Skip to main content
JP Morgan Asset Management - Home
  • My Collections
    View saved content and presentation slides
  • Logout
  • Products
      Contact Us

      Products

      • Funds Overview
      • 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
        Contact Us

        Investment Approach

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

        Tax Capabilities

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

        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
          Contact Us

          Market Insights

          • Market Insights Overview
          • Guide to the Markets

            The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

          • Quarterly Economic & Market Update

            Watch J.P. Morgan Asset Management Chief Global Strategist Dr. David Kelly as he focuses on the most important themes for investors.

          • Guide to Alternatives

            Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.

          • Market Updates

            Read our weekly commentaries to get market insights that may help inform your investment strategy.

          • On the Minds of Investors

            What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.

          • Principles for Successful Long-Term Investing

            Eight time-tested strategies for guiding investors through today’s challenges and toward tomorrow’s goals.

          • Weekly Market Recap

            Browse our Weekly Market Recap for a summary of the latest U.S. stock market headlines and insights, including an update on the S&P 500 returns.

          Portfolio Insights

          • Portfolio Insights Overview
          • Asset Class Views

            Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.

          • Taxes

            Drawing on the insights and experience of our investment specialists and market strategists, we share our perspectives on key themes and solutions for tax management.

          • Equity

            We highlight themes and implications from our equity team to help guide your portfolio decisions.

          • Fixed Income

            We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.

          • Multi-Asset Solutions

            We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.

          • Alternatives

            Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.

          • Long-Term Capital Market Assumptions

            The 30th edition explores how economic nationalism and fiscal activism create challenges and silver linings, and how technology will lift profits and productivity.

          • Strategic Investment Advisory Group

            The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.

          Retirement Insights

          • Retirement Insights Overview
          • Guide to Retirement

            Discover our Guide to Retirement, updated annually to provide you with an effective framework for supporting retirement planning conversations with clients.

          • Principles for a Successful Retirement

            Using slides from the award-winning Guide to Retirement, we present 7 essential retirement planning principles, to help investors make more informed decisions.

          • Retirement Hot Topics

            Monthly short-form articles on timely retirement topics provides concise, up-to-date information essential for making informed decisions about retirement planning.

          • Social Security and Medicare Hub

            Expert guidance from our Retirement Insights team on Social Security and Medicare strategies, with actionable insights and research for a secure retirement.

          ETF Insights

          • ETF Insights Overview
          • Guide to ETFs

            Explore J.P. Morgan Asset Management’s ETF investing guide with insights on ETF market trends and best investing practices for smarter portfolio decisions.

          • Monthly Active ETF Monitor

            Monthly ETF roundup covering U.S. AUM trends, fund flows, investor positioning, active ETF growth launches, and key developments across the industry.

        • Tools
            Contact Us

            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
              Contact Us
              • Overview
              • Account Service Forms
              • Tax Information
              • News & Fund Announcements
              • Insights App
              • Webcasts
              • Continuing Education Opportunities
              • Library
              • Market Response Center
              • Artificial Intelligence
              • Podcasts
            • About Us
                Contact Us

                About us

                Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.

                • Overview
                • Diversity, Opportunity & Inclusion
                • Spectrum: Our Investment Platform
                • Media Resources
                • Our Leadership Team
                • Our Commitment to Research
              • Contact Us
              • DST Vision
              • Shareholder Login
                • My Collections
                  View saved content and presentation slides
                • Logout
              • Financial Professional Login
              Log in
              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

              Before you invest, consider whether your or the Beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program.
               
              The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for implementing and administering New York’s 529 Advisor-Guided College Savings Program (the “Advisor-Guided Plan”). Ascensus Broker Dealer Services, LLC serves as Program Manager for the Advisor-Guided Plan. Ascensus Broker Dealer Services, LLC and its affiliates have overall responsibility for the day-to-day operations of the Advisor-Guided Plan, including recordkeeping and administrative services. J.P. Morgan Investment Management Inc. serves as the Investment Manager. J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. JPMorgan Distribution Services, Inc. markets and distributes the Advisor-Guided Plan. JPMorgan Distribution Services, Inc. is a member of FINRA.
               
              No guarantee: None of the State of New York, its agencies, the Federal Deposit Insurance Corporation, J.P. Morgan Investment Management Inc., Ascensus Broker Dealer Services, LLC, JPMorgan Distribution Services, Inc., nor any of their applicable affiliates insures accounts or guarantees the principal deposited therein or any investment returns on any account or investment portfolio.
               
              New York’s 529 College Savings Program currently includes two separate 529 plans. The Advisor-Guided Plan is sold exclusively through financial advisory firms who have entered into Advisor-Guided Plan selling agreements with JPMorgan Distribution Services, Inc. You may also participate in the Direct Plan, which is sold directly by the Program and offers lower fees. However, the investment options available under the Advisor-Guided Plan are not available under the Direct Plan. The fees and expenses of the Advisor-Guided Plan include compensation to the financial advisory firm. Be sure to understand the options available before making an investment decision.
               
              For more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial professional or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108. This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider it carefully before investing.
               
              The Program Administrators, the Program Manager and JPMorgan Distribution Services, Inc., and their respective affiliates do not provide legal or tax advice. This information is provided for general educational purposes only. This is not to be considered legal or tax advice. Investors should consult with their legal or tax professionals for personalized assistance, including information regarding any specific state law requirements.

              Ugift is a registered service mark of Ascensus Broker Dealer Services, Inc.