J.P. Morgan Asset Management Announces Liquidation of Two Exchange-Traded Funds
Funds are expected to liquidate Winter 2023
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.
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.
We believe that inclusive cultures foster better outcomes—for our teams, our clients, and the communities we serve. Having effective diversity, equity and inclusion programs positions us well to attract and retain the best talent, generate the best ideas and deliver the best results.
As stewards of the financial assets entrusted to us by our clients, we provide investment insights that take into consideration financially material factors impacting the value of our investments today and in the future, including sustainability risks. Through our sustainable investing solutions, we offer products that seek to meet financial goals while also meeting client objectives for sustainable outcomes.
The power of perspective that only a global, connected view can deliver
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
New education savings plan meets growing investor demand for ETFs
Experienced investor joins the firm from TD Securities
Expansion of platform includes addition of U.S. All Cap Index Strategy tracking Russell 3000 Index
Fund investing in growth stage companies across software, fintech, real estate and consumer technology
Funds include three new fixed income ETFs
The newest active ETF offering focuses on China equities
First J.P. Morgan ETF utilizing NYSE Active Proxy Model
11th edition of Guide examines impacts of SECURE 2.0 Act, importance of staying invested through volatility, and need to align your portfolio to long-term financial goals.
Assets to be managed for both carbon capture and timber products to meet growing wood demand
Conrath to lead Retirement Insights team and drive retirement thought leadership agenda
The JPM VITs represent four of J.P. Morgan's flagship investment strategies across equities and fixed income asset classes.
J.P. Morgan Asset Management has announced plans to convert select U.S. mutual funds to ETFs in 2023, following the successful conversion of four mutual funds to ETFs earlier in 2022
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