Retirement Plan Disclosures for Fiduciaries
This site contains information about the services J.P. Morgan Securities LLC (JPMS) offers to retirement plans, as well as the compensation that may be earned in connection with various services and investments that JPMS may make available to retirement plan clients through full-service and/or self-directed brokerage and investment advisory accounts. This information is provided in connection with the Department of Labor's regulation under section 408(b)(2) of the Employee Retirement Income Security Act of 1974 (ERISA). It is intended to assist plan fiduciaries in determining the reasonableness of their plan's arrangements with JPMS. Please carefully review this information and visit this website monthly to view any changes or updates, if any, to the previously provided 408(b)(2) disclosures.
Disclosure Statement for Retirement Plans
Click the link below to view or print:
Mutual Fund Compensation Disclosures
Click the link below to access the Mutual Fund Compensation site which shows the compensation JPMS earns when a mutual fund is purchased in your self-directed investing or full-service brokerage account (excludes advisory accounts). You may search by fund name, fund family name, or symbol. You can also identify any changes to JPMS's compensation within the last 30, 60 or 90 days. The fund information contained in this tool does not reflect fund expenses, such as management fees that may be paid by the fund to affiliates of JPMS, or other relevant information that should be considered when evaluating an investment.
Remember, when investing in mutual funds, please consider the investment objectives, risks, charges, and expenses associated with the fund before investing. You may obtain the applicable fund prospectus by visiting the fund’s website or contacting a JPMS Representative. The prospectus contains this and other information, which should be carefully read before investing.