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 offering auto callable contingent interest notes linked to Advanced Micro Devices, Inc. (AMD) stock, maturing on March 2, 2028, in $1,000 denominations. Investors receive a Contingent Interest Payment on each Review Date only if AMD’s closing price is at least 60% of the Initial Value (the Interest Barrier); the Contingent Interest Rate will be at least 19.25% per annum.
The notes are automatically called, starting as early as November 30, 2026, if AMD’s closing price on a Review Date (other than the first, second and final) is at least the Initial Value, returning $1,000 plus the applicable Contingent Interest Payment. If not called, and at maturity AMD is below the Trigger Value of 50% of the Initial Value, investors lose 1% of principal for each 1% AMD has fallen from the Initial Value, up to a total loss.
The notes are unsecured, unsubordinated obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to both entities’ credit risk. If priced on August 18, 2026, the estimated value would be about $958.80 per $1,000, and at pricing it will not be less than $900 per $1,000. The notes will not be listed, may have limited liquidity, and do not pay dividends or provide any equity ownership in AMD.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated callable contingent interest notes linked individually to the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a contingent interest on each review date only if the closing level of each index is at least 70% of its initial value; otherwise no interest is paid for that period. Beginning on March 2, 2027, JPMorgan Financial may redeem the notes early on specified interest payment dates, paying $1,000 per note plus any due contingent interest, after which no further payments occur.
If the notes are not redeemed early, principal repayment at maturity on July 28, 2028 depends on the least performing index. If the final level of every index is at or above its 70% trigger value, investors receive $1,000 plus any final contingent interest; if any index finishes below its trigger, repayment is reduced dollar-for-dollar with that index’s decline and can fall to zero. The minimum denomination is $1,000. The estimated value would be about $980.40 per $1,000 if priced on the indicated date and will not be set below $900, reflecting embedded selling commissions, hedging costs and JP Morgan’s internal funding rate. The notes are not deposits, carry JPMorgan Financial and JPMorgan Chase & Co. credit risk, will not be listed, and may have limited or no secondary market liquidity.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated callable contingent interest notes linked individually to the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price around August 27, 2026, settle on September 1, 2026 and mature on September 2, 2031, in minimum denominations of $1,000.
The notes pay a monthly Contingent Interest Payment only if on each Review Date every index is at or above its Interest Barrier of 70.00% of its Initial Value; otherwise no interest is paid for that month. Starting with the September 1, 2027 Interest Payment Date, JPMorgan Financial may redeem the notes early in whole, paying $1,000 plus the applicable contingent interest. If held to maturity and not redeemed, investors receive $1,000 plus the final contingent interest if each index is at or above its Trigger Value (also 70.00% of Initial Value). If any index finishes below its Trigger Value, principal is reduced 1% for each 1% decline in the Least Performing Index, potentially down to zero. The indicative Contingent Interest Rate is at least 8.30% per annum, and the current estimated value is about $931.50 per $1,000, not less than $900. Payments depend on the credit of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured Auto Callable Buffered Return Enhanced Notes linked to the lesser performer of the Nasdaq‑100 Index and the S&P 500 Index, maturing August 29, 2029, in minimum denominations of $1,000. The notes may be automatically called on August 30, 2027 if each index is at or above its Call Value, paying back principal plus a call premium of at least $146 per $1,000, ending the investment.
If not called, at maturity investors receive 1.50 times any positive return of the lesser‑performing index, full principal back if the lesser index is down by up to the 10% Buffer Amount, and a leveraged loss beyond that buffer, up to 90% of principal. The indicative estimated value is about $982.30 per $1,000 (and will not be less than $900), reflecting embedded costs. The notes pay no interest or dividends, are not FDIC‑insured, and expose holders to both market risk on the indices and the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering medium-term Enhanced Participation Basket-Linked Notes maturing on September 7, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest and are linked to an unequally weighted basket of five non‑U.S. equity indices: EURO STOXX 50® (40%), TOPIX® (25%), FTSE® 100 (17%), Swiss Market Index (11%) and S&P/ASX 200 (7%).
Each note has a $1,000 principal amount; investors receive at maturity $1,000 plus the basket return multiplied by an upside participation rate expected to be between 1.48 and 1.73 if the basket rises, and incur a 1:1 loss with no downside protection if it falls, risking 100% of principal. The estimated value when set is expected between $965.00 and $975.00 per $1,000, reflecting selling costs and hedging. The notes are not listed, are subject to the credit risk of both the issuer and guarantor, and carry complex U.S. tax and Section 871(m) considerations.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured auto-callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on August 28, 2031, in $1,000 minimum denominations and fully guaranteed by JPMorgan Chase & Co.
The notes pay a monthly Contingent Interest Payment only when the Index closes at or above 70% of its Initial Value (the Interest Barrier); missed coupons can be paid later if the barrier is again met. The notes are automatically called quarterly if the Index is at or above its Initial Value, with the earliest call date around August 25, 2027.
If not called, principal protection depends on the Final Index Value: at or above the Trigger Value (50% of Initial Value) returns full principal (plus any due coupons), while below the Trigger Value principal is reduced one-for-one with the Index decline, potentially to zero. The Index embeds a 6.0% per annum daily deduction and uses a 35% target volatility with leverage up to 500% in E-mini S&P 500 futures. The indicative Contingent Interest Rate is at least 13.35% per annum, and the estimated value, if priced today, is about $930.50 per $1,000 note, not less than $900 when set. Payments are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and the notes are not FDIC insured or exchange-listed.
JPMORGAN CHASE & CO (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering $890,000 of Capped Buffered Return Enhanced Notes linked to the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., under its shelf registration.
The notes mature on January 19, 2028 with a 1.50x leveraged upside on any Index appreciation, capped at a maximum return of 25.15% (maximum payment of $1,251.50 per $1,000 note). A 10.00% downside buffer protects principal for Index declines up to 10%; beyond that, investors lose 1% of principal for each additional 1% Index decline, up to a 90.00% loss of principal at worst.
The notes pay no interest and provide no dividends or voting rights in underlying stocks. They are unsecured, unsubordinated obligations of JPMorgan Chase Financial Company LLC, subject to the credit risk of both the issuer and JPMorgan Chase & Co. The notes priced at 100% of principal on August 13, 2026, with an estimated value of $996.90 per $1,000 note, reflecting structuring and hedging costs and the issuer’s internal funding rate.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Buffered Digital Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes mature on March 1, 2029, in minimum denominations of $1,000.
At maturity, if the S&P 500 Final Value is at or above the Initial Value, or down by up to the 20.00% Buffer Amount, investors receive principal plus a fixed Contingent Digital Return of at least 18.70% (for example, a $1,187 payment per $1,000 in many scenarios). If the Index is down more than 20%, principal is reduced 1% for each percentage point beyond the buffer, up to a maximum loss of 80.00% (down to $200 per $1,000). The notes pay no interest or dividends and carry the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
An example estimated value, if priced today, is $987.10 per $1,000, and the issuer states the final estimated value will not be less than $950.00. That estimated value is based on an internal funding rate and issuer pricing models and will be lower than the price to public. The notes will not be listed, and secondary market prices are expected to be below the issue price. Tax counsel views the notes as prepaid financial contracts treated as open transactions for U.S. federal income tax purposes, though alternative treatments are possible.
JPMorgan Chase & Co. (JPM), through its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is issuing $574,000 of auto callable contingent interest notes linked to the worst performer of Affirm, MARA Holdings and SoFi common stocks, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a 30.00% per annum contingent coupon (2.50% per month, $25 per $1,000) only if on a Review Date each stock is at or above 45.00% of its Strike Value. Missed coupons can be paid later if the barrier is met, but investors may receive no interest at all. From the sixth Review Date onward (earliest February 16, 2027), the notes are automatically called if all three stocks are at or above their Strike Values, returning $1,000 plus due and unpaid coupons.
If the notes are not called and any stock finishes below its 45.00% Trigger Value on the final Review Date, principal is reduced one-for-one with the decline of the worst-performing stock, leading to loss of more than 55% and up to all principal. The notes are unsecured, not listed, subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and have an estimated value of $930.70 per $1,000, below the $1,000 issue price.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing $2,290,000 of unsecured Airbag In‑Digital Notes linked to the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., in $10 denominations maturing February 17, 2028.
Holders receive no coupons or dividends. If the S&P 500 Final Value is at or above the Digital Barrier/Downside Threshold of 7,007.18 (90% of the 7,785.76 Initial Value), investors get principal plus a fixed 14.60% Digital Return at maturity. If the Final Value is below the Threshold, principal is reduced using the formula $10 × (Underlying Return + 10%) × 1.11111, leading to a loss of 1.11111% of principal for every 1% decline beyond 10%, down to total loss.
The estimated value is $9.958 per $10 Note, below the issue price, reflecting structuring and hedging costs and JPMorgan’s internal funding rate. The Notes are not exchange‑listed, carry significant market and credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and involve complex U.S. tax considerations, including treatment as prepaid financial contracts and potential Section 871(m) implications for non‑U.S. holders.