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 offers auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes pay a 9.00% per annum contingent interest (at least $7.50 per month per $1,000 when payable), have a 15.00% buffer, an Interest Barrier equal to 85.00% of the Initial Value, and an automatic call feature at a Call Value of 95.00%. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost tied to the QQQ Fund. Pricing Date was May 18, 2026 and Maturity Date is April 23, 2029. Minimum denomination is $1,000 and the preliminary estimated value at issuance is at least $900.00 per $1,000 note. Payments are subject to the credit risk of the issuer and guarantor.
JPMorgan Chase & Co. is offering callable fixed rate notes that pay 6.00% per annum interest and mature on May 29, 2046, with annual interest payments on May 29 beginning in 2027. The notes may be redeemed in whole on each May 29 and November 29 redemption date beginning May 29, 2028, subject to the Business Day Convention and related conventions.
The pricing date is May 27, 2026 and the original issue (settlement) date is May 29, 2026. Price to public is stated on a per-note basis at $1,000 per $1,000 principal amount in the example pricing; selling commissions if priced that day would be approximately $3.50 per $1,000, not to exceed $45.00 per $1,000. The notes are unsecured, not FDIC-insured and rank as unsecured obligations under JPMorgan Chase & Co.’s capital structure; holders would be unsecured creditors in a resolution scenario.
JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the least performing of the Russell 2000, the Nasdaq-100 and the SPDR S&P 500 ETF Trust, with expected pricing on or about May 15, 2026 and settlement on or about May 20, 2026.
The notes mature on May 18, 2029, are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.. Key terms disclosed include an Upside Leverage Factor of 1.50, a Barrier Amount of 75.00 of initial value and a Call Value equal to 95.00 of initial value. The Call Premium Amount will be provided in the pricing supplement and will be not less than $222.00 per $1,000 note. The estimated value at pricing is approximately $988.80 per $1,000 note and will not be less than $950.00 per $1,000 note.
JPMorgan Chase & Co. is offering callable fixed rate notes due May 26, 2056 carrying a stated interest rate of 5.675% per annum. The notes pay monthly interest on the 28th, begin on June 28, 2026, and are callable semiannually each May 28 and November 28 beginning November 28, 2030, subject to the Business Day Convention.
The pricing date is May 26, 2026 with an assumed public price of $1,000 per $1,000 principal amount; for certain institutional or fee-based accounts the per-note price range is $927.60 to $1,000. Selling commissions would be approximately $20.00 per $1,000 if the notes priced today, not to exceed $50.00 per $1,000.
JPMorgan Chase & Co. filed an amended Form 13F reporting institutional holdings. The amendment restates and adds new holdings entries and shows a Form 13F information table value total of $1,557,139,501,048 across 33,063 reported entries. The filing lists 17 other included managers.
JPMorgan Chase reported its Form 13F holdings for the institutional investment manager group. The filing lists 33,063 Form 13F information table entries with an aggregate market value of $1,557,139,501,048 and identifies 17 other included managers. The report was signed on 05-13-2026.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the Class B common stock of NIKE, Inc. The notes have a minimum denomination of $1,000, are expected to price on or about May 20, 2026 and settle on or about May 26, 2026. Investors receive a Contingent Interest Payment on each Review Date when the Reference Stock closing price is at or above an Interest Barrier equal to 60.00% of the Initial Value. The notes are automatically called if the Reference Stock closing price on an applicable Review Date (after the fifth Review Date) is greater than or equal to the Initial Value; the earliest automatic call date is November 20, 2026. At maturity, if not called, payment depends on the Final Value versus a Trigger Value; if Final Value is below the Trigger Value, principal is reduced by the Stock Return. The estimated value at pricing is shown as approximately $969.60 per $1,000 note (will be at least $900.00), and the Contingent Interest Rate will be at least 12.50% per annum. Payments and secondary market values are subject to issuer and guarantor credit risk, limited liquidity, and the final pricing supplement terms.
JPMorgan Chase Financial Company LLC is offering auto‑callable Contingent Interest Notes linked to the MerQube US Large‑Cap Vol Advantage Index, due May 24, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. Notes pay monthly Contingent Interest Payments only if the Index closes at or above an Interest Barrier (60.00% of the Initial Value) on an Interest Review Date and may be automatically called as early as May 19, 2027 if the Index closes at or above the Initial Value on a quarterly Autocall Review Date. The Index is subject to a 6.0% per annum daily deduction, and the notes are unsecured obligations of JPMorgan Financial (credit risk rests with JPMorgan Financial and the guarantor). The price to public is per $1,000 principal amount, the estimated value at pricing is approximately $947.30 per $1,000 (stated floor $900.00), and selling commissions will not exceed $9.00 per $1,000. Investors may lose a significant portion or all principal if the Final Value is below the Trigger Value.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® Indices, due November 18, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay periodic Contingent Interest Payments only when each Index is at or above an Interest Barrier of 70.00% of its Initial Value. The notes may be automatically called beginning August 17, 2026 if each Index is at or above its Initial Value on a Review Date. Payments at maturity depend on the Least Performing Index and can result in partial or total loss of principal. Minimum denomination is $1,000. The estimated value at pricing is approximately $963.50 per $1,000 note (with a stated floor of at least $900.00), and the Contingent Interest Rate will be at least 7.60% per annum. Final terms and valuation will appear in the pricing supplement.
JPMorgan Chase & Co. and JPMorgan Chase Financial Company LLC offer notes linked to the J.P. Morgan Tech+ Dynamic Blend℠ 5 Index (the "Index"). The Index targets an annualized realized volatility of 5.0% and applies a daily deduction of 0.50% per annum. The Index is a notional, rules-based blend of an equities futures constituent and a 2-year U.S. Treasury futures constituent, rebalanced daily using two realized-volatility measures; the Index Level was set to 100.00 on May 9, 1996 and has been calculated live since March 2, 2022. Risks noted include sponsor discretion, possible significant uninvested periods (aggregate weight <100%), negative roll returns from futures, correlation and market-disruption risks, limited operating history and that the notes are not equivalent to direct investments in the Constituents.