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IMPORTANT INFORMATION
1Based on comparison to the National Deposit Rates – Savings ($2,500 Product Tier), as published on the National Rates and Rate Caps – Monthly Update as of March 20, 2023. (https://www.fdic.gov/regulations/resources/rates).
2Crane Data. The Crane Retail Money Fund Index is a simple average of taxable retail money market funds tracked by Crane Data. The Index takes an average of 7-Day SEC yields from funds in the index. Money market funds are investment products.
3J.P. Morgan Wealth Management received the highest score in the J.D. Power 2022 U.S. Wealth Management Digital Experience StudySM , which measures satisfaction with wealth management websites and mobile apps (Published 22 November 2022). The independent study was conducted between June – August 2022 and is based on responses from 6,375 full-service and self-directed investors, and the evaluated firms do not pay to participate. The ranking shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. Each individual client’s experience may vary. License fee paid to publisher for use in promotional materials. Visit jdpower.com/awards for more details.
The views, opinions and estimates expressed herein are those of the speakers and are subject to change without notice. Information herein may differ from those expressed by other areas of J.P. Morgan Wealth Management. This information in no way constitutes J.P. Morgan Research and should not be treated as such. The views contained herein are not to be taken as an advice or a recommendation to buy or sell any investment in any jurisdiction and there is no guarantee that any of the views expressed will materialize. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only; based on certain assumptions, current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of writing, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, investors should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Both past performance and yield may not be a reliable guide to future performance.
JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. Information presented on these webpages is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
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