Be tax active with J.P. Morgan
When it comes to taxes, there’s nothing clients want more than to pay less. Partner with us for insights, tools and investment solutions that make it easy to actively build tax savings into portfolios.
Tax documents and forms
Have questions?
Financial Professionals can call our Advisor Service Center to speak to a J.P. Morgan representative:
1-800-338-4345
Direct Shareholders and all other inquiries can call our Shareholder Services to speak to a representative:
1-800-480-4111
The information above is not intended to provide and should not be relied on for accounting, legal and tax advice or investment recommendations. The views and strategies described may not be suitable to all readers. Please contact your financial professional or tax advisor for additional information.
IRS Circular 230 Disclosure: JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.