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 JPMorgan Chase Financial Company LLC, is offering $1,403,000 of Callable Contingent Interest Notes linked to the Nasdaq-100, Russell 2000 and EURO STOXX 50. The notes pay a monthly 10.25% per annum contingent coupon only if each index is at or above 70% of its Initial Value on the relevant Review Date.
The notes are callable at the issuer’s option from February 24, 2027 and, if not called, return principal at maturity only if each index is at or above its 60% Trigger Value; otherwise repayment is reduced one-for-one with the loss on the worst index, down to a total loss. Price to public is $1,000 per note, with $10 in fees and $990 in proceeds to the issuer; the estimated value is $953 per $1,000. The notes are unsecured, not FDIC insured and subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured Uncapped Accelerated Barrier Notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The total offering size is $675,000, in minimum denominations of $1,000 per note, maturing on August 24, 2032.
At maturity, if the Index is above its Initial Value, holders receive principal plus 2.515x the Index gain with no cap. If the Final Value is between the Initial Value and the Barrier Amount of 60% of the Initial Value, investors receive only their principal. If the Final Value is below the Barrier Amount, investors lose 1% of principal for each 1% the Index is below the Initial Value, and can lose all principal.
The notes pay no interest, are not bank deposits, are subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and will not be listed on an exchange, so liquidity depends on J.P. Morgan Securities LLC making a market. The price to public is $1,000 per note, including $2.50 in selling commissions, while the issuer’s estimated value is $979.10 per $1,000 note. The underlying S&P 500® Futures Excess Return Index tracks rolling E-mini® S&P 500® futures, and its performance may be affected by futures-market dynamics such as volatility, margin requirements and negative roll returns. The issuer’s tax counsel views the notes as prepaid financial contracts treated as open transactions, with potential long-term capital gain or loss if held over one year, though future IRS guidance could change this outcome.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing $250,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing August 23, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a contingent interest rate of 11.85% per annum (0.9875% per month) only if, on each monthly Review Date, the Index is at or above 60% of its Initial Value (the Interest Barrier). Missed coupons can be paid later if a subsequent Review Date meets the barrier. The notes are automatically called (except on specified early Review Dates and the final one) if the Index is at or above its Initial Value, returning principal plus the applicable coupon and any unpaid coupons.
If not called and the Final Index Value is below the 60% Trigger Value, principal is reduced 1:1 with the Index loss, with potential loss of all principal. The underlying Index is a leveraged futures-based strategy with up to 500% exposure and a 6.0% per annum daily deduction, which creates a significant performance drag. The notes are unsecured obligations subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk, are not listed, and the estimated value at pricing was $946 per $1,000 note, below the $1,000 issue price due to fees, hedging costs and issuer funding spread.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $1,000,000 of auto callable contingent interest notes linked individually to the Dow Jones Industrial Average®, the Nasdaq-100® Technology Sector and the Russell 2000® Index, maturing on August 22, 2030 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 7.00% per annum Contingent Interest Payment (0.58333% monthly) only if on a Review Date each index is at or above 70% of its Initial Value (the Interest Barrier; Trigger Value is 60%). From the 12th Review Date (earliest call August 19, 2027), the notes are automatically called if each index is at or above its Initial Value, returning $1,000 plus current and any unpaid contingent interest. If held to maturity without an automatic call and any index finishes below its Trigger Value, principal is reduced one-for-one with the decline of the Least Performing Index, potentially to zero. The price to public is $1,000 per note, including $37 in fees and commissions, for issuer proceeds of $963 per note; the estimated value at pricing was $938.40 per $1,000, reflecting embedded selling, structuring and hedging costs and an internal funding rate.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering Capped Dual Directional Buffered Equity Notes linked to the Nasdaq‑100 Index®. The notes are unsecured, unsubordinated obligations of the subsidiary and are fully and unconditionally guaranteed by JPMorgan Chase & Co., with minimum denominations of $10,000 and integral multiples of $1,000.
At maturity in February 2028, investors receive: (1) principal plus the Index’s gain on an unleveraged basis, capped at a Maximum Upside Return of at least 17.50%; (2) if the Index is down by up to the 20.00% Buffer Amount, a positive return equal to the Absolute Index Return, up to 20.00%; or (3) if the Index is down by more than 20.00%, a leveraged loss of 1.25% of principal for each 1% decline beyond 20.00%. The maximum payment if the Index Return is positive is $1,175 per $1,000 note, and the maximum if negative (but within the buffer) is $1,200 per $1,000 note; investors may lose some or all principal below the buffer. The preliminary estimated value is about $984.40 per $1,000 note and will not be less than $970.00, reflecting structuring and hedging costs. The notes pay no interest or dividends, are not listed, and any payment depends on the credit of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
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 $385,000 of Uncapped Digital Barrier Notes linked to the lesser performing of the Nasdaq-100 Futures Excess Index and the S&P 500® Futures Excess Return Index, maturing on August 22, 2031 and fully guaranteed by JPMorgan Chase & Co.
The notes are issued in $1,000 denominations at a price of $1,000 per note, with selling commissions of $15 per note and estimated value of $967.70 per note at pricing. They pay no interest. At maturity, if both indices finish at or above their initial levels, investors receive $1,000 plus the greater of a 93.30% Contingent Digital Return or the lesser index’s actual return, with no cap. If either index is below its initial level but both remain at or above 70% of their initial values (the Barrier Amount), investors receive only principal back. If either index closes below its Barrier Amount, repayment is reduced one-for-one with the loss on the lesser performing index, exposing investors to losses greater than 30% and potentially a total loss of principal.
The notes are unsecured and unsubordinated obligations of JPMorgan Chase Financial Company LLC, subject to the credit risk of both the issuer and JPMorgan Chase & Co., will not be listed on any exchange, and may trade at prices below issue. The underlying indices track excess returns on E-mini® futures, embedding futures-specific risks such as volatility, negative roll yield and potential divergence from the underlying equity indices. The tax treatment is complex; counsel views the notes as open transactions/prepaid financial contracts, but the IRS could assert a different treatment.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is issuing $364,000 of unsecured Callable Contingent Interest Notes linked to the lesser performing of the MSCI EAFE Index and the MSCI Emerging Markets Index, maturing on August 22, 2031 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 12.50% per annum Contingent Interest, credited monthly (1.04167%), only if on each Review Date both indices are at or above 70% of their Initial Values. If not called, principal is fully repaid only if, at maturity, both indices are at or above 60% of Initial Value; otherwise, investors lose 1% of principal for each 1% decline in the lesser performing index. The issuer may redeem the notes early at par plus interest on any Interest Payment Date from November 24, 2026 (excluding the first, second and final dates). The price to public is $1,000 per note, including $2.50 in commissions, versus an estimated value of $986.30. The notes are not listed, expose holders to JPMorgan credit risk, non-U.S. and emerging markets equity risk, currency risk, limited liquidity and complex U.S. tax and withholding treatment.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMORGAN CHASE & CO (JPM), through its subsidiary JPMorgan Chase Financial Company LLC, is offering Digital Contingent Buffered Notes linked to the S&P 500® Index under its medium-term note program. The notes provide a fixed Contingent Digital Return of at least 113.70% per $1,000 principal if, on the 2036 Valuation Date, the Index ending level is at or above the strike level, or down by no more than the 10.00% Contingent Buffer Amount; in that case the payment is $2,137 per $1,000 note at maturity. If the Index closes more than 10% below the strike, principal is exposed 1:1 to further declines, so investors can lose more than 10% and up to all principal. The notes pay no interest or dividends, have a minimum denomination of $10,000, and are unsecured, unsubordinated obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co. An indicative estimated value is $951.40 per $1,000 note, and the final estimated value will not be less than $940, reflecting embedded selling, structuring and hedging costs and the issuer’s internal funding rate.