Skip to main content
JP Morgan Asset Management - Home
Financial Professional Login
Welcome
Log in for exclusive access and a personalized experience
Log in Sign up
Benefits of creating a free account
  • Customize our Guide to the Markets and unlock bonus slides
  • Utilize our award-winning Portfolio Construction and Retirement Planning Tools
  • Access expert commentary from Dr. David Kelly and more...
Hello
  • My Collections
    View saved content and presentation slides
  • Products
    Overview

    Products

    • Mutual Funds
    • ETFs
    • SmartRetirement Funds
    • 529 Portfolios
    • Alternatives
    • Separately Managed Accounts
    • Money Market Funds
    • Commingled Funds
    • Featured Funds

    Asset Class Capabilities

    • Fixed Income
    • Equity
    • Multi-Asset Solutions
    • Alternatives
    • Global Liquidity
  • Investment Strategies
    Overview

    Tax Capabilities

    • Tax Active Solutions
    • Tax-Smart Platform
    • Tax Insights
    • Tax Information

    Investment Approach

    • ETF Investing
    • Model Portfolios
    • Separately Managed Accounts
    • Sustainable Investing
    • Commingled Pension Trust Funds

    Education Savings

    • 529 Plan Solutions
    • College Planning Essentials

    Defined Contribution

    • Retirement Plan Solutions
    • Target Date Strategies
    • Retirement Income
    • Startup and Micro 401(k) Plan Solutions
    • Small to Mid-market 401(k) Plan Solutions

    Annuities

    • Annuity Essentials
  • Insights
    Overview

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Quarterly Economic & Market Update
    • Guide to Alternatives
    • Market Updates
    • On the Minds of Investors
    • Principles for Successful Long-Term Investing
    • Weekly Market Recap

    Portfolio Insights

    • Portfolio Insights Overview
    • Asset Class Views
    • Taxes
    • Equity
    • Fixed Income
    • Alternatives
    • Long-Term Capital Market Assumptions
    • Multi-Asset Solutions Strategy Report
    • Strategic Investment Advisory Group

    Retirement Insights

    • Retirement Insights Overview
    • Guide to Retirement
    • Principles for a Successful Retirement
    • Retirement Hot Topics

    ETF Insights

    • ETF Insights Overview
    • Guide to ETFs
    • Monthly Active ETF Monitor
  • Tools
    Overview

    Portfolio Construction

    • Portfolio Construction Tools Overview
    • Portfolio Analysis
    • Model Portfolios
    • Investment Comparison
    • Heatmap Analysis
    • Bond Ladder Illustrator

    Defined Contribution

    • Retirement Plan Tools & Resources Overview
    • Target Date Compass®
    • Heatmap Analysis
    • Core Menu Evaluator℠
    • Price Smart℠
  • Resources
    Overview
    • Account Service Forms
    • Tax Information
    • News & Fund Announcements
    • Insights App
    • Webcasts
    • Continuing Education Opportunities
    • Library
    • Market Response Center
    • Artificial Intelligence
    • Podcasts
  • About Us
    Overview
    • Diversity, Opportunity & Inclusion
    • Spectrum: Our Investment Platform
    • Media Resources
    • Our Leadership Team
  • Contact Us
  • Role
  • Country
Shareholder Login
Hello
  • My Collections
    View saved content and presentation slides
  • Log out
Financial Professional Login
Welcome
Log in for exclusive access and a personalized experience
Log in Sign up
Benefits of creating a free account
  • Customize our Guide to the Markets and unlock bonus slides
  • Utilize our award-winning Portfolio Construction and Retirement Planning Tools
  • Access expert commentary from Dr. David Kelly and more...
Log out
Search
Menu
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back

  1. Featured products

  • LinkedIn Twitter Facebook
Hedged-Equity-Series_hero-banner

Featured products

Explore our most popular products across asset classes and vehicles

U.S. Equity - Value

  • Active Value ETF (JAVA)
  • Equity Income Fund
  • Equity Income SMA
  • Mid Cap Value Fund
  • Mid Cap Value SMA
  • U.S. Value Fund
  • U.S. Value SMA
  • Value Advantage Fund
  • Value Advantage SMA
  • Undiscovered Managers Behavioral Value Fund

U.S. Equity - Growth

  • Active Growth ETF (JGRO)
  • Growth Advantage Fund
  • Growth Advantage SMA
  • Large Cap Growth Fund
  • Large Cap Growth SMA

U.S. Equity - Core

  • Small Cap Equity Fund
  • U.S. Equity Fund
  • U.S. Equity SMA
View all U.S. Equity Funds
View all U.S. Equity Funds
View all U.S. Equity Funds

International Equity

  • ActiveBuilders Emerging Markets Equity ETF (JEMA)
  • International Research Enhanced Equity ETF (JIRE)
  • Emerging Markets Equity Fund

Specialty

  • Equity Premium Income Fund
  • Equity Premium Income ETF (JEPI)
  • Hedged Equity Fund Series
  • Nasdaq Equity Premium Income ETF (JEPQ)
  • Hedged Equity Laddered Overlay ETF (HELO)
  • Developed International Value Fund
  • Private Markets Fund (JPMF)

Models

  • Model Portfolios
View all International Equity Funds
View all Specialty Funds
View all JPMorgan Models

Tax-exempt Fixed Income

  • Intermediate Municipal SMA
  • Municipal ETF (JMUB)
  • Ultra-Short Municipal Income ETF (JMST)
  • 1-5 Muni Ladder SMA
  • 1-10 Muni Ladder SMA
  • 1-17 Muni Ladder SMA

Taxable Fixed Income

  • Active Bond ETF (JBND)
  • Core Bond Fund
  • Core Plus Bond Fund
  • Core Plus Bond ETF (JCPB)
  • Global Bond Opportunities Fund
  • High Yield Fund
  • Income Fund
  • Income ETF (JPIE)
  • Short Duration Core Plus Fund
  • Short Duration Core Plus ETF (JSCP)
  • Strategic Income Opportunities Fund
  • Ultra-Short Income ETF (JPST)
  • Core Bond SMA

Asset Allocation

  • 529 Funds
  • Global Allocation Fund
  • Income Builder Fund
  • Investor Balanced Fund
  • Investor Conservative Growth Fund
  • Investor Growth & Income Fund
  • Investor Growth Fund
  • SmartRetirement Funds
View all Tax-exempt Fixed Income Funds
View all Taxable Fixed Income Funds
View all Asset Allocation Funds

Product resources

Fund Explorer

Research the full range of J.P. Morgan funds against different criteria. Information such as the key facts, fund objectives and prices are available.

Use the fund explorer

Fund Documents

Easily access important documents for each fund: prospectus, annual report, SAI and more.

Get documents now

0903c02a824ab228