Mutual Fund Advisory Portfolio Disclosure Document

MFAP Form ADV Part 2A (PDF)
Provides specific regulatory disclosures regarding the Mutual Fund Advisory Portfolio program.

JPMPI Form ADV Part 2A (Sub-adviser) (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.