Tactical
More flexibility to adjust portfolio as short-term opportunities and risks arise
The Test Company
Model Portfolios
Deliver more to your clients with:
Built on expertise you can trust
A leader in active management for any investment goal
100+
Multi-asset experts
50+
Years of experience managing multi-asset portfolios
$454B
Assets Under Supervision
Source: J.P. Morgan Asset Management, as of December 31, 2024.
Designed for the clients you serve
Choose from our precision-built portfolios managed by a dedicated team of experts
Tactical
More flexibility to adjust portfolio as short-term opportunities and risks arise
Strategic
Maintains allocation to long-term investment mix with periodic rebalancing
Income
Focused on delivering potential consistent income through investments that pay interest and dividends
Absolute Return
Low-volatility portfolio to help maintain existing wealth
Delivered through the partnership you expect
Our dedicated models team becomes an extension of your own
Stay informed with timely portfolio updates
Know how portfolios are positioned, when they change and why with real-time updates
Simplify the complex for clients
Prepare for client meetings with our latest insights on market events, brochures and outlook
Access easy-to-use online tools
Better serve your clients with on-demand portfolio analytics, scenario testing, and portfolio comparisons
Learn more about J.P. Morgan Model Portfolios
1-877-803-4032
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