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 provides a monthly performance update for the S&P 500® Daily Risk Control 5% Index, including hypothetical and actual returns from May 2016 through May 2026 and comparisons to two notional 30/70 portfolios. The Index targets 5% volatility using a dynamic overlay that shifts between the underlying equity index and cash and is calculated on an excess return basis.
The report shows a 10-year annualized return of 4.08% and 10-year annualized volatility of 5.08% for the Index, and notes the deduction of a notional financing cost and a recent methodology change to that cost. Performance data are illustrative and hypothetical; past performance is not indicative of future results.
JPMorgan Chase Financial Company LLC is offering Auto Callable Yield Notes linked to the common stock of NVIDIA Corporation, fully guaranteed by JPMorgan Chase & Co. The notes pay an Interest Rate of at least $12.00% per annum (at least 6.00% semiannually) and are callable early if the Reference Stock meets or exceeds the Strike Value on a Review Date.
Key mechanics: Strike Value was $208.19 (Strike Date June 9, 2026), Trigger Value is $124.914 (60.00% of Strike), Pricing Date ~June 10, 2026, Original Issue/Settlement ~June 15, 2026, Maturity December 14, 2027. Estimated value per $1,000 note ~$967.60 (will not be less than $940.00 when set). Investors can lose more than 40.00% of principal if Final Value is below the Trigger Value.
J.P. Morgan published a performance update for the MerQube US Tech+ Vol Advantage Index outlining its construction, historical/backtested returns through May 2026, and risks tied to its underlying exposure. The Index targets a volatility level with a maximum exposure of 500% and a minimum exposure of 0%, and is subject to a 6.0% per annum daily deduction and a daily notional financing cost.
The Underlying Asset was changed on February 9, 2024 to an unfunded position in the Invesco QQQ Trust, Series 1 (QQQ Fund) (previously E‑Mini Nasdaq‑100 futures). The Index was established on June 22, 2021. The document presents backtested performance (May 2016–June 21, 2021) and actual performance (June 22, 2021–May 31, 2026), includes historical exposure snapshots and cautions that backtested results have limitations and are not indicative of future results.
JPMorgan Chase Financial Company LLC is offering Step Down Trigger Autocallable Notes linked to the lesser performing of the S&P 500® Index and the EURO STOXX 50® Index, due on or about June 15, 2029. The Notes are issued at $10.00 per Note (minimum purchase $1,000) and pay no periodic interest. If on any quarterly Observation Date (after a one-year non-call period) each Underlying closes at or above its Initial Value the Notes will be automatically called and pay a Call Price (principal plus a Call Return). The Call Return Rate will be finalized on the Trade Date and will not be less than 9.00% per annum. At maturity, if either Underlying’s Final Value is below its Downside Threshold (equal to 75% of its Initial Value), principal repayment will be reduced and could be as low as zero, producing a loss proportionate to the decline in the Lesser Performing Underlying. Payments are subject to the creditworthiness of the issuer and guarantor.
JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, expected to price on or about June 11, 2026 and settle on or about June 16, 2026. Each $1,000 note pays a Contingent Interest Rate of 8.00% per annum (2.00% per quarter) when the Index on a Review Date is at or above an Interest Barrier of 55.00%. The notes may be automatically called if the Index on a Review Date (other than the first, second and final Review Dates) is at or above a Call Value (up to 86.50% of the Initial Value); the earliest automatic call date is March 11, 2027. The Index includes a 6.0% per annum daily deduction that reduces index performance. If not called and the Final Value is below the Trigger Value, holders suffer loss equal to the Index Return applied to principal at maturity on June 16, 2031. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering Buffered Digital Notes linked to the least performing of the Nasdaq-100® Technology Sector, the Russell 2000® Index and the S&P 500® Index. The notes pay a Contingent Digital Return of at least 10.75% at maturity if the least performing Index is no more than 20.00% below its initial value; otherwise investors lose 1% of principal for each 1% the least performing Index declines beyond the 20.00% buffer, up to an 80.00% principal loss. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC and fully guaranteed by JPMorgan Chase & Co. Expected pricing is on or about June 12, 2026 with settlement on or about June 17, 2026. The estimated value at pricing would be approximately $989.70 per $1,000 note and will not be less than $900.00 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering Digital Buffered Notes linked to the S&P 500 Index with a stated minimum Contingent Digital Return of 12.11% and a Buffer Amount of 15.00%. The notes have an estimated value of $984.00 per $1,000 principal (will not be less than $970.00), pricing on or about June 30, 2026, expected settlement around July 6, 2026, a valuation date of December 30, 2027 and maturity on January 4, 2028. Under the terms, investors receive the Contingent Digital Return if the Ending Index Level is at or above the Initial Index Level or down up to the 15.00% buffer; losses occur beyond the buffer with a Downside Leverage Factor of 1.17647. The notes are unsecured obligations of the issuer and are not bank deposits or FDIC insured.
JPMorgan Chase Financial Company LLC priced $400,000 of Auto Callable Notes linked to the MerQube US Tech+ Vol Advantage Index. The notes, in $1,000 minimum denominations, price on June 5, 2026 with expected settlement on or about June 10, 2026 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called beginning on June 9, 2027 on specified annual Review Dates for cash payments that include scheduled Call Premium Amounts (first Review Date = $85 per $1,000 up to sixth Review Date = $510 per $1,000). If not called, maturity is June 9, 2033, when holders receive $1,000 plus any Additional Amount equal to the Index Return times a 100% Participation Rate, subject to a floor of zero.
The underlying Index includes a 6.0% per annum daily deduction and a notional financing cost applied to the QQQ Fund exposure; the Initial Value was 14,258.18 on the Pricing Date. The estimated value at pricing was $905.40 per $1,000 note; the price to public was $1,000 per note with selling commissions of $44 per note.
JPMorgan Chase Financial Company LLC is offering Structured Investments — Auto Callable Accelerated Barrier Notes linked to the MerQube US Large-Cap Vol Advantage Index, due June 20, 2031, fully guaranteed by JPMorgan Chase & Co.
The notes may be automatically called beginning on June 21, 2027. Key terms disclosed: minimum denomination $1,000, an Upside Leverage Factor of 1.75 for maturity payments if not called, a Barrier Amount equal to 65% of the Initial Value, and a Call Premium Amount of at least $320.00 per $1,000 if called. The Index is subject to a 6.0% per annum daily deduction, which the supplement says will materially drag index performance. The pricing supplement shows an estimated value of approximately $914.90 per $1,000 note (not less than $900.00) and expects pricing and settlement in mid-June 2026.
JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500, due June 21, 2029. The notes may be automatically called beginning June 21, 2027 and pay a Call Premium if each Index meets its Call Value on a Review Date.
The notes provide an uncapped return at maturity of 1.50× the appreciation of the least performing Index if not called, a Barrier Amount of 70.00% of Initial Value, and minimum hypothetical Call Premiums of $162.50 and $325.00 for the first and second Review Dates. Estimated value at issuance is approximately $954.10 per $1,000 note (pricing supplement will show final values).