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 $1,274,000 of Callable Contingent Interest Notes linked to the least performing of the Nasdaq-100 Index®, Russell 2000® Index and S&P 500® Index, maturing July 19, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a Contingent Interest Rate of 9.25% per annum (0.77083% per month) only on Review Dates when the closing level of each index is at least 70.00% of its Initial Value, the Interest Barrier. JPMorgan may redeem the notes early, in whole, on certain Interest Payment Dates beginning November 19, 2026, paying $1,000 plus any due contingent interest.
If not redeemed early and the Final Value of each index is at or above its Trigger Value (also 70.00% of Initial Value), investors receive $1,000 plus the final contingent interest. If any index finishes below its Trigger Value, repayment is reduced by the negative return of the least performing index, and investors can lose a significant portion or all of principal. The notes are unsecured, subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., and are not bank deposits or FDIC insured. The price to public is $1,000 per note, including selling commissions and hedging-related costs; the estimated value at pricing was $964.30 per $1,000.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $1,872,000 of Uncapped Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index, maturing August 19, 2030 and fully guaranteed by JPMorgan Chase & Co. The notes provide an upside leverage factor of 1.98x any positive performance of the least performing index at maturity, with no interest or dividends paid.
If all indices finish at or above 60% of their initial levels, principal is returned; if any index finishes below this barrier, principal is reduced 1% for each 1% decline of the least performing index, potentially to zero. The price to public is $1,000 per note, including selling and structuring costs, versus an estimated value of $979.10, and the notes are unsecured obligations subject to the credit risk of both the issuing subsidiary and JPMorgan Chase & Co., with limited liquidity and complex U.S. tax treatment.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing $3,468,000 of unsecured callable contingent interest notes linked individually to the Nasdaq-100® Technology Sector, the Russell 2000® Index and the S&P 500® Index, maturing July 19, 2028 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 10.00% per annum Contingent Interest Payment (0.83333% monthly) only for Review Dates when each index is at or above 70% of its Initial Value (the Interest Barrier); otherwise no interest is paid. The issuer may redeem the notes early on specified dates starting November 19, 2026, paying $1,000 plus any due contingent interest.
If not redeemed early, principal repayment depends on the Least Performing Index. If each index’s Final Value is at or above its 60% Trigger Value, investors receive $1,000 plus any final contingent interest; if any index finishes below its Trigger Value, repayment is reduced by the negative return of the Least Performing Index, potentially down to zero. The estimated value at pricing was $974.20 per $1,000, below the $1,000 issue price, and the notes are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. with no listing, dividend rights, or principal protection.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering $759,000 of Auto Callable Accelerated Barrier Notes linked to the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on August 20, 2027 if each index is at or above its Call Value, paying $1,000 plus a fixed Call Premium of $220.50 per note. If not called and all indices finish above their initial levels at maturity on August 17, 2029, investors receive 2.00 times the appreciation of the least performing index.
If any index closes below 70% of its initial level at maturity, investors lose 1% of principal for each 1% decline in the least performing index, up to total loss. The notes pay no interest or dividends, are unsecured, and any payment depends on the credit of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The estimated value at pricing was $978.40 per $1,000 note, below the issue price.
JPMorgan Chase & Co. (JPM) is fully and unconditionally guaranteeing a new structured note issuance by its finance subsidiary, JPMorgan Chase Financial Company LLC. The offering totals $1,807,000 of Uncapped Dual Directional Buffered Return Enhanced Notes linked to the lesser performing of the Nasdaq-100® Technology Sector and the S&P 500® Index, maturing on August 17, 2028.
Each $1,000 note provides 1.275x leveraged exposure to any positive return of the lesser performing index. If the lesser index ends down but by no more than the 10% Buffer Amount, investors receive a positive, uncapped return equal to the absolute decline (up to 10%). If either index falls more than 10%, principal is reduced 1% for every 1% drop beyond the buffer, up to a 90% loss.
The notes pay no interest or dividends and are unsecured obligations subject to the credit risk of both the issuer and JPMorgan Chase & Co. They are sold at $1,000 per note with $8 in selling commissions (issuer proceeds $992 per note). The estimated value at pricing was $987 per note, reflecting structuring and hedging costs.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $234,000 of unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on August 19, 2032 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a monthly 13.65% per annum Contingent Interest Rate (1.1375% per month) only when the Index is at or above 70% of its Initial Value, with missed interest potentially paid later if conditions are met. The notes may be automatically called quarterly from August 16, 2027 if the Index is at or above its Initial Value, returning principal plus due contingent interest. If held to maturity without being 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 each 1% Index decline. The Index includes a 6.0% per annum daily deduction and can use up to 500% futures leverage. The price to public is $1,000 per note, including $9 in selling commissions and $991 in proceeds to the issuer; the initial estimated value is $926.70 per $1,000 note.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The total offering is $572,000, in $1,000 denominations, maturing on August 19, 2032.
Investors receive a 17.70% per annum Contingent Interest Rate, paid monthly (1.475% per month) only when the index closes at or above 70% of the Initial Value. The notes auto-call quarterly from August 16, 2027 if the index is at or above the Initial Value, paying $1,000 plus the applicable interest.
If not called, at maturity investors receive $1,000 per note if the final index level is at or above the 50% Trigger Value, plus any last contingent interest. If the final level is below the Trigger Value, repayment is reduced 1:1 with the index decline, and principal loss can reach 100%. The underlying index is a leveraged, volatility-targeting E-mini S&P 500 futures strategy with a 6.0% per annum daily deduction, which drags performance. The notes are unsecured and subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The estimated value at pricing was $922.20 per $1,000 note, below the issue price due to fees, hedging and funding costs.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing $734,000 of unsecured, auto-callable structured notes due August 17, 2029, linked individually to the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index and fully guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on any of nine Review Dates starting August 18, 2027 if each index is at or above 100% of its Initial Value, paying $1,000 principal plus a Call Premium Amount that steps up from 12.60% to 37.80%. If not called and, on the final Review Date, each index is at or above 70% of its Initial Value (the Barrier Amount), investors receive principal only.
If the Final Value of any index is below its Barrier Amount at maturity, the payoff is $1,000 plus $1,000 times the Least Performing Index Return, leading to losses greater than 30% and up to a full loss of principal. The notes pay no interest or dividends, are subject to the credit risk of both the issuer and guarantor, are not exchange-listed, and have an estimated value of $951.80 per $1,000 at pricing, below the $1,000 issue price.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is issuing auto callable accelerated barrier notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, maturing on August 17, 2029 and fully guaranteed by JPMorgan Chase & Co.
The total offering is $1,063,000, in $1,000 denominations. The notes may be automatically called on August 20, 2027 if each index is at or above its Call Value, paying principal plus a fixed $212.50 call premium per note. If not called and all indices end above their initial levels, investors receive 1.5 times the gain of the least performing index; if any index finishes between its initial level and 70% barrier, only principal is repaid. If any index ends below its 70% barrier, repayment is reduced one-for-one with the loss on the least performing index, potentially to zero.
The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., are not exchange-listed, and the estimated value at pricing was $959 per $1,000 note, below the issue price.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $1,159,000 of structured Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing August 19, 2032 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a contingent coupon of 18.00% per annum (1.50% monthly) only when, on each monthly Interest Review Date, the Index is at or above 70% of its Initial Value (the Interest Barrier). Quarterly Autocall Review Dates can trigger automatic redemption at $1,000 per note plus the applicable coupon if the Index is at or above the Initial Value; the earliest possible call date is February 16, 2027.
If not called, principal is protected only if the Final Index Value is at or above 50% of the Initial Value (the Trigger Value). If the Final Value is below the Trigger Value, maturity payment is $1,000 plus $1,000 × Index Return, exposing investors to a loss of up to 100% of principal. The underlying Index employs up to 500% futures leverage and is subject to a 6.0% per annum daily deduction, which materially drags performance. The notes are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not bank deposits, and are not FDIC insured.