HOUSE_OVERSIGHT_022358.jpg
3.37 MB
Extraction Summary
1
People
13
Organizations
2
Locations
0
Events
2
Relationships
4
Quotes
Document Information
Type:
Financial disclaimer page
File Size:
3.37 MB
Summary
This document is a standard financial disclaimer page from a JPMorgan Chase & Co. publication dated 2012. It details the risks of various investment products, states that the firm does not provide tax advice, and provides contact information for prospectuses. The Bates stamp 'HOUSE_OVERSIGHT_022358' indicates this page was included in materials for an investigation by the U.S. House of Representatives Committee on Oversight, which is its primary relevance to the Epstein case document trove.
People (1)
| Name | Role | Context |
|---|---|---|
| J.P. Morgan Advisor | Financial Advisor |
Mentioned as a point of contact for obtaining the "Characteristics and Risks of Standardized Options" booklet.
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Organizations (13)
| Name | Type | Context |
|---|---|---|
| JPMorgan Chase & Co. |
Parent company providing financial services, subject of the IRS Circular 230 disclosure.
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| JPMorgan Chase Bank, N.A. |
Offers bank products and services. The London branch acts as a counterparty for OTC derivatives.
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| J.P. Morgan Securities LLC |
Offers securities products and services. Member of NYSE, FINRA, and SIPC.
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| JPMorgan Distribution Services, Inc. |
An affiliate of JPMorgan Chase & Co. that distributes JPMorgan Funds.
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| IRS |
Referenced in the 'IRS Circular 230 Disclosure' regarding tax advice.
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| NYSE |
New York Stock Exchange. J.P. Morgan Securities LLC is a member.
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| FINRA |
Financial Industry Regulatory Authority. J.P. Morgan Securities LLC is a member.
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| SIPC |
Securities Investor Protection Corporation. J.P. Morgan Securities LLC is a member.
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| FDIC |
Federal Deposit Insurance Corporation. Mentioned as not insuring structured products and options.
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| Federal Reserve Board |
Mentioned as not insuring structured products and options.
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| Lipper |
A Reuters company that may provide mutual fund performance information.
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| Reuters |
Parent company of Lipper. Copyright holder for certain data.
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| U.S. House of Representatives Committee on Oversight |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_022358' at the bottom of the page, indicating the document was part of a ...
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Locations (2)
| Location | Context |
|---|---|
|
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Location of the JPMorgan Chase Bank, N.A. branch that serves as the counterparty for OTC derivatives applications.
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Referenced in the context of U.S. tax matters, income, and franchise tax.
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Relationships (2)
The text states, 'JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co.'
Key Quotes (4)
"IRS Circular 230 Disclosure: JPMorgan Chase & Co. and its affiliates do not provide tax advice."Source
HOUSE_OVERSIGHT_022358.jpg
Quote #1
"Structured products and options are not insured by the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Board, or any other governmental agency."Source
HOUSE_OVERSIGHT_022358.jpg
Quote #2
"Past performance is no guarantee of future results."Source
HOUSE_OVERSIGHT_022358.jpg
Quote #3
"HOUSE_OVERSIGHT_022358"Source
HOUSE_OVERSIGHT_022358.jpg
Quote #4
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