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Simplify, Scale, Succeed.
Looking to simplify investment management? Want to free up more time to scale your practice? Discover how model portfolios can help you and your clients succeed.
Client Retention
65% of financial professionals say outsourcing investment management increases client retention1
Time Savings
Model users spend 50% less time managing investments than do-it-yourself portfolio builders2
Market Navigation
98% of financial professionals say outsourcing allows them to deliver better investment solutions1
1AssetMark, 2019 Impact of Outsourcing Study.
2Cerulli Associates, U.S. Asset Allocation Model Portfolios 2020.
Model Portfolios by J.P. Morgan
If you’re ready to build a more efficient and scalable practice, watch how our model portfolios, tools and experience can help.
Leverage our management experience.
Enhance your investing experience.
Portfolio construction expertise
Portfolio construction and risk management from our multi-asset solutions team
Demonstrated track record
50 years serving large, sophisticated clients1
Global reach & resources
Network of 1000+ professionals managing $1.9 trillion in assets1
1J.P. Morgan Asset Management, as of 12/31/20.
Combining a powerful suite of model portfolios with automated tax management.
Model Portfolios by J.P. Morgan
Access diversified portfolios composed of ETFs and mutual funds, all in a single package. Simply choose portfolios that align with your clients' goals and let J.P. Morgan do the rest.
Tax-smart technology by fintech 55ip
Transition into models with ease while minimizing your clients' taxes. Offer your clients more with tax-loss harvesting, automated rebalancing, trade execution and reports.
View disclosures
This information should not be relied upon as investment advice, research, or a recommendation by J.P. Morgan Asset Management regarding (i) the Funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Only an investor and their financial advisor know enough about their circumstances to make an investment decision.
The information on this website is not an offer or solicitation for the purchase or sale of any financial instrument in any jurisdiction, nor is it a commitment by J.P. Morgan Asset Management or any of its subsidiaries (collectively “JPMAM”) to enter into any transaction referenced herein. All information provided by JPMAM herein is indicative, is based on certain assumptions and current market conditions and is subject to change without notice. Accordingly, no reliance should be placed on the information herein. In deciding whether to enter into any transaction or strategy referenced herein, the recipient should rely solely on the final documentation, which will contain the definitive terms and conditions relating to any referenced transaction or strategy.
The information has been provided for illustrative purposes only and should not be relied upon by you in evaluating the merits of investing in any securities or strategies mentioned herein.
Past performance is not a guide to the future. Any forecasts, opinions and statements of financial market trends expressed are JPMAM’s own at the date of this document and may be subject to change without notice. Any research in this document has been obtained and may have been acted upon by JPMAM for its own purpose. The results of such research are being made available as additional information only and do not constitute investment advice. They do not reflect the views of JPMorgan Chase Group. The value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yield may not be reliable guides to current and future performance. Changes in exchange rates may have an adverse effect on the value, price or income of the product or underlying overseas investments. JPMAM makes no representation or warranty regarding the accuracy or completeness of the information herein. JPMAM is not an advisor to any person who receives information on any referenced transaction.
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