We work together to identify big-picture ideas and develop the deep insights that only our globally connected outlook can deliver. Our clients trust us to manage $2.9 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve.
Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their long-term goals in the way that’s best for them.
Technology powers every aspect of what we do to help our clients succeed. We continuously advance the state-of-the art to bridge the gap between ideas and reality to build stronger portfolios.
We keep our finger on the pulse of every major market to help you see the present with clarity. We anticipate economic trends, see correlations, and identify risks that others might miss, sharing our perspective continuously through applied intellectual capital.
Our research-led approach is continually evolving to consider everything material to a company’s ability to thrive for the long term – including financially material environmental, social, and governance factors. We believe that when companies and other security issuers manage these factors well, they are more likely to be efficient, less exposed to regulatory and reputational risk, and offer opportunities for our client portfolios. It’s simply how we live up to our long heritage as active managers in sync with the world’s pace of change.
1 In actively managed strategies deemed by J.P. Morgan Asset Management to be ESG integrated under our governance process, we systematically assess financially material ESG factors amongst other factors in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration does not change a strategy’s investment objective, exclude specific types of companies or constrain a strategy’s investable universe.
Note: AUM as of December 31, 2023.
Source: J.P. Morgan Asset Management; as of December 31, 2023. Due to rounding, data may not always add up to the total AUM. AUMs shown do not include custom glide path and retail advisory assets.
1 AUM by asset class includes AUM managed on behalf of other investment teams. 2 iMoneyNet Fund Analyzer, iMoneyNet and iMoneyNet Offshore; based on AUM data as of December 31, 2023. 3 Includes USD 10bn of Solutions Direct AUM. 4 Others represent 55ip, Derivatives.
4 Morningstar, US Fund Target Date categories. Analyst rating as of March 2020; applies to SmartRetirement and SmartRetirement Blend mutual funds only. The Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by various Morningstar, Inc. subsidiaries (“Manager Research Group”), which, in the U.S., is Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. Funds are evaluated based on five key pillars – process, performance, people, parent and price – to determine how they may likely perform relative to a benchmark over the long term on a risk-adjusted basis. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A rating of Gold, Silver or Bronze reflects the expectation of a fund's prospects for outperformance. The expectations and methodologies differ between active and passive funds. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. For more details about Morningstar’s Analyst Rating, including its methodology, go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx.The Morningstar Analyst Rating should not be used as the sole basis in evaluating a fund, involves unknown risks and uncertainties that may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and should not be considered an offer or solicitation to buy or sell the fund. 5. Others represent 55ip, Derivatives.
This investment allows JPMREIT to access infill logistics facilities in one of the fastest-growing metro areas in the U.S.
The long-term growth outlook has risen, driven by robust capital investment, advances in artificial intelligence (AI) and automation, and fiscal activism.
Mr. Heymann joins as Managing Partner from Index Ventures
Heller brings his expertise from TPG Angelo Gordon to expand platform
Collaboration with GLMX to offer clients a broader range of money market instruments
J.P. Morgan Asset Management today announced the launch of its latest active exchange-traded fund (ETF), the JPMorgan Dividend Leaders ETF (JDIV) on the NYSE Arca.
A new flagship publication set to revolutionize ETF education, featuring expert analysis and highlighting key investment trends.
Commitments made to Thurgood Marshall College Fund, Hispanic Scholarship Fund, Bethune-Cookman University, and Hispanic Federation
New integration to streamline liquidity management workflows for customers
Funds are expected to liquidate in Fall 2024
This represents JPMREIT’s second real estate debt investment.
Fund seeks to deliver JPM active management expertise and risk controls through ETF structure
J.P. Morgan Asset Management Announces SmartRetirement Lifetime Income Solution offers an innovative lifetime income strategy providing transparency and flexibility to retirement savers
Spence to continue global momentum for active ETF business
J.P. Morgan Asset Management announced the launch of the JPMorgan Fundamental Data Science (FDS) Suite on the Nasdaq Stock Exchange.
Myerberg Brings Expertise from Morgan Stanley to Accelerate J.P. Morgan's Real Estate Growth
Nearly 80% of Plan Participants Worry About Securing Lifetime Retirement Income
Mr. Siletto joins from Vivo Capital as Co-Managing Partner
The fund closed above its $500 million target
Mr. Hussain joins the firm from BlackRock, where he was Head of Americas Fundamental Fixed Income Product Strategy
Rayees Rahman of Harmonic Discovery named winner of the inaugural J.P. Morgan Asset Management: Life Sciences Innovation Summit
This acquisition is part of a strategic joint venture to pursue retail opportunities with Acadia Realty Trust (NYSE:AKR), an equity real estate investment trust.
J.P. Morgan Asset Management today announced that Chris Meredith is joining as Chief Investment Officer (CIO) - Tax-Smart Strategies.
The summit will take place on May 14-15, 2024 at Cleveland Clinic Abu Dhabi during Abu Dhabi Global Healthcare Week.
Will lead new ETF Insights program
12th edition of Guide examines key issues impacting retirement planning in 2024 including taxes, Social Security, and health care
His 30 years of industry experience includes drug development, deal making, venture investing, commercialization, and leadership experience on a global scale.
Research explores opportunities in Multi-Alternatives Strategies, Core Private Infrastructure, Private Equity and Commercial Real Estate
JPMorgan Active Bond ETF (JBND) is expected to begin trading in February
Final completion is expected to occur in August 2024.
J.P. Morgan to Assume Management of Tredway's Trio Investment Group
Funds are expected to liquidate Winter 2023
Application Period Opens November 16, 2023
The 28th edition of the LTCMAs
’40 Act private equity fund provides access to qualified individual and institutional investors
Industry-first partnership will provide custom, tax-smart management at scale for Raymond James Advisors and their clients.
Focused on adding value for investors, JBND employs a bottom-up, value-oriented approach that emphasized security selection.
Funds seek to deliver JPM active management expertise and risk controls through ETF structure
Funds seek to deliver JPM active management expertise and risk controls through the ETF structure
90% of plan sponsors believe it is important to offer investments that help participants generate income in retirement.
Funds are expected to liquidate in Fall 2023
Assets to be managed for both carbon capture and timber products to meet growing wood demand
Stephen Squinto, Ph.D., Gaurav Gupta, M.D. and Anya Schiess join J.P. Morgan as Managing Partners; Industry luminaries to act as Strategic Advisors to support new team
Digital platform leverages 55ip's ActiveTax® technology to allow advisors to create customized, tax-efficient portfolios; Custom Invest - U.S. Large Cap Equity is the first strategy on platform, benchmarked to S&P 500
Industry Veteran Brings Extensive Private and Public Experience to Firm's Efforts
10th edition of Guide examines impacts of longevity, spending behaviors and inflation on retirement
Industry-first research draws upon real-world data to explore Defined Contribution plan participants' holistic lifecycle from saving to spending
Inaugural publication, Getting Real About Rates, considers strategies for investors to overcome negative real bond yields
The active equity ETF will employ the expertise of J.P. Morgan's Global Equities platform, creating a unique portfolio that offers differentiated alpha potential in the value space.
The smartphone and tablet-enabled platform offers clients a new way to access interactive analysis on major economic themes impacting markets and investors Image embedded in Press Release also attached. Placement is just above the "About J.P. Morgan Asset Management's Market Insights" section - can be seen in the doc attached as well.
Sikora joins Growth Equity Partners to help lead the platform's investing efforts on the West Coast
Combining Mutual Fund and ETF Boards also proposed; moves would expand firm's fast-growing active ETF complex to 17 active strategies
New team to leverage deep sourcing and investment capabilities in direct lending, as part of J.P. Morgan Private Capital
Findings from Sixth Research Study Shows That Many DC Plan Participants Appear Unsure About Retirement Planning
Funds expand JPM's newly launched ActiveBuilders ETF suite, seeking to deliver JPM core active management expertise and risk controls through low-cost ETF technology
Provides direct access to Forestry sector and alignment with UN Sustainable Development Goals and Principles of Responsible Investing J.P. Morgan Asset Management Acquires Campbell Global, a Leading Player in Forest Management and Timberland Investing
The Board of Trustees of the J.P. Morgan Exchange-Traded Fund Trust has approved a reverse split of the shares of six ETFs.
Guide Analyzes Key Issues Impacting Retirement Planning in 2021
J.P. Morgan Asset Management to make initial $25 million investment in funds managed by diverse emerging managers
Employing the scale and expertise of J.P. Morgan's Global Equities platform, both funds seek broad S&P 500 equity exposure while hedging overall market risk relative to traditional long-only equity strategies.
Report Highlights Opportunities Across Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure, other Real Assets and Liquid Alternatives
A history of innovation that continues today
Financial Professionals can call our Advisor Service Center to speak to a J.P. Morgan representative
Direct Shareholders and all other inquiries should call Shareholder Services to speak to a representative
