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 structured notes titled Uncapped Accelerated Barrier Notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500 Index, maturing August 19, 2031. The total offering is $787,000, in minimum denominations of $1,000 per note. At maturity, if both indices finish at or above 70% of their initial levels, investors receive at least their principal; if the lesser-performing index is above its initial level, the payoff is leveraged at 1.245x that index’s gain. If either index ends below 70% of its initial value, principal is reduced one-for-one with the decline of the lesser-performing index, potentially to zero.
The notes pay no interest or dividends, are unsecured obligations of JPMorgan Chase Financial Company LLC and are fully and unconditionally guaranteed by JPMorgan Chase & Co., subject to their credit risk. The price to public is $1,000 per note, including selling commissions of $41.25, while the issuer’s estimated value at pricing was $944.50, reflecting embedded costs and hedging. The notes will not be listed, and secondary market prices are expected to be below the original issue price.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering $623,000 of Auto Callable Contingent Interest Notes linked to the lesser of the Nasdaq-100 Index and the S&P 500 Index, due May 18, 2028, in $1,000 denominations and fully guaranteed by JPMorgan Chase & Co.
The notes pay a 9.40% per annum Contingent Interest (0.78333% monthly) only on Review Dates when both indices are at least 70% of their Initial Value; otherwise no interest is paid. Starting August 16, 2027, if on a Review Date (other than the first through eleventh and final) both indices are at or above their Initial Values, the notes are automatically called for $1,000 plus that period’s interest. If not called and on the final Review Date either index is below its Trigger Value (70% of Initial), the maturity payment becomes $1,000 plus $1,000 times the return of the lesser performing index, so investors can lose a substantial portion or all of principal. The notes are unsecured, not FDIC insured, may be illiquid, and have an estimated value of $983.60 per $1,000 at pricing, below the issue price due to embedded costs.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $1,663,000 of unsecured Callable Contingent Interest Notes linked to the Nasdaq‑100 Index®, Russell 2000® Index and S&P 500® Index, maturing February 17, 2028 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a contingent interest rate of 8.75% per annum (0.72917% monthly) only for Review Dates when the closing level of each index is at or above 60% of its Initial Value (the Interest Barrier). JPMorgan may redeem the notes early on specified interest payment dates starting November 19, 2026, returning $1,000 plus any due contingent interest.
If held to maturity and not redeemed early, investors receive $1,000 plus the final contingent interest if the Final Value of every index is at or above its 60% Trigger Value; otherwise, the payoff is $1,000 plus $1,000 times the return of the Least Performing Index, exposing investors to loss of up to their entire principal. The price to public is $1,000 per note, with an estimated value of $982.20, reflecting embedded fees, commissions and hedging costs. The notes will not be listed, may have limited liquidity, and are subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering structured Capped Dual Directional Buffered Equity Notes linked to the least performing of the Dow Jones Industrial Average, Russell 2000 Index and S&P 500 Index, maturing on August 17, 2028. The total offering is $740,000 in $1,000 denominations at a price to public of $1,000 per note, with underwriting fees of $6.50 and issuer proceeds of $993.50 per note.
The notes provide unleveraged exposure with a Maximum Upside Return of 19.80% and a 30.00% Buffer Amount. If the least performing index ends above its initial level, returns track that index up to the cap; if it ends down but within the buffer, investors receive the absolute value of the decline, up to a maximum of $1,300 per $1,000 note. Below the buffer, principal is reduced one-for-one, with up to 70.00% principal loss. The estimated value is $986.80 per $1,000 note, below the issue price, and the notes pay no interest or dividends, are unsecured, unlisted, and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $1,415,000 of Capped Dual Directional Buffered Equity Notes linked to the S&P 500® Index, due August 17, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide unleveraged exposure to S&P 500 performance: investors receive index upside at maturity up to a Maximum Upside Return of 19.05%, and, if the index is flat or down by up to a 20.00% Buffer Amount, a positive return equal to the index’s absolute loss. Below the 20% buffer, principal is exposed 1:1 and investors can lose up to 80.00% of principal.
The notes are issued in $1,000 minimum denominations at $1,000 price to public, with selling commissions of $9 per note and issuer proceeds of $991 per note, or $1,402,265 in total. The estimated value at pricing was $985.70 per $1,000 note, reflecting selling, structuring and hedging costs. The notes pay no interest or dividends, are unsecured, will not be listed, and their value and payment at maturity depend on S&P 500 performance and the credit of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $3,406,000 of unsecured Review Notes due August 19, 2031, linked to the least performing of the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index. The notes may be automatically called on annual Review Dates starting August 18, 2027 if each index is at or above its Call Value (100% of its Initial Value), paying back $1,000 plus a Call Premium that steps from 11.75% on the first Review Date up to 58.75% on the final Review Date.
At maturity, if not called and each index is at or above its Barrier Amount (70% of Initial Value), investors receive principal back. If any index is below its Barrier, the payoff is $1,000 plus $1,000 times the Least Performing Index Return, so losses exceed 30% and can reach 100% of principal. The notes pay no interest or dividends, are not FDIC insured, and expose investors to the credit risk of JPMorgan Chase Financial Company LLC and the guarantee of JPMorgan Chase & Co. The price to public is $1,000 per note, including fees of $40.75, while the issuer’s estimated value is $939.10 per $1,000 note.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering $868,000 of unsecured, unsubordinated structured notes linked to the MerQube US Tech+ Vol Advantage Index, maturing August 19, 2031, with an automatic call feature starting August 18, 2027.
The notes pay no interest or dividends. If on any Review Date the Index closes at or above the Call Value, the notes are automatically called at $1,000 plus a fixed Call Premium Amount that steps up from 10% to 50% of principal over 49 Review Dates. If held to maturity and not called, principal is protected only down to a 15% Buffer Amount; beyond that, investors lose 1% of principal for each additional 1% Index decline, up to an 85% loss.
The Index employs up to 500% leveraged exposure to the Invesco QQQ Fund with a 35% target volatility, is subject to a 6.0% per annum daily deduction and a daily notional financing cost, all of which drag on performance. The price to public is $1,000 per note; selling commissions are $41.50 per note, and proceeds to the issuer are $958.50 per note. The estimated value at pricing was $908.90 per $1,000, below issue price, and payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), through issuer JPMorgan Chase Financial Company LLC, is offering $648,000 of structured Callable Contingent Interest Notes linked to the lesser performance of the Nasdaq-100 Index® and the S&P 500® Index, maturing on August 17, 2029 and callable at the issuer’s option starting August 19, 2027.
The notes pay a 10.70% per annum Contingent Interest only on Review Dates when the closing level of each index is at least 85.00% of its Initial Value (the Interest Barrier). Principal is protected only by a 15.00% Buffer: if not called and either index finishes below its Buffer Threshold, investors lose 1% of principal for each 1% decline beyond 15%, up to an 85.00% loss.
The notes are unsecured, unsubordinated obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to both entities’ credit risk. The price to public is $1,000 per note, including $5 in fees; the issuer’s estimated value is $976.20 per $1,000, reflecting embedded costs and hedging margins. The notes will not be listed, may have limited secondary liquidity, and do not pay dividends or provide direct index participation.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $22,605,000 of unsecured Capped Buffered Return Enhanced Notes linked to the S&P 500® Index, maturing August 15, 2028, at $1,000 per note. The notes provide 2.00x any positive Index performance at maturity, capped at a maximum return of 21.30% (maximum payment $1,213 per $1,000).
A 15.00% buffer applies: if the Index is down by up to this amount, investors receive principal back; below that level, they lose 1% of principal for each additional 1% Index decline, down to a minimum of $150 (an 85.00% loss). The notes pay no interest or dividends, are not FDIC-insured, and are subject to the credit risk of both the issuer and JPMorgan Chase & Co. The price to public is $1,000 with estimated value $989.50 per note after selling commissions and structuring/hedging costs.
JPMORGAN CHASE & CO (through JPMorgan Chase Financial Company LLC) is offering $1,695,000 of unsecured Callable Contingent Interest Notes linked separately to the Russell 2000® Index and the S&P 500® Index, maturing August 19, 2031, in minimum denominations of $1,000. The notes pay a 7.00% per annum Contingent Interest only for Review Dates when each index closes at or above 70.00% of its Initial Value (the Interest Barrier). The issuer may redeem the notes early, in whole, on certain Interest Payment Dates beginning August 19, 2027.
If not redeemed early, principal is protected only down to a 15.00% Buffer Amount: if the Final Value of either index is below 85.00% of its Initial Value (the Buffer Threshold), investors lose 1% of principal for each 1% decline beyond that level, up to a maximum loss of 85.00%. Price to public is $1,000 per note, including selling commissions of $37.50, for net proceeds of $962.50 per note and total proceeds of $1,631,437.50 to the issuer; the estimated value at pricing was $943.80 per $1,000. The notes are fully and unconditionally guaranteed by JPMorgan Chase & Co. and expose investors to the credit risk of both the issuer and guarantor, no dividend rights, potential illiquidity, and the risk that no interest is ever paid.