Please find fund documents, tax information and proxy information below. The oldest fund was launched in 2005; JPMorgan Liquid Assets Money Market Inv (HLPXX). The summary and full prospectuses contain this and other information about the Six Circles Funds. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. In managing Six Circles Funds, we consider portfolio attributes at the aggregate level. The value of an investment in a Fund could go down. * For illustrative purposes only. CUSUX | A complete Six Circles U.S. SIX CIRCLES FUNDS is a trademark of JPMorgan Chase Bank, N.A.. Morningstar Rating N/A1. Fund Family Six Circles. August 08, 2018. JPMorgan SmartRetirement® 2025 R5 JNSIX Morningstar Analyst Rating Analyst rating as of Mar 20, 2020. View the latest ETF prices and news for better ETF investing. Inception Date Jul 8, 2018. For more complete information about one or more of the Six Circles Funds, call your J.P. Morgan representative for a copy of the relevant prospectus, or download it from this site. JPMorgan Life UK Dynamic Fund Class 6 + Add to watchlist. The Legal Entity Identifier (LEI) is 549300S8JT7W7MNUHF13. We partner with third-party asset managers who serve as sub-advisers for each fund within Six Circles Funds. Last Cap Gain 0.00. Given our increased focus on asset class specialization, we continue to develop more specific, refined investment views. Last Dividend 0.19. Unconstrained Equity Fund: CUSUX: Madison Square Garden Sports Corp: MSGS: SPDR® Wells Fargo Preferred Stock ETF: PSK: Government Street Equity Fund: GVEQX: Virtus Seix U.S. Mortgage Fund Class I: SLMTX: Janus Henderson Contrarian Fund Class T: JSVAX: iShares Short Treasury Bond ETF: SHV: m+ funds Trust 1-5 F CA : MPLSFX: Not Available through TD Ameritrade. Within U.S. equities, for example, we may seek to overweight certain sectors. Six Circles Funds Six Circles is a company that sells mutual funds with $34,831M in assets under management. … With Six Circles Funds, we seek to achieve our investment objectives at a reasonable cost. Exchange Traded Funds: … Six Circles … and its affiliates worldwide. ETF.com Staff. LEGAL ENTITY, BRAND & REGULATORY INFORMATION Vehicles that provide certain exposures are often expensive, making them impractical and even unattainable for some portfolios. LEGAL ENTITY, BRAND & REGULATORY INFORMATION and its affiliates worldwide. Normally the number of securities is in excess of 50 stocks. The average manager tenure for all managers at Six Circles is 1.65 years. Unconstrained Equity CUSUX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Investors should carefully consider the investment objectives and risks as well as charges and expenses of a Six Circles Fund before investing. ... All Posts Forums Blogs Sharing Topics Join. Based on our investment views, as well as other factors, we may seek certain return and risk characteristics within sectors and industries. View mutual fund news, mutual fund market and mutual fund interest rates. Not all Six Circles Funds will work this way. View CMEUX mutual fund data and compare to other funds, stocks and exchanges. Six Circles U.S. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. View Complete Thread. When used as part of a diversified portfolio, Six Circles Funds seek to contribute to returns and/or reduce risk cost‐effectively. Unconstrained Equity Fund mutual fund overview by MarketWatch. See Six Circles Tax Aware Bond Fund (CBTAX) mutual fund ratings from all the top fund analysts in one place. The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. Mutual fund investing involves risk. Add to watchlist; Add to portfolio; Price (GBP) 23.37; Today's Change 0.086 / 0.37%; 1 Year change--Data delayed at least 60 minutes, as of Nov 23 2020. Home Portfolio Stocks Bonds Funds ETFs Advisors Markets Tools Real Life Finance Discuss. JPMORGAN CHASE AKTIE und aktueller Aktienkurs. Learn more about CUSDX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Find the latest Six Circles US Unconstrained Eq (CUSUX) stock quote, history, news and other vital information to help you with your stock trading and investing. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. Fund Operations. View mutual fund news, mutual fund market and mutual fund interest rates. Although considered internally managed strategies, JPMC does not retain a fee for fund management or other fund services. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Six Sigma dates back to 1998 at JPMorgan where it was introduced as a corporate-wide initiative focused on expense reduction projects. Proxy voting information can be found here. Six Circles Trust - Six Circles Ultra Short Duration Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). The funds are available only to certain qualified retirement plans and governmental plans … FINRA BrokerCheck. under a declaration of trust. View mutual fund news, mutual fund market and mutual fund interest rates. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. The average expense ratio from all JPMorgan mutual funds is 0.24%. While we focus on the long-term growth and preservation of your wealth, we also bring you innovative ideas and opportunities. YTD Return 9.71%. Fund Family Six Circles. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. The address is 270 Park Avenue, New York, New York, 10017, United States SIX CIRCLES FUNDS is a trademark of JPMorgan Chase Bank, N.A.. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. Please click here to access tax information for the Six Circles Funds. Six Circles Funds provides direct access to specific types of exposure. 00235821 J.P. Morgan Funds 2019 Distribution Notice Yield 1.52%. Fund Description Under normal circumstances, the fund invests at least 50% of its total assets in municipal securities, the income from which is exempt from federal income tax. With Six Circles Funds, we can access them directly. The Six Circles Funds are distributed by Foreside Fund Services, LLC, a member of FINRA. Six Circles Managed Equity Portfolio U.S. by third parties. 95.45% of these mutual funds are no load funds. The Six Circles Funds are distributed by Foreside Fund Services, LLC, a member of FINRA. The bank purchased Dallas-based Undiscovered Managers LLC and its six mutual funds with about $600 million in AUM in November 2003. 2018 Foreign Source Income Percentages Fund name Foreign Source Income Foreign Qualified Dividend Income JPMorgan Access … Learn more about the Six Circles Equity Funds, Learn more about the Six Circles Fixed Income Funds, J.P. Morgan is dedicated to aligning your portfolio with your goals, We use cookies to help offer you a better online experience. Please review its terms, privacy and security policies to see how they apply to you. BBAX | A complete JPMorgan BetaBuilders Developed Asia ex Japan ETF exchange traded fund overview by MarketWatch. The average expense ratio from all mutual funds is 0.23%. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. under a declaration of trust. Although considered internally managed strategies, JPMC does not retain a fee for fund management or other fund services. 95.45% of these mutual funds are no load funds. You should consult your legal and/or tax advisors before making any financial decisions. The JPMorgan Life UK Dynamic Fund (the ‘Fund’) is a pooled life fund for pension schemes investing primarily in UK equities, which may include smaller companies on an ancillary basis, either directly or through other funds. JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. GB00B0CMTV75:GBP. J.P. Morgan is the brand name for the wealth management business of JPMorgan Chase Bank, N.A. They will be subadvised by a host of third-party asset managers including BlackRock, Goldman Sachs, Pimco and BNY Mellon. The value of an investment in a Fund could go down. Actual investments may change from time to time and may include none or only a subset of the above list. Asset allocation/diversification does not guarantee a profit or protect against a loss. Unconstrained Equity Fund mutual fund overview by MarketWatch. Unconstrained Fund (CMEUX), Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX), 2020 Estimated Capital Gains and Net Investment Income. The Six Circles Funds are distributed by Foreside Fund Services, LLC, a member of FINRA. The bank purchased Dallas-based Undiscovered Managers LLC and its six mutual funds with about $600 million in AUM in November 2003. The average manager tenure for all managers at JPMorgan is 14.38 years. With Six Circles Funds, we are able to more precisely isolate and express these views. Inception Date Jul 8, 2018. JPMorgan Funds JPMorgan is a company that sells mutual funds with $247,037M in assets under management. By clicking “Accept Cookies” or continuing to use our website, you are consenting to our use of cookies in accordance with our. For long-term investors, funds are a good investment, especially during periods of market volatility. JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name. and its affiliates worldwide. 00217572 J.P. Morgan Funds 2018 Distribution Notice. The funds within Six Circles are constructed to work in concert with other investments within discretionary portfolios. Investing in mutual funds such as Six Circles may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. It also may invest in taxable instruments. Find the latest Six Circles International Uncon (CIUEX) stock quote, history, news and other vital information to help you with your stock trading and investing. This website is a general communication being provided for informational and educational purposes only. By clicking “Accept Cookies” or continuing to use our website, you are consenting to our use of cookies in accordance with our. A description of the proxy voting policies and procedures used by the sub-advisers to each fund is included in the Statement of Additional Information for the relevant fund. Please read the Legal Disclaimers in conjunction with this page. Net Assets 11.71B. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. 100.00% of all the mutual funds are no load funds. The Six Circles Funds are only available to investors participating in investment advisory programs or trusts managed by JPMorgan Chase Bank, N.A., J.P. Morgan Private Investments Inc. or one of their affiliates, and are intended only for persons eligible to purchase U.S.-registered mutual funds. Please read the Legal Disclaimers in conjunction with this page. Performance charts for Six Circles Tax Aware Ultra Short Duration Fund (CUTAX) including intraday, historical and comparison charts, technical analysis and trend lines. We use cookies to help offer you a better online experience. J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. CUSDX | A complete Six Circles Ultra Short Duration Fund mutual fund overview by MarketWatch. J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Six Circles U.S. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is … See JPMorgan Equity Index Fund (OGEAX) mutual fund ratings from all the top fund analysts in one place. and its affiliates worldwide. The oldest fund was launched in 2005; JPMorgan Liquid Assets Money Market Inv (HLPXX). Proxy voting information can be found here. With this in mind, we created Six Circles Funds to expand the universe of differentiated investment strategies and targeted exposures available to portfolios. Proxy voting information can be found here. The firm filed for the mutual funds in January. The Six Circles Funds are only available to investors participating in investment advisory programs or trusts managed by JPMorgan Chase Bank, N.A., J.P. Morgan Private Investments Inc. or one of their affiliates, and are intended only for persons eligible to purchase U.S.-registered mutual funds. This website is a general communication being provided for informational and educational purposes only. Nachrichten zur Aktie JPMorgan Chase & Co. | 850628 | JPM | US46625H1005 Six Circles U.S. Neither J.P. Morgan nor any of its affiliates or representatives provide legal, tax or accounting advice. Performance charts for Six Circles Tax Aware Ultra Short Duration Fund (CUTAX) including intraday, historical and comparison charts, technical analysis and trend lines. Six Circles Trust is registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. CUSUX | A complete Six Circles U.S. It is not intended to provide specific advice or recommendations for any individual. Each Six Circles Fund’s proxy voting records for the most recent 12-month period ending June 30 are available on the website no later than August 31 of that year. JPMorgan Life UK Dynamic Fund Class 6. The Six Circles Funds are U.S.-registered mutual funds managed by J.P. Morgan and sub-advised by third parties. Read the prospectus carefully before investing. FINRA BrokerCheck J.P. Morgan is the brand name for the wealth management business of JPMorgan Chase Bank, N.A. Quote Fund ... allowing for more consistent cost comparisons across funds. It is not intended to provide specific advice or recommendations for any individual. The Six Circles Funds are only available to investors participating in investment advisory programs or trusts managed by JPMorgan Chase Bank, N.A., J.P. Morgan Private Investments Inc. or one of their affiliates, and are intended only for persons eligible to purchase U.S.-registered mutual funds. Six Circles U.S. Please read the Legal Disclaimers in conjunction with this page. Net Assets 11.71B. Rachel Aguirre is a Managing Director of BlackRock, Inc. since 2018. The Six Circles Funds are U.S.-registered mutual funds managed by J.P. Morgan and sub-advised by third parties. Unconstrained Equity Fund: CUSUX: Madison Square Garden Sports Corp: MSGS: SPDR® Wells Fargo Preferred Stock ETF: PSK: Government Street Equity Fund: GVEQX: Virtus Seix U.S. Mortgage Fund Class I: SLMTX: Janus Henderson Contrarian Fund Class T: JSVAX: iShares Short Treasury Bond ETF: SHV: m+ funds Trust 1-5 F CA: MPLSFX Please review its terms, privacy and security policies to see how they apply to you. 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