Money Market Funds

Our current money market fund offerings deliver the JP Morgan Asset Management team’s experience, expertise, and performance while serving as a solution to investors who share our social mission to mentor, train, and hire transitioning veterans. As a veteran-owned investment bank, we are passionate about elevating veterans and other minority groups in the brokerage firm industry. 

On May 15th, 2019, we announced the launch of the Academy Share Class of the JP Morgan Prime Money Market Fund (JPAXX) and JP Morgan US Government Money Market Fund (JGAXX). On October 9th, 2020, we announced the launch of the Academy Share Class of the JP Morgan US Treasury Securities Money Market Fund (JACXX) and JP Morgan US Treasury Plus Money Market Fund (JPCXX).

If you have any questions about the Academy Share Class, please call your Academy representative or email us at [email protected].

 

Prospectuses:

JP MORGAN PRIME MONEY MARKET FUND – ACADEMY SHARE CLASS

Investment Objective

The Fund seeks current income while seeking to maintain liquidity and a low volatility of principal.

Fund Highlights

  • The Fund is designed for temporary or medium-term cash investments, seasonal operating cash, automated cash sweeps and the liquidity components of investment portfolios.
  • The Fund aims to preserve capital, maintain liquidity and produce a competitive yield.

JP MORGAN U.S. GOVERNMENT MONEY MARKET FUND – ACADEMY SHARE CLASS

Investment Objective

The Fund seeks high current income with liquidity and stability of principal.

Fund Highlights

  • The Fund is designed for temporary or medium-term cash investments, seasonal operating cash, automated cash sweeps and the liquidity components of investment portfolios.
  • The Fund aims to preserve capital, maintain liquidity and produce a competitive yield.

JP MORGAN 100% U.S. TREASURY SECURITIES MONEY MARKET FUND – ACADEMY SHARE CLASS

Investment Objective

The Fund seeks high current income with liquidity and stability of principal.

Fund Highlights

  • The Fund invests in obligations of the U.S. Treasury, which includes treasury bills, bonds, and notes.
  • The Fund mirrors JPM 100% Treasury Money Market Fund Capital Share Class.

JP MORGAN U.S. TREASURY PLUS MONEY MARKET FUND – ACADEMY SHARE CLASS

Investment Objective

The Fund seeks high current income with liquidity and stability of principal.

Fund Highlights

  • The Fund invests in U.S. Treasury bills, notes, bonds, and other obligations issued or guaranteed by the U.S. Treasury and repurchase agreements collateralized by such obligations.
  • The Fund mirrors JPM Treasury Money Market Fund Capital Share Class.

Important Disclosures:

You could lose money by investing in the Fund. Because the share price of the Fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. We have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public sources.

Views and opinions expressed are for informational purposes only and do not constitute a recommendation by Academy Securities for any purpose including buying, selling, or holding any security. Views and opinions are current as of the date of this presentation and may be subject to change, they should not be construed as investment advice.

This information discusses general market activity, industry or sector trends, or other broad-based business, economic, market or political conditions and should not be construed as operational, research or investment advice. This material has been prepared by Academy Securities and is not financial research nor a product of Academy Securities. It was not prepared in compliance with applicable provisions of law designed to promote the independence of financial analysis and is not subject to a prohibition on trading following the distribution of financial research. The views and opinions expressed may differ from those of Academy Securities. Investors are urged to consult with their financial advisors before buying or selling any securities. This information may not be current and Academy Securities has no obligation to provide any updates or changes.

Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. These forecasts do not take into account the specific investment objectives, restrictions, tax and financial situation or other needs of any specific client. Actual data will vary and may not be reflected here. These forecasts are subject to high levels of uncertainty that may affect actual performance. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. These forecasts are estimated, based on assumptions, and are subject to significant revision and may change materially as economic and market conditions change. Academy Securities has no obligation to provide updates or changes to these forecasts. Case studies and examples are for illustrative purposes only.

Index Benchmarks

Indices are unmanaged. The figures for the index reflect the reinvestment of all income or dividends, as applicable, but do not reflect the deduction of any fees or expenses which would reduce returns. Investors cannot invest directly in indices.

The indices referenced herein have been selected because they are well known, easily recognized by investors, and reflect those indices that the Investment Manager believes, in part based on industry practice, provide a suitable benchmark against which to evaluate the investment or broader market described herein. The exclusion of “failed” or closed hedge funds may mean that each index overstates the performance of hedge funds generally.

THIS MATERIAL DOES NOT CONSTITUTE AN OFFER OR SOLICITATION IN ANY JURISDICTION WHERE OR TO ANY PERSON TO WHOM IT WOULD BE UNAUTHORIZED OR UNLAWFUL TO DO SO.

Our Other Services