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 its subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured Medium‑Term Notes, Series A, Digital Equity Notes due August 6, 2036, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the S&P 500® Index and are issued in $1,000 denominations, with no periodic interest and no listing.
At maturity, for each $1,000 note, if the S&P 500 final level is at least 90.00% of the initial level, investors receive a fixed threshold settlement amount expected between $1,992.30 and $2,164.20, corresponding to a capped payout when the index is at or above a cap level expected between 199.23% and 216.42% of the initial level. If the final level is below 90.00%, the payoff falls one‑for‑one with the index (underlier return), so investors lose 1% of principal for each 1% decline from the initial level and can lose their entire investment.
The original issue price is 100% of principal, with an underwriting commission up to 5.00%. The estimated value at pricing is expected between $919.50 and $929.50 per $1,000 note, reflecting embedded selling, structuring and hedging costs and an internal funding rate. The notes carry the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., involve complex U.S. tax considerations (including potential future changes and Section 871(m) for non‑U.S. holders), and are expected to have limited or no liquidity, with any secondary prices likely below the original issue price.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering Enhanced Buffered Jump Securities linked to the S&P 500® Index, maturing on December 3, 2027. These principal-at-risk notes pay no interest and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
Each security has a $1,000 stated principal amount and is issued at $1,000. If, on the November 30, 2027 valuation date, the S&P 500® closing level is at or above 90% of its initial level (the buffer threshold), investors receive $1,000 plus a fixed upside payment of at least $92.50 (at least 9.25%). If the index closes below 90% of its initial level, repayment is reduced by 1.11111% for every 1% decline beyond the 10% buffer, with no minimum payment, so the entire principal can be lost.
Per $1,000 security, selling commissions are $17.50 plus a $5.00 structuring-related amount, leaving initial proceeds of $977.50 to the issuer. The estimated value, based on internal models and funding rates, would be approximately $973.40 today and will not be less than $950.00 on the pricing date. Payments depend on the credit risk of both the issuer and the guarantor.
JPMorgan Chase & Co. (JPM), via subsidiary JPMorgan Chase Financial Company LLC, is offering $6,925,000 of Medium-Term Notes, Series A, Capped Buffered Enhanced Participation Basket-Linked Notes due October 8, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest and are linked to an unequally weighted equity index basket: EURO STOXX 50® (40%), TOPIX® (25%), FTSE® 100 (17%), Swiss Market Index (11%) and S&P/ASX 200 (7%). The initial basket level is 100; investors receive 1.80x participation in positive basket performance, capped at a maximum settlement of $1,177.30 per $1,000 principal (a 17.73% maximum gain), once the basket exceeds 109.85% of the initial level.
There is a 12.5% buffer: if the basket falls up to 12.5%, principal is repaid; below the 87.5% buffer level, losses are leveraged at about 1.1429x, and investors can lose their entire principal. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not listed, are not redeemable prior to maturity, and have an estimated value of $996.50 per $1,000 at pricing, reflecting structuring and hedging costs. The tax treatment is uncertain, and complex U.S. federal tax rules, including potential Section 871(m) considerations for non-U.S. investors, apply.
JPMORGAN CHASE & CO. (through JPMorgan Chase Financial Company LLC) is offering structured Auto Callable Contingent Interest Notes due August 23, 2029, linked to the least performing of the iShares MSCI EAFE, MSCI ACWI and Russell 3000 ETFs. Each note has a $1,000 denomination and pays a monthly contingent coupon at a rate of at least 6.50% per annum (0.54167% per month) only if, on the relevant review date, the price of one share of each ETF is at or above its Interest Barrier set at 70% of its strike.
The notes may be automatically called quarterly starting February 19, 2027 if each ETF is at or above its Strike Value, returning $1,000 plus due and previously unpaid coupons. If not called, and on the final review date any ETF closes below its Trigger Value (60% of strike), repayment of principal is reduced one-for-one with the decline of the worst ETF, and investors can lose more than 40% and up to all principal. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., and expose investors to both market risk in the ETFs and the credit risk of the issuer and guarantor. The estimated value is about $970 per $1,000 note and will not be less than $950 at pricing.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured auto callable contingent interest notes linked to the lesser performing of the S&P 500® Index and the VanEck® Semiconductor ETF, maturing August 2, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a monthly Contingent Interest Payment only if, on a given Review Date, the closing value of each underlying is at least 70.00% of its Initial Value, the Interest Barrier. Starting November 30, 2026, the notes are automatically called if on a Review Date (other than the first, second and final) each underlying is at or above its Initial Value, returning $1,000 per note plus the contingent interest for that date.
If not called, at maturity investors receive $1,000 plus any final contingent interest only if each underlying is at or above its Trigger Value; otherwise the payoff is reduced in proportion to the decline of the lesser performing underlying, and investors can lose a significant portion or all of principal. The minimum denomination is $1,000, the price to public is $1,000 per note, and the contingent interest rate will be at least 11.35% per annum. The notes are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., will not be listed, and secondary market prices are expected to be below issue price. The estimated value, if priced today, would be $958.40 per $1,000 note and will not be less than $900.00 at pricing.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering Structured Investments Digital Barrier Notes linked to the lesser performing of the Russell 2000® Index and the S&P 500® Index, maturing on September 15, 2027, in minimum denominations of $1,000.
At maturity, if the Final Value of each index is at least 70.00% of its Initial Value (the Barrier Amount), investors receive principal plus a fixed Contingent Digital Return of at least 7.75% (e.g., $1,077.50 per $1,000 note), regardless of how much either index has risen above the barrier. If the Final Value of either index is below its Barrier Amount, repayment is reduced 1% for each 1% decline of the Lesser Performing Index, down to a total loss of principal.
The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and do not pay periodic interest or dividends. They will not be listed on any exchange, and secondary market prices are expected to be lower than the $1,000 price to public. If priced on the date shown, the estimated value would be about $983.80 per $1,000 note and will not be less than $900.00 per $1,000 at issuance, reflecting selling commissions, hedging costs and the issuer’s internal funding rate.
JPMorgan Chase & Co. (JPM), via its finance subsidiary JPMorgan Chase Financial Company LLC, is offering Auto Callable Buffered Return Enhanced Notes linked to the MSCI Emerging Markets Index, maturing on August 26, 2030, under its existing shelf registration.
The notes can be automatically called on August 27, 2027 if the Index is at or above 100% of its initial level, paying $1,000 plus a call premium of at least $180 per $1,000. If not called and held to maturity, investors receive 1.40 times any positive Index return, full principal back if the Index is flat or down by up to 20%, and otherwise lose 1.25% of principal for each 1% decline beyond that buffer. The notes pay no interest or dividends, expose holders to emerging markets and currency risks, and are unsecured obligations of the subsidiary fully and unconditionally guaranteed by JPMorgan Chase & Co. An estimated value of about $981.40 per $1,000 note is indicated if priced today, with a minimum estimated value at pricing of $960.
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 unsecured, unsubordinated auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on August 26, 2032, in minimum denominations of $1,000 and integral multiples.
The notes may pay a monthly Contingent Interest Payment at a rate of at least 17.75% per annum (about 1.47917% per month) only if, on each Interest Review Date, the Index is at or above 70% of the Initial Value (the Interest Barrier). Quarterly, if the Index is at or above the Initial Value on an Autocall Review Date (first possible on August 23, 2027), the notes are automatically called and investors receive $1,000 plus the applicable contingent interest, with no further payments.
If the notes are not called, at maturity investors receive $1,000 plus any final contingent interest if the Index is at or above the Trigger Value (50% of Initial Value). If the Final Value is below the Trigger Value, the payoff is $1,000 plus $1,000 × Index Return, exposing investors to losses up to 100% of principal. The underlying 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 creates a persistent drag on performance.
The estimated value, if priced on the date described, is approximately $923.70 per $1,000 note and will not be less than $900.00 per $1,000 at pricing, reflecting structuring and distribution costs. Payments depend on the credit of JPMorgan Chase Financial Company LLC and the full and unconditional guarantee of JPMorgan Chase & Co. The notes will not be listed, may have limited or no liquidity, and involve complex tax and market risks, including volatility targeting, leverage, futures rolling, and potential conflicts of interest with affiliates involved in the Index design and maintenance.
JPMorgan Chase & Co. (JPM), via issuer JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Auto Callable Contingent Interest Notes linked to the least performing of the Nasdaq‑100, Russell 2000 and EURO STOXX 50 indices, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a Contingent Interest Payment on each Review Date only if each index closes at or above 60% of its Initial Value (the Interest Barrier. The contingent interest rate will be at least 8.00% per annum. From the fourth Review Date onward, if each index is at or above its Initial Value, the notes are automatically called for $1,000 plus that period’s interest.
If not called, at maturity on August 29, 2031 investors receive $1,000 plus the final contingent interest if each index is at or above its Trigger Value, set at 55% of Initial Value. If any index finishes below its Trigger Value, repayment is reduced 1:1 with the decline of the least performing index, down to a complete loss of principal. The notes are expected to price on or about August 26, 2026, in minimum denominations of $1,000, with an indicative estimated value of about $941 per $1,000 and not less than $900, and will not be listed on any exchange.