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 offers five‑year, autocallable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (Bloomberg: MQUSLVA). Each note has a $1,000 minimum denomination, an estimated value of at least $870 per $1,000 when priced, and a 6.0% per annum daily deduction built into the Index level.
The notes pay a Contingent Interest Rate of at least 11.00% per annum (at least 2.75% per quarter) when the Underlying on a Review Date is at or above the Interest Barrier (60.00% of the Initial Value). The notes can be automatically called on specified Review Dates and mature on May 20, 2031, with principal exposure if the Final Value falls below the Trigger Value (50.00% of the Initial Value).
JPMorgan Chase Financial Company LLC is offering Trigger GEARS—10-year unsecured notes due April 30, 2036—with returns linked to an unequally weighted basket of six equity indices. The securities pay no interest; upside is amplified by an Upside Gearing of 1.23. Principal is contingently repaid: if the Final Basket Value is below 65.00% of the Initial Basket Value, investors suffer proportional principal loss; if the Basket Return is positive, investors receive principal plus leveraged upside. The price to public totals $5,547,830 at $10.00 per security and estimated value at issuance was $8.876 per $10.
JPMorgan Chase Financial Company LLC is offering Trigger Absolute Return Step Securities linked to an unequally weighted basket of five equity indices with a $1,640,000 aggregate offering at $10.00 per security and a 5-year term maturing on April 30, 2031. The securities pay no interest or dividends; maturity payment depends on the Final Basket Value versus a Step Barrier and a Downside Threshold (75% of the Initial Basket Value). If Final Basket Value ≥ Step Barrier, investors receive principal plus the greater of the Step Return (50.50%) or the Basket Return. If Final Basket Value is between the Step Barrier and the Downside Threshold, investors receive principal plus the absolute value of the Basket Return. If Final Basket Value < Downside Threshold, investors suffer principal loss proportionate to the negative Basket Return. Payments are subject to issuer and guarantor credit risk.
JPMorgan Chase Financial Company LLC is offering Capped Buffer GEARS linked to the SPDR® Gold Trust (GLD) with a $9,581,000 original offering. Each $10 security has Upside Gearing 2.00, a Maximum Gain 27.00%, a 10% Buffer (Downside Threshold $379.72 from Initial Value $421.91) and matures May 3, 2028. If the Underlying Return is positive, payment equals principal plus Underlying Return×2.00 capped at the Maximum Gain. If the Final Value falls below the Downside Threshold, holders lose 1% of principal for each 1% decline beyond the Buffer, risking up to ~90% principal loss. Payments are unsecured obligations of JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co.; recovery depends on their creditworthiness. The securities do not pay interest and carry limited liquidity and significant tax and market risks.
JPMorgan Chase Financial Company LLC priced structured auto-callable notes linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® indices, due May 13, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments only when each Index is at or above an Interest Barrier (50.00% of Initial Value) on a Review Date and can be automatically called beginning November 9, 2026. The estimated value at pricing is approximately $960.00 per $1,000 note (not less than $940.00), and the Contingent Interest Rate will be at least 7.25% per annum. At maturity, if not called, principal is exposed to the Least Performing Index and could lose a substantial portion or all principal if that index finishes below its Trigger Value.
JPMorgan Chase & Co: Vanguard Capital Management reports beneficial ownership of 190,479,749 shares of Common Stock, equal to 7.06% of the class, as disclosed on a Schedule 13G covering 03/31/2026.
The filing states Vanguard has sole dispositive power for 190,479,749 shares and sole voting power for 25,201,016 shares. The report is signed by Vanguard's Head of Global Fund Administration on 04/30/2026.
JPMorgan Chase Financial Company LLC is offering capped buffered equity notes linked to the S&P® Transportation Select Industry FMC Capped Index. Each $1,000 note provides unleveraged upside capped at a Maximum Return of 17.20% and a 5.00% buffer against initial losses; losses beyond the buffer are multiplied by a Downside Leverage Factor of 1.05263. The Index Strike Level was 7,416.17 and the Valuation Date is October 26, 2026 with maturity on October 29, 2026. Notes are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., and were priced at $1,000 per note with an aggregate offering of $570,000.
JPMorgan Chase Financial Company LLC priced $492,000 of structured notes linked to the lesser performing of the Russell 2000® and the S&P 500® with settlement on or about May 1, 2026. The notes pay no interest, may be automatically called on Review Dates beginning May 3, 2027 for specified call premiums, and mature on May 3, 2029. At maturity, if not called, repayment is either full principal (if both indices finish at or above a 70.00% barrier) or a reduced cash payment equal to $1,000 plus $1,000 times the Lesser Performing Index Return, exposing holders to loss of principal (potentially all principal) if the Lesser Performing Index falls below its Barrier Amount.
JPMorgan Chase Financial Company LLC is offering Trigger Autocallable Contingent Yield Notes linked to the Class A common stock of CrowdStrike Holdings, Inc. The Notes pay a Contingent Coupon of 19.40% per annum if monthly observation-date closes meet the Coupon Barrier, are automatically called if any monthly Observation Date closes at or above the Initial Value, and mature on November 1, 2027. The Initial Value is $454.61 (closing price on April 27, 2026); the Downside Threshold and Coupon Barrier equal $272.77 (60.00% of the Initial Value). If not called and the Final Value is below the Downside Threshold, principal is reduced proportionally to the Underlying Return. Payments depend on the issuer and guarantor creditworthiness and the Notes are unsecured, not FDIC insured.
JPMorgan Chase Financial Company LLC is offering $2,490,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Tesla, Inc. The Notes pay a contingent quarterly coupon at an 18.15% per annum rate (approximately $0.4538 per $10 note per quarter) if the Underlying's closing price on an Observation Date is at or above the Coupon Barrier. The Initial Value at trade was $376.02, setting the Coupon Barrier and Downside Threshold at $244.41 (65.00% of the Initial Value). The term is approximately 18 months with a Final Valuation Date of October 28, 2027 and maturity on November 1, 2027. Notes are automatically called early if the closing price on any quarterly Observation Date is at or above the Initial Value; if not called, principal repayment at maturity depends on the Final Value relative to the Downside Threshold and can result in a loss of principal. Issue price was $10.00 per note (estimated value at pricing $9.685 per $10 note); minimum investment is $1,000. The Notes are unsecured obligations of JPMorgan Chase Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to their creditworthiness.