Experienced investor joins the firm from TD Securities
Expansion of platform includes addition of U.S. All Cap Index Strategy tracking Russell 3000 Index
Funds include three new fixed income ETFs
Fund investing in growth stage companies across software, fintech, real estate and consumer technology
Bell to deepen climate solutions expertise and expand reach in European markets
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
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%.
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
Strategy is the first from J.P. Morgan to combine active management with portfolio customization, daily tax-loss harvesting, and tax-smart transitions.
JPMAM's thematic active ETFs will seek to provide clients access to alpha opportunities through a range of sustainable themes.
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.
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
Funds are expected to liquidate in September 2022
Unifies two industry-leading growth strategies into one actively managed ETF
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.
Commitments made to United Negro College Fund, Kingsborough Community College (NY), Lee College (TX) and Youth Guidance
J.P. Morgan will construct a return-enhancing private equity portfolio focused on technology, growth and buyouts in Florida
Mr. Yem joins J.P. Morgan from BlackRock to support Defined Contribution business
Listing of JPMorgan International Research Enhanced Equity ETF (JIRE) brings firm's fast-growing active ETF complex to 22 active strategies
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
Active ETF JSCP offers flexibility and diversification in a world of rising rates
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