Chase Strategic Portfolio Disclosure Documents

CSP Form ADV Part 2A (PDF)
Provides specific regulatory disclosures regarding the Chase Strategic Portfolio program.

JPMPI Form ADV Part 2A and Part 2B (Sub-adviser and Overlay Manager) (PDF)
Provides specific regulatory disclosures regarding JPMPI's role as a registered Investment Adviser. Includes a description of JPMPI's investment advisory products and services and of certain policies and procedures the firm has implemented to maintain compliance with the Investment Advisers Act of 1940, and includes JPMPI's privacy notice.

J.P. Morgan Investment Management Inc. Form ADV Part 2A and Part 2B (PDF)
Provides specific regulatory disclosures regarding JPMIM's role as a registered Investment Adviser. Includes a description of JPMIM's investment advisory products and services and of certain policies and procedures the firm has implemented to maintain compliance with the Investment Advisers Act of 1940, and includes JPMIM's proxy voting and privacy policy.