About Us | J.P. Morgan Asset Management

The right strategy at the right time

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 that sharpens the edge.

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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Build more resilient portfolios with ESG Integration

Our approach to sustainable investing spans a fully ESG-integrated investment platform, expansive ESG-enhanced stewardship to influence positive company actions, and a range of ESG-focused strategies. Because climate factors represent the single largest source of risks and opportunities in the decades to come, we have also developed proprietary, multidimensional research methods specifically to identify companies best positioned for a low-carbon economy.

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An inclusive culture for better outcomes.

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 June 30, 2022. | 2. Morningstar; as of September 30, 2022. | Source: J.P. Morgan Asset Management; as of September 30, 2022.

A diversified perspective builds stronger portfolios

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

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about-us-chart — Source: J.P. Morgan Asset Management; as of September 30, 2022. AUMs shown do not include custom glide path and retail advisory assets. 3. Includes $22bn of Solutions Direct AUM. | 5. Others represent 55ip, Derivatives.

Note: AUM as of September 30, 2022.
Source: J.P. Morgan Asset Management; as of September 30, 2022. 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 September 30, 2022. 3 Includes $22bn 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 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.

Newsroom

J.P. Morgan Asset Management Adds Two Index Strategies to Tax-Smart Platform

Expansion of platform includes addition of U.S. All Cap Index Strategy tracking Russell 3000 Index

J.P. Morgan Growth Equity Partners Closes Inaugural Growth Fund with over $1 Billion in Commitments

Fund investing in growth stage companies across software, fintech, real estate and consumer technology

J.P. Morgan Asset Management Expands BetaBuilders ETF Suite with Launch of BBLB, BBIB and BBSB

Funds include three new fixed income ETFs

J.P. Morgan Appoints Alex Bell as Partner in Sustainable Growth Equity Team

Bell to deepen climate solutions expertise and expand reach in European markets

J.P. Morgan Asset Management Launches JPMorgan Active China ETF (JCHI)

The newest active ETF offering focuses on China equities

J.P. Morgan Asset Management Launches J.P. Morgan Small Cap Value ETF (JPSV) on NYSE Arca

First J.P. Morgan ETF utilizing NYSE Active Proxy Model

J.P. Morgan Asset Management Releases 2023 Guide to Retirement

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.

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 Asset Management Appoints Michael Conrath as Chief Retirement Strategist

Conrath to lead Retirement Insights team and drive retirement thought leadership agenda

J.P. Morgan and Lincoln Financial Merge Insurance Trust Funds, Joining Forces to Enhance Offerings in the Variable Insurance Trust Space

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 Proposes Conversion of Select Mutual Funds to ETFs

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

J.P. Morgan Releases 2023 Long-Term Capital Market Assumptions, Forecasting Best Long-Term Returns in More than a Decade

In the 27ᵗʰ edition of the research, the forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10–15 years leaps from 4.30% last year to 7.20%.

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 Asset Management Expands Tax-Smart Platform with the Addition of J.P. Morgan Tax-Managed U.S. - Large Cap Leaders SMA

Strategy is the first from J.P. Morgan to combine active management with portfolio customization, daily tax-loss harvesting, and tax-smart transitions.

J.P. Morgan Asset Management Expands Sustainable Thematic ETF Suite with Launch of CIRC, UPWD & BLLD

JPMAM's thematic active ETFs will seek to provide clients access to alpha opportunities through a range of sustainable themes.

JPMorgan Ultra-Short ETF (JPST) to Transfer Listing to NYSE Arca, Inc. from Cboe BZX Exchange, Inc.

J.P. Morgan Asset Management today announced the upcoming exchange listing transfer of the JPMorgan Ultra Short Income ETF (JPST) from Cboe BZX Exchange, Inc. to NYSE Arca, Inc. effective on September 15, 2022, at market open.

J.P. Morgan Asset Management Hires Steve Rubino as Head of Retirement

Mr. Rubino to join from Edelman Financial Engines to lead the firm's retirement business; Brant Wong appointed as Head of Retirement Platform across product, service and sales

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

Funds are expected to liquidate in September 2022

J.P. Morgan Asset Management Launches JPMorgan Active Growth ETF (JGRO)

Unifies two industry-leading growth strategies into one actively managed ETF

J.P. Morgan Builds Out Secondaries Capabilities with Senior Private Credit, Private Equity Hires

Andrew Carter to Head Private Credit Secondaries in J.P. Morgan Alternative Asset Management team; Tim Henn to Lead Secondary Investments in Private Equity Group.

J.P. Morgan Asset Management Commits $1 Million to Support Economic Opportunity for Underserved Youth and Single Mothers as Part of Empowering Change Program

Commitments made to United Negro College Fund, Kingsborough Community College (NY), Lee College (TX) and Youth Guidance

J.P. Morgan Re-Appointed by Florida SBA as Manager on Florida Growth Fund

J.P. Morgan will construct a return-enhancing private equity portfolio focused on technology, growth and buyouts in Florida

J.P. Morgan Asset Management Bolsters Retirement Income Capabilities with Hire of Daniel Yem as Senior Investment Specialist

Mr. Yem joins J.P. Morgan from BlackRock to support Defined Contribution business

J.P. Morgan Asset Management Completes Conversion of Four Mutual Funds to ETFs

Listing of JPMorgan International Research Enhanced Equity ETF (JIRE) brings firm's fast-growing active ETF complex to 22 active strategies

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 Short Duration Core Plus ETF: JSCP

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

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