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 & Co. provides an August 2026 performance update for the J.P. Morgan Kronos US Equity (JPUSKRSP) Index, a rules-based index established on June 11, 2021 that targets dynamic 50%, 100% or 150% exposure to the S&P 500 Price Index. The strategy combines turn-of-the-month seasonality, options-expiry momentum and month-end mean reversion, and reflects a 0.35% per annum index fee plus, in some cases, a notional financing cost linked to the Effective Federal Funds Rate. The index excludes dividends.
From July 2016 to July 2026, hypothetical and actual data show a Sharpe Ratio of 0.83, 10-year annualized volatility of 18.11%, and a 10-year annualized return of 15.08%, versus the S&P 500 Total Return Index at a 0.77 Sharpe, 21.24% volatility and 16.37% 10-year return. Recent annual index returns include 53.87% in 2020, -28.46% in 2022 and 28.43% in 2023, with detailed monthly results through July 2026.
The update highlights multiple risks: sponsor and calculation-agent discretion at J.P. Morgan Securities LLC, leverage up to 150%, strategy concentration around specific month windows, potential periods when the index is uninvested in the S&P 500, dependence on the Effective Federal Funds Rate and the index’s limited live history. All pre‑June 11, 2021 figures are hypothetical backtested results, and past or backtested performance is expressly stated as not indicative of future returns. Notes linked to the index are unsecured, not FDIC‑insured and may not suit all investors.
JPMorgan Chase Financial Company LLC is offering $2,144,000 of Uncapped Digital Barrier Notes linked to the least performing of the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a Contingent Digital Return of 24.30% and a Barrier Amount for each index equal to 70.00% of its Initial Value.
The notes price on July 31, 2026, are expected to settle on or about August 5, 2026, and mature on August 3, 2029. If, on the observation date, the Final Value of each index is at or above its Barrier Amount, investors receive principal plus the greater of 24.30% or the Least Performing Index Return. If any index finishes below its Barrier Amount, repayment is reduced one-for-one with the Least Performing Index Return, and investors can lose more than 30% and up to all principal. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and the estimated value at pricing was $979.20 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering $12,379,000 in Auto Callable Notes Linked to the J.P. Morgan Multi-Asset Index, due August 4, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 100% participation in Index appreciation if not called and held to maturity, with full principal repayment at maturity, subject to issuer and guarantor credit risk.
The notes may be automatically called on any Review Date from August 4, 2027 through August 2, 2032 if the Index is at or above an increasing Call Value, paying $1,000 plus a fixed Call Premium of up to 84.00% by the sixth Review Date. If never called and the Final Value exceeds the Initial Value of 313.09, investors receive $1,000 plus the Index Return. If the Index is flat or down at final observation, investors receive only principal. The price to the public is $1,000 per note, including $34 in selling commissions; net proceeds are $11,958,114, and the issuer’s estimated value is $901.20 per $1,000.
JPMorgan Chase Financial Company LLC is issuing $26,000 of Capped Accelerated Barrier Notes linked to the iShares® Bitcoin Trust ETF (IBIT), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes offer 1.50x any positive Fund return at maturity, up to a 161.00% maximum return, corresponding to a maximum payment of $2,610 per $1,000 note.
The notes have a Barrier Amount of 70.00% of the Initial Value. If the Final Value is below this barrier, repayment of principal is not protected and losses are 1% for each 1% Fund decline, potentially resulting in a total loss of principal. The Initial Value was $35.64, pricing occurred on July 31, 2026, and maturity is scheduled for August 3, 2029. The estimated value at issuance was $993.60 per $1,000 note, below the $1,000 price, reflecting selling commissions, hedging and structuring costs. The notes pay no interest, are unsecured, not insured by any government agency, and expose investors to both bitcoin-related volatility via the Fund and the credit risk of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is issuing $508,000 of Uncapped Accelerated Barrier Notes linked to the S&P 500 Index, due August 5, 2031, in minimum denominations of $1,000. The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.
At maturity, if the Index is above its Initial Value of 7,489.72, investors receive principal plus 1.05× the Index gain. If the Final Value is between the Initial Value and the Barrier Amount of 5,617.29 (75% of the Initial Value), principal is returned. If the Final Value is below the Barrier Amount, repayment is reduced one-for-one with the Index decline, exposing investors to losses of more than 25% and up to 100% of principal.
The notes pay no interest and provide no dividends from Index constituents. They will not be listed on an exchange, and secondary market liquidity will depend on JPMS. The price to public is $1,000 per note, including fees of about $10.94 per note, for issuer proceeds of $502,441.25. The estimated value at pricing was $971.90 per $1,000 note, reflecting selling costs and internal funding and hedging assumptions.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of Tesla, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and a term to August 10, 2028. The notes may pay a quarterly Contingent Interest Payment of at least 3.75% (at least 15.00% per annum) for any Review Date on which Tesla’s closing price is at or above 57.00% of the Initial Value, with previously unpaid interest amounts accruing if later conditions are met.
The notes are auto-callable on specified Review Dates starting February 8, 2027 if Tesla’s closing price is at or above the Initial Value, returning $1,000 plus applicable interest and ending further payments. If not called and Tesla’s Final Value is at or above the Trigger Value (57.00% of the Initial Value), investors receive $1,000 plus any due interest. If the Final Value is below the Trigger Value, maturity payment is $1,000 plus $1,000 × Stock Return, so principal losses can exceed 43.00% and may reach 100%. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $960.00 per $1,000 note and will not be less than $940.00 when set, reflecting selling commissions and structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering Trigger Performance Leveraged Upside Securities (Trigger PLUS) linked to the EURO STOXX 50® Index, maturing on August 12, 2032, under its Medium-Term Notes, Series A program, fully and unconditionally guaranteed by JPMorgan Chase & Co.
Each Trigger PLUS has a $1,000 stated principal amount and issue price, a term of 6 years, and offers at least 190.00% leveraged upside on any index gain. If the final index value is at or above 65% of the initial index value (the trigger level), investors receive at least their principal at maturity.
If the final index value is below the trigger level, the maturity payment equals $1,000 multiplied by the index performance factor, resulting in a loss proportionate to the index decline and potentially a total loss of principal. The securities pay no interest, will not be listed on any exchange, and any payment is subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $953.30 per $1,000, and will not be less than $930.00 per $1,000 on the pricing date.
JPMorgan Chase Financial Company LLC is offering $399,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, in $1,000 denominations, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a contingent coupon of 17.75% per annum (about $14.7917 per month per $1,000) only if, on a given monthly Interest Review Date, the Index closes at or above the Interest Barrier of 75.00% of the Initial Value. No interest is paid for periods when the Index is below this barrier.
The notes are auto-callable quarterly from August 2, 2027; if on any Autocall Review Date the Index is at or above its Initial Value of 13,242.45, investors receive $1,000 plus the applicable coupon and the notes terminate. If the notes are not called and at maturity in August 2031 the Index is at or above the Buffer Threshold of 85.00% of the Initial Value, investors receive principal back plus the final coupon. Below that threshold, principal is reduced 1% for every 1% Index loss beyond the 15.00% buffer, up to a maximum principal loss of 85.00%.
The Index embeds a 6.0% per annum daily deduction and a notional financing cost on its QQQ Fund exposure, which systematically drags performance versus a similar index without such charges. The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial, subject to the credit risk of both the issuer and JPMorgan Chase & Co., and are not bank deposits or FDIC insured. The estimated value at pricing was $940.50 per $1,000, below the $1,000 issue price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering $75,000 of Auto Callable Accelerated Barrier Notes linked to the iShares Bitcoin Trust ETF (IBIT), fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and priced on July 31, 2026, using an Initial Value of $35.64 per ETF share.
The notes can be automatically called on August 4, 2027 if the ETF’s closing price is at or above the Call Value (100% of the Initial Value), paying $1,000 plus a Call Premium Amount of $227.50 per note, with no further payments. If not called and the Final Value on July 31, 2029 exceeds the Initial Value, investors receive leveraged upside: principal plus 1.50× the Fund Return.
If the Final Value is at or above the Barrier Amount of 70% of the Initial Value (i.e., $24.948), principal is returned at maturity. If the Final Value falls below the Barrier Amount, repayment is reduced one‑for‑one with the ETF’s loss, and investors may lose most or all of principal. The notes pay no interest, are unsecured and unsubordinated, and expose holders to both bitcoin-linked volatility risk through the ETF and the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The estimated value at pricing was $969.50 per $1,000 note, below the issue price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is issuing $3,200,000 of Trigger Autocallable Contingent Yield Notes, fully and unconditionally guaranteed by JPMorgan Chase & Co., linked to the least performing of the Russell 2000, S&P 500 and EURO STOXX 50 indices. Each Note has a $10 principal amount, a term to August 3, 2029 (unless called earlier), and pays a quarterly Contingent Coupon at 9.75% per annum (or $0.2438 per $10) only if on the Observation Date all three indices are at or above their Coupon Barriers, set at 70% of initial levels.
The Notes are automatically called if on any quarterly Observation Date all indices are at or above their Initial Values, paying principal plus the applicable Contingent Coupon, with no further payments. If not called, and at maturity each index is at or above its Downside Threshold (also 70% of Initial Value), investors receive principal plus the final Contingent Coupon. If any index finishes below its Downside Threshold, repayment is $10 × (1 + Least Performing Underlying Return), which can result in a significant or total loss of principal. The Notes are unsecured, unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., are not listed on any exchange, and had an estimated value of $9.614 per $10 at pricing.