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 Financial is offering market-linked securities due May 11, 2029 that are cash-settled and linked to the iShares® Bitcoin Trust ETF (IBIT). Each security has a $1,000 principal amount and an Upside Participation Rate of 150% subject to a Maximum Return of 98.35% (maximum maturity payment $1,983.50).
The securities use a 25% buffer (Threshold Price = $34.0875, based on a Starting Price of $45.45 on the pricing date). If the Fund’s ending price at maturity is below the threshold, holders bear 1-to-1 downside beyond the buffer and could lose up to 75% of principal. The Price to Public is $1,000 per security; selling commissions are $28.25 per security and the estimated value at pricing was $956.90.
JPMorgan Chase Financial Company LLC is offering market-linked notes due June 21, 2029 that are fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay principal at maturity and provide upside exposure to an equally weighted basket composed of the EURO STOXX 50®, FTSE 100 and TOPIX indices, with an upside participation rate of at least 100.00%. The maturity payment equals $1,000 plus any positive return equal to $1,000 × average basket return × upside participation rate if the average ending level exceeds the starting level; otherwise you receive $1,000 principal. The notes are sold in $1,000 denominations, priced at $1,000.00 per note with selling commissions of $33.25 per note, estimated value at pricing of approximately $948.40 per note and a stated minimum estimated value of $910.00 per note. Pricing date and issue date are expected to be May 15, 2026 and May 20, 2026, respectively. Investors should review the "Risk Factors," tax treatment as contingent payment debt instruments, the calculation-day averaging feature, costs included in the original issue price, and the credit risk of the issuer and guarantor.
JPMorgan Chase Financial Company LLC priced contingent income callable securities aggregating $21,450,000, fully and unconditionally guaranteed by JPMorgan Chase & Co. The securities pay a contingent quarterly coupon of 2.75% ($27.50 per $1,000) only if the Nasdaq-100, S&P 500 and Russell 2000 each close on every day of a quarterly monitoring period at or above a coupon barrier level (75% of initial value). The securities may be redeemed at the issuer's discretion on most contingent payment dates for the stated principal plus any quarterly payment. If not redeemed, maturity payoff on November 14, 2029 is (i) the stated principal if each index's final value is at or above a downside threshold (65% of initial value), or (ii) the stated principal times the index performance factor of the worst performing index, which could be less than 65% of principal and could be zero. Pricing date was May 8, 2026, original issue date May 13, 2026, stated principal $1,000, issue price $1,000, estimated value on pricing date $946.20.
JPMorgan Chase Financial Company LLC is offering $16,824,000 aggregate principal of Contingent Income Auto-Callable Securities due May 11, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The securities reference the Class A common stock of Vertiv Holdings Co with an initial stock price of $339.97 (pricing date May 8, 2026) and a downside threshold equal to 50% of that price ($169.985). Each security has a stated principal amount of $1,000 and offers a contingent quarterly payment of $45.875 (4.5875% of principal) when the underlying closing price on a determination date is at or above the downside threshold.
If a determination date (other than the final date) has the underlying at or above the initial stock price, the securities are automatically redeemed early for principal plus the applicable contingent payment. If not redeemed, a final payment at maturity depends on the final stock price: at or above the downside threshold you receive principal plus any final contingent payment; below the downside threshold you receive principal multiplied by the stock performance factor and could lose a substantial portion or all of principal.
JPMorgan Chase Financial Company LLC issued $825,000 of auto-callable contingent interest notes linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500®, due May 13, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay periodic Contingent Interest Payments at a 7.25% per annum contingent rate only if each index on a Review Date is at or above an Interest Barrier equal to 50.00% of its Initial Value. The notes are automatically callable beginning November 9, 2026 if each index on a Review Date is at or above its Initial Value. At maturity, if the Final Value of the Least Performing Index is below its Trigger Value (50.00% of Initial Value), principal is reduced by the Least Performing Index Return.
JPMorgan Chase Financial Company LLC priced $1,275,000 of Capped Accelerated Barrier Notes due May 11, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the Russell 2000® with an upside leverage factor of 3.00 and a maximum return of 68.80%. The notes feature a 70.00% barrier (per Index); if any Index closes below its barrier on the Observation Date investors lose on a one-for-one basis versus that least performing Index. The notes priced on May 8, 2026 and are expected to settle on or about May 13, 2026. Minimum denominations are $1,000.
JPMorgan Chase Financial Company LLC is offering $1,250,000 in Capped Buffered Return Enhanced Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on May 8, 2026 and are expected to settle on or about May 13, 2026. They pay at maturity either the principal plus 1.25× the Index appreciation up to a 58.00% cap, return of principal if the Index declines no more than a 10.00% buffer, or a proportional loss beyond that buffer. The Strike Value was 7,365.12 (closing level on May 6, 2026), the Observation Date is May 6, 2030, and the Maturity Date is May 9, 2030. The price to public is $1,000 per note, with an estimated value at pricing of $987.50 per $1,000 principal amount.
JPMorgan Chase Financial Company LLC priced $900,000 of uncapped return enhanced notes linked to the S&P 500® Futures Excess Return Index, due May 13, 2031, with an upside leverage factor of 2.4125. The notes pay at maturity: $1,000 plus leveraged index appreciation, or pro rata loss of principal if the Index declines. The notes were priced on May 8, 2026 and are expected to settle on or about May 13, 2026. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; any payment is subject to the credit risk of both entities.
JPMorgan Chase Financial Company LLC offers $400,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due May 13, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest at a stated Contingent Interest Rate of 11.75% per annum when the Index closing level on a Review Date is at or above an Interest Barrier of 70.00% of the Initial Value. The notes are automatically callable beginning on May 10, 2027 if the Index on a Review Date (excluding the first eleven and final Review Dates) is greater than or equal to the Initial Value. The Index is subject to a 6.0% per annum daily deduction, and the notes are unsecured obligations of JPMorgan Chase Financial, with payments subject to the issuer's and guarantor's credit risk. Minimum denomination is $1,000; priced May 8, 2026, expected settlement on or about May 13, 2026.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due May 10, 2033, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only when the Index is at or above an Interest Barrier equal to 70.00% of the Strike Value, may be automatically called beginning November 5, 2026, and expose investors to a 6.0% per annum daily deduction applied to the Index. The offering totals $823,000 and the notes are unsecured obligations of JPMorgan Financial; payments depend on the credit of JPMorgan Financial and its guarantor.