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 Investments Review Notes linked to the lesser performing of the iShares® MSCI EAFE ETF (EFA) and the Russell 2000® Index (RTY), expected to price on or about April 15, 2026 and settle on or about April 20, 2026. The notes mature on April 18, 2031 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called if, on any Review Date, each Underlying’s closing value is at or above its Call Value; earliest automatic call date is April 19, 2027. If not called, maturity pay depends on the Lesser Performing Underlying relative to a 75.00% Barrier Amount, exposing holders to potential loss of principal. Estimated value at issuance is approximately $930 per $1,000 (not less than $900), and selling commissions will not exceed $29.00 per $1,000.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes due October 19, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments when each of the Nasdaq-100, Russell 2000 and S&P 500 closes at or above an Interest Barrier equal to 70.00% of its Initial Value. The Contingent Interest Rate will be between 11.25% and 13.25% per annum (0.9375%–1.10417% per month) and the notes are auto-callable on certain Review Dates (earliest automatic call may occur on October 14, 2026). If not called, payment at maturity depends on the Least Performing Index: if its Final Value is below the Trigger Value (70.00% of Initial Value), principal is reduced by that Index's loss; investors could lose all principal.
Pricing is expected on or about April 14, 2026 with settlement on or about April 17, 2026. The issuer disclosed an estimated value of approximately $966.10 per $1,000 note and that the estimated value will not be less than $900.00 per $1,000 note. The notes are unsecured obligations of the issuer and expose investors to the credit risk of both the issuer and guarantor, limited liquidity, and other risks summarized in the pricing supplement.
JPMorgan Chase Financial Company LLC is offering capped dual directional buffered equity notes linked to the lesser performing of the Russell 2000® and the S&P 500®. The notes have a Maximum Upside Return of at least 18.50%, a Buffer Amount of 10.00%, expected pricing on or about April 27, 2026 and expected settlement on or about April 30, 2026. The estimated value at pricing would be approximately $963.90 per $1,000 and will not be less than $900.00 per $1,000. Maturity is targeted for June 2, 2027 with an Observation Date of May 27, 2027. Payments at maturity depend on the Lesser Performing Index Return and the structure includes capped upside, a 10.00% downside buffer, and credit exposure to JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering uncapped Dual Directional Buffered Return Enhanced Notes linked to the least performing of the Dow Jones Industrial Average®, the Russell 2000® and the S&P 500®, due May 3, 2029, fully guaranteed by JPMorgan Chase & Co.
The notes have a $1,000 principal amount per note, an Upside Leverage Factor of 1.26, a Buffer Amount of 20.00%, an estimated value of approximately $965.90 per $1,000 (not less than $900.00), expected pricing on or about April 30, 2026 and expected settlement on or about May 5, 2026. Investors may lose up to 80.00% of principal if the least performing index falls by more than the buffer.
JPMorgan Chase Financial Company LLC is offering 5‑year Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index (MQUSBVA). The Index targets a volatility‑managed exposure to an unfunded position in the iShares Bitcoin Trust (IBIT Fund) with a maximum exposure of 500%, a minimum of 0% and a 6.0% per annum daily deduction. The notes state a Contingent Interest Rate of at least 12.00% per annum (at least 3.00% per quarter) if the Interest Barrier (equal to 60.00% of the Initial Value) is met on review dates. Pricing date is April 27, 2026 and maturity is May 1, 2031. Estimated value at issuance will be at least $900.00 per $1,000 principal. Notes may be automatically called on quarterly review dates if the Index closes at or above the Initial Value; payments are subject to the credit risk of the issuer and guarantor.
J.P. Morgan is offering 5‑year, 1‑year non‑callable/auto‑callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). The notes have a $1,000 minimum denomination, a 6.0% per annum daily deduction built into the index, and an estimated value of at least $900.00 per $1,000 note when priced.
The notes price on April 27, 2026, may be called on quarterly Review Dates if the Underlying closes at or above its Initial Value, and mature on May 1, 2031. Contingent interest is at least 10.00% per annum (at least 2.50% per quarter) when the Interest Barrier is met. If not called and the Final Value is below the Trigger Value (50.00% of the Initial Value), principal is exposed to losses; large declines could wipe out principal.
JPMorgan Chase Financial Company LLC is offering 5‑year, non‑callable‑for‑1‑year, auto‑callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a minimum denomination of $1,000, a pricing date of April 27, 2026, and a maturity date of April 28, 2031. If the notes are not called early and the Final Value is below the Interest Barrier (50.00% of the Initial Value), principal at maturity declines 1% for each 1% the Final Value is below the Initial Value; losses can exceed 50% and could reach 100%.
The notes pay a Contingent Interest Payment when the Underlying on a Review Date is at or above the Interest Barrier, equal to at least 2.50% per quarter (10.00% per annum). The level of the Underlying reflects a 6.0% per annum daily deduction and a daily notional financing cost. The preliminary estimated value will be at least $900.00 per $1,000 principal amount. Payments are subject to issuer and guarantor credit risk of JPMorgan entities.
JPMorgan Chase Financial Company LLC is offering 3-year auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA), with a $1,000 minimum denomination and maturity on May 2, 2029. The Index targets dynamic exposure to the QQQ Fund with a daily 6.0% per annum deduction and a notional financing cost. Notes pay a contingent interest of at least 11.00% per annum (at least 2.75% per quarter) when the Underlying is at or above the Interest Barrier on a Review Date. The notes may be automatically called on quarterly Review Dates if the Underlying is at or above the Initial Value; estimated value at issuance is at least $900.00 per $1,000 principal. If not called and the Final Value is below the Trigger Value (60.00% of Initial Value), investors suffer proportional principal loss, possibly losing all principal.
Rometty Virginia M reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. director Virginia M. Rometty received a grant of 135.9804 shares of Common Stock as a non-cash award. The shares represent a deferral of her quarterly director retainer, which is payable in common stock following the end of her board service. After this grant, she directly holds a total of 14,836.1425 shares of JPMorgan Chase & Co. common stock.
JPMorgan Chase & Co. director Phebe N. Novakovic increased her holdings through a routine equity award. On March 31, 2026, she acquired 135.9804 shares of common stock at $294.16 per share as a deferral of her quarterly director retainer, payable in stock after she leaves the board.
Following this grant, she directly holds 13,394.8914 common shares. The filing also notes an additional 45 shares held indirectly by her spouse, reflecting a small indirect ownership position alongside her direct stake.