New York, NY, October 15, 2025 – J.P. Morgan Asset Management today announced an expanded strategic partnership with GeoWealth, a leading provider of turnkey asset management platform solutions, to deliver custom model portfolios and broadened access to private and public market investments. By combining J.P. Morgan Asset Management’s investment expertise with GeoWealth’s technology platform, financial advisors can deliver more tailored and diversified portfolios, with enhanced access to alternative investments.
“The industry is experiencing a clear shift as advisors look for more ways to access and allocate to alternatives,” said Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management. “We want to help advisors and their clients gain access to private markets in a more efficient and diversified way – with the goal of building more resilient portfolios.”
This partnership will help advisors streamline the integration of private market assets, automate complex processes and enhance overall efficiency. In collaboration with J.P. Morgan Asset Management Multi-Asset Solutions’ team, advisors will be able to build customized portfolio solutions and seamlessly integrate public and private market investments, including semi-liquid private market opportunities, ETFs, equity Separately Managed Accounts and mutual funds, within a single model portfolio.
“GeoWealth’s Unified Managed Account technology is redefining how advisors access and manage alternative investments within their portfolios. By collaborating with industry leaders, we’re introducing technology that streamlines the integration of private market assets, automates complex processes, and enhances overall efficiency,” said Colin Falls, Chief Executive Officer of GeoWealth. “This advancement empowers advisors to devote more attention to their clients’ financial goals and strengthens the advisor-client relationship.”
“Our expanded offering gives advisors the flexibility and scale they need to deliver differentiated portfolios. With expanded access to private markets through custom model portfolios, advisors can move beyond traditional allocations and provide their clients with more diversified, personalized investment options,” said Steve Kaplan, Head of Customized Managed Account Solutions at J.P. Morgan Asset Management.
This latest initiative further strengthens J.P. Morgan Asset Management’s long-standing relationship with GeoWealth. Since 2017, J.P. Morgan Asset Management has partnered with GeoWealth to offer ETF model portfolios to advisors and investors and participated in the firm’s previous fundraising rounds.
For more information, please visit the J.P. Morgan Asset Management and GeoWealth dedicated website.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $4.0 trillion (as of 9/30/2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information, visit: www.jpmorgan.com/am.
About JPMorgan Chase & Co.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had $4.6 trillion in assets and $360 billion in stockholders’ equity as of September 30, 2025. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
About GeoWealth
GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL. Visit us at geowealth.com and follow us on LinkedIn.
Disclosure
JPMC Strategic Investments Group I Corporation, an affiliate of J.P. Morgan Asset Management, owns a minority interest in GeoWealth, LLC, GeoWealth Management LLC's parent company.