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 $1,788,000 of Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index, due August 4, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and a 100% participation rate in Index gains if held to maturity and not called.
The notes may be automatically called on scheduled Review Dates starting August 3, 2027 if the Index closes at or above increasing Call Values (from 101% to 106% of the Initial Value), paying back principal plus a fixed Call Premium of 10.50%–63.00%. If never called, investors receive full principal at maturity plus any positive Index Return, with no cap, but no additional amount if the Final Value is at or below the Initial Value.
The offering price is $1,000 per note, including $34 in selling commissions and other costs, while the issuer’s estimated value is $902.90 per $1,000 note. The notes pay no periodic interest, are unsecured and unsubordinated, and expose investors to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., as well as liquidity, structural and strategy risks associated with the Multi-Asset Index.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked individually to the Nasdaq-100 Index, the Russell 2000 Index and the SPDR S&P Regional Banking ETF, maturing on July 11, 2028, in minimum denominations of $1,000.
Investors may receive a Contingent Interest Payment on each monthly Review Date only if the closing value of each underlying is at or above its Interest Barrier of 70.00% of its Initial Value. From the sixth Review Date onward, the notes are automatically called if each underlying is at or above its Initial Value, returning $1,000 plus the applicable interest and ending future payments; the earliest potential call date is February 8, 2027.
If the notes are not called and, on the final Review Date, any underlying is below its Trigger Value of 60.00% of its Initial Value, principal is reduced one-for-one with the decline of the least-performing underlying, and investors can lose a significant portion or all of their investment. The indicative Contingent Interest Rate is at least 12.10% per annum (about 1.00833% per month). The estimated economic value is currently about $980.50 per $1,000 note and will not be less than $900.00 when set, reflecting structuring and distribution costs. The notes are unsecured, not FDIC insured, and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., offers 5-year non-call 6-month auto callable contingent interest notes linked to the MerQube Bitcoin Vol Advantage Index. The notes have a $1,000 minimum denomination and quarterly review dates from August 31, 2026 to maturity on September 5, 2031.
The Index provides rules-based exposure to an unfunded position in the iShares Bitcoin Trust ETF, with 0%–500% exposure, and reflects a 6.0% per annum daily deduction plus a notional financing cost on the ETF performance. The notes pay a contingent interest rate of at least 14.50% per annum (at least 3.625% per quarter) when the Index is at or above a barrier equal to 60.00% of the Initial Value.
The notes may be automatically called on any non-first, non-final review date if the Index is at or above its Initial Value, paying $1,000 plus the applicable contingent interest. If not called, and the Final Value is at or above the Trigger Value (60% of Initial Value), investors receive $1,000 plus final contingent interest; otherwise the payoff is $1,000 + ($1,000 × Index Return), exposing holders to losses greater than 40% and potentially a total loss of principal. The estimated value will not be less than $900 per $1,000 principal and all payments are subject to the credit risk of the issuer and guarantor.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of Blackstone Inc., due August 16, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are unsecured, unsubordinated obligations in minimum denominations of $1,000.
Investors may receive a Contingent Interest Payment on each Review Date only if Blackstone’s share price is at or above 60.00% of the Initial Value, the Interest Barrier. The notes are automatically called, returning principal plus the relevant interest, if on any non-final Review Date the share price is at or above the Initial Value.
If the notes are not called and the Final Value is below the Trigger Value (also 60.00% of the Initial Value), repayment of principal is reduced one-for-one with the stock’s decline, potentially to zero. An indicative estimated value is about $960 per $1,000 note and will not be less than $940, reflecting embedded selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes due February 20, 2029, linked to the Nasdaq-100, Russell 2000 and S&P 500, in minimum denominations of $1,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.
Investors may receive a Contingent Interest Payment on each Review Date only if every index closes at or above its Interest Barrier of 80% of its Initial Value. From the sixth Review Date onward (earliest possible on February 16, 2027), the notes are automatically called if every index is at or above its Initial Value, paying $1,000 plus the applicable contingent interest and then terminating.
If not called, and on the final Review Date any index is below its Trigger Value of 70% of its Initial Value, principal is reduced 1% for each 1% decline of the least performing index, up to a total loss. The indicative contingent rate is 9.00%–11.00% per annum, and the current estimated value is about $950.80 per $1,000 note, not less than $900. Payments are subject to the unsecured credit of JPMorgan Financial and JPMorgan Chase & Co., and the notes will not be listed, so liquidity may be limited.
JPMorgan Chase Financial Company LLC is offering Capped Accelerated Barrier Notes linked to the iShares® Bitcoin Trust ETF (IBIT), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 1.50x leveraged upside to any increase in the ETF, subject to a Maximum Return of at least 140.00%, corresponding to a maximum payment of at least $2,400 per $1,000 note at maturity.
A Barrier Amount of 70.00% of the initial ETF price applies: if the final price is at or above the barrier, principal is repaid; if it falls below, repayment is reduced one-for-one with the ETF decline, and investors can lose all principal. The notes pay no interest, are unsecured obligations of JPMorgan Financial, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. They are not listed on any exchange, so liquidity may be limited.
The notes are expected to price on or about August 31, 2026, settle on or about September 3, 2026, and mature on September 6, 2029, with a final observation date of August 31, 2029. If priced on the reference date, the estimated value would be about $957.50 per $1,000 note and will not be less than $900.00, reflecting selling commissions, hedging costs and an internal funding rate. The structure embeds significant risks tied to bitcoin’s high volatility and evolving regulation, as well as complex U.S. tax treatment.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the MerQube Bitcoin Vol Advantage Index, an excess-return index providing leveraged, volatility-targeted exposure to an unfunded position in the iShares Bitcoin Trust ETF, less a 6.0% per annum daily deduction and a notional financing cost.
The notes pay a quarterly Contingent Interest Payment only if the Index on a Review Date is at or above 60.00% of its Initial Value, at a Contingent Interest Rate of at least 14.50% per annum
JPMorgan Chase Financial Company LLC is offering unsecured, unsubordinated uncapped accelerated barrier notes linked to the lesser performer of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about August 26, 2026, settle on or about August 31, 2026 and mature on August 29, 2031, in minimum denominations of $1,000.
At maturity, if both underlyings finish at or above their initial values, investors receive principal plus 1.95x the gain of the lesser performing underlying. If either underlying finishes at or below its initial value but both remain at or above the 70% Barrier Amount, principal is returned. If either closes below its barrier, repayment is reduced 1% for each 1% decline of the lesser performer from its initial value, potentially down to zero. The notes pay no interest or dividends, carry full downside below the barrier, are subject to JPMorgan credit risk and may have limited liquidity. The initial estimated value is indicated at about $927.80 per $1,000, and will not be less than $900 per $1,000, reflecting embedded costs and hedging.
JPMorgan Chase Financial Company LLC is offering auto callable yield notes due August 6, 2027, linked to the least performing of the S&P 500, EURO STOXX 50 and Nikkei 225, fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay interest at an annual rate of at least 12.20%, credited monthly at a rate of at least 1.01667%, as long as the notes remain outstanding. The notes may be automatically called on scheduled review dates beginning November 4, 2026 if the closing level of each index is at or above its initial value, in which case investors receive $1,000 per note plus the applicable interest and no further payments.
If not called, principal repayment at maturity depends on index performance. If the final level of each index is at or above 75% of its initial value, investors receive $1,000 plus the final interest payment. If any index ends below 75% of its initial value, repayment is reduced by the full decline of the least performing index, and investors can lose more than 25% and up to all of their principal. The notes are unsecured, not listed, subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and have an estimated value of approximately $970 per $1,000 note (not less than $960) at pricing.
JPMorgan Chase Financial Company LLC plans to issue uncapped dual directional buffered return enhanced notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 indices, fully guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about August 31, 2026, settle on or about September 3, 2026 and mature on September 6, 2029, in minimum denominations of $1,000.
At maturity, investors receive leveraged upside of at least 1.38x any positive return of the least performing index. If the least performing index is flat or down by up to the 15.00% Buffer Amount, investors earn a positive, uncapped return equal to the absolute decline, capped at $1,150 per $1,000 note when the negative return hits the buffer. If any index falls by more than 15%, principal is reduced 1% for each 1% loss beyond the buffer, for a maximum loss of 85.00%, so the minimum maturity payment is $150 per $1,000 note.
The notes pay no interest, provide no dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and are not expected to be listed, limiting liquidity. If priced today, the estimated value would be about $961.10 per $1,000 note and will not be less than $900.00 at pricing, reflecting embedded costs and hedging charges.