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 $3.6 trillion (as of December 31, 2024) 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.
Source: J.P. Morgan Asset Management. As of December 31, 2024, unless otherwise noted. Due to rounding, data may not always add up to the total AUS.1 As of December 31, 2024, and includes custom glide path and retail advisory assets; 2 AUS by asset class includes AUS managed behalf of other investment teams;
Seasoned economic policy expert to meet increased demand for macroeconomic and market-driven policy insights
The Guide provides saving and investing insights to help advisors and their clients plan for education
These strategic acquisitions underscore JPMREIT's commitment to high-quality, attainable housing assets.
13th edition of Guide explores key themes that will impact retirement planning this year, including Social Security and guaranteed income
Laseter Development Group will focus on delivering housing in rapidly growing Sunbelt market
Fund Aims to Deliver Attractive Income and Capital Growth
Research explores private equity, private credit, real estate, infrastructure and transport, hedge funds, and secondaries
Experienced Retirement Experts Josh Forstater and Tina Anstett Join the Firm
Experienced alternatives expert to meet increased demand for alternatives thought leadership
Assets to be managed for both carbon capture and timber products
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.
Will lead new ETF Insights program
His 30 years of industry experience includes drug development, deal making, venture investing, commercialization, and leadership experience on a global scale.
JPMorgan Active Bond ETF (JBND) is expected to begin trading in February
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
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
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