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 Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., with expected settlement on or about August 31, 2026 and maturity on August 29, 2031.
The notes pay a contingent interest rate of at least 12.25% per annum, or at least 3.0625% per quarter, only if on a Review Date the Index closes at or above 60.00% of its initial level (the Interest Barrier). The notes are automatically called, starting February 26, 2027, if on any non‑first, non‑final Review Date the Index is at or above its Initial Value, returning $1,000 principal plus that period’s contingent interest.
If the notes are not called and the Final Value is at least 60.00% of the Initial Value, investors receive $1,000 plus the final contingent interest. If the Final Value is below 60.00%, the payoff is $1,000 + ($1,000 × Index Return), so principal loss exceeds 40% and can reach 100%. The Index embeds a 6.0% per annum daily deduction and a notional financing cost on its bitcoin ETF exposure, uses up to 500% leverage with a 35% target volatility, and is tied to the iShares Bitcoin Trust ETF, making the notes highly sensitive to bitcoin price and volatility as well as the credit of JPMorgan Chase Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering Capped Buffer GEARS, unsecured debt securities fully and unconditionally guaranteed by JPMorgan Chase & Co., linked to an unequally weighted basket of five equity indices: EURO STOXX 50, Nikkei 225, FTSE 100, Swiss Market Index and S&P/ASX 200.
The $10-denomination notes have an approximately 2-year term, with Upside Gearing of 2.00 and a Maximum Gain between 36.55% and 39.55%, finalized on the trade date. The Basket is set to an Initial Basket Value of 100, and principal is protected only by a 10.00% buffer down to a Downside Threshold of 90.00% of the Initial Basket Value; below that level, investors lose 1% of principal for every 1% additional decline, up to a 90% loss.
The securities pay no interest or dividends and expose investors to both market risk of the Basket and credit risk of JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $9.964 per $10 note and will not be less than $9.60 at pricing, reflecting structuring and hedging costs. Proceeds support JPMorgan’s general funding and hedging activities; separate donations totaling up to $800,000 to Hope & Heroes are unconditional and not tied to sales.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering 5-year auto callable buffered return enhanced notes linked to the MerQube US Tech+ Vol Advantage Index. The Index reflects a 6.0% per annum daily deduction and the QQQ-based Underlying Asset bears a daily notional financing cost. Index exposure can range from 0% to 500% of the Underlying Asset.
The notes feature a 3.00 Upside Leverage Factor and a 15.00% Buffer Amount. If on the September 1, 2027 Review Date the Index is at or above 100% of its Initial Value, the notes are automatically called, paying $1,000 plus a Call Premium of at least 33.00% per annum. If not called, payment at the August 29, 2031 maturity depends on Index performance: leveraged upside above the Initial Value; full principal return if losses are within the 15% buffer; and partial to total principal loss beyond that. The estimated value will be at least $900 per $1,000 note, and all payments are subject to the credit risks of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is issuing Digital Contingent Buffered Notes linked to the S&P 500 Index. The notes offer a fixed Contingent Digital Return of 8.32%, giving a maximum maturity payment of $1,083.20 per $1,000 note if the Index ending level is at or above the strike, or down by up to the 25.00% Contingent Buffer Amount.
If the S&P 500 falls by more than 25% from the Index Strike Level of 7,316.15, investors lose 1% of principal for each 1% decline, potentially losing all principal. The total offering is $700,000 at $1,000 per note, with selling fees of $10.42 per note and an estimated value of $987.20. The pricing date is July 30, 2026, valuation date August 30, 2027, and maturity September 2, 2027.
The notes involve complex U.S. tax treatment, including possible characterization as contingent payment debt instruments and discussion of Section 871(m) withholding for non‑U.S. holders. Secondary market liquidity is not assured, and any trading price may differ from the estimated value due to internal funding rates, hedging costs and dealer spreads.
JPMorgan Chase Financial Company LLC is offering structured Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a maturity date of September 5, 2031 and minimum denominations of $1,000.
The notes may be automatically called on review dates starting August 31, 2027 if the Index is at or above preset Call Values, paying back principal plus a fixed call premium. If not called, at maturity investors receive $1,000 plus an Additional Amount equal to the Index Return × a 100% Participation Rate, floored at zero, providing full principal repayment at maturity but no downside participation. The Index includes a 1.00% per annum daily deduction, and the notes pay no periodic interest. Any payment is subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and the estimated value per $1,000 note (e.g., approximately $932.70 if priced on the example date) is lower than the purchase price due to selling, structuring and hedging costs.
JPMorgan Chase Financial Company LLC is offering Trigger Absolute Return Step Securities, five-year structured notes linked to an unequally weighted basket of five equity indices (EURO STOXX 50®, Nikkei 225, FTSE® 100, Swiss Market Index and S&P/ASX 200). The notes are issued at $10 per Security with a minimum investment of $1,000 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
The basket starts at 100 and is weighted 40% EURO STOXX 50®, 25% Nikkei 225, 17.5% FTSE® 100, 10% Swiss Market Index and 7.5% S&P/ASX 200. If the Final Basket Value is at or above the Step Barrier of 100%, investors receive principal plus the greater of the Step Return (finalized on the trade date, within a range of 52.85%–57.85%) and the Basket Return. If the Final Basket Value is below the Step Barrier but at or above the Downside Threshold of 75, investors receive principal plus the Contingent Absolute Return, equal to the absolute value of the Basket Return.
If the Final Basket Value falls below the Downside Threshold, repayment is reduced in proportion to the negative Basket Return, and investors can lose a significant portion or all of their principal. The estimated value is illustrated at $9.816 per $10 principal (and will not be less than $9.50 when set). Payments depend on the creditworthiness of JPMorgan Financial and JPMorgan Chase & Co., and the instruments are not insured or bank deposits.
JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Return Enhanced Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and matures on August 29, 2031.
The notes may be automatically called on September 1, 2027 if the Index is at or above 100% of its initial level, paying $1,000 plus a call premium of at least $330 per $1,000. If not called and held to maturity, investors receive 3.00 times any positive Index return, subject to no cap, a 15.00% downside buffer, and a maximum possible loss of 85.00% of principal.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ-based exposure, which will drag performance versus an equivalent index without such charges. The estimated value is approximately $918.30 per $1,000 note (and will not be less than $900.00), and the notes pay no interest or dividends and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering callable fixed rate notes due February 14, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay fixed interest at 5.00% per annum, calculated on a 30/360 basis, with interest paid in arrears on the 14th of February and August each year, beginning February 14, 2027, so long as the notes remain outstanding.
The issuer may redeem the notes early, in whole but not in part, on the 14th of February, May, August and November from August 14, 2027 through November 14, 2029, at par plus accrued interest, subject to the stated business day and interest accrual conventions. The pricing date is expected to be August 12, 2026, with an original issue date of August 14, 2026. The public offering price per note is $1,000, with eligible institutional or fee-based accounts paying between $992.60 and $1,000 per $1,000 principal amount. Selling commissions, paid by the issuer to dealers through J.P. Morgan Securities LLC, are expected to be about $2.50 per $1,000 principal amount and will not exceed $10.00 per $1,000. The notes are unsecured obligations, not bank deposits, and are not insured by any governmental agency.
JPMorgan Chase Financial Company LLC is offering auto callable buffered return enhanced notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have $1,000 minimum denominations, are expected to settle on or about August 31, 2026, and mature on August 29, 2031.
The notes may be automatically called on September 7, 2027 if the Index on the September 1, 2027 Review Date is at or above the Call Value, paying $1,000 plus a Call Premium Amount of at least $420. If not called, investors receive at maturity an uncapped leveraged upside of 2.00 times any positive Index return, full principal back if the Index decline does not exceed the 15% Buffer Amount, and 1% principal loss for each 1% Index decline beyond that buffer, up to an 85% loss of principal.
The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on its QQQ Fund exposure, which are expected to drag performance versus an identical index without such deductions. The indicative estimated value is approximately $910.80 per $1,000 note and will not be less than $900.00 when set, reflecting selling commissions, hedging costs and issuer funding assumptions.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering 5-year Auto Callable Buffered Return Enhanced Notes linked to the MerQube US Tech+ Vol Advantage Index. The notes have a $1,000 minimum denomination, an Upside Leverage Factor of 2.00, and a 15.00% Buffer Amount.
The Index provides rules-based exposure to an unfunded position in the Invesco QQQ Trust, Series 1, with exposure dynamically adjusted between 0% and 500%. The Index level reflects a 6.0% per annum daily deduction, and QQQ performance is further reduced by a daily notional financing cost.
The notes may be automatically called on the September 1, 2027 Review Date if the Index is at or above 100% of its Initial Value, paying $1,000 plus a Call Premium Amount based on at least 42.00% per annum. If not called, payments at the August 29, 2031 maturity depend on Index performance, with 2x leveraged upside above the Initial Value, full principal return if losses are within the 15% buffer, and principal losses beyond that. The estimated value will be at least $900 per $1,000 note, and all payments are subject to the credit risk of the issuer and guarantor.