This site contains information about the services J.P. Morgan Securities (JPMS), a division of J.P. Morgan Securities LLC, offers to retirement plans and the compensation JPMS reasonably expects to receive with regard to those services. This information is provided in support of 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 regularly to view any changes.
J.P. Morgan Securities Disclosure Statement for Retirement Plans
Click the link below to view or print the JPMS Disclosure Statement for Retirement Plans which applies to both brokerage and advisory accounts.
Mutual Fund Compensation Disclosures
Click the link below to access the Mutual Fund Compensation Disclosures, an interactive tool that shows the compensation JPMS earns when a mutual fund is purchased in a brokerage account (excludes advisory accounts). You can look up a mutual fund, or create and save a list of funds by searching fund name, fund family, 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. Always review the fund prospectus and other fund materials for additional information.
For more information, please contact your J.P. Morgan Securities Financial Advisor.