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.