55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

The tax-loss harvesting service is available for an additional advisory fee. The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The information shown in these and the following materials is for illustrative purposes only and does not represent actual investment decisions.

55ip and its affiliates and employees do not provide tax, legal or accounting advice. The information contained herein has been provided for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://www.55-ip.com/email-disclaimer/.

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Investing involves risks, including possible loss of principal.

FOR INVESTMENT PROFESSIONAL USE ONLY – This login and all subsequent information contained within this website, screens and reports is for investment professional use only unless explicitly disclosed otherwise.

55ip makes investment strategies available on its platform, which the Financial Professional and/or client is responsible for selecting. 55ip does not create the investment strategies; instead, the strategies are provided by affiliated and unaffiliated investment advisors, as well as certain clients who choose to use their own strategies in certain circumstances.

55ip does not create nor is responsible for the content of third-party materials related to any investment strategy, whether these materials are found within the 55ip Advisor Portal or on an external third-party website. Disclosures specific to each investment strategy or Strategy Provider may be provided below or within the following pages and associated materials.

Strategy Provider Disclosures

J.P. Morgan Asset Management provides investment ideas in the form of model portfolios, to 55ip for use in the software offered herein. 55ip receives a service fee from J.P. Morgan Asset Management as consideration for the services 55ip provides its customers in relation to the J.P. Morgan Model Portfolios. The J.P. Morgan Model Portfolios are provided for illustrative and educational purposes only, do not constitute research, personalized investment advice or a fiduciary investment recommendation from J.P. Morgan Asset Management or 55ip to any client of 55ip, and are intended for use only by 55ip customers, with other information, as a resource to help build a tailored portfolio or as an input in the development of investment advice from a Financial Professional to its own clients and shall not be the sole or primary basis for a Financial Professional. Financial Professionals are responsible for making their own independent fiduciary judgment as to how to specifically use the J.P. Morgan Model Portfolios and/or whether to implement any trades for its designated clients. J.P. Morgan Asset Management does not have investment discretion over, or place trade orders for, any portfolios or accounts derived the J.P. Morgan Asset Management Model Portfolios. J.P. Morgan Asset Management is responsible for the methodology of the Model Portfolios; it is not responsible for determining the individual appropriateness or suitability of the J.P. Morgan Model Portfolios or any of the securities included therein for any client of 55ip. Information and other marketing materials provided by J.P. Morgan Asset Management or 55ip concerning the J.P. Morgan Model Portfolios including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the J.P. Morgan Model Portfolios. Any performance shown for the J.P. Morgan Model portfolios does not include brokerage fees, commissions, or any overlay fee for portfolio management, which would further reduce returns.. There is no guarantee that any investment strategy will be successful or achieve any particular level of results. The J.P. Morgan Model Portfolios themselves are illustrative, they are not funds and one cannot invest directly in the Model Portfolios. The J.P. Morgan Model Portfolios, allocations, and data are subject to change. J.P. Morgan Asset Management and 55ip are not affiliated. J.P. Morgan Asset Management disclaims responsibility for any content provided by 55ip.

Carefully consider the J.P. Morgan Funds within the model portfolios’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.jpmorganfunds.com.Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.

The price movement of an index-based ETF may not track the underlying index and may result in a loss. ETFs may trade at a price below their net asset value (also known as a discount). All regulated investment companies are obliged to distribute portfolio gains to shareholders. J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc., (1111 Polaris Pkwy, Columbus, OH 43240) which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA.

JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc. (JPMDS) and offered by J.P. Morgan Institutional Investments, Inc. (JPMII); both affiliates of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMDS and JPMII are both members of FINRA.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide. ©JPMorgan Chase & Co.. All other marks are the property of their respective owners.