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 JPMorgan Chase Financial Company LLC, is issuing $1,000,000 of Auto Callable Contingent Interest Notes linked to Palo Alto Networks, Inc. stock. The notes pay a 23.25% per annum contingent coupon (5.8125% per quarter) when the stock closes at or above 60.00% of the Strike Value on a Review Date.
The notes may be automatically called beginning November 16, 2026 if the stock is at or above the Strike Value, in which case investors receive $1,000 plus the applicable coupon and the notes terminate. If held to maturity on August 19, 2027 and the final stock price is below the Trigger Value (also 60.00% of strike), repayment is $1,000 plus $1,000 × Stock Return, so investors can lose more than 40% or all principal.
The Strike Value is $384.27, making the Interest Barrier and Trigger Value $230.562. The price to public is $1,000 per note, with proceeds to issuer of $987.50 per note and an estimated value of $974.10. The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., are not listed on an exchange and involve the credit risk of both entities.
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 structured notes linked to the lesser performing of the iShares Semiconductor ETF (SOXX) and the Nasdaq-100 Index (NDX), maturing on August 30, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a $1,000 minimum denomination, no interest or dividends, and are subject to the issuers’ credit risk.
The notes feature an automatic call: on any of 19 Review Dates from February 25, 2027 to August 25, 2028, if the closing value of each underlying is at or above 100% of its Initial Value, investors receive $1,000 plus a Call Premium Amount, starting at at least 8.25% and rising by Review Date to at least 33.00% on the final Review Date, and the notes terminate. If not called, a 20.00% buffer applies at maturity: full principal is returned if each underlying has fallen by no more than 20%. If either underlying is down by more than 20%, the payoff is $1,000 + [$1,000 × (Lesser Performing Underlying Return + 20%)], exposing investors to up to an 80.00% loss of principal.
The indicative estimated value is approximately $960.80 per $1,000 note, and the final estimated value will not be less than $900.00, reflecting selling commissions, hedging costs and dealer profits embedded in the $1,000 issue price. The notes are not listed, may be illiquid, and secondary prices are expected to be below the original issue price.
JPMorgan Chase & Co. (JPM), as guarantor for JPMorgan Chase Financial Company LLC, is offering $713,000 of Capped Buffered Return Enhanced Notes linked to the S&P 500 Index, maturing February 23, 2029. Each $1,000 note provides 2.00x any Index appreciation, subject to a 25.50% maximum return, and includes a 10.00% downside buffer at maturity.
If the Index falls more than 10%, holders lose 1% of principal for each additional 1% decline, up to a 90.00% loss. The notes pay no interest or dividends, are unsecured, unsubordinated obligations of the finance subsidiary, and are fully and unconditionally guaranteed by JPMorgan Chase & Co., exposing investors to both entities’ credit risk. The price to public is $1,000 per note, including $21.50 in fees, while the estimated value at pricing is $970.20, reflecting structuring, distribution and hedging costs.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing August 25, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a contingent quarterly coupon of at least 15.50% per annum (at least $38.75 per $1,000 per quarter) only if on an Interest Review Date the Index is at or above 70% of its initial level; otherwise no interest is paid. The notes are automatically called on semiannual Autocall Review Dates if the Index is at or above 90% of its initial level, in which case investors receive $1,000 plus the applicable contingent interest and the notes terminate early.
If the notes are not called and the final Index level is at or above 50% of the initial level, investors receive $1,000 per note plus any final contingent interest. If the final level is below 50%, repayment of principal is reduced one-for-one with the Index decline, so investors can lose more than 50% and up to all of their principal. The underlying Index includes a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund exposure, which creates a persistent drag versus an equivalent index without such deductions. The estimated value on the pricing date is expected to be materially below the $1,000 issue price.
JPMORGAN CHASE & CO (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured structured notes linked to the Nasdaq‑100 Index®, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 100% participation in Index gains but cap total return at a Maximum Amount of at least $295 per $1,000 (about 29.5%) at maturity on February 22, 2030. If the Index is flat or lower, investors receive principal only, with no interest or dividends, and all payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The Strike Value is the Index closing level on August 18, 2026 of 29,490.96. The estimated value would be about $970 per $1,000 note if priced on the date shown and will not be less than $950, reflecting embedded fees and hedging costs. For U.S. tax purposes, the notes are expected to be treated as contingent payment debt instruments, requiring accrual of original issue discount rather than taxing only at maturity.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $575,000 of Auto Callable Notes linked to the MerQube US Tech+ Vol Advantage Index, due August 22, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest and can be automatically called on annual Review Dates starting August 19, 2027 if the Index is at or above the Call Value (100% of the Initial Value 14,350.73). If called, investors receive $1,000 plus a call premium ranging from 9.10% on the first Review Date up to 54.60% on the sixth. If never called, at maturity investors receive full principal plus any positive Index return at a 100% participation rate, with no downside below par, all subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
The Index embeds a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund, which create a persistent drag versus an identical index without such charges and can significantly reduce performance. The price to the public is $1,000 per note, including $44 in fees; net proceeds are $956 per note, and the bank’s estimated value is $905.80. For U.S. tax purposes, the notes are expected to be treated as contingent payment debt instruments, requiring accrual of original issue discount based on a 4.81% comparable yield and a projected single payment of $1,395.30 at maturity.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to Marvell Technology, Inc. stock, maturing August 16, 2028. The notes pay a 29.70% per annum contingent coupon (monthly installments of $0.2475 per $10 note) only when Marvell’s share price on an Observation Date is at or above the $111.01 Coupon Barrier, set at 50.00% of the $222.02 Initial Value observed on August 14, 2026.
The notes are automatically called if Marvell’s price on any Observation Date is at or above the Initial Value, returning principal plus that month’s coupon. If not called and the Final Value is at or above the $111.01 Downside Threshold, investors receive principal plus the final coupon; if below, repayment is $10 × (1 + Underlying Return), exposing investors to stock-like losses and potential total loss of principal. The notes are unsecured, rank pari passu with other JPMorgan Financial debt, fully and unconditionally guaranteed by JPMorgan Chase & Co., are not FDIC insured, will not be listed on any securities exchange, and had an estimated value of $9.627 per $10 at pricing, below the issue price due to selling commissions and hedging costs.
JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is issuing $300,000 of unsecured Auto Callable Dual Directional Accelerated Barrier Notes linked to the lesser performance of the common stocks of Advanced Micro Devices, Inc. and Apple Inc., guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on August 20, 2027 if each stock is at or above its Call Value, paying $1,648.50 per $1,000 note (principal plus a $648.50 call premium). If not called and at maturity both stocks are above their Initial Values, investors receive 2.00 times the appreciation of the lesser-performing stock; if they are between 50.00% and 100.00% of Initial Value, investors receive an absolute-return payoff capped at a 50.00% gain ($1,500). If either stock finishes below 50.00% of its Initial Value, principal is reduced one-for-one with the loss of the lesser performer, with the potential for total loss.
The notes pay no interest or dividends, are not insured, will not be listed, and expose holders to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The price to the public is $1,000 per note, including $7.50 in selling commissions; the issuer’s estimated value is $963.30 per $1,000 note.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes linked to Eli Lilly and Company common stock, maturing August 24, 2029. The notes pay a quarterly Contingent Interest Payment only when Eli Lilly’s share price on a Review Date is at or above 60.00% of the Initial Value (the Interest Barrier); missed coupons are later made up if a future Review Date meets the barrier.
The notes are automatically called (returning $1,000 principal plus applicable interest and any unpaid coupons) if Eli Lilly’s share price on any non-final Review Date is at or above the Initial Value. If not called, and at maturity the Final Value is below the 60.00% Trigger Value, principal is reduced 1% for each 1% decline from the Initial Value, up to total loss of principal. A hypothetical contingent interest rate of 9.90% per annum (2.475% per quarter) is illustrated. The estimated value is about $960 per $1,000 note today and will not be less than $940 at pricing, reflecting embedded fees, hedging costs and JPMorgan’s internal funding rate. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and will not be listed on an exchange.