Key Insights
ISS Market Intelligence, 529 Industry Analysis 2025
New York's 529 Advisor-Guided College Savings Program. Managed by J.P. Morgan. Built for Flexibility.
College savings insights
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.
Watch J.P. Morgan Asset Management Chief Global Strategist Dr. David Kelly as he focuses on the most important themes for investors.
Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.
Read our weekly commentaries to get market insights that may help inform your investment strategy.
What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.
Eight time-tested strategies for guiding investors through today’s challenges and toward tomorrow’s goals.
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.
Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.
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.
We highlight themes and implications from our equity team to help guide your portfolio decisions.
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.
The 30th edition explores how economic nationalism and fiscal activism create challenges and silver linings, and how technology will lift profits and productivity.
The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.
Discover our Guide to Retirement, updated annually to provide you with an effective framework for supporting retirement planning conversations with clients.
Using slides from the award-winning Guide to Retirement, we present 7 essential retirement planning principles, to help investors make more informed decisions.
Monthly short-form articles on timely retirement topics provides concise, up-to-date information essential for making informed decisions about retirement planning.
Expert guidance from our Retirement Insights team on Social Security and Medicare strategies, with actionable insights and research for a secure retirement.
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 ETF roundup covering U.S. AUM trends, fund flows, investor positioning, active ETF growth launches, and key developments across the industry.
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.
The 2026 version of College Planning Essentials, your all-in-one guide for investing towards a family's most important goal.
Gramercy Institute, Financial Content Marketing, Business-to-Multi-Target Single-Country Award, Asset Management Marketing, Focus Award Single-Country Collateral, Fall 2025.
Key Insights
Rising college costs
College tuition is up 914% since 1983 with an average annual tuition inflation rate of 5.5%.
Missed investment potential
$1.7 trillion in education savings is still held outside tax-advantaged 529 plans.
Retain more clients
90% of clients are likely to stay with their 529 plan advisor.
ISS Market Intelligence, 529 Industry Analysis 2025
New York's 529 Advisor-Guided College Savings Program. Managed by J.P. Morgan. Built for Flexibility.
Expert management
Oversight by J.P. Morgan’s Multi-Asset Solutions Group
Flexible choices
Broad diversification
College savings insights