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 published a prospectus supplement update for notes linked to the MerQube US Large‑Cap Vol Advantage Index. The document shows hypothetical backtested returns from January 7, 2005 through February 10, 2022 and actual Index performance from February 11, 2022 through April 30, 2026. The Index level reflects a 6.0% per annum daily deduction and was established on February 11, 2022. The supplement highlights limitations of backtested results, lists concentration, leverage, futures and volatility‑drag risks, and states the notes are not bank deposits or FDIC insured.
The supplement updates performance information for the MerQube US Large-Cap Vol Advantage Index, a rules-based index that provides dynamic exposure to unfunded rolling E‑Mini S&P 500® futures while targeting 35% volatility. The Index permits exposures between 0% and 500%, is subject to a 6.0% per annum daily deduction, and was established on February 11, 2022. The document shows hypothetical backtested performance through February 10, 2022 and actual performance from February 11, 2022 through April 30, 2026, and lists historical exposure levels for February–April 2026. The supplement emphasizes risks including leverage, volatility drag, limited operating history, margin and liquidity risks, and notes that backtested results are not indicative of future performance.
JPMorgan Chase Financial Company LLC priced a supplemental offering of structured notes: Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, with expected pricing on May 27, 2026 and settlement on June 1, 2026. The notes feature an Upside Leverage Factor of at least 1.155, a 15.00% buffer, and a maturity date of June 2, 2028. At maturity, if the Index appreciates, holders receive $1,000 plus the Index Return times the Upside Leverage Factor; if the Index declines by up to 15.00%, principal is returned; if it declines by more than 15.00%, holders absorb losses pro rata (up to an 85.00% principal loss). The pricing supplement discloses an estimated value of approximately $976.20 per $1,000 note (not less than $900.00) and states the notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The J.P. Morgan Tactical Blend Index monthly update describes the Index's dynamic, rules-based allocation across an Equity Constituent (JPUSEQLV), a Bond Constituent (JPUSCORE) and a Currency Constituent (UUP). The Index is calculated on an excess return basis, net of the US Fed Funds Effective Rate, and subject to a 0.85% per annum daily deduction. The supplement shows hypothetical backtested performance Apr 2016–Apr 2026, actual performance from Mar 30, 2023–Apr 30, 2026, selected risk disclosures, and recent average monthly weights for Nov 2025–Apr 2026.
J.P. Morgan Tactical Blend Index supplemental prospectus presents hypothetical backtested returns and actual Index performance through April 30, 2026. The materials state backtested performance uses alternative proxy data for some Basket Constituents before specific launch/liquidity dates and that the Index is subject to a 0.85% per annum daily deduction.
The supplement emphasizes methodology details: hypothetical backtests through March 29, 2023, followed by actual Index performance from March 30, 2023 to April 30, 2026, and discloses average monthly weights for Currency, Bond and Equity constituents over multiple months and years. It repeatedly warns that past and backtested results are not indicative of future results and refers readers to the prospectus/product/underlying supplements for risk factors and descriptions of proxy/alternative performance use.
JPMorgan Chase Financial Company LLC is offering Yield-Linked Trigger GEARS due on or about May 18, 2033. The securities are unsecured notes fully and unconditionally guaranteed by JPMorgan Chase & Co. Each Security has a $10 principal amount (issue price $10.00) and links its return to an unequally weighted basket of five equity indices.
If the Basket Return is positive, repayment at maturity equals $10 plus the Basket Return times the Upside Gearing (to be finalized on the Trade Date, expected between 1.75 and 1.85). If the Final Basket Value is at or above the Downside Threshold (75.00% of the Initial Basket Value), principal is repaid. If the Final Basket Value is below that threshold, investors bear proportional downside and may lose a significant portion or all principal.
The J.P. Morgan Total Return SM Index presentation provides hypothetical backtested returns and the actual historical performance used to construct the Index. Backtesting covers May 3, 2004–June 25, 2014 (using proxy/alternative performance where noted), hypothetical with actual constituent performance from June 26, 2014–July 12, 2017, and actual performance from the Index live date of July 13, 2017 through April 30, 2026. The slides show monthly and annual returns, monthly reference portfolio weights across fixed‑income and related ETF constituents, and include disclosures that past and backtested performance are not indicative of future results. The materials note an Index historical volatility threshold of 5%, use of proxy indices for pre‑launch constituents, and Registration Statement Nos. 333-293684 and 333-293684-01.
JPMorgan Chase Financial Company LLC is offering auto‑callable dual directional accelerated barrier notes linked to the least performing share of Alphabet (GOOGL), Amazon (AMZN) and Apple (AAPL), due May 25, 2029, fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called on a Review Date of June 4, 2027 if each Reference Stock closes at or above its Call Value, in which case investors receive principal plus a Call Premium (not less than $315.00 per $1,000). If not called, maturity payoffs depend on the Least Performing Reference Stock: an upside leverage factor of 2.00 applies to positive returns; a 60.00% Barrier Amount creates a capped absolute return feature (maximum payment $1,400 per $1,000) for certain negative outcomes; below the Barrier Amount investors suffer proportional principal loss, potentially to zero. Pricing is expected on or about May 22, 2026 with settlement on or about May 28, 2026. The estimated value at issuance is approximately $950 per $1,000 (will not be less than $930 per $1,000), and the notes do not pay interest or dividends and are unsecured obligations subject to issuer and guarantor credit risk.
J.P. Morgan published a performance update for the J.P. Morgan Total Return SM Index, presenting hypothetical backtested and actual returns for the period Apr 2016 through Apr 2026.
The supplement states the Index was established on July 13, 2017 and reports actual performance from July 13, 2017 through April 30, 2026. The document describes the Index methodology (monthly rebalancing into top 6‑month performers across 12 fixed‑income ETFs), recent monthly weights for Dec 2025–May 2026, and details on backtesting using proxies for pre‑launch periods. It highlights risks including momentum‑strategy limitations, concentration/correlation risks, and that the Index comprises notional assets only.
JPMorgan Chase Financial Company LLC is offering Auto Callable Yield Notes linked to the lesser performing of the iShares MSCI EAFE ETF and the Russell 2000 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay an Interest Rate of at least 8.25% per annum (at least 4.125% semiannually) and are callable if both Underlyings are at or above their Strike Values on a Review Date. The Strike Values were set using closing values on May 7, 2026 (EFA = 102.89; RTY = 2,839.626). Review Dates occur on November 9, 2026, May 7, 2027 and the final Review Date November 8, 2027, and the Maturity Date is November 12, 2027. The notes include a Buffer Amount of 20.00% and a Downside Leverage Factor of 1.25, so losses at maturity (if not called) are tied to the Lesser Performing Underlying beyond the buffer. The notes are unsecured obligations of JPMorgan Financial; payments are subject to the credit risk of both the issuer and guarantor. The estimated indicative value at pricing is approximately $990 per $1,000 note and will not be less than $970 per $1,000 note; the notes are expected to price on or about May 8, 2026 and settle on or about May 13, 2026.