Investing involves market risk, including possible lack of principle, and there is no promise that investment goals will be achieved. JPMORGAN ITS and CHASE AFFILIATES USUALLY DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. THIS MATERIAL CONTINUES TO BE PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND ISN’T DESIGNED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. YOU SHOULD CHECK WITH YOUR OWN TAX, ACCOUNTING AND LEGAL ADVISORS BEFORE ENGAGING IN ANY TRANSACTION.

See Deposit Account Agreement (PDF) and Deposit Products & Services (PDF) for more information. Speak with a banker for current interest rates. Bank or investment company deposit accounts, such as looking at and savings, may be subject to acceptance. Deposit products and related services are provided by JPMorgan Chase Bank, or investment company, N.A. Qualifying personal investments include the pursuing: Prior to end of month amounts for investment and annuity products offered by JPMorgan Chase & Co., or its organizations and affiliate marketers.

Balances in 529 plans and certain retirement plan investment accounts, such as Money Purchase Pension and Profit Sharing Plans, do not qualify. Investment products and related services are just available in English. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and an investment consultant, a member of SIPC and FINRA. Annuities are made available through Chase INSURANCE COMPANY, Inc. (CIA), a certified insurance agency, doing business as Chase INSURANCE COMPANY Services, Inc. in Florida.

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JPMS, CIA, and JPMorgan Chase Bank or investment company, N.A. JPMorgan Chase & Co.. Products not available in all expresses. Conflicts appealing shall arise whenever JPMorgan Chase Bank, N.A. ‘ portfolios to do something in a real way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the next activities are permitted in your account): (1) when J.P.

Morgan invests within an investment product, like a mutual fund, structured product, separately maintained account or hedge fund issued or handled by JPMorgan Chase Bank or investment company, N.A. J.P. Morgan Investment Management Inc.; (2) when a J.P. Morgan entity obtains services, including trade and execution clearing, from an affiliate marketer; (3) when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account;, or (4) when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping, or custody) regarding investment products purchased for a client’s collection. Other issues will result because of relationships that J.P.

Morgan has with other clients or when J.P. Morgan functions for its own accounts. Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to an assessment process by our manager research teams. From this pool of strategies, our collection construction teams select those strategies we believe fit our asset allocation goals and forward-looking views to be able to meet up with the portfolio’s investment goal. As an over-all matter, we choose J.P. Morgan-managed strategies. The proportion is expected by us of J.P.

YOU SHOULD CHECK WITH YOUR OWN TAX
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