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 $1,614,000 of Auto Callable Contingent Interest Notes, $1,000 minimum denominations, linked to the MerQube US Large-Cap Vol Advantage Index and maturing on August 19, 2032.
The notes pay a 17.75% per annum Contingent Interest only for months when the Index closes at or above 70% of its Initial Value, and may be automatically called quarterly if the Index is at or above its Initial Value, starting August 16, 2027. If held to maturity and never called, principal is protected only if the Final Index Value is at or above 50% of the Initial Value; otherwise, investors lose 1% of principal for every 1% Index decline from the Initial Value.
The underlying Index uses leveraged E-mini S&P 500 futures with a target volatility and is subject to a 6.0% per annum daily deduction, which is a persistent drag on performance. The notes are unsecured, unsubordinated obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co. The price to public is $1,000 per note, including $9 in selling commissions, while the estimated value at pricing was $922.90 per $1,000 note.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering structured “Review Notes” linked to the lesser performer of the Nasdaq‑100® Technology Sector and the S&P 500® Index, maturing August 19, 2031, in an aggregate principal amount of $2,008,000. The notes may be automatically called quarterly (starting August 18, 2027) if both indices are at or above 100% of their initial levels, paying back principal plus a preset call premium that steps up from 10.55% to 52.75% of principal over the term.
If never called and both final index levels are at or above 90% of their initial values, investors receive only their principal at maturity. If either index finishes below its 90% barrier, repayment is reduced 1:1 with the lesser-performing index’s loss, exposing investors to more than 10% and up to 100% principal loss. The notes pay no interest or dividends, are unsecured obligations of JPMorgan Chase Financial Company LLC fully guaranteed by JPMorgan Chase & Co., and are subject to both entities’ credit risk. The issue price is $1,000 per note, with an estimated value of $947.70 per note and proceeds to the issuer of $1,957,800.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $1,931,000 of Uncapped Accelerated Barrier Notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500 Index, maturing on August 19, 2030 and fully guaranteed by JPMorgan Chase & Co.
The notes pay no interest and do not provide dividends. At maturity, if both indices finish above their initial levels, holders receive principal plus 1.45 times the appreciation of the lesser-performing index. If either index finishes at or below its initial level but both remain at or above 75% of their initial levels, investors receive only their principal back.
If either index closes below 75% of its initial level, repayment is reduced 1% for every 1% decline of the lesser-performing index from its initial level, down to a total loss of principal. The minimum denomination is $1,000, the price to the public is 100% of principal, the estimated value is $987.60 per $1,000 note, the notes will not be listed on any exchange, and repayment depends on the credit of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $4,579,000 of Uncapped Accelerated Barrier Notes linked to the S&P 500® Futures Excess Return Index, maturing on August 19, 2031, at $1,000 per note.
The notes provide 2.3575x any positive Index return at maturity, with full principal repaid if the Index stays at or above 70% of its initial level. If the final level is below that barrier, principal loss is 1% for each 1% Index decline, down to total loss. The notes pay no interest, are unsecured obligations of JPMorgan Financial guaranteed by JPMorgan Chase & Co., and their estimated value at pricing was $980.80 per $1,000, below issue price, reflecting structuring and hedging costs. Liquidity depends on JPMS making a secondary market, and investors are exposed to both issuer and guarantor credit risk as well as futures-related risks such as 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 (JPM), through JPMorgan Chase Financial Company LLC, is offering Auto Callable Buffered Equity Notes linked to the EURO STOXX 50® Index. The notes have a price to public of $1,000 per note and a total offering size of $3,307,000, with estimated value of $976.90 per $1,000 at pricing.
The notes may be automatically called on August 27, 2027 if the Index closing level is at least the Initial Index Level of 6,539.59, paying $1,000 plus 11.95%. If not called and the Ending Index Level on August 14, 2028 is at or above the Initial Index Level, investors receive uncapped upside with a Contingent Minimum Return of 23.90% (at least $1,239 per $1,000 note). If the Index falls but remains within the 15.00% Buffer Amount, principal is repaid at maturity.
If the Index declines by more than 15.00%, losses are magnified by a Downside Leverage Factor of 1.17647, and some or all principal can be lost. The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to both entities’ credit risk.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $883,000 of Capped Dual Directional Buffered Return Enhanced Notes linked to the lesser performer of the Russell 2000 Index and the S&P 500 Index, maturing on February 17, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest or dividends. At maturity, investors get 1.50x any positive return of the lesser-performing index, capped at a Maximum Upside Return of 22.20%, or an uncapped return equal to the absolute value of index declines up to a 15.00% Buffer Amount. If either index falls by more than 15%, principal is reduced 1% for each additional 1% decline in the lesser-performing index, for a maximum 85.00% loss of principal ($150 per $1,000). The price to public is $1,000 per note, including $4.50 in selling commissions; the issuer’s estimated value is $986.60, reflecting embedded selling, structuring and hedging costs. Payments are unsecured and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and the notes are not listed or FDIC insured.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing $609,000 of Uncapped Accelerated Barrier Notes linked to the lesser performer of the Dow Jones Industrial Average and the S&P 500 Index, maturing August 19, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
Each $1,000 note offers 1.34x upside on any positive performance of the lesser performing index at maturity, full principal return if both indices finish at or above 75% of their initial levels, and 1-for-1 downside exposure if either index finishes below that 75% barrier, down to total loss. The notes pay no interest or dividends, are unsecured and unsubordinated obligations subject to the credit risk of both the issuer and guarantor, will not be listed on any exchange, and have an estimated value of $958.10 per $1,000 at pricing, below the $1,000 issue price due to selling, structuring and hedging costs.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering $5,889,000 of unsecured Auto Callable Contingent Interest Notes linked to the worst performer of the Nasdaq‑100, Russell 2000 and S&P 500 indices, maturing February 20, 2029 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 10.00% per annum Contingent Interest (0.83333% monthly) only for review dates when each index is at or above 70% of its Initial Value (the Interest Barrier). Starting February 16, 2027, the notes are automatically called if, on certain review dates, each index is at or above its Initial Value, returning $1,000 plus the contingent interest for that date.
If not called, and at maturity each index is at or above its 70% Trigger Value, investors receive $1,000 plus the final contingent interest. If any index is below its Trigger Value, repayment is reduced by the full decline of the least‑performing index, resulting in loss of more than 30% and potentially all principal. The price to public is $1,000 per note, while the estimated value is $972.80, reflecting embedded selling, structuring and hedging costs. The notes are not listed, may be illiquid, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $888,000 of Auto Callable Contingent Interest Notes linked individually to the Nasdaq-100, Russell 2000 and S&P 500 indices, maturing February 20, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a 9.00% per annum Contingent Interest (0.75% monthly) only for Review Dates when each index is at or above its Interest Barrier of 80% of its Initial Value. They may be automatically called on specified Review Dates (earliest on February 16, 2027) if each index is at or above its Initial Value, in which case investors receive $1,000 plus the applicable interest and no further payments.
If not called, principal repayment at maturity depends on the Least Performing Index. If its Final Value is at least its Trigger Value (70% of Initial Value), principal is repaid and any final contingent interest may be paid. If the Least Performing Index closes below its Trigger Value, repayment is $1,000 + ($1,000 × Least Performing Index Return), so investors can lose a significant portion or all of principal. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The issue price is $1,000 per note, including $25 in selling commissions (issuer proceeds $975 per note). The estimated value at pricing was $956.40 per $1,000 note, reflecting embedded costs, and the notes will not be listed, so liquidity depends on dealer willingness to make a market.