Welcome to our dedicated page for JPMORGAN CHASE & CO SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 Financial Company LLC is offering unsecured, unsubordinated Uncapped Buffered Return Enhanced Notes linked to the lesser performance of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide an Upside Leverage Factor of at least 1.84 on any positive return of the lesser performing underlying at maturity, with a 20% downside buffer. If the lesser performing underlying ends more than 20% below its strike value, investors lose 1% of principal for each 1% decline beyond that buffer, up to a maximum loss of 80% of principal. The notes pay no interest or dividends, are not bank deposits, and expose holders to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is approximately $970.00 per $1,000 principal amount, and will not be less than $950.00 per $1,000 when set at pricing.
JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Return Enhanced Notes linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 Index and the Russell 2000 Index, due August 16, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. Investors receive no interest or dividends and face up to an 85.00% loss of principal at maturity if the least performing index falls more than the 15.00% Buffer Amount and the notes are not called.
The notes may be automatically called on August 16, 2027 if each index is at or above its Call Value, paying $1,000 plus a Call Premium Amount of at least $231.50 per $1,000 note. If not called and all final index values exceed their initial values, the maturity payment is $1,000 plus 1.50 times the appreciation of the least performing index; if all final values are within the 15.00% buffer, principal is returned. The minimum denomination is $1,000, with an indicative estimated value of about $981.20 per $1,000 today and not less than $950.00 at pricing, and returns are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering Uncapped Digital Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, Russell 2000® Index and S&P 500® Index, due September 7, 2032, fully and unconditionally guaranteed by JPMorgan Chase & Co.
Each $1,000 note provides uncapped, unleveraged upside based on the Least Performing Index, with a Contingent Digital Return of at least 70.30% if the final level of each Index is at or above its initial level. If any Index finishes below its initial level but all remain at or above 75.00% of initial (the Barrier Amount), investors receive principal only.
If the final level of any Index is below its Barrier Amount, principal is reduced 1% for each 1% decline of the Least Performing Index, down to a total loss. The notes pay no interest or dividends, are unsecured, not FDIC insured, and expose holders to credit risk of JPMorgan Financial and JPMorgan Chase & Co. The estimated value is about $939.30 per $1,000 today and will not be less than $900.00 per $1,000 at pricing, and secondary market liquidity may be limited.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable buffered equity notes linked to the EURO STOXX 50® Index. These unsecured notes provide equity-linked returns without interest or dividends and expose investors to the credit risk of both entities.
If the index is at or above its initial level on the review date of August 27, 2027, the notes are automatically called and pay $1,000 plus a call premium of at least 11.66% on September 1, 2027. If not called and the ending index level on August 14, 2028 is at or above the initial level, investors receive uncapped upside equal to the index return, subject to a contingent minimum return of at least 23.32% at maturity on August 17, 2028.
A 15.00% buffer protects principal against moderate declines, but below this buffer losses are magnified by a downside leverage factor of 1.17647, so investors can lose some or all principal. The estimated value, if priced on the described date, would be about $980.40 per $1,000 note, and will not be less than $970.00, reflecting embedded selling, structuring and hedging costs and the issuer’s internal funding rate.
JPMorgan Chase Financial Company LLC is offering $5,641,000 of Structured Investments Digital Barrier Notes linked to the lesser performing of the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes mature on September 10, 2027 and are issued in $1,000 denominations.
At maturity, if the Final Value of each Index is at least 70% of its Initial Value (the Barrier Amount), investors receive a fixed Contingent Digital Return of 10.05%, or $1,100.50 per $1,000 note. 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 from its Initial Value, potentially down to zero principal. The notes pay no interest, provide no dividends, are unsecured and unsubordinated obligations of JPMorgan Financial subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and are not bank deposits or FDIC insured. The estimated value at pricing was $994.70 per $1,000 principal amount note.
JPMorgan Chase Financial Company LLC is offering Callable Fixed Rate Notes due May 31, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest of 5.00% per annum, calculated on a 30/360 basis and paid in arrears on the last calendar day of February and August, beginning August 31, 2027, and on the maturity date.
The issuer may redeem the notes monthly, in whole but not in part, on the last calendar day of each month from February 28, 2027 through April 30, 2030 at par plus accrued interest, with at least five business days’ prior notice to DTC. The notes are issued at $1,000 principal amount per note, are unsecured obligations, are not bank deposits, and are not insured by the FDIC or any governmental agency. Special tax counsel expects they will be treated as fixed-rate debt instruments issued without original issue discount for U.S. federal income tax purposes.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Auto Callable Notes due August 15, 2031 linked to the least performing of the S&P 500 Index, Russell 2000 Index and Nasdaq-100 Index. The notes may be automatically called on August 25, 2027 if each index is at or above its Call Value, paying $1,000 plus a Call Premium Amount of at least $128.50 per $1,000 note. If not called, at maturity investors receive $1,000 plus an Additional Amount equal to $1,000 × Least Performing Index Return × 100%, floored at zero, with principal repayment subject to the credit risks of JPMorgan Financial and JPMorgan Chase & Co. The notes pay no interest or dividends, are unsecured, not FDIC insured, and have a minimum denomination of $1,000. The example estimated value is $983.40 per $1,000 note and will not be less than $900.00, reflecting embedded selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering $1,261,000 of Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on August 7, 2026 and are expected to settle on or about August 12, 2026, with maturity on August 12, 2031.
At maturity, investors receive 2.182 times any positive Index return, with no cap. If the Index is flat or down by up to the 15.00% Buffer Amount, principal is returned. If the Index is down by more than 15.00%, investors lose 1% of principal for each 1% decline beyond the buffer, for a maximum loss of 85.00% (down to $150 per $1,000 note). The notes pay no interest, are issued in $1,000 minimum denominations, and will not be listed on any exchange.
The notes are unsecured, unsubordinated obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., and are subject to their credit risks. The price to public is $1,000 per note, including $10 in selling commissions, while the issuer’s estimated value is $977.40 per $1,000 note, reflecting selling, structuring and hedging costs. Key risks include potential principal loss, complex exposure to E-mini® S&P 500® futures (including negative roll returns and futures market disruptions), limited liquidity, pricing based on internal funding and models, and uncertain U.S. tax treatment.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., maturing on August 19, 2032, in minimum denominations of $1,000.
Investors may receive a Contingent Interest Payment on each monthly review date when the Index closes at or above 70% of the Initial Value. The notes are automatically called quarterly if the Index is at or above the Initial Value, beginning August 16, 2027
If the notes are not called and the Final Value is below the Trigger Value of 50% of the Initial Value, principal is reduced 1% for each 1% Index decline, potentially to zero. The Index includes a 6.0% per annum daily deduction and uses a leveraged, volatility-targeting futures strategy, adding complexity and risk. The indicative estimated value is approximately $922.30 per $1,000 note and will not be less than $900.00, and all payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes due August 17, 2028, linked individually to the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
Monthly Contingent Interest Payments are made only if, on the relevant Review Date, the closing level of each Index is at least 70.00% of its Initial Value, which also serves as both the Interest Barrier and Trigger Value. The notes may be automatically called starting August 16, 2027 if on a Review Date (other than the first through eleventh and final) each Index is at or above its Initial Value, in which case investors receive $1,000 plus the contingent interest for that month and no further payments.
If the notes are not called and on the final Review Date any Index closes below its Trigger Value, the maturity payment is $1,000 + ($1,000 × Least Performing Index Return), so investors lose 1% of principal for each 1% decline in the Least Performing Index and can lose all principal. If each Index is at or above its Trigger Value on the final Review Date, investors receive $1,000 plus the final contingent interest. A hypothetical minimum Contingent Interest Rate of 10.55% per annum (0.87917% per month) is illustrated, and if priced today the estimated value would be approximately $981.70 per $1,000 note, with a floor of $900.00 per $1,000 when set. The notes are unsecured, not bank deposits, not insured by the FDIC, and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., as well as significant market, liquidity and tax risks.