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 Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, which references an unfunded position in the Invesco QQQ Trust since February 9, 2024. The notes accrue a 6.0% per annum index deduction, and the Index performance is reduced by a notional financing cost. Pricing date is May 26, 2026 with maturity on May 1, 2029. Notes pay monthly contingent interest of at least a 9.00% per annum (at least 0.75% per month) if the Index meets the Interest Barrier. The notes are subject to automatic call features tied to a Call Value and expose investors to principal loss if the Final Value is below an 85.00% Buffer Threshold. Payments are subject to issuer and guarantor credit risk.
JPMorgan Chase Financial Company LLC is offering structured Review Notes due May 9, 2029, fully guaranteed by JPMorgan Chase & Co. The notes link to the lesser performing of the MSCI EAFE and MSCI Emerging Markets Indices and may be automatically called on Review Dates beginning May 5, 2027. If called, holders receive the principal plus a Call Premium Amount; minimum hypothetical Call Premiums are $115, $230, and $345 per $1,000 for the first, second and final Review Dates. If not called, repayment at maturity depends on the Lesser Performing Index Return and a Barrier Amount of 70.00% of initial value, exposing holders to potential substantial principal loss. The notes are unsecured obligations of JPMorgan Financial and are subject to issuer and guarantor credit risk. Pricing and settlement are expected on or about May 4, 2026 and May 7, 2026, respectively.
JPMorgan Chase Financial Company LLC offers auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index. The notes (minimum denomination $1,000) are expected to price on or about May 26, 2026, settle on or about May 29, 2026, and mature on May 1, 2029.
The notes pay a Contingent Interest Payment for a Review Date only if the Index closing level is at or above an Interest Barrier equal to 85.00% of the Initial Value. The Contingent Interest Rate will be at least 9.00% per annum (at least 0.75% per month). The notes are automatically callable after the fifth Review Date if the Index closes at or above a Call Value equal to 95.00% of the Initial Value.
Important structural features and risks: the Index applies a 6.0% per annum daily deduction and a notional financing cost, the notes are unsecured obligations of JPMorgan Financial fully guaranteed by JPMorgan Chase & Co., and investors may lose up to 85.00% of principal if the Final Value is sufficiently below the Initial Value.
JPMorgan Chase & Co. is offering callable fixed rate notes due May 15, 2031 with an interest rate of 4.75% per annum. The notes price on May 13, 2026 and have an Original Issue Date and settlement of May 15, 2026, with annual interest paid each May 15 beginning May 15, 2027.
The notes are callable on each May 15 and November 15 from May 15, 2028 through November 15, 2030, and pay principal at maturity if not previously redeemed. Selling commissions would be approximately $2.00 per $1,000 note if priced on the pricing date.
JPMorgan Chase Financial Company LLC priced $609,000 of Auto Callable Contingent Interest Notes due March 31, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest at a 15.00% per annum rate (1.25% per month) when each underlying closes at or above an Interest Barrier of 70.00% of its Initial Value. The notes are auto-callable starting July 28, 2026 if each underlying closes at or above its Initial Value on a Review Date. At maturity, if any underlying is below its Trigger Value (60.00% of Initial Value), principal is reduced by the Least Performing Underlying Return; losses can exceed 40% or reach 100% of principal.
JPMorgan Chase Financial Company LLC priced $1,295,000 of Auto Callable Contingent Interest Notes linked to the least performing of the Russell 2000 Index, the Dow Jones Industrial Average and the VanEck Semiconductor ETF. The notes pay contingent monthly interest at a 13.10% per annum rate when each underlying is >= 70% of its initial value, are callable beginning October 28, 2026, mature March 31, 2028, and are fully guaranteed by JPMorgan Chase & Co.
The notes carry downside exposure to the least performing underlying (full principal loss possible if the least performing underlying falls below its 60% Trigger Value) and are unsecured, illiquid, and sold at a $1,000 original issue price that includes selling commissions and hedging costs.
The issuer, JPMorgan Chase Financial Company LLC, is offering 5‑year auto‑callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (Bloomberg: MQUSLVA). The notes have a minimum denomination of $1,000, pricing date April 28, 2026 and maturity May 1, 2031. The Index targets volatility using unfunded rolling E‑Mini S&P 500 futures, is subject to a 6.0% per annum daily deduction, and the notes pay a contingent quarterly interest of at least 10.45% per annum (≥2.6125% per quarter) if an Interest Barrier (60% of the Initial Value) is met on a Review Date. The notes may be automatically called early if the Index closes at or above the Initial Value on certain Review Dates. Estimated value at issuance will be at least $880 per $1,000 principal. Payments are subject to the issuer's and guarantor's credit risk and the notes do not guarantee repayment of principal.
JPMorgan Chase Financial Company LLC priced $4,952,000 Auto Callable Dual Directional Accelerated Barrier Notes linked to the lesser performing of Broadcom Inc. and Marvell Technology, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on April 28, 2026 with expected settlement on or about April 30, 2026.
The notes pay no interest, have $1,000 minimum denominations, an estimated value of $941.30 per $1,000 note and proceeds to the issuer of $4,828,200. They are auto-callable on Review Dates beginning April 28, 2027 with Call Premiums of 30.00% (first) and 60.00% (second). At maturity (if not called) payout depends on the Lesser Performing Reference Stock relative to its Initial Value and a Barrier Amount equal to 50.00% of Initial Value; upside is leveraged by 1.50 while downside can result in full principal loss.
JPMorgan Chase Financial Company LLC is offering 5‑year, non‑call 1‑year auto‑call Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a $1,000 minimum denomination, a pricing date of May 15, 2026 and a maturity date of May 20, 2031. They pay a quarterly contingent interest of at least 11.00% per annum (≥2.75% per quarter) when the Underlying is at or above the Interest Barrier (60.00% of the Initial Value) on a Review Date. The notes auto‑call on certain quarterly Review Dates if the Underlying is at or above the Initial Value; if not called, principal at maturity depends on the Final Value relative to the Trigger Value (50.00% of the Initial Value). The estimated value at issuance will be at least $880.00 per $1,000 principal amount. Payments are subject to the credit risk of the issuer and guarantor.
JPMorgan Chase Financial Company LLC (issuer), guaranteed by JPMorgan Chase & Co., is offering 3‑year callable notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes have a minimum denomination of $1,000, a Pricing Date of May 15, 2026, a Maturity Date of May 18, 2029, and a Final Review Date of May 15, 2029. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost applied to the QQQ Fund exposure. If the Underlying is at or above the Call Value on a quarterly Review Date after a six‑month non‑call period, the notes will be automatically called and pay the stated Call Premium. At maturity, if not called, holders receive $1,000 if the Final Value is at or above the Barrier Amount of 60.00% of the Initial Value; otherwise repayment equals $1,000 + ($1,000 × Underlying Return), which can result in substantial principal loss. The estimated value will be at least $900 per $1,000 principal amount when terms are set. Payments are subject to the issuer’s and guarantor’s credit risk.