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            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.

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

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

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            Our Long-Term Capital Market Assumptions (LTCMAs) deliver forward-looking return, volatility and correlation estimates for 200+ asset and strategy classes in 20+ base currencies.

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            Our Guide to Retirement, updated annually, provides an effective framework for retirement planning conversations with clients.

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

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

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              <p>Model Portfolios</p> <p>with J.P. Morgan</p>

              When you choose J.P. Morgan model portfolios our team becomes an extension of your own, so you can focus on what matters most to your clients. We offer model portfolios for every client, built on deep research and active investment expertise, with insights and resources delivered by a trusted partner.

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              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
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              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.