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 $861,000 of Callable Contingent Interest Notes linked to the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index, due August 19, 2031. The notes pay a 7.80% per annum Contingent Interest, credited monthly at 0.65%, only for Review Dates when each index closes at or above 70.00% of its Initial Value (the Interest Barrier); otherwise no interest is paid.
The issuer may redeem the notes early on certain Interest Payment Dates beginning August 19, 2027, paying $1,000 plus any applicable Contingent Interest. If held to maturity and no early redemption occurs, principal is protected only if the Final Value of every index is at least 60.00% of its Initial Value (the Trigger Value; principal repaid, plus any final Contingent Interest if all indices also exceed the Interest Barrier). If any index finishes below its Trigger Value, repayment is reduced by the full decline of the Least Performing Index, potentially to $0.
The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are not bank deposits or FDIC insured. The price to public is $1,000 per note, including $41.25 in selling commissions, with net proceeds of $958.75 per note and an estimated value at pricing of $929.10. The notes will not be listed; secondary liquidity, if any, would be via JPMS at variable prices. The tax discussion indicates the issuer intends to treat the notes as prepaid forward contracts with associated contingent coupons, with withholding and Section 871(m) considerations for Non-U.S. holders.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $4,470,000 of unsecured, unsubordinated callable contingent interest notes linked to the Dow Jones Industrial Average®, Russell 2000® Index and S&P 500® Index, maturing May 18, 2028 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 9.50% per annum Contingent Interest Payment (0.79167% monthly) only if, on a Review Date, each index is at or above 70.00% of its Initial Value (the Interest Barrier). The issuer may redeem the notes early on designated Interest Payment Dates, first eligible on November 19, 2026, paying $1,000 plus the contingent coupon.
If held to maturity and not redeemed, investors receive $1,000 plus the final coupon only if each index is at or above its 70% Trigger Value; otherwise the payoff is $1,000 plus $1,000 × Least Performing Index Return, exposing investors to losses up to 100% of principal. The price to public is $1,000 per note, including $7.25 in fees, while the issuer’s estimated value is $977.70, and the notes will not be listed, leaving any liquidity dependent on J.P. Morgan Securities LLC.
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 $36,476,000 of Uncapped Accelerated Barrier Notes linked to the S&P 500® Index, maturing on August 19, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 1.1425x any positive S&P 500® Index return at maturity, with no upside cap. If the index finishes at or above 90% of the Initial Value, investors receive at least their $1,000 principal per note. If the Final Value is below 90% of the Initial Value, repayment is reduced 1% for each 1% index decline from the Initial Value, exposing investors to losses up to a complete loss of principal.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Chase Financial, and all payments are subject to the credit risk of both the issuer and JPMorgan Chase & Co. The price to the public is $1,000 per note, including $6 in fees, with an estimated value of $987.80 per $1,000 at pricing. The notes will not be listed on any securities exchange, and secondary market prices are expected to be below the original issue price.
JPMorgan Chase & Co. (JPM), as guarantor, is offering structured notes issued by JPMorgan Chase Financial Company LLC: $595,000 of Uncapped Dual Directional Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index, maturing on August 17, 2029.
The notes provide 1.28x leveraged upside on any positive return of the least performing index at maturity, and a capped “dual directional” payoff where investors earn up to 30.00% if the least performing index finishes down by up to 30%, provided each index stays at or above its Barrier Amount of 70.00% of Initial Value. If any index closes below its Barrier Amount, investors lose 1% of principal for each 1% decline of the least performing index, up to a complete loss of principal.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and will not be listed on any exchange. The price to public is $1,000 per note, including $29.50 in fees and commissions, versus an estimated value of $960.90 per note, reflecting selling, structuring and hedging costs. Secondary market prices, if any, are expected to be below the original issue price.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $2,724,000 of Uncapped Accelerated Barrier Notes linked to the least-performing of the Nasdaq-100® Technology Sector, Russell 2000® Index and S&P 500® Index, maturing August 17, 2029 and fully guaranteed by JPMorgan Chase & Co.
The notes pay no interest or dividends and expose holders to full downside of the least-performing index if any index finishes below 70% of its initial level; principal loss is 1% for each 1% decline in that index. Upside is uncapped with a 1.907 leverage factor on any positive performance of the least-performing index. Price to public is $1,000 per note, including $3 in selling commissions, with estimated fair value of $993 per note. The notes are unsecured, not insured, and are expected to be illiquid and sensitive to JPMorgan’s credit and to the volatility of the three indices.
JPMORGAN CHASE & CO (JPM), as guarantor for notes issued by JPMorgan Chase Financial Company LLC, is offering callable notes linked to the MerQube US Tech+ Vol Advantage Index, which references an unfunded total-return position in the Invesco QQQ Trust with a daily notional financing cost. The index embeds a 6.0% per annum daily deduction and can adjust exposure to the QQQ-based Underlying Asset between 0% and 500% to target implied volatility. The notes have a minimum denomination of $1,000, a daily review after an initial 12‑month non-call period, a barrier at 60.00% of the Initial Value, and an automatic call feature that pays par plus a Call Premium Amount when the index closes at or above the Call Value. The Call Premium Rate will be at least 20.80%, scaled by time outstanding. If not called and the Final Value is at or above the Barrier Amount, investors receive principal back; if below, repayment is $1,000 plus $1,000 times the Underlying Return, so losses can exceed 40% and extend to full principal loss. The estimated value at pricing will be at least $900 per $1,000 note, and all payments depend on the credit of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing $600,000 of unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Large‑Cap Vol Advantage Index, maturing August 17, 2029. The notes pay a contingent interest rate of 11.05% per annum only for Review Dates when the Index closes at or above 70% of its Initial Value (the Interest Barrier); missed coupons are not lost if later barriers are met. The notes can be automatically called, starting February 16, 2027, if on certain Review Dates the Index is at or above its Initial Value, returning $1,000 principal plus due interest.
If not called, principal is protected only down to a Trigger Value of 60% of Initial Value; below that, maturity payment is $1,000 plus $1,000 × Index Return, so investors may lose a substantial portion or all of principal. The underlying Index is a leveraged, rules‑based strategy on E‑mini S&P 500 futures with a 35% target volatility and up to 500% exposure, reduced by a 6.0% per annum daily deduction that drags performance. Estimated value at pricing is $922.80 per $1,000, below the $1,000 issue price, reflecting fees, hedging costs and JPMorgan’s internal funding rate. Payments are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and the notes will not be listed, so liquidity depends on dealer interest.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $1,212,000 of Auto Callable Contingent Interest Notes linked to the lesser performing of the iShares Silver Trust (SLV) and the VanEck Semiconductor ETF (SMH), maturing July 19, 2028 and fully guaranteed by JPMorgan Chase & Co. The notes pay a contingent interest of $17 per $1,000 (20.40% per annum, 1.70% per month) for each Review Date on which both funds close at or above 70% of their Initial Values; otherwise no interest is paid. The notes are automatically called, with return of principal plus the applicable interest, if on any non-excluded Review Date both funds close at or above their Initial Values. If held to maturity and not called, full principal is repaid (plus any final interest) only if each fund’s Final Value is at least 60% of its Initial Value; otherwise principal is reduced one-for-one with the loss on the lesser-performing fund, potentially down to zero. The price to public is $1,000 per note, including $22.25 in selling commissions; the issuer’s estimated value is $949.10 per $1,000, reflecting embedded costs and hedging.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering $1,477,000 of Auto Callable Contingent Interest Notes linked to Advanced Micro Devices, Inc. (AMD) common stock, due February 17, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a Contingent Interest Rate of 21.00% per annum (5.25% per quarter) only for Review Dates when AMD’s closing price is at or above a 50.00% Interest Barrier of the Initial Value; there is no guaranteed interest and some or all coupons may be skipped. The notes are automatically called, returning $1,000 principal plus the applicable contingent interest, if on any non‑final Review Date AMD’s closing price is at or above the Initial Value.
If not called, at maturity investors receive $1,000 plus the final contingent coupon if AMD is at or above the Trigger Value (50.00% of Initial Value); otherwise, payoff equals $1,000 plus $1,000 × Stock Return, so losses are 1% of principal for each 1% AMD declines from the Initial Value and can reach a 100% loss of principal. Price to public is $1,000 per note, with selling commissions of $22.25 and issuer proceeds of $977.75; the estimated value is $964.10 per $1,000, reflecting embedded fees, funding, and hedging costs. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. and will not be listed, so liquidity and secondary market pricing are uncertain.