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), through JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes linked to the MerQube US Gold Vol Advantage Index, maturing September 6, 2029, in $1,000 minimum denominations. The notes are unsecured and unsubordinated obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.
Investors receive a Contingent Interest Payment on each Review Date only if the Index closes at or above 65% of the Initial Value (the Interest Barrier). If this occurs, any previously unpaid contingent interest is also paid. The notes are automatically called, starting as early as August 31, 2027, if on an applicable Review Date the Index is at or above the Call Value, in which case investors receive $1,000 plus the current and any unpaid contingent interest.
If the notes are not called and on the final Review Date the Index is below the Trigger Value (also 65% of Initial Value), repayment of principal is reduced 1% for each 1% decline in the Index, down to zero. The Contingent Interest Rate will be at least 12.50% per annum. The Index employs leverage up to 500%, targets 35% volatility and is reduced by a 6.0% per annum daily deduction, which drags on performance. The estimated value is about $950 per $1,000 note and will not be less than $930 when set.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured “Review Notes” linked to the least performing of the Dow Jones Industrial Average, Russell 2000 Index and Nasdaq-100 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes, in $1,000 minimum denominations, are expected to price on or about September 11, 2026 and mature on September 16, 2030, with potential automatic call on seven semiannual Review Dates if each index is at or above 100% of its initial level. Call premiums are at least 14.80% to 59.20% of principal, but the notes pay no interest, offer no dividends, are not principal protected and can lose more than 30% and up to all principal if held to maturity and any index finishes below 70% of its initial level. An example estimated value is $971.60 per $1,000 note, and the final estimated value will not be less than $900.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering auto-callable Structured Investments Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing September 8, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes can be automatically called as early as September 7, 2027 if the Index is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium of at least 26.25% to 131.25% of principal depending on the Review Date. If not called and the Final Value is at or above 50% of the Initial Value, investors receive par at maturity; if below 50%, repayment equals $1,000 plus $1,000 × Index Return, so losses can exceed 50% and reach total principal loss.
The Index uses leveraged E-mini S&P 500 futures exposure with a 35% target volatility (capped at 500% exposure) and is subject to a 6.0% per annum daily deduction, which drags performance versus an identical index without a fee. The estimated value is approximately $900 per $1,000 note and will not be less than $880, below the price to public, reflecting selling costs and hedging. The notes pay no interest, forgo dividends, are unsecured, and are exposed to the credit risk of both the issuer and JPMorgan Chase & Co.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering Callable Range Accrual Notes linked to the 10-Year CMT Rate, due August 31, 2036, under its medium-term note program and guaranteed by JPMorgan Chase & Co.
The notes pay a fixed 10.50% per annum during Initial Interest Periods from issuance to but excluding August 31, 2027. After that, monthly interest becomes variable: the rate equals 10.50% × (Variable Days / Actual Days), capped at 10.50% and floored at 0.00%, where Variable Days are days the 10-Year CMT Rate is at or below 5.00%. The issuer may redeem the notes in whole (but not in part) at 100% of principal plus accrued interest on the last calendar day of each month, from August 31, 2027 through maturity.
Illustrative selling commissions are approximately $40 per $1,000 principal (maximum $50), and an example estimated value is $919.60 per $1,000, with a stated floor of $900.00 when finalized. Net proceeds will be used for general corporate purposes and for hedging obligations on the notes. Interest, redemption amounts and any successor rate are determined by a calculation agent affiliated with JPMorgan.
JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $6,721,000 of unsecured Callable Contingent Interest Notes due March 1, 2028, linked to the least performing of the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a 9.60% per annum Contingent Interest (0.80% monthly) only for Review Dates when each index closes at or above 70% of its Initial Value (the Interest Barrier). The same 70% level serves as the Trigger Value for principal protection at maturity. JPMorgan may redeem the notes early on specified Interest Payment Dates starting December 1, 2026; on early redemption investors receive $1,000 plus any due Contingent Interest, with no further payments.
If the notes are not called and, on the final Review Date, any index is below its Trigger Value, the redemption amount is reduced dollar-for-dollar with the negative return of the least performing index, and investors can lose most or all principal. The price to public is $1,000 per note, including $20 in selling commissions; proceeds to the issuer are $980 per note. The estimated value at pricing is $968.70 per $1,000, reflecting embedded costs and JPMorgan’s internal funding rate. The notes are not bank deposits, are not FDIC-insured, and are subject to the credit risk of both the issuer and JPMorgan Chase & Co.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering principal-at-risk Contingent Income Callable Securities due March 5, 2029 linked to the worst performing of the EURO STOXX 50, S&P 500 and Russell 2000 indices. Each security has a $1,000 stated principal amount and issue price and pays a contingent quarterly coupon of at least 2.5375% of principal (at least $25.375) only if on every day in the quarter each index stays at or above 70% of its initial level (the downside threshold).
JPMorgan may redeem the notes early on any quarterly payment date (except the final one) for $1,000 plus any due coupon, after which no further payments are made. If held to maturity and all indices finish at or above their downside thresholds, investors receive principal back plus the final coupon if the daily condition is also met. If any index ends below its downside threshold, the maturity payment is reduced one-for-one with the decline of the worst index and can be less than 70% of principal or zero, with no upside participation. The notes are unsecured obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., with an estimated value of about $960.60 per $1,000 at launch.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $1,795,000 of Uncapped Dual Directional Accelerated Barrier Notes linked to the lesser performer of SPY and QQQ, maturing August 30, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 1.135x leveraged upside if both ETFs finish above their initial values, and up to a 30.00% positive “dual directional” return if the lesser-performing fund is down but not below a 70.00% Barrier Amount. If either ETF closes below its Barrier Amount on the observation date, investors lose 1% of principal for each 1% decline in the lesser-performing fund and can lose all principal.
The price to the public is $1,000 per note, including $7.50 in selling commissions, for net proceeds of $992.50 per note. The issuer’s estimated value is $982.60 per $1,000, reflecting embedded selling, structuring and hedging costs. The notes pay no interest, do not provide dividends, are unsecured obligations subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk, and are not expected to be listed, limiting liquidity.
JPMORGAN CHASE & CO (JPM), via its subsidiary JPMorgan Chase Financial Company LLC, is offering Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and is expected to price around August 31, 2026 and settle around September 3, 2026. The notes pay a contingent interest rate of at least 12.50% per annum (1.04167% per month) only when the Index closing level on a Review Date is at or above 65% of the Initial Value, with unpaid interest amounts accruing if later barriers are met. The notes are automatically called if, from the 12th Review Date onward, the Index is at or above 90% of the Initial Value.
If not called and the Final Index Value is at least 65% of the Initial Value, investors receive full principal plus the final and any unpaid contingent interest. If the Final Value is below 65%, maturity payment equals $1,000 + ($1,000 × Index Return), so investors can lose a significant portion or all of principal. The underlying Index is a leveraged, rules-based index on E‑mini S&P 500 futures, with exposure between 0% and 500% and a 6.0% per annum daily deduction, which creates a structural drag on performance. Estimated value per note would be about $950 today and will not be less than $930 per $1,000 at pricing; this is below the issue price due to selling commissions and structuring/hedging costs. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. and will not be listed, so liquidity may be limited.
JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering $2,728,000 of unsecured Capped Dual Directional Buffered Return Enhanced Notes linked to the lesser performing of the Nasdaq-100 Index and the S&P 500 Index, maturing March 1, 2028 and fully guaranteed by JPMorgan Chase & Co.
The notes provide 1.50x leveraged upside on the lesser-performing index, capped at a maximum total return of 16.90%, and a positive, uncapped “absolute” payoff for index declines up to a 20.00% buffer (maximum negative-side payoff $1,200 per $1,000). If either index falls more than 20.00%, principal is reduced 1:1 beyond the buffer, for up to an 80.00% loss (minimum maturity payment $200 per $1,000). The price to public is $1,000 per note, with estimated value of $990.60, no interest or dividends, no exchange listing, and repayment subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering $1,441,000 of Uncapped Accelerated Barrier Notes linked to the lesser performing of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index, due August 29, 2030. These notes provide 2.04x any positive performance of the lesser-performing underlying at maturity, without an upside cap. If either underlying finishes below its 65% Barrier Amount, principal is reduced 1% for every 1% decline of the lesser performer from its initial value, potentially to zero. The notes pay no interest or dividends, are unsecured obligations of JPMorgan Chase Financial Company LLC fully guaranteed by JPMorgan Chase & Co., and expose investors to the credit risk of both entities. The minimum denomination is $1,000, price to public per note is $1,000, and the estimated value at pricing was $973.50 per $1,000 note, reflecting embedded fees and hedging costs.