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), via subsidiary JPMorgan Chase Financial Company LLC, is offering $3,250,000 of Capped Dual Directional Buffered Equity Notes linked to the S&P 500 Index, maturing August 30, 2028, in $1,000 denominations and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide unleveraged upside to index gains and to modest losses: investors earn the index return when positive, capped at a Maximum Upside Return of 25.80%, and earn the absolute value of index declines up to a 15.00% Buffer Amount. Below that buffer, principal is exposed 1:1, with up to 85.00% loss of principal at maturity. The notes pay no interest or dividends, are unsecured and unsubordinated, not FDIC insured, and their value is subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The estimated value was $991.30 per $1,000 at pricing, reflecting structuring and hedging costs, and secondary market prices are expected to be below the issue price.
JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the MerQube US Tech+ Vol Advantage Index, with automatic call features and final maturity on September 9, 2031. The notes can be automatically called as early as September 9, 2027 if the Index closes at or above a specified Call Value, paying $1,000 principal plus a Call Premium Amount that steps up from at least 10% to 50% of principal over forty‑nine Review Dates.
Investors forgo interest and dividends and bear downside risk beyond a 15% buffer: if the Final Index Value is more than 15% below the Initial Value and no automatic call has occurred, principal is reduced 1% for each 1% decline beyond the buffer, up to an 85% loss. The Index applies a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ Fund exposure, which are expected to drag performance relative to an identical index without such charges. The notes are fully and unconditionally guaranteed by JPMorgan Chase & Co., but all payments are subject to the credit risk of both the issuer and guarantor. If priced on the terms illustrated, the estimated value would be about $909.60 per $1,000 note and will not be less than $900.00 per $1,000 at pricing.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured Review Notes linked to the FTSE 100, EURO STOXX 50 and TOPIX indices, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a $1,000 minimum denomination, are expected to price on or about August 28, 2026, settle on or about September 2, 2026, and mature on September 3, 2031, unless automatically called earlier.
The notes pay no interest or dividends. On each of 19 Review Dates starting March 1, 2027, if the closing level of each index is at or above its Call Value, the notes are automatically called and investors receive $1,000 plus a Call Premium Amount (at least 5.75% of principal on the first Review Date, rising to at least 57.50% on the final Review Date). If never called and on the final Review Date any index is below its Barrier Amount of 75% of its Initial Value, repayment is $1,000 plus $1,000 times the Least Performing Index Return, exposing investors to losses greater than 25% and up to 100% of principal.
The notes will not be listed, so liquidity may be limited. The estimated value, if priced today, would be about $950 per $1,000 note and will not be less than $930 when set, reflecting selling commissions, hedging costs and an internal funding rate. Payments are subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMORGAN CHASE & CO (JPM), via JPMorgan Chase Financial Company LLC, is offering Uncapped Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, due August 28, 2036, in an aggregate principal amount of $675,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 3.546x leveraged, uncapped upside to positive Index performance at maturity, return only principal if the Index is flat, and expose holders to 1:1 downside if the Index declines, up to a total loss of principal. They pay no interest, are unsecured and unsubordinated, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
The price to public is $1,000 per note, including $10 in selling commissions, with net proceeds of $990 per note. The issuer’s estimated value is $961.20 per $1,000, reflecting embedded costs, internal funding rates and hedging assumptions. The notes will not be listed, and secondary market liquidity will depend on J.P. Morgan Securities LLC.
JPMorgan Chase & Co. (JPM), through its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured Review Notes linked to the lesser performing of the iShares MSCI Emerging Markets ETF and the EURO STOXX 50 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The $1,000-denomination notes may be automatically called on scheduled Review Dates from September 10, 2027 to September 4, 2031 if each underlying is at or above 100% of its Initial Value, paying back principal plus a fixed Call Premium Amount that steps up from at least 12.80% to at least 64.00%. If not called and each Final Value is at or above 70% of its Initial Value, investors receive principal at maturity on September 9, 2031.
If the notes are not called and either underlying finishes below its 70% Barrier Amount, repayment is reduced one-for-one with the decline of the lesser performer, so investors can lose more than 30% and up to all principal. The estimated economic value is indicated at $939.60 per $1,000 note today and will not be less than $900.00 per $1,000 at pricing, reflecting embedded costs, and the notes pay no interest or dividends.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured Auto Callable Contingent Interest Notes due September 5, 2031 linked to the MerQube US Large-Cap Vol Advantage Index, in minimum denominations of $1,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay a monthly Contingent Interest Payment only if the Index on a Review Date is at least 60.00% of the Initial Value (the Interest Barrier). From the 12th Review Date onward, if the Index is at least the Initial Value, the notes are automatically called and return principal plus that period’s interest.
If not called and the Final Value is below the 50.00% Trigger Value, repayment of principal is reduced 1:1 with the Index decline, down to zero, so investors may lose a significant portion or all of their investment. A hypothetical Contingent Interest Rate of 14.10% per annum (1.175% per month) is illustrated, and the actual rate will be at least this level.
The underlying Index uses a target volatility strategy with up to 500% futures exposure and a 6.0% per annum daily deduction, which creates a persistent drag versus an undeducted index. If priced today, the estimated value would be about $935.80 per $1,000 note and will not be less than $900.00 at pricing, below the price to public, reflecting selling costs and issuer funding assumptions. Payments depend on the credit of JPMorgan Chase Financial and JPMorgan Chase & Co., and the notes will not be listed, so liquidity may be limited.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is issuing structured “Review Notes” linked to the MerQube US Tech+ Vol Advantage Index, with a total principal amount of $267,000, maturing on August 28, 2031 and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes may be automatically called on any of 17 Review Dates starting August 25, 2027 if the Index closes at or above 100% of its Initial Value, paying $1,000 plus a fixed Call Premium that starts at 23.00% of principal on the first Review Date and rises to 115.00% on the final Review Date. If not called, principal is repaid at maturity only if the Final Index Value is at least the Barrier Amount of 60.00% of the Initial Value; otherwise repayment is $1,000 plus $1,000 times the Index return, exposing investors to losses greater than 40% and up to 100% of principal.
The Index includes a 6.0% per annum daily deduction and the QQQ-based Underlying Asset bears a daily notional financing cost (SOFR + 0.50%), which drag performance and cause the Index to trail a similar index without such deductions. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both the issuer and guarantor, and are not FDIC insured. The price to public is $1,000 per note, including $45 in selling commissions, while the issuer’s estimated value is $902.80 per $1,000 note, reflecting embedded costs and internal funding assumptions. Liquidity is limited because the notes will not be listed, and secondary prices are expected to be below the issue price.
JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated Digital Contingent Buffered Notes guaranteed by JPMorgan Chase & Co. The notes are linked to an equally weighted basket of four financial stocks: Morgan Stanley, Bank of America, Capital One Financial and Wells Fargo, each at a 25.00% weight.
If, on the September 8, 2027 Valuation Date, the Basket is at or above 85.00% of its Starting Basket Level of 100, investors receive a fixed Contingent Digital Return of at least 14.20%, for a minimum payment of $1,142.00 per $1,000 note at the September 13, 2027 maturity. If the Ending Basket Level is below 85.00% of the Starting Basket Level, principal is reduced 1% for each 1% decline in the Basket, with losses exceeding 15.00% possible, down to total loss of principal.
The notes have minimum denominations of $10,000, pay no interest or dividends, are not FDIC insured, and are subject to the credit risk of both the issuer and JPMorgan Chase & Co. If priced on the indicated terms, the estimated value would be about $981.70 per $1,000 note and will not be less than $970.00 per $1,000, reflecting embedded fees, hedging costs and dealer compensation. The notes will not be listed, and secondary market liquidity, if any, would be provided on a discretionary basis by J.P. Morgan Securities LLC.
JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured callable contingent interest notes linked individually to the Nasdaq-100® Technology Sector, the Russell 2000® Index and the S&P 500® Index, maturing September 5, 2031 and guaranteed by JPMorgan Chase & Co.
The notes pay a Contingent Interest Payment on each monthly Review Date only if each index closes at or above 70% of its Initial Value (the Interest Barrier). The issuer may redeem the notes early, in whole, on specified Interest Payment Dates beginning March 4, 2027, paying $1,000 plus any due contingent interest. If held to maturity without early redemption, principal is fully repaid only if each index’s Final Value is at or above its Trigger Value, set at 55% of Initial Value; otherwise, repayment is reduced 1% for each 1% decline of the Least Performing Index, exposing investors to loss of up to all principal.
The minimum denomination is $1,0008.10% per annum (0.675% per month) is shown, and the actual rate will be at least this level. If priced today, the estimated value would be about $932.70 per $1,000 note and will not be less than $900. Key risks include no guaranteed interest, potential loss of principal, issuer and guarantor credit risk, limited liquidity, and complex tax and index-specific risks.