Securities Investor Protection Corporation
ORGANIZATIONRetum of Principal or Capital Gains
ORGANIZATION4
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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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAl and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAl or EY presented. Actual inc
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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
Entities connected to both Securities Investor Protection Corporation and Retum of Principal or Capital Gains

JPMorgan Chase
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONAccount Value
ORGANIZATIONSouth Dearborn Street
LOCATIONTed Serure
PERSONthe ACH Network
ORGANIZATIONCall Financial Advisor
ORGANIZATIONGifted Security LT - Long Term
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
ORGANIZATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATIONThe U.S. Securities and Exchange Commission
ORGANIZATION
Brooklyn
LOCATION