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You are attempting to enter the Commingled Pension Trust Fund page which is intended exclusively for U.S. qualified retirement and governmental plans.

 

The JPMorgan Chase Bank, N.A. (“JPMCB”) Commingled Pension Trust Funds (the "Commingled Funds") are collective investment funds managed by JPMCB under a Declaration of Trust and JPMCB makes day-to-day investment decisions for the Commingled Funds.  Each Commingled Fund is a group trust within the meaning of Internal Revenue Service Ruling 81-100, as amended.  In reliance upon exemptions from the registration requirement of the federal securities laws, neither the Commingled Funds nor the Units of a Commingled Fund are registered with the Securities and Exchange Commission or any state securities commission.    Because the Commingled Funds are not subject to registration under federal or state securities laws, certain protections that might otherwise be provided to investors in registered funds are not available to investors in the Commingled Funds.  However, as bank-sponsored collective investment funds holding qualified retirement plan assets, the Commingled Funds are required to comply with applicable provisions of the Employee Retirement Income Security Act of 1974, as amended, and JPMCB is subject to supervision and regulation by the Office of the Comptroller of the Currency and the Department of Labor.

 

The Commingled Funds are only available to certain qualified retirement plans and governmental plans and are not offered to the general public.  Units of the Commingled Funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance.  You should carefully consider the investment objectives, risk, charges, and expenses of the Commingled Fund(s) before investing. 

 

In addition, in order for a retirement plan to invest in a Commingled Fund, an authorized plan fiduciary must complete and return all necessary participation materials and other required documentation to the trustee (JPMCB or its authorized representative) and specifically authorize and direct the investment of plan assets in a Commingled Fund.

 

The information provided on this website is for informational purposes only, does not constitute individual investment advice, and is not intended to be, and should not be interpreted as, an investment recommendation.

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The JPMorgan Chase Bank, N.A Commingled Pension Trust Funds (the "Commingled Funds") are collective investment funds intended exclusively as a medium for the collective investment and reinvestment of assets of certain qualified retirement and governmental plans as described below. The Commingled Funds are not mutual funds, but are collective investment funds established, operated and managed by JPMorgan Chase Bank, N.A., as Trustee. Each Commingled Fund is governed by a Declaration of Trust and established as a tax-exempt group trust within the meaning of Internal Revenue Service Revenue Ruling 81-100, as amended.

 

Recently Liquidated Funds

JPMCB Long Duration Credit Fund Annual Shareholder Report
JPMCB Extended Duration Fund Annual Shareholder Report
JPMCB Intermediate Aggregate Bond Fund Annual Shareholder Report
JPMCB Short Duration Core Plus Fund Annual Shareholder Report
JPMCB Emerging Markets Strategic Debt Fund Annual Shareholder Report
JPMCB Equity Income Fund Annual Shareholder Report
JPMCB Opportunistic Equity Long/Short Fund Annual Shareholder Report
JPMCB International Advantage Fund Annual Shareholder Report
JPMCB Systematic Alpha Fund Annual Shareholder Report
JPMCB International Research Enhanced Index Fund Annual Shareholder Report
JPMCB Global Focus Fund Annual Shareholder Report
JPMCB Global Opportunities Fund Annual Shareholder Report
JPMCB Floating Rate Income Fund Annual Shareholder Report

The Commingled Funds are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, and accordingly are not subject to the prospectus requirements under securities laws. The primary offering document for each Commingled Fund is its Declaration of Trust, which may also be supplemented by a Disclosure Statement. An annual report is available for each Commingled Fund setting forth the Commingled Fund's fees and expenses, investments, and other information. The Trustee administers the Commingled Funds in accordance with regulations issued by the Office of the Comptroller of the Currency, Department of Treasury, under 12 CFR 9.18, and in accordance with applicable provisions of the Employee Retirement Income Security Act of 1974, as amended.
 
Participation in the Commingled Funds is limited exclusively to A) trusts of pension, profit sharing, 401(k), or other retirement plans that are qualified under section 401(a) of the Internal Revenue Code and exempt from taxation under section 501(a) of the Internal Revenue Code, B) governmental plans as defined in section 414(d) of the Internal Revenue Code, and C) other collective or commingled investment funds or insurance company separate accounts that consist exclusively of the assets of trusts and plans described in A) through B). Each investing plan must execute a standard Participation Agreement prior to investing in the Commingled Funds.
 
Please contact your Client Advisor for more information.