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 structured Capped Dual Directional Buffered Equity Notes linked to the lesser of the Dow Jones Industrial Average and the S&P 500 Index, maturing on September 6, 2028, in $1,000 minimum denominations and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide unleveraged index exposure with a Maximum Upside Return of at least 20.50% and an 18.00% downside buffer, allowing positive returns on both appreciation and moderate depreciation of the lesser-performing index. If the lesser-performing index falls more than 18%, principal is reduced 1:1 beyond the buffer, for a potential loss of up to 82.00% of principal. The notes pay no interest or dividends, are unsecured, and are subject to the credit risk of both the issuer and guarantor. If priced today, the estimated value would be about $969 per $1,000 note, and at pricing it will not be less than $900, reflecting embedded selling commissions, hedging costs and dealer profits. The notes will not be listed, and secondary market prices are expected to be below the issue price.
JPMorgan Chase & Co. (JPM), through subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Uncapped Buffered Return Enhanced Notes linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 Index and the S&P 500 Index, due October 1, 2027. The notes provide an Upside Leverage Factor of at least 1.2475 on any positive return of the least performing index at maturity, with no cap.
The structure includes a 15% Buffer Amount: if the worst index declines by up to 15%, investors receive full principal at maturity; beyond that, principal is reduced 1% for each additional 1% decline, up to an 85% maximum loss, leaving $150 per $1,000 note. The notes pay no interest or dividends and expose holders to the credit risk of both JPMorgan Financial as issuer and JPMorgan Chase & Co. as guarantor. Minimum denomination is $1,000. The indicative estimated value is about $989 per $1,000 note and will not be less than $900 at pricing, reflecting embedded selling, structuring and hedging costs. The notes will not be listed, and secondary market prices are expected to be below the original issue price.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Buffered Digital Notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest and mature on September 23, 2030, in minimum denominations of $1,000.
At maturity, holders receive a fixed return of at least 35.50% (payment of $1,355 per $1,000) if the index final level is at or above the initial level, or down by up to the 25.00% Buffer Amount. If the index falls by more than 25%, principal is reduced 1% for each additional 1% decline, for up to a 75.00% loss of principal (downside floor of $250 per $1,000).
The notes are not bank deposits, are not FDIC‑insured, and are subject to the credit risks of both JPMorgan Financial and JPMorgan Chase & Co. If priced today, the estimated value would be about $983.90 per $1,000, and when set will not be less than $900.00 per $1,000, reflecting selling commissions, hedging costs and issuer funding assumptions. The notes will not be listed, and any secondary market would be limited, with prices likely below the original issue price. The underlying index tracks excess‑return E‑mini® S&P 500® futures and is exposed to futures‑specific risks, including volatility, negative roll returns and potential market disruptions.
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 (symbol JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured “Uncapped Dual Directional Accelerated Barrier Notes” linked to the S&P 500® Futures Excess Return Index, maturing on August 23, 2030 and fully guaranteed by JPMorgan Chase & Co.
Each $1,000 note provides at least 1.80x leveraged upside on any Index appreciation at maturity. If the Index is flat or down but not below the 70.00% Barrier Amount, investors receive a positive return equal to the absolute value of the Index decline, effectively capped at 30.00% (maximum payment $1,300 per $1,000 note when the Index Return is negative).
If the Final Index Value falls below the 70.00% barrier, principal is exposed 1-for-1 to Index losses and investors can lose more than 30% and up to all of their investment. The notes pay no interest, are not FDIC insured, will not be listed, and are subject to the credit risk of both the issuer and JPMorgan Chase & Co. The indicative estimated value is about $970 per $1,000 note and will not be less than $950 at pricing, reflecting embedded costs and hedging.
JPMorgan Chase & Co. (through JPMorgan Chase Financial Company LLC) is offering 500,000 Autocallable Contingent Coupon (with Memory) Barrier Notes linked to an equally weighted basket of CrowdStrike, Palo Alto Networks and Fortinet, at $10 principal per unit, for a total public offering of $5,000,000. The notes pay a contingent coupon of $0.4225 per unit per quarter (16.90% per annum) only if the basket’s observation value on each quarterly date is at least 70% of the Starting Value.
The notes are automatically callable on specified quarterly dates starting about one year after pricing if the basket is at or above 100% of the Starting Value, in which case investors receive $10 principal plus the due coupon and no further payments. If not called and at maturity the basket has fallen by more than 30% from the Starting Value, repayment is reduced 1‑for‑1 with the decline, with up to 100% of principal at risk; otherwise principal is repaid and the final contingent coupon may be paid. The notes are unsecured, unsubordinated obligations of the finance subsidiary, fully and unconditionally guaranteed by JPMorgan Chase & Co., and will not be listed on an exchange. The estimated initial value is $9.703 per unit, below the $10 offering price, reflecting selling, structuring and hedging costs.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering 718,400 units of Autocallable Contingent Coupon (with Memory) Barrier Notes at $10 principal per unit, for a total public offering price of $7,184,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a quarterly Contingent Coupon of $0.5425 per unit (21.70% per annum) only if the basket of Micron, Sandisk, and Western Digital is at or above 50% of the Starting Value; missed coupons can be “made up” later under the memory formula. The notes are automatically callable quarterly starting about one year after pricing if the basket is at or above 100% of the Starting Value, returning principal plus the due coupon.
If not called, the notes mature around three years out, on August 27, 2029. At maturity, if the basket Ending Value is at or above the 50% Threshold Value, holders receive principal plus the final contingent coupon; if it is below, there is 1‑to‑1 downside exposure to basket losses with up to 100% of principal at risk. The estimated value at pricing is $9.574 per unit, below the $10 offering price due to embedded costs and internal funding assumptions. The notes are unsecured, unsubordinated obligations with limited secondary market liquidity and no exchange listing.
JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Capped Contingent Buffered Return Enhanced Notes linked to the American Depositary Shares of Baidu, Inc. The notes provide 5.00x leveraged exposure to any positive stock performance, subject to a Maximum Return of at least 57.75%, implying a maximum payment of at least $1,577.50 per $1,000 note.
The notes have a Stock Strike Price of $92.87, a 40.00% Contingent Buffer Amount, and mature on August 24, 2028, with the Final Stock Price based on an average of five dates in August 2028. Principal is fully protected only if Baidu’s Final Stock Price is at or above 60% of the strike; below that level, losses are one-for-one with the stock and can reach 100% of principal. The notes pay no interest or dividends and are subject to the credit risk of both JPMorgan Financial as issuer and JPMorgan Chase & Co. as guarantor.
The minimum denomination is $10,000 (and $1,000 increments thereafter). Selling commissions are up to $15.00 per $1,000 note. If priced on the described terms, the bank estimates an economic value of about $976.10 per $1,000 at launch, and commits that the final estimated value will not be less than $960.00 per $1,000. The notes will not be listed on an exchange, and secondary market liquidity and pricing depend largely on J.P. Morgan Securities LLC.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $14,000,000 of Auto Callable Buffered Equity Notes linked to the S&P 500® Index, maturing August 22, 2028. The notes may be automatically called on August 23, 2027 if the Index is at or above a specified Call Value, paying back principal plus a fixed $100 call premium per $1,000 note.
If not called, at maturity investors receive uncapped, unleveraged upside equal to the Index’s percentage gain above the Strike Value, full principal back if the Index decline stays within a 20.50% Buffer Amount, and otherwise a linear loss down to a maximum loss of 79.50% of principal. The price to public is $1,000 per note, with $1 in fees and an estimated value of about $994.10, reflecting embedded selling, structuring and hedging costs. The notes pay no interest or dividends, are unsecured obligations of JPMorgan Chase Financial Company LLC fully guaranteed by JPMorgan Chase & Co., and expose holders to both equity-market risk and the credit risk of the issuer and guarantor, as well as limited liquidity and complex U.S. tax treatment.