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Document Mentions (4 shared documents)
2 mentions1 same-page
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s where the Bank senes as trustee, or diaartionary investment manager for an ERISA plan or an IRA. which hold shares in thcIPMeigan Funds other limn Fiduciary Shams, the Bank receives fees for services from the JPMorgan Funds but waives account fax with respect to the funds so held Fiduciary Shares are shares in
nds) and annuities invoke investment risks, Including the possible loss of the principal amount Invested. The distributor of the llalorgan Funds is J.P. Morgan Funds Distributor. Inc. which is not affiliated with the Dank. the Bank and its affiliates receive compensation from the JPMorgan Funds for providing services to the funds.
2 mentions1 same-page
Page ?Same page
s where the Bank senes as trustee, or diaartionary investment manager for an ERISA plan or an IRA. which hold shares in thcIPMeigan Funds other limn Fiduciary Shams, the Bank receives fees for services from the JPMorgan Funds but waives account fax with respect to the funds so held Fiduciary Shares are shares in
nds) and annuities invoke investment risks, Including the possible loss of the principal amount Invested. The distributor of the llalorgan Funds is J.P. Morgan Funds Distributor. Inc. which is not affiliated with the Dank. the Bank and its affiliates receive compensation from the JPMorgan Funds for providing services to the funds.
2 mentions1 same-page
Page ?Same page
unt which holds the Fiduciary Shares. The rebate amount represents the portion of servicing firs paid to the Bank by the mutual fund with respect to Fiduciary Shams. Confidential Treatment Requested by JPMorgan Chase CONFIDENTIAL JPM-SDNY-00020490 SDNY_GM_00289688 EFTA01497073
ds) and annuities invoke ins est ment risks, including the possible loss of the principal amount Invested. The distributor of the JPMorgan Funds is J.P. Morgan Funds Distributor. Inc. which is not affiliated with the Bank. The Bank and its affiliates receive compensation from the Morgan Funds for providing =vim% to the funds. Raid
Sponsored
2 mentions1 same-page
Page ?Same page
unt which holds the Fiduciary Shares. The rebate amount represents the portion of servicing foes paid to the Bank by the mutual fund with respect to Fiduciary Shams. Confidential Treatment Requested by JPMorgan Chase CONFIDENTIAL JPM-SDNY-00020542 SDNY_GM_00289740 EFTA01497124
s) and annuities invoke ins est ment risks, including the possible loss of the principal amount Invested. the distributor of the JI'Morgan Funds is J.P. Morgan Funds Distributor. Inc. which is not affiliated with the Bank. the Bank and its affiliates receive compensation front the 'Morgan Funds for providing =vices to the kids. Ra
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Mutual Connections (27)
Entities connected to both Fiduciary Shams and J.P. Morgan Funds Distributor. Inc.
Newark
LOCATION13 w/ Fiduciary·9 w/ J.P.
JPMorgan Select Shams
ORGANIZATION10 w/ Fiduciary·9 w/ J.P.
JPMorgan US Equity Fund
ORGANIZATION11 w/ Fiduciary·7 w/ J.P.
Reich & Tang
ORGANIZATION12 w/ Fiduciary·5 w/ J.P.
Reich & Tang Distributors Inc.
ORGANIZATION12 w/ Fiduciary·5 w/ J.P.
International Equity Fund
ORGANIZATION9 w/ Fiduciary·7 w/ J.P.
Morgan Tax Aware Large Cap Value Fund
ORGANIZATION6 w/ Fiduciary·9 w/ J.P.
Morgan Tax Aware US Equity Fund
ORGANIZATION6 w/ Fiduciary·9 w/ J.P.
JPMorgan Chase
ORGANIZATION9 w/ Fiduciary·2 w/ J.P.
Morgan Funds
ORGANIZATION4 w/ Fiduciary·7 w/ J.P.
the Connecticut Daily Tax Free Income Fund
ORGANIZATION4 w/ Fiduciary·5 w/ J.P.
Jeffrey Epstein
PERSON2 w/ Fiduciary·6 w/ J.P.
Morgan Bond Fund II
ORGANIZATION2 w/ Fiduciary·5 w/ J.P.
the Terms and Conditions for Commercial Accounts Of
ORGANIZATION3 w/ Fiduciary·4 w/ J.P.
Daily Municipal
ORGANIZATION3 w/ Fiduciary·3 w/ J.P.
Morgan Stanley
ORGANIZATION2 w/ Fiduciary·4 w/ J.P.
Reich & '
ORGANIZATION2 w/ Fiduciary·3 w/ J.P.
Morgan Fleming
ORGANIZATION3 w/ Fiduciary·2 w/ J.P.
the Jilviorgan Family of Mutual Funds
ORGANIZATION2 w/ Fiduciary·3 w/ J.P.
JPMorgan NY Intermediate Tax Free
ORGANIZATION2 w/ Fiduciary·2 w/ J.P.