4
Shared Docs
4
Same-Page
4 / 4
Mentions
t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third party. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third patty. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third patty. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
s. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date = Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third party. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
Entities connected to both Securities Investor Protection Corporation and Gifted Security LT - Long Term

JPMorgan Chase
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONAccount Value
ORGANIZATIONSouth Dearborn Street
LOCATIONTed Serure
PERSONthe ACH Network
ORGANIZATIONCall Financial Advisor
ORGANIZATIONthe Client Services Operations
ORGANIZATIONAttn: Client Services Department
ORGANIZATIONCustomer Agreement(s
ORGANIZATIONthe Collection and Other Account-Related Costs
ORGANIZATIONthe Electronic Services
ORGANIZATIONUnpriced Direct Participation Program
ORGANIZATIONReal Estate Investment
ORGANIZATIONRegulated Investment Companies
ORGANIZATIONRetum of Principal or Capital Gains
ORGANIZATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATIONThe U.S. Securities and Exchange Commission
ORGANIZATIONthe Large Trader
ORGANIZATION