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Managed Account Disclosure Documents

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRAOpens overlay and SIPCOpens overlay. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Access the JP Morgan Securities SEC Rule 606 quarterly report.

For complete information on any of the funds available, including management fees and expenses, please review the prospectus for each of the funds selected for your model portfolio. You should always read the prospectus carefully to obtain the most current and complete redemption fee policy information. Always consider the funds’ investment objectives, risk factors, and charges and expenses before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website.

INVESTORS SHOULD CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES AND RISKS AS WELL AS CHARGES AND EXPENSES OF THE MUTUAL FUND BEFORE INVESTING. TO OBTAIN A PROSPECTUS, CONTACT YOUR FINANCIAL ADVISOR OR VISIT THE FUND COMPANY'S WEBSITE. THE PROSPECTUS CONTAINS THIS AND OTHER INFORMATION ABOUT THE MUTUAL FUND. READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.

JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds.

JPMS maintains a business recovery/continuity plan, including alternate processing and data centers, that will allow us to resume normal business operations including relocating technology and personnel to alternate facilities, in the event of an extended local or regional business disruption. The recovery time objective is 24-hours. The plan is reviewed annually and updated as necessary. All JPMS operational facilities are equipped to resume business and are tested several times a year. Investors will be able to obtain information about their JPMS account by visiting their local Chase branch, calling Customer Service at 800-392-5749 or visiting Chase.com. Every effort will be made to provide investors with timely and accurate information.

The content available on this site is provided for information purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. JPMorgan Chase Bank, N.A. and its affiliates make no representations or warranties as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal, tax or accounting advice. Investors should consult a qualified advisor for advice specific to your circumstances.

This site is directed at persons in the United States. Products and services offered may differ depending on the client's geographic location. Not all products and services are offered to all clients.

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