Equity

Actively managed equity solutions

Our equity funds are powered by the diverse perspectives and local expertise of our experienced research analysts and portfolio managers, with the sole focus of delivering superior long-term risk-adjusted returns for investors.

The cornerstone of our approach to equity investing is our dedication to global research. Our extensive expertise in markets around the world, and collaboration across regions and sectors, helps us uncover truly compelling investment opportunities.

380+

dedicated equity investment professionals¹

USD 611bn

equity assets under management²

equity investment centres located around the world³

Featured equity solutions

*The Fund is a multi-asset fund.

J.P. Morgan Asset Management for equity

Our equity expertise is founded on deep resources across regions and sectors, and a commitment to nurture the brightest talent. Delivering consistent results is at the heart of everything we do.

Research driven

Benefit from the local market expertise and deep resources of our globally integrated team of experienced equity investment professionals.

Actionable insights

Gain a broader view on equity markets with our timely macro and market views and be guided by our proprietary portfolio insights and equity analytic tools.

Outcome oriented

Invest across a broad range of actively managed equity strategies, covering multiple investment styles and geographies.

Demonstrated results

Partner with one of the world’s leading equity managers and benefit from our long history of innovation and success.

Awards & accolades

Asian Private Banker Asset Management Awards for Excellence 2023⁴

House of the Year – Overall

Best Fund Provider - China A-Shares Equity

Best Fund Provider – ASEAN Equity

Refinitiv Lipper Fund Awards Singapore 2022 ⁵

Best Fund over 10 years - Equity Sector Information Tech - JPM US Technology A (dist)

Best Fund over 10 years - Equity China - JPM China A (dist)

Citywire Asia Asset Management Awards 2022⁶

Best US Equity Manager

Equity insights

Investment Ideas Market bulletin

Investment Ideas

What are active ETFs?

Active ETFs explained in 1 min

Searching the globe for equity opportunities

While the US market remains an important source of alpha opportunities, there is an increasing appreciation among investors for the need to diversify return streams.

Why active management matters for US equities

Wider valuation and performance dispersion, elevated market concentration and potentially higher-for-longer interest rates underscore the importance of an active approach when engaging opportunities in the US stock market.

What if … things keep getting more expensive?

Inflation can diminish purchasing power. Exploring investment opportunities in various asset classes such as equities and bonds, subject to our individual risk appetite and financial goals, can help manage the impact of inflation over the long run.

What if … you live a long life?

You may need to plan for the possibility of living much longer – perhaps 30+ years – in retirement. This underscores the importance of saving adequately and investing a portion of your portfolio for growth to maintain your purchasing power over time.

The case for US equities after a record quarter

A soft landing outcome coupled with the potential for monetary easing later this year, could present significant tailwinds for US stocks.

Bonds: ready for prime time

With starting yields across many fixed income sectors hovering near decade highs, it could be opportune to lock in elevated yields as central banks approach the end of their rate hike cycles.

Portfolio Q&A: Global Income Strategy (Jan 2024)

Approaching income investing without borders, bias and benchmarks.

Portfolio Chart: A menu of options as bond yields reset higher

With yields hovering close to decade highs across many fixed income sectors, investors are presented with a “menu of options”. Still, selectivity matters as recession risks loom.

Portfolio Chart: Tapping on bonds for diversification

After a difficult year for bonds, we explain why fixed income could once again prove to be a useful diversifier for portfolios.

Portfolio Chart: Banking on bonds as interest rates peak

As the Fed’s rate hike cycle concludes, bonds can present an important source of income and diversification for portfolios.

Quality bonds are back in vogue. Here’s why.

We explain why investors should pay greater attention to quality bonds.

Portfolio Q&A: Is there more room for Japanese equities to move?

We share insights on the Japanese equity strategy while riding on cyclical and structural tailwinds.

Tapping into powerful growth trends in Asia ex-Japan

ASEAN, China and the broader Asia ex-Japan region present ample opportunities for long-term growth.

Portfolio Q&A: Global Income Fund

A quick look at how the Fund is positioned as recession risks loom and financial conditions tighten.

Portfolio Q&A: Asia Pacific Income Fund

A quick take on our strategy in investing Asian income assets amid global economic slowdown and China’s reopening.

Portfolio Q&A: Income Fund

Flexibility is at the heart of our approach to fixed income markets.

Positioning for income as silver linings emerge

Income investing can help tap investment opportunities while managing volatility through cash flows from a diversified portfolio of income generating assets.

Rediscover China’s equity opportunities as borders reopen

We share the key themes driving equities as China reopens.

ASEAN is big … and getting bigger in portfolios?

We share the key themes that are driving equity investment opportunities in ASEAN.

Sustainable investing

Sustainable investing is a forward-looking approach that aims to deliver long-term sustainable financial return in a fast-changing world.

Securitisation: Then and now

The securitisation market has regained much ground in the past decade.

Sustainable Investing Solutions

Retire with confidence: Plan, save and invest for your silver years

To achieve our desired retirement, it is important to anticipate the possible challenges that retirees could face and be better financially prepared.

Managing volatility

Insights and products to help you cut through the noise and keep your portfolio on track.

Capturing income opportunities

Our wide range of income solutions that seek multiple yield opportunities across asset classes, regions and sectors for stronger outcomes.

What if … saving for retirement is not enough?

Sitting on excess liquidity for long-term goals like retirement may not be optimal given the diminishing effects of inflation on the purchasing power of money over the long run.

How should you choose between active and passive ETFs?

Understanding how different types of ETFs can help diversify portfolios and achieve investment goals.

Celebrating a decade of income opportunities: JPMorgan Funds – Income Fund

Let’s look at what the Fund has achieved over the last 10 years.

Padding for portfolios: the role of dividend equities

Dividend equities may play an important role in portfolios as investors navigate a more challenging market environment marked by slowing growth, higher interest rates, and elevated geopolitical risks.

The Active ETF Explorer

Understand more about Active ETF in an interactive journey.

What should you look for when choosing an active ETF?

As a starting point, you may consider focusing on three key factors, just like when you ponder on your food preferences.

Market bulletin

Robust economy and policy uncertainty tilts the Fed hawkish

At its final meeting, the Federal Open Market Committee (FOMC) voted to reduce the Federal funds rate by 0.25% to a target range of 4.25%-4.50%, cutting rates by a 100 basis points (bps) or 300 bps annualized in 2024.