Unlock the best of J.P. Morgan for your clients
Model portfolios built on expertise you can trust
Harness the power of our deep research capabilities, active investment expertise and portfolio construction edge to manage risk and help your clients achieve their goals.
Insights delivered with the partnership you expect
We bring you J.P. Morgan’s best thinking, from our latest market insights to real-time trade information, so you can invest with confidence and keep your clients informed.
Innovative solutions designed for the clients you serve
From all-in-one solutions to custom model portfolios that deliver tax management at scale, our model portfolios are built for every kind of investor, at every stage of life.
Model portfolios designed for your clients' financial goals
J.P. Morgan offers a diverse lineup of model portfolios available at a wide range of firms and platforms. Innovative customization and tax-management capabilities are accessible to many advisors through our J.P. Morgan Tax-Smart Platform.
Tactical
More flexibility to adjust portfolios 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
We make it easy to find the right model portfolio and stay informed
- View model portfolios personalized for your firm
- Identify and analyze portfolios aligned with client goals
- Subscribe to real-time trade alerts and commentaries
- Access centralized performance data and fact sheets
Insights & resources
We maintain a constant pulse on the market to minimize risk and respond to opportunity. And we share that with you—including trade alerts for any adjustments we make and why—to give you the market intelligence you need to confidently communicate with your clients.
Models & Markets
Stay up to date with market trends and key themes across our model portfolios, paired with Guide to the Markets slides to help you convey key positioning to clients.
Portfolio Insights
Inform your investment decisions with the latest perspectives and analysis from our Multi-Asset Solutions strategists and investment teams.
Multi-Asset Solutions Insights
Gain insight into the latest market and economic trends and learn about their implications for multi-asset portfolios.
Long-Term Capital Market Assumptions
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to profits and a longer-term boost to productivity.
Global Asset Allocation Views
The U.S. economy remains resilient. Our portfolios are modestly long risk, focusing on credit and targeted equity overweights. We prefer ex-U.S. duration and anticipate further dollar weakness in the second half of the year.
Multi-Asset Solutions Research Report
Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.
Client-Friendly Materials
Communicate the benefits of model portfolios and your partnership with J.P. Morgan to your clients with our clear, engaging client literature.
Invest with the global leader in multi-asset portfolios
Source: J.P. Morgan Asset Management, as of July 31, 2025.