Welcome to our dedicated page for JPMORGAN CHASE & CO SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 structured Callable Contingent Interest Notes with an aggregate principal amount of $821,000, linked to the least performing of the Nasdaq-100 Index®, the Russell 2000® Index and the S&P 500® Index, and maturing on February 9, 2028. The notes pay a Contingent Interest Rate of 8.80% per annum (0.73333% per month) only for Review Dates when the closing level of each index is at or above 65.00% of its Initial Value, an Interest Barrier that also serves as the Trigger Value. The issuer may redeem the notes early, in whole, on specified Interest Payment Dates beginning November 9, 2026, paying $1,000 plus the applicable contingent interest.
If the notes are not called and, on the final Review Date, any index is below its Trigger Value, principal is reduced 1% for each 1% decline in the Least Performing Index, potentially down to zero. The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and subject to their credit risk. The issue price is $1,000 per note, including $22.25 in fees and commissions, with an estimated value of $969.70 per note at pricing.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing $300,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on August 7, 2031. The notes pay a high contingent interest rate of 17.65% per annum (1.47083% per month) only for review dates when the index closes at or above 70% of its initial value (the Interest Barrier); no interest is guaranteed.
The notes may be automatically called as early as August 4, 2027 if, on certain review dates, the index closes at or above its initial value, returning $1,000 per note plus the applicable contingent interest, with no further payments. If not called, principal is protected only if the final index level is at or above 60% of the initial value (the Trigger Value; investors then receive par plus any final interest). If the final index level is below the Trigger Value, repayment is reduced 1:1 with the index loss, down to zero. The underlying index employs up to 500% leverage, targets 35% implied volatility, and is reduced by a 6.0% per annum daily deduction, which drags performance. The notes are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not FDIC insured, and may be illiquid in any secondary market.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $480,000 of Uncapped Accelerated Barrier Notes linked to the lesser performer of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index, maturing August 7, 2031. Each $1,000 note offers 2.04x upside participation in any positive return of the lesser performing underlying at maturity, with no cap. If either underlying finishes below its Initial Value but at or above 60% of its Initial Value, investors receive principal back. If either finishes below 60%, principal is reduced 1% for each 1% decline of the lesser performer, potentially down to zero. The notes pay no interest or dividends, are unsecured, not FDIC insured, and carry the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The price to public is $1,000 per note, including $7.50 in selling commissions, versus an estimated value of $949.70 per $1,000 at pricing.
JPMorgan Chase Financial Company LLC is offering $261,000 of structured Callable Contingent Interest Notes linked separately to the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and scheduled to mature on August 9, 2028.
The notes pay a Contingent Interest Rate of 8.30% per annum, credited monthly only if on a Review Date the closing level of each index is at or above 70.00% of its Initial Value. The issuer may redeem the notes early on specified Interest Payment Dates, starting November 9, 2026, paying $1,000 plus any due contingent interest. If held to maturity and not called, investors receive $1,000 plus any final interest if the Final Value of each index is at or above its Trigger Value of 60.00% of Initial Value; otherwise, principal is reduced 1% for each 1% decline of the lesser performing index, down to a total loss.
The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The price to the public is $1,000 per note, including $7.50 in selling commissions, with proceeds to the issuer of $992.50 per note. The issuer’s estimated value is $976.40 per $1,000 principal amount, reflecting internal funding rates, hedging costs and dealer compensation, and secondary market liquidity is expected to be limited.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the MerQube US Small-Cap Vol Advantage Index. The Index dynamically allocates to E-Mini Russell 2000 futures with up to 500% exposure and includes a 6.0% per annum daily deduction.
The notes pay a contingent interest rate of at least 12.25% per annum, or at least 3.0625% quarterly, but only if on a quarterly review date the Index is at or above 60% of its initial level. The notes are automatically called (after the first review date) if the Index is at or above its initial level, returning $1,000 per note plus the applicable contingent interest, with no further payments.
If not called, at maturity on August 29, 2031 investors receive $1,000 per note plus the final contingent interest if the Index is at or above the 60% trigger. If it is below the trigger, repayment is $1,000 + $1,000 × Underlying Return, so losses match the Index decline and can reach a 100% loss of principal. The minimum denomination is $1,000, and the estimated value when set will be at least $900 per $1,000 note. All payments are subject to the credit risk of the issuer and guarantor.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering 5-year non-call 1-year auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index. The index provides rules-based exposure to E-Mini S&P 500 futures with a maximum 500% and minimum 0% futures exposure and is subject to a 6.0% per annum daily deduction.
The notes have a $1,000 minimum denomination, a pricing date of August 26, 2026, a final review date of August 26, 2031, and a maturity date of August 29, 2031, with quarterly review dates. If on any applicable review date the underlying is at or above the Interest Barrier/Trigger Value of 50% of the Initial Value, investors receive a contingent interest payment of at least 2.625% per quarter (at least 10.50% per annum. If the notes are not called and the final index value is below the trigger, repayment of principal is reduced one-for-one with the index decline, potentially to zero.
The notes are subject to the credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The estimated value will not be less than $900 per $1,000 note when set, which may be lower than the price to the public. The issuer highlights multiple risks, including loss of principal, no guaranteed interest, leverage and futures-related risks in the index, limited liquidity, conflicts of interest and uncertain tax treatment.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., offers 5-year, quarterly-review Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index. The Index uses leveraged exposure (up to 500%) to E‑Mini S&P 500 futures and is reduced by a 6.0% per annum daily deduction.
The notes have a minimum denomination of $1,000 and a contingent interest rate of at least 12.25% per annum, paid quarterly if the Index is at or above 60% of its initial value on a review date. If on any non-initial, non-final review date the Index is at or above its initial level, the notes are automatically called and pay back principal plus that period’s interest. At maturity, if not called and the final Index value is at or above 60% of the initial value, investors receive principal plus the final interest payment; if it is below 60%, repayment is reduced dollar-for-dollar with the Index loss, potentially to $0. The estimated value will not be less than $900 per $1,000 note, and payments are subject to the credit risk of the issuer and guarantor.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index. The notes have a 3-year term, priced on August 26, 2026, with maturity on August 30, 2029, and quarterly review dates.
The notes pay a contingent interest rate of at least 11.50% per annum (at least 2.875% quarterly) only if the index level on a review date is at or above a 60% Interest Barrier. The same 60% level is the Trigger Value for principal protection at maturity. If the notes are not called and the final index value is below the Trigger Value, repayment of principal is reduced 1% for each 1% index decline from the initial value, down to a total loss. The index uses up to 500% futures leverage and is reduced by a 6.0% per annum daily deduction. The estimated value at issuance will be at least $900 per $1,000 note, and all payments are subject to the credit risk of the issuer and guarantor.
JPMorgan Chase Financial Company LLC is offering 5-year, auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, guaranteed by JPMorgan Chase & Co. The notes have a minimum denomination of $1,000 and are scheduled to price on August 26, 2026, with a final review date on August 26, 2031 and maturity on August 29, 2031.
The notes pay a quarterly contingent coupon at a rate of at least 10.50% per annum (at least 2.625% per quarter) if on a review date the index is at or above the interest barrier, set at 50% of the initial value. If, on any eligible review date, the index is at or above its initial value, the notes are automatically called, paying $1,000 plus that period’s contingent interest.
If not called, and at maturity the index is at or above the 50% trigger value, investors receive $1,000 plus the final contingent interest. If the final index value is below the trigger, the payoff is $1,000 plus $1,000 times the index return, exposing investors to a loss of more than 50% of principal, up to total loss. The index embeds a 6.0% per annum daily deduction and a daily notional financing cost on the QQQ-based underlying asset. The estimated value of the notes on the pricing date will be at least $900 per $1,000 principal amount and any payment is subject to the credit risk of the issuer and guarantor.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing 5-year auto callable contingent interest notes linked to the MerQube US Gold Vol Advantage Index. The Index provides rules-based exposure to gold futures with up to 500% leverage and includes a 6.0% per annum daily deduction.
The notes pay a contingent interest rate of at least 12.25% per annum, or at least 3.0625% quarterly, only if on a quarterly review date the Index is at or above 60% of its initial value. If on any review date other than the first and final the Index is at or above its initial value, the notes are automatically called at $1,000 plus that period’s interest, and no further payments are made.
If not called, and on the final review date the Index is at or above the 60% trigger, investors receive $1,000 plus the final contingent interest. If the final Index value falls below the trigger, repayment of principal is reduced 1% for every 1% decline from the initial value, down to a total loss. The estimated value will be no less than $880 per $1,000, and all payments are subject to the credit risk of the issuer and guarantor.