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    1. About Us

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    Power of perspective to build stronger portfolios

    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 $2.5 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve.

    Introducing the new J.P. Morgan Asset Management brand

    Investors deserve an expert global partner they can trust to deliver strong outcomes

    Investment expertise

    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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    Digital tools

    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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    Clear, actionable Insights

    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 culture

    We believe that inclusive cultures foster better outcomes—for our teams, for our clients, and for our communities. We’ve challenged ourselves to become the most diverse and inclusive asset manager to help build a more equitable world.

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    Sustainable investing

    Creating long-term value for our clients is at the center of everything we do. Because of its ever-increasing relevance to successful investing, sustainability is a top, firm-wide priority. 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. 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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    The power of perspective that only a global, connected view can deliver

    *JPMAM employee in location.  |  1. Data is updated annually, as of December 31, 2020.   |   2. Morningstar; as of September 30, 2021.  |   Source: J.P. Morgan Asset Management, as of September 30, 2021.

    A diversified perspective builds stronger portfolios

    From our unique global vantage point, we’re able to advise on the right strategy at the right time, with options available to match specific investment styles and preferences. For one investor, that may be the cost advantage of actively-managed ETFs, for another it may be the specific risk profile of alternative strategies. We’re committed to listening first to find the best solution.

    Learn about our investment strategies
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    Note: AUM as of September 30, 2021. Numbers may not add up due to rounding. 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 September 30, 2021. 3. Includes $25bn of Solutions Direct AUM. 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 which 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.

    Newsroom

    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

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    J.P. Morgan Asset Management Expands ETF Lineup: JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)

    JPMAM's first ETF to invest primarily in the equity securities of large cap companies listed on The Nasdaq Stock Market®

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

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

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    J.P. Morgan Targets Retirement Income with New Spending Capabilities Across SmartRetirement Target Date Funds

    Retirement spending tools integrated into SmartRetirement target date series, participants to be provided with annual sample spend down amount and interactive spending calculator; New solution leverages JPMorgan Chase real-world spending data and participant research

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    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

    Read more

    J.P. Morgan Announces New Private Equity Team Focused on Sustainable Growth, First Strategy to Target Investments in High Growth Private Climate Companies

    J.P. Morgan Announces New Private Equity Team Focused on Sustainable Growth, First Strategy to Target Investments in High Growth Private Climate Companies

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    J.P. Morgan Releases 2022 Alternatives Outlook Urging Investors to Embrace Megatrends to Overcome Challenging Public Markets

    J.P. Morgan Releases 2022 Alternatives Outlook Urging Investors to Embrace Megatrends to Overcome Challenging Public Markets

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    J.P. Morgan launches U.S. Applied Data Science Value Fund, harnessing the power of data science to amplify expertise in fundamental investing

    J.P. Morgan Asset Management has recently launched its first mutual fund employing a data science-driven investment process, combining fundamental research, data insights, and risk management to identify attractively priced equity securities.

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    J.P. Morgan Asset Management Expands ETF Lineup with New Active Sustainable ETF: JPMorgan Climate Change Solutions ETF (TEMP)

    J.P. Morgan Asset Management (JPMAM) today announced the launch of JPMorgan Climate Change Solutions ETF (TEMP), the firm’s first active, sustainable ETF.

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    J.P. Morgan Global Alternatives Builds Out Private Credit Team, Doubles Commercial Mortgage Loan Assets

    J.P. Morgan Global Alternatives today announced the appointment of Raphael Gonzalez as a Managing Director and Senior Investment Specialist across commercial mortgage loans, infrastructure debt and direct lending.

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    J.P. Morgan Releases 2022 Long-Term Capital Market Assumptions, Urging Investors to Look Beyond Public Markets to Generate Returns

    J.P. Morgan Asset Management today released its 2022 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns as the economic scars of the pandemic quickly fade, but policy impacts persist.

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    J.P. Morgan Asset Management Launches Active Fixed Income ETF: JPMorgan Income ETF (JPIE)

    J.P. Morgan Asset Management today announced the launch of JPMorgan Income ETF (JPIE), an active fixed income ETF which targets debt securities across the fixed income universe, seeking to deliver yield with lower volatility and attractive distributions.

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    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

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    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

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    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.

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    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.

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    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

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    J.P. Morgan Helps 401k Participants in Retirement with SmartRetirement Plus, Incorporating a Protected Lifetime Income Solution from AIG Life & Retirement

    New solution to leverage J.P. Morgan insights into U.S. households and two decades of research into plan participant behavior to help participants transition from saving to spending in retirement Changes planned to manage SmartRetirement target date fund series for an additional 35 years past the target retirement year

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    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

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    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

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    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

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    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

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    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

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    J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

    Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives

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    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.

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

    Guide Analyzes Key Issues Impacting Retirement Planning in 2021

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    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

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    J.P. Morgan Asset Management Launches Short Duration Core Plus ETF: JSCP

    Active ETF JSCP offers flexibility and diversification in a world of rising rates

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    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.

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    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

    Read more

    A history of innovation that continues today

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

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    Financial Professionals can call our Advisor Service Center to speak to a J.P. Morgan representative

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    Direct Shareholders and all other inquiries should call Shareholder Services to speak to a representative

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    This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

     

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