A bond owner may change the beneficiary. However, ETF expenses paid to J.P. Morgan will be rebated or offset against the advisory fee. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRAand SIPC. Contact your nearest branch and let us help you reach your goals. JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. Take our 3 minute quiz and match with an advisor today. If you have not been paying tax on the bond's interest every year, you now owe tax on all the interest the bond earned while you owned it. We don't support this browser version anymore. How do I add a beneficiary to my Chase account? Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. The initial minimum deposit amount must be made within 60 days. And banks may set tougher rules the lower your score. As a result, this programs portfolio manager will choose J.P. Morgan ETFs even in cases where there are third-party ETFs that are less expensive, or that have longer track records or superior historical returns. editorial policy, so you can trust that our content is honest and accurate. To see your individual holdings, choose Show positions. Well apply any changes made after the record date to the next dividend period. Past performance is not a guarantee of future results. You have money questions. Bankrate follows a strict editorial policy, And, not all banks allow this option. All funds have various internal fees and other expenses that are paid by managers or issuers of the funds or by the fund itself, but that ultimately are borne by the investor. If someone is the sole owner of a bank account, its important to know whether someone is named to inherit the accounts funds.
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