A deep understanding of how people save and spend.
At J.P. Morgan Asset Management, we know that while everyone's retirement paths are different, success is built on understanding how people save and spend. With two decades of research and data from millions of participants, we craft informed investment decisions and retirement solutions, leveraging our position as part of America's largest bank.
Real-world data and research informs product design
Smart retirement solutions that really work.
Explore our smart retirement strategies and platform solutions designed with your clients' long term goals in mind.
SmartRetirement target date funds
An all-in-one target date solution that helps put participants on a path to the retirement they’ve earned.
Core menu options
Diverse range of equity and fixed income strategies available for your clients' DC plans.
Full-service plan solutions
Simple, low-cost plans for small to mid-market business owners.
Insights & tools
Resources to help you and your clients make more informed decisions.
Explore our SmartRetirement target date series.
JPMorgan SmartRetirement
An all-in-one diversified investment aimed at enhancing retirement incomes.
JPMorgan
SmartRetirement
Blend
Combining the best of both worlds - cost-effective passive strategies and active management in asset classes where we add the most value.
JPMorgan
SmartRetirement
Lifetime Income
We help turn complexity into clarity for in-plan retirement income.
Retirement platform solutions for small to mid-market plans.
Insights and tools to make informed retirement decisions.
1 Retirement by the Numbers (December 2025)
2 JPMorgan Chase Bank, N.A. (Chase) is proud to serve nearly half of America's households with a broad range of financial services. For more information, visit our website: https://www.chase.com/digital/resources/about-chase.
TARGET DATE FUNDS: The JPMorgan SmartRetirement Funds are target date funds with the target date being the approximate date when investors plan to retire. Generally, the asset allocation of each Fund will change on an annual basis with the asset allocation becoming more conservative as the Fund nears the target retirement date. The principal value of the Fund(s) is not guaranteed at any time, including at the target date. TDFs may suffer investment losses, including near or following retirement. There is no guarantee that the TDF will provide adequate retirement income.
For more information, please call or email us.
You can also contact your J.P. Morgan representative.