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 issuing $1,790,000 of market-linked, auto-callable notes due August 17, 2029, linked to the lowest performing of SoFi, CrowdStrike and Oracle stock. The notes pay a 24.65% per annum contingent coupon, evaluated monthly, only if the lowest performing stock closes at or above its threshold price (45% of its starting price); missed coupons can be "caught up" later via a memory feature.
From February 2027 to July 2029, if the lowest performer is at or above its starting price on a calculation day, the notes auto-call at par plus the applicable coupon and any unpaid coupons. If not called, principal is protected at maturity only if the lowest performer stays at or above its threshold; if it finishes below, investors are fully exposed to downside and can lose more than 55%, up to all principal. Investors do not receive dividends or any upside participation in the stocks. The price to public is $1,000 per note, with selling commissions of $23.25, and the issuer’s estimated value is $959.40 per note, reflecting embedded costs and hedging.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering S&P 500-linked Medium-Term "Digital Equity" Notes, Series A, due February 24, 2028. Each note has a $1,000 principal amount, pays no interest, and is fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, if the S&P 500 final level is at least 85.00% of its initial level, investors receive a fixed "threshold settlement amount" expected between $1,101.00 and $1,118.60 per $1,000 note, capping upside at about 10–12%. If the index has fallen by more than 15.00%, principal is lost on a leveraged basis at a buffer rate of about 1.1765% for each additional 1% decline, down to a total loss.
The notes are unsecured obligations subject to the credit risk of both the issuer and guarantor, will not be listed on an exchange, and have no redemption feature. The estimated value at pricing is expected between $969.90 and $979.90 per $1,000 note, below the 100% original issue price, with underwriting commissions up to 1.51% of principal.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $774,000 of Auto Callable Accelerated Barrier Notes linked to the lesser performing of the S&P 500 Index and the S&P MidCap 400 Index, due August 17, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes are issued in $1,000 denominations, pay no interest or dividends, and may be automatically called on August 20, 2027 at $1,125 per $1,000 note if each index is at or above its Call Value. If not called and both final index levels exceed their initial values, maturity payment reflects 1.25x the gain of the lesser performing index; if either index is below its 70% Barrier Amount, principal is reduced one-for-one and can be fully lost.
The price to public is $1,000 per note, including selling commissions of $20 and a structuring fee of $6.50 per $1,000, with net proceeds of $758,520. The estimated value at pricing was $968.70 per $1,000 note. Repayment depends on the credit of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and the notes will not be listed on any exchange.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $559,000 of Uncapped Accelerated Barrier Notes linked to the lesser performer of the Nasdaq-100 Futures Excess Index and the S&P 500® Futures Excess Return Index, maturing August 19, 2031. The notes provide an upside leverage factor of 2.899x any positive return of the lesser-performing index if both final index levels exceed their initial values. A 70% barrier applies to each index; if either final index level falls below its barrier, principal is reduced one-for-one with the lesser-performing index return, down to a total loss of principal. The notes pay no interest, are unsecured obligations of JPMorgan Chase Financial, and are fully and unconditionally guaranteed by JPMorgan Chase & Co., with repayment subject to their credit risk. The price to public is $1,000 per note, including $15 in selling commissions, with estimated value at issuance of $974.20 per $1,000.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $352,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing July 19, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a monthly 9.25% per annum contingent coupon ($7.7083 per $1,000) only when the Index is at or above 85% of its Initial Value, with missed coupons potentially paid later if the barrier is met. The notes are automatically called (from February 16, 2027 onward) if the Index is at or above 95% of its Initial Value on specified Review Dates.
At maturity, if not called and the Index is at or above 85% of its Initial Value, investors receive principal plus due contingent interest; otherwise, principal is reduced 1% for each 1% Index decline beyond a 15% buffer, with up to 85% principal loss. The Index embeds a 6.0% per annum daily deduction and a notional financing cost, which drag performance, and the notes are unsecured obligations subject to the credit risk of both the issuer and guarantor.
JPMorgan Chase & Co. (JPM), via its finance subsidiary JPMorgan Chase Financial Company LLC, is offering $9,166,000 of unsecured structured notes linked to the least performing of the Dow Jones Industrial Average, Russell 2000 Index and S&P 500 Index, maturing August 19, 2031 and fully guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on any of 17 Review Dates starting August 18, 2027 if each index is at or above 90% of its initial level, paying $1,000 plus a fixed Call Premium Amount (from 10.25% up to 51.25% of principal). If not called and each final index level is at or above 75% of its initial level (the Barrier Amount), investors receive principal back; otherwise payoff is $1,000 plus $1,000 times the return of the least performing index, exposing investors to losses beyond 25% and up to total loss of principal.
The price to the public is $1,000 per note, while the estimated value at pricing was $982.40, reflecting structuring and hedging costs. The notes pay no interest or dividends, are not listed, and secondary market values are expected to be below the issue price. Tax treatment is uncertain; the issuer intends to treat the notes as open transactions (prepaid financial contracts).
JPMorgan Chase & Co. (JPM), as guarantor for JPMorgan Chase Financial Company LLC, is offering $2,390,000 of Auto Callable Accelerated Barrier Notes linked to the lesser performing of the S&P 500 Index and the S&P MidCap 400 Index, due August 17, 2029, in $1,000 denominations. The notes may be automatically called on August 20, 2027 if each index is at or above 100% of its initial level, paying $1,160 per $1,000 note (principal plus a $160 call premium), after which no further payments occur.
If not called, and on the August 14, 2029 observation date both indices are above their initial levels, investors receive principal plus 1.25× the return of the lesser-performing index. If either index is at or below its initial level but both are at or above 70% of initial (the barrier), principal is returned. If either index finishes below its 70% barrier, repayment is reduced one-for-one with the decline of the lesser performer, potentially to zero. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Chase Financial and JPMorgan Chase & Co., are not listed, and have an estimated value of $987.80 per $1,000 at pricing, below the issue price.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $2,056,000 of Uncapped Dual Directional Accelerated Barrier Notes linked to the Nasdaq-100 Futures Excess Index, maturing August 19, 2031, in $1,000 denominations, fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, if the Index rises, holders receive 1.70 times the Index gain on $1,000. If the Index is flat or down but no lower than 60% of its Initial Value, investors get a positive, uncapped return equal to the absolute Index loss, up to a 40% gain (maximum payment $1,400 per $1,000). If the Index closes below the 60% barrier, principal is exposed 1-for-1 to Index losses and can be fully lost.
The notes pay no interest, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and will not be listed, so liquidity may be limited. The estimated value at pricing is $983.20 per $1,000, below the issue price, reflecting structuring, hedging and other costs.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $1,964,000 of Uncapped Accelerated Barrier Notes linked to the Nasdaq-100 Futures Excess Index, maturing on August 19, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 2.025x leveraged upside on any positive Index performance at maturity, no cap on gains, and a 70% barrier set at 551.17881 (70% of the Initial Value 787.3983). If the Final Value stays at or above the barrier, principal is repaid; below the barrier, losses match the Index decline and investors can lose up to their entire principal. The notes pay no interest, are unsecured obligations subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk, have a minimum denomination of $1,000, and were priced at par with an estimated value of $978.30 per $1,000 at issuance.
JPMORGAN CHASE & CO (symbol JPM), through JPMorgan Chase Financial Company LLC, offers 5-year uncapped accelerated barrier notes linked to the MerQube US Tech+ Vol Advantage Index, which references the total return of the Invesco QQQ Trust minus a daily notional financing cost.
The Index deducts a 6.0% per annum fee daily and can vary its exposure to QQQ between 0% and 500%. At maturity in August 2031, if the Index is above its initial level, investors receive leveraged upside with an Upside Leverage Factor of at least 3.00. If the Index is flat or down but not below a 50% Barrier Amount, principal is returned. If the Index falls below the barrier, losses match the Index decline, up to a total loss of principal. The notes have a $1,000 minimum denomination, an estimated value of at least $940 per $1,000, and expose holders to the credit risk of both the issuer and guarantor.