hedging. Payments are subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMORGAN CHASE & CO (through JPMorgan Chase Financial Company LLC as issuer and JPMorgan Chase & Co. as guarantor) is offering unsecured Capped Dual Directional Buffered Equity Notes linked to the Nasdaq-100 Index®. The notes provide unleveraged exposure to index moves over roughly one year, without interest or dividends, and are subject to the credit risk of both entities.
At maturity, investors receive $1,000 plus the Index Return when the Index finishes above the strike, capped by a Maximum Upside Return of at least 13.35%, implying a maximum positive payoff of $1,133.50 per $1,000 note in the examples. If the Index declines by up to the 15.00% Buffer Amount, investors receive the absolute value of the loss as a positive return, up to $1,150.00 per $1,000 note. If the Index falls more than 15%, losses are magnified by a Downside Leverage Factor of 1.17647, and some or all principal can be lost.
The notes have a Strike Date of August 20, 2026, a Valuation Date of September 2, 2027 and a Maturity Date of September 8, 2027, in minimum denominations of $10,000. An example estimated value is $987.00 per $1,000, and the final estimated value will not be less than $960.00, reflecting embedded costs and hedging. The product is intended for investors comfortable with structured payoff formulas, limited upside, downside leverage beyond the buffer, illiquidity risk and complex U.S. tax treatment.
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 capped notes due September 30, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 100% principal repayment at maturity, subject to issuer and guarantor credit risk, with no periodic interest.
The notes are linked to the least performing of the S&P 500 Index, Nasdaq-100 Index and Russell 2000 Index. At maturity, investors receive $1,000 per note plus an additional amount equal to 100% of the least-performing index return, capped at a Maximum Amount of at least $85 per $1,000 (at least an 8.50% maximum return). If any index finishes at or below its initial level, only principal is repaid.
Denominations are $1,000. The indicative estimated value is about $991.10 per $1,000 note and will not be less than $900.00 at pricing, reflecting selling commissions (up to $5 per $1,000) and hedging/structuring costs. The notes pay no interest or dividends, are not listed on an exchange, and secondary market liquidity and pricing may be limited.