The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors. Updated two business days after the end of each quarter, the Guide illustrates key data points using clear, compelling charts and graphs you can share with clients.
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For additional mutual fund data (such as sector / industry / country / regional / fund allocations of sources of value add, maturity / quality / market capitalization allocations) not currently shown on individual Fund webpages or the Fund Factsheet, please call JPM Shareholder Services desk at 1-800-480-4111. Information will be available no sooner than 5 business days after quarter- or month-end and available fund data will vary by fund. Verification of existing investment will be required.
Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The prospectus contains this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.
Investing involves risk, including possible loss of principal. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Shares of open-end mutual funds are bought and sold at market price which may be higher or lower than the net asset value (NAV). ETF shares are bought and sold throughout the day on an exchange at market price (not NAV) through a brokerage account, and are not individually redeemed from the fund. Shares may only be redeemed directly from a fund by Authorized Participants, in very large creation/redemption units. For all products, brokerage commissions will reduce returns.
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
J.P. Morgan 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. JPMorgan Distribution Services, Inc. is a member of FINRA/SIPC.
J.P. Morgan Funds ETF products are distributed by SEI Investments Distribution Co., which is not affiliated with J.P. Morgan Chase & Co. or any of its affiliates. SEI Investments Distribution Co. is a member of FINRA/SIPC.
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.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE