Privacy and security

FACTS WHAT DOES J.P. MORGAN FUNDS DO WITH YOUR PERSONAL INFORMATION?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • Social Security number and account balances
  • transaction history and account transactions
  • checking account information and wire transfer instructions
When you are no longer our customer, we continue to share your information as described in this notice.
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons J.P. Morgan Funds chooses to share; and whether you can limit this sharing.
 
Reasons we can share your personal information Does J.P. Morgan Funds share? Can you limit this sharing?
For our everyday business purposes –
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus 		Yes No
For our marketing purposes –
to offer our products and services to you 		Yes No
For joint marketing with other financial companies No We don’t share
For our affiliates’ everyday business purposes –
information about your transactions and experiences 		No We don’t share
For our affiliates’ everyday business purposes –
information about your creditworthiness		 No We don’t share
For nonaffiliates to market to you No We don’t share
 
Questions? Call 1-800-480-4111 or go to www.jpmorganfunds.com
 
Who we are
Who is providing this notice? J.P. Morgan Funds
 
What we do
How does J.P. Morgan Funds protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We authorize our employees to access your information only when they need it do their work and we require companies that work for us to protect your information.
How does J.P. Morgan Funds collect my personal information? We collect your personal information, for example, when you:
  • open an account or provide contact information
  • give us your account information or pay us by check
  • make a wire transfer
We also collect your personal information from others, such as credit bureaus, affiliates and other companies.
Why can't I limit all sharing? Federal law gives you the right to limit only
  • sharing for affiliates’ everyday business purposes – information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
 
Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • J.P. Morgan Funds does not share with our affiliates.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • J.P. Morgan Funds does not share with nonaffiliates so they can market to you.
Joint Marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • J.P. Morgan Funds doesn’t jointly market.
Return to top of page


Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

This site is intended for U.S. institutional investors only.

Contact Global Liquidity help desk at 1-800-766-7722 for a fund prospectus. Investors should carefully consider the investment objectives and risks, as well as charges and expenses, of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.

Total return assumes reinvestment of dividends. Performance may reflect the waiver of a portion of the fund's advisory or administrative fees for certain periods since the inception date. If fees had not been waived, performance would have been less favorable.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the Funds. JPMorgan Distribution Services, Inc, member FINRA/SIPC, www.finra.org.


NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE