For more than a century, through changing market cycles, the individuals, families, businesses and institutions we serve have relied on our perspective to help them build stronger portfolios.
1,160+
portfolio managers, traders and research analysts
600+
strategies managed on our SpectrumTM platform 1
1 Data is updated annually.
2,500+
annual onsite company visits
Source: J.P. Morgan Asset Management; as of 31 December 2022.
Past performance is not a reliable indicator of current and future results.
USD 2.5TN
Over USD 2.5tn AUM
Equities USD 749bn
Largest U.S. equity fund run by a woman: Clare Hart, Equity Income
Beta USD 92bn
Awarded ETF Issuer of the Year by ETF.com
Liquidity USD 754bn
The #2 institutional money manager globally?
Fixed Income USD 712bn
3x AUM growth since 2009
Multi-Asset USD 282bn
Morningstar Gold Rated Target Date Series
Alts USD 174bn
Manager of the largest core real estate strategy globally
Note: AUM as of 31 December, 2022. Numbers may not add up due to rounding.
*Includes $22bn of Solutions Direct AUM.
A global partner investors can trust
Today, we offer clear, actionable market insights that are trusted the world over. We use the depth and breadth of our global research platform to identify risks and opportunities that others might miss. Together with our clients, partners, and the companies we invest in, we believe we can drive better outcomes, for today and for the future we want to see.
A history of innovation that continues today
1873
Robert Fleming launches first U.S. investment trust. Now the world’s fifth largest global asset manager1
1916
Began managing institutional client assets. We now manage over USD 675bn in institutional assets globally
1970
Started to manage real estate assets. Now the world's largest core real estate manager2
1987
Launched first money market fund. Now the #2 institutional money market manager globally3
2004
Introduced Guide to the Markets. Now read by nearly 200,000 financial professionals in 12 languages across 42 countries
2009
Went to market with our flagship beta product; we are now an established ETF provider
2017
Launched Spectrum, our end-to-end internal technology platform, followed by our client-facing technology platform, Morgan, in 2019
2021
J.P.Morgan Chase marks 100 years of presence in China, started with firm predecessor Equitable Eastern opening in Shanghai
Source: J.P. Morgan Chase & Co, December 2021.
1 Pensions & Investments, 2020.
2 Pensions & Investments, October 2020.
3 iMoneynet Fund Analyzer, 2020.
J.P. Morgan’s history in Latin America
Our commitment to helping clients in Latin America dates back to the 19th century. As a result of our long-standing presence, we have built long-term and trusted relationships with Latin American industry leaders, financial institutions, governments, family-owned businesses and private clients. We are committed to building vibrant communities, preserving the environment and promoting an inclusive culture that benefits people today and for generations to come.
