About Us

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.

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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.

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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.

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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.

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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.

A diversified perspective builds stronger portfolios

We focus on whole portfolio construction, with solutions spanning asset classes and regions

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Source: J.P. Morgan Asset Management; ¹ As of September 30, 2024, and includes custom glide path and retail advisory assets; ² AUM by asset class includes AUM managed behalf of other investment teams; ³ Includes USD 10bn of Solutions Direct AUM. ⁴ Others represent 55ip, Derivatives.

Newsroom

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Experienced alternatives expert to meet increased demand for alternatives thought leadership

J.P. Morgan’s Campbell Global Acquires over 40,000 acres of Timberland in the US Pacific Northwest

Assets to be managed for both carbon capture and timber products

J.P. Morgan Real Estate Income Trust, Inc. Acquires Infill Logistics and Storage Portfolio in Florida’s Tampa Market

This investment allows JPMREIT to access infill logistics facilities in one of the fastest-growing metro areas in the U.S.

J.P. Morgan Unveils 2025 Long-Term Capital Market Assumptions, Highlighting Strong Foundations for 60/40 Portfolios and Opportunities to Enhance Returns Through Active Management and Alternatives

The long-term growth outlook has risen, driven by robust capital investment, advances in artificial intelligence (AI) and automation, and fiscal activism.

J.P. Morgan Private Capital Hires Paris Heymann to Expand Technology Investment Capabilities

Mr. Heymann joins as Managing Partner from Index Ventures

J.P. Morgan Asset Management Hires Justin Heller to Join Net Lease Strategy for Real Estate Americas

Heller brings his expertise from TPG Angelo Gordon to expand platform

J.P. Morgan Asset Management Enhances Morgan Money with Expanded Access to Diverse Asset Classes

Collaboration with GLMX to offer clients a broader range of money market instruments

J.P. Morgan Asset Management Launches New Active ETF: JPMorgan Dividend Leaders ETF (JDIV)

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.

J.P. Morgan Asset Management Launches Groundbreaking Guide to ETFs

A new flagship publication set to revolutionize ETF education, featuring expert analysis and highlighting key investment trends.

J.P. Morgan Asset Management Commits $1 Million to Support Economic Opportunity for Under-Resourced Students as Part of Empowering Change Program

Commitments made to Thurgood Marshall College Fund, Hispanic Scholarship Fund, Bethune-Cookman University, and Hispanic Federation

J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities

New integration to streamline liquidity management workflows for customers

J.P. Morgan Asset Management Announces Liquidation of Two Exchange-Traded Funds

Funds are expected to liquidate in Fall 2024

J.P. Morgan Real Estate Income Trust, Inc. Closes on Loan for Multifamily Mid-Rise in Charleston, SC

This represents JPMREIT’s second real estate debt investment.

J.P. Morgan Asset Management Launches Active Developing Markets Equity ETF: JADE

Fund seeks to deliver JPM active management expertise and risk controls through ETF structure

J.P. Morgan Asset Management Announces SmartRetirement Lifetime Income

J.P. Morgan Asset Management Announces SmartRetirement Lifetime Income Solution offers an innovative lifetime income strategy providing transparency and flexibility to retirement savers

J.P. Morgan Asset Management Appoints Travis Spence as Global Head of ETFs

Spence to continue global momentum for active ETF business

JPMorgan Asset Management Launches Fundamental Data Science ETF Suite on Nasdaq

J.P. Morgan Asset Management announced the launch of the JPMorgan Fundamental Data Science (FDS) Suite on the Nasdaq Stock Exchange.

J.P. Morgan Asset Management Welcomes Josh Myerberg as Head of Real Estate Americas Portfolio Strategy

Myerberg Brings Expertise from Morgan Stanley to Accelerate J.P. Morgan's Real Estate Growth

J.P. Morgan Asset Management Survey Unveils Growing Demand for Improved Retirement Income Support Among Plan Participants

Nearly 80% of Plan Participants Worry About Securing Lifetime Retirement Income

J.P. Morgan Life Sciences Private Capital Hires Joseph Siletto to Target Investments in Healthcare Transformation

Mr. Siletto joins from Vivo Capital as Co-Managing Partner

J.P. Morgan Life Sciences Private Capital Closes Inaugural Biotechnology Venture Capital Fund with over $500 million in Commitments

The fund closed above its $500 million target

J.P. Morgan Asset Management Hires Shayan Hussain as Head of US Investment Specialists, Global Fixed Income, Currency & Commodities

Mr. Hussain joins the firm from BlackRock, where he was Head of Americas Fundamental Fixed Income Product Strategy

J.P. Morgan Life Sciences Private Capital, Blue Horizon Advisors and United Al Saqer Announce Winner of Inaugural 2024 Life Sciences Innovation Summit

Rayees Rahman of Harmonic Discovery named winner of the inaugural J.P. Morgan Asset Management: Life Sciences Innovation Summit

J.P. Morgan Real Estate Income Trust, Inc. Acquires Grocery-Anchored Retail Shopping Center in Queens, New York

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.

Chris Meredith Joins J.P. Morgan Asset Management Solutions as CIO of Tax Smart Strategies

J.P. Morgan Asset Management today announced that Chris Meredith is joining as Chief Investment Officer (CIO) - Tax-Smart Strategies.

J.P. Morgan Life Sciences Private Capital, Blue Horizon Advisors and United AlSaqer Group Announce Finalists of the 2024 Life Sciences Innovation Summit in Abu Dhabi

The summit will take place on May 14-15, 2024 at Cleveland Clinic Abu Dhabi during Abu Dhabi Global Healthcare Week.

ETF Veteran Jon Maier Joins J.P. Morgan Asset Management

Will lead new ETF Insights program

J.P. Morgan Asset Management Releases 2024 Guide to Retirement

12th edition of Guide examines key issues impacting retirement planning in 2024 including taxes, Social Security, and health care

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

His 30 years of industry experience includes drug development, deal making, venture investing, commercialization, and leadership experience on a global scale.

J.P. Morgan Releases 2024 Alternatives Outlook: Navigating a Shifting Investment Landscape

Research explores opportunities in Multi-Alternatives Strategies, Core Private Infrastructure, Private Equity and Commercial Real Estate

J.P. Morgan Asset Management to Transfer JPMorgan Active Bond ETF (JBND) to NYSE from NYSE Arca

JPMorgan Active Bond ETF (JBND) is expected to begin trading in February

JPMREIT Acquires Newly Constructed Single Family Rental Townhomes in Venice, Florida

Final completion is expected to occur in August 2024.

Chad Tredway Rejoins J.P. Morgan as Head of Real Estate Americas, J.P. Morgan Asset Management

J.P. Morgan to Assume Management of Tredway's Trio Investment Group

J.P. Morgan Asset Management Announces Liquidation of Two Exchange-Traded Funds

Funds are expected to liquidate Winter 2023

J.P. Morgan Life Sciences Private Capital Partners with Blue Horizon Advisors to Fuel Early Stage Biotech and Innovative Drug Development in Abu Dhabi

Application Period Opens November 16, 2023

J.P. Morgan Releases 2024 Long-Term Capital Market Assumptions, Revealing Opportunities to Build Upon 60/40 Portfolio as Economy Enters Period of Transition

The 28th edition of the LTCMAs

J.P. Morgan launches Private Markets Fund expanding investor access to private equity investment opportunities

’40 Act private equity fund provides access to qualified individual and institutional investors

Raymond James Selects J.P. Morgan Asset Management’s 55ip to Enhance its Managed Accounts Platform with Integrated Tax Management Technology

Industry-first partnership will provide custom, tax-smart management at scale for Raymond James Advisors and their clients.

J.P. Morgan Asset Management Launches New Fixed Income ETF: JBND

Focused on adding value for investors, JBND employs a bottom-up, value-oriented approach that emphasized security selection.

J.P. Morgan Asset Management Launches Hedged Equity Laddered Overlay ETF: HELO

Funds seek to deliver JPM active management expertise and risk controls through ETF structure

J.P. Morgan Asset Management Launches Two Active ETFs: JGLO and JIVE

Funds seek to deliver JPM active management expertise and risk controls through the ETF structure

J.P. Morgan Survey Shows Plan Sponsors Increasingly Focused on Delivering Expanded Benefits and Employee Financial Wellness Programs in DC Plans

90% of plan sponsors believe it is important to offer investments that help participants generate income in retirement.

J.P. Morgan Asset Management Announces Liquidation of Two Exchange-Traded Funds

Funds are expected to liquidate in Fall 2023

J.P. Morgan’s Campbell Global Acquires Over 250,000 Acres of Commercial Timberland Valued at More Than $500 Million

Assets to be managed for both carbon capture and timber products to meet growing wood demand

J.P. Morgan Launches New Life Sciences Private Capital Team Targeting Investments in Innovative Healthcare Companies

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

J.P. Morgan Launches Tax Smart SMA Platform to Help Advisors Create Customized Portfolios on Demand

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

J.P. Morgan Asset Management Hires Ash Williams as Vice Chair

Industry Veteran Brings Extensive Private and Public Experience to Firm's Efforts

J.P. Morgan Asset Management Releases 2022 Guide to Retirement, Exploring Key Issues Impacting Retirement Investors

10th edition of Guide examines impacts of longevity, spending behaviors and inflation on retirement

J.P. Morgan Research Reveals More Retirees Keeping Assets in DC Plans Post-Retirement, Spending Significantly More Than Expected in Early Years of Retirement

Industry-first research draws upon real-world data to explore Defined Contribution plan participants' holistic lifecycle from saving to spending

J.P. Morgan Asset Management Brings Together Firm's Most Seasoned CIOs, Portfolio Managers and Strategists to Form Strategic Investment Advisory Group

Inaugural publication, Getting Real About Rates, considers strategies for investors to overcome negative real bond yields

J.P. Morgan Asset Management Expands Active Equity ETF Suite with Launch of JPMorgan Active Value ETF (JAVA)

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.

J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience

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.

J.P. Morgan Private Capital Appoints Luke Sikora to Growth Equity Partners Platform

Sikora joins Growth Equity Partners to help lead the platform's investing efforts on the West Coast

J.P. Morgan Asset Management Proposes Conversion of Select Mutual Funds to ETFs

Combining Mutual Fund and ETF Boards also proposed; moves would expand firm's fast-growing active ETF complex to 17 active strategies

J.P. Morgan Asset Management Expands Private Credit Platform, Hires Co-Heads of Global Performing Credit

New team to leverage deep sourcing and investment capabilities in direct lending, as part of J.P. Morgan Private Capital

J.P. Morgan Defined Contribution Survey Reveals Plan Participants Stayed the Course During COVID-19, But Still Want More Help to Plan for Retirement

Findings from Sixth Research Study Shows That Many DC Plan Participants Appear Unsure About Retirement Planning

J.P. Morgan Asset Management Launches Two ActiveBuilders Equity ETFs: JUSA and JIDA

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

J.P. Morgan Asset Management Acquires Campbell Global, a Leading Player in Forest Management and Timberland Investing

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

J.P. Morgan Asset Management Announces ETF Share Splits

The Board of Trustees of the J.P. Morgan Exchange-Traded Fund Trust has approved a reverse split of the shares of six ETFs.

J.P. Morgan Asset Management Releases 2021 Guide to Retirement

Guide Analyzes Key Issues Impacting Retirement Planning in 2021

J.P. Morgan Launches Project Spark to support diverse emerging alternative investment managers

J.P. Morgan Asset Management to make initial $25 million investment in funds managed by diverse emerging managers

J.P. Morgan Asset Management Launches Two Hedged Equity Funds: JHQDX and JHQTX

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.

J.P. Morgan Releases 2021 Alternatives Outlook as Investors Increasingly Turn to Alternatives in Search of Alpha, Income and Diversification

Report Highlights Opportunities Across Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure, other Real Assets and Liquid Alternatives