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 offering structured “Buffered Digital Notes” linked to the lesser performer of the Nasdaq‑100 Index® and the S&P 500® Index, maturing August 17, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes have a fixed digital payoff of 16.45% at maturity if the final level of the lesser performing index is at or above its initial level, or down by up to the 20.00% Buffer Amount. In that case, investors receive $1,164.50 per $1,000 note. If either index falls more than 20%, principal is exposed to one‑for‑one losses beyond the buffer, down to a minimum of $200 per $1,000 (an 80% loss) if the lesser index goes to zero.
The offering size is $765,000, priced at $1,000 per note, with selling commissions of $17.50 per note and net proceeds of $751,612.50 to the issuer. The estimated value at pricing was $971.10 per $1,000 note, below the issue price due to selling, structuring and hedging costs. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., will not be listed, and may be difficult to sell before maturity.
JPMorgan Chase & Co. (JPM), through 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 August 19, 2031 and fully guaranteed by JPMorgan Chase & Co.
The notes have a single review date on August 20, 2027; if on that date each index is at or above its Call Value, the notes are automatically called and investors receive $1,000 plus a fixed call premium of $230 per note, with no further payments. If not called, at maturity investors get (a) 2.0 times any positive return of the least performing index, (b) par if all indices are at or above a 70% barrier of initial levels, or (c) full downside to the least performing index if any index finishes below its barrier.
The offering totals $2,937,000 in principal, priced at $1,000 per note, with estimated value at issuance of $976.20 per $1,000. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not bank deposits, and will not be listed, so liquidity may be limited. Investors face potential loss of some or all principal, as well as structural, market, credit, tax and secondary‑market pricing risks.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering $2,791,000 of Uncapped Accelerated Barrier Notes linked to the lesser of the Dow Jones Industrial Average and the S&P 500 Index, maturing August 17, 2029, in $1,000 denominations. The notes provide 1.26x upside participation in the lesser-performing index at maturity with no cap, but pay no interest or dividends and expose investors to partial or total principal loss. If either index finishes below its 80% Barrier Amount, repayment is reduced 1% for each 1% decline of the lesser-performing index from its initial level, down to zero. The notes are unsecured 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 selling commissions of $25 and a structuring fee of $6.50 per $1,000 on most notes; the issuer’s estimated value is $961.30 per $1,000, reflecting embedded costs and hedging assumptions. The notes will not be listed, so liquidity will rely on JPMS making a market, and secondary prices are expected to be below the issue price.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is issuing $1,870,000 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 7.85% per annum Contingent Interest Payment (0.65417% monthly) only on Review Dates when the closing level of each index is at least 65.00% of its Initial Value (the Interest Barrier). The issuer may redeem the notes early on certain Interest Payment Dates beginning November 19, 2026 at $1,000 plus any due contingent interest.
If not redeemed early and the Final Value of any index is below its 65.00% Trigger Value, principal is reduced one-for-one with the decline of the Least Performing Index, potentially to zero. The price to public is $1,000 per note, including $22.25 in fees and commissions, while the issuer’s estimated value is $967.30 per $1,000, reflecting embedded costs and hedging economics.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Auto Callable Buffered Equity Notes linked to the EURO STOXX 50® Index. Each note has a $1,000 denomination and a term to August 17, 2028, with potential automatic call on August 27, 2027 if the Index is at or above the Initial Index Level of 6,539.59. If called, investors receive $1,000 plus an 11.66% call premium.
If not called and the Ending Index Level is at or above the Initial Index Level, investors receive uncapped upside equal to the Index Return, subject to a Contingent Minimum Return of 23.32% (at least $1,233.20 per $1,000 note). If the Index declines by up to the 15.00% Buffer Amount, principal is returned at maturity. For declines beyond 15%, losses are magnified by a Downside Leverage Factor of 1.17647, so some or all principal can be lost. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and have an estimated value of $980.20 per $1,000 at pricing, below the issue price.
JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is issuing $639,000 of unsecured Digital Barrier Notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500 Index, maturing on February 17, 2028 and fully guaranteed by JPMorgan Chase & Co.
The notes pay a fixed 10.75% return at maturity (total payment $1,107.50 per $1,000) only if on the observation date each index is at least 65% of its initial level; otherwise, principal is reduced 1% for each 1% decline in the lesser-performing index, with the potential for 100% loss.
The minimum denomination is $1,000. The price to the public is $1,000 per note, including $7.25 in selling commissions, for net proceeds of $992.75 per note and an estimated value of $991. The notes pay no interest, provide no dividends, are not exchange‑listed, and are subject to the credit risk of both the issuing subsidiary and JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $9,476,000 of Capped Buffered Return Enhanced Notes linked to the S&P 500® Index, maturing on August 25, 2027, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 2.00x exposure to any S&P 500 appreciation at maturity, up to a maximum return of 12.10% (maximum payment of $1,121 per $1,000). A 10.00% downside buffer protects principal only against moderate losses; below that, investors lose 1% of principal for each additional 1% Index decline, up to a 90.00% loss (minimum payment $100 per $1,000).
The notes pay no interest and pass through no S&P 500 dividends, are unsecured and unsubordinated obligations of JPMorgan Financial, and are subject to the credit risk of both the issuer and JPMorgan Chase & Co. Minimum denomination is $1,000. The estimated value at pricing was $995.10 per $1,000 note, reflecting structuring and hedging costs and an internal funding rate, and secondary market prices are expected to be below the issue price and may be illiquid.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering callable structured notes linked to the MerQube US Tech+ Vol Advantage Index, maturing August 26, 2031. The notes may be automatically called quarterly starting August 25, 2027 if the Index closes at or above a Call Value, paying $1,000 principal plus a call premium that starts at 12.35% and can reach at least 61.75% of principal on the final review date.
Principal is protected only by a 15% downside buffer at maturity; if the Index is down more than 15% and the notes were never called, investors lose 1% of principal for each additional 1% Index decline, up to an 85% loss. The Index embeds a 6.0% per annum daily deduction and a notional financing cost (SOFR + 0.50%), so it is expected to trail an otherwise similar index without these charges and can decline even when the underlying QQQ Fund strategy is mildly positive. Exposure to QQQ can range from 0% to 500%, targeting 35% implied volatility, which introduces leverage and potential “volatility drag.” The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and any payments depend on their credit. An initial estimated value of about $910.30 per $1,000 note (not less than $900.00) is below the issue price, reflecting fees, hedging costs and dealer margin.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering $200,000 of auto callable contingent interest notes linked individually to the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, maturing August 17, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a 10.55% per annum Contingent Interest Rate (0.87917% per month) only on Review Dates when the closing level of each index is at or above 70% of its Initial Value (the Interest Barrier). From August 16, 2027, the notes are automatically called if, on a Review Date (other than the first through eleventh and final), each index is at or above its Initial Value, returning $1,000 plus that period’s contingent interest.
If not called, and on the final Review Date any index is below its 70% Trigger Value, principal is reduced 1% for each 1% decline of the Least Performing Index versus its Initial Value, potentially to zero. The notes are unsecured, not FDIC insured, and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The estimated value is $983.10 per $1,000 note, below the $1,000 issue price, reflecting selling costs and hedging economics.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering Buffered Digital Notes due September 29, 2027 linked to the worst performer of the Nasdaq‑100® Technology Sector, the Russell 2000® Index and the S&P 500® Index. The notes pay no coupons or dividends and are unsecured, unsubordinated obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, for each $1,000 note, holders receive principal plus a fixed Contingent Digital Return of at least 7.45% (total payment at least $1,074.50) if the least performing index is at or above its initial level, or down by up to the 30% Buffer Amount. If any index falls more than 30%, repayment is reduced 1% for each 1% decline beyond the buffer, with a maximum loss of 70% of principal (minimum payment $300). An indicative estimated value is $989.80 per $1,000 note if priced today, and will not be less than $900.00 at pricing. The notes will not be listed, may have limited or no secondary liquidity, and their value and payments are subject to the credit risks of JPMorgan Financial and JPMorgan Chase & Co.