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  3. Separately Managed Accounts

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SEPARATELY MANAGED ACCOUNTS BY J.P. MORGAN

Portfolios made personal

SMAs allow you to offer your clients customized strategies that give them greater control over their investments and taxes.

 

Learn about SMAs

With professionals around the globe and expertise across all major markets, J.P. Morgan Asset Management is one of the world’s largest, most respected investment managers. Our breadth of capabilities allows us to offer a diverse range of SMAs across asset classes that help you build stronger portfolios for your clients.

Equity - US Equity - International Fixed Income - Municipal Fixed Income - Taxable
Equity - US
VALUE

Equity Income Strategy

Designed to provide a blend of long-term growth and current income through the consistent payment of dividends.

Supporting documents

Download Fact Sheet
Download Commentary
Download SMA Story
Download Presentation
Download Monthly Holdings
VALUE

Mid Cap Value Strategy

Designed to provide capital appreciation primarily through a portfolio of high-quality U.S. mid-cap value equity securities.

Supporting documents

Download Fact Sheet
Download Commentary
Download Presentation
Download Monthly Holdings
VALUE

U.S Value Strategy

Designed to provide capital growth over the long-term by investing in large-cap value companies.

Supporting documents

Download Fact Sheet
Download Commentary
Download Monthly Holdings
VALUE

Value Advantage Strategy

Designed to provide long-term total return primarily through a portfolio of attractively valued U.S. equity securities across all market capitalizations.

Supporting documents

Download Fact Sheet
Download Commentary
Download Presentation
Download Monthly Holdings
CORE

U.S. Large Cap Leaders Strategy

Designed to provide high total return primarily through U.S. large cap stocks.

Supporting documents

Download Fact Sheet
Download Commentary
Download Monthly Holdings
GROWTH

Growth Advantage Strategy

Designed to provide long-term capital growth primarily through a portfolio of high-growth U.S. stocks across all market capitalizations.

Supporting documents

Download Fact Sheet
Download Commentary
Download Presentation
Download Monthly Holdings
GROWTH

Large Cap Growth Strategy

Designed to provide long-term capital appreciation primarily through a diversified portfolio of high-growth U.S. equity securities.

Supporting documents

Download Fact Sheet
Download Commentary
Download Presentation
Download Monthly Holdings
GROWTH

Mid Cap Growth Strategy

Designed to provide capital growth primarily through a portfolio of U.S. mid-cap growth stocks.

Supporting documents

Download Fact Sheet
Download Commentary
Download Monthly Holdings
THEMATIC

U.S. Tech Leaders Strategy

Designed to deliver capital appreciation over the long term through investments in technology and technology enabled companies.

Supporting documents

Download Fact Sheet
Download Commentary
Download Monthly Holdings
Equity - International

Focused European Multinational Strategy

Designed to provide long-term capital appreciation primarily from a portfolio of European equity securities.

Supporting documents

Download Fact Sheet
Download Commentary
Download Monthly Holdings

International ADR Strategy

Designed to provide total return from a portfolio of foreign companies across a range of countries and sectors.

Supporting documents

Download Fact Sheet
Download Commentary
Download Monthly Holdings
Fixed Income - Municipal
INTERMEDIATE DURATION

Intermediate Municipal Strategy

Designed to deliver monthly income (excluded from federal gross income) and capital preservation by investing in municipal bonds.

Supporting documents

Download Fact Sheet
Download Commentary
Build a bond ladder
SHORT DURATION

Municipal Ladder 1-5 year Strategy

Designed to provide interest income free from federal taxes and preserve capital in different market environments.

Supporting documents

Download Fact Sheet
Download Commentary
Build a bond ladder
SHORT-INTERMEDIATE DURATION

Municipal Ladder 1-10year Strategy

Designed to provide interest income free from federal taxes and preserve capital in different market environments.

Supporting documents

Download Fact Sheet
Download Commentary
Build a bond ladder
INTERMEDIATE DURATION

Municipal Ladder 1-17 year Strategy

Designed to provide interest income free from federal taxes and preserve capital in different market environments.

Supporting documents

Download Fact Sheet
Download Commentary
Build a bond ladder
YIELD CURVE ENHANCED

Municipal Ladder Yield Curve Enhanced Strategy

Designed to provide interest income free from federal taxes and preserve capital in different market environments.

Supporting documents

Download Fact Sheet
Download Commentary
Build a bond ladder
Fixed Income - Taxable
INVESTMENT GRADE; HIGH YIELD

Customized Taxable Bond Strategy

Designed to provide a predictable stream of income through taxable fixed income securities.

Supporting documents

Download SMA Story
HIGH YIELD

Upper Tier High Yield Strategy

Designed to provide a high level of income with lower volatility than the broad high yield market.

Supporting documents

Download Fact Sheet
Download Commentary
HIGH YIELD

Short Duration High Yield Strategy

Designed to provide a high level of income with lower volatility than the broad high yield market.

Supporting documents

Download Fact Sheet
Download Commentary

IMPORTANT INFORMATION: Separately Managed Accounts (SMAs) are not mutual funds. SMAs are discretionary accounts managed by J.P. Morgan Investment Management Inc. (JPMIM), a federally registered investment adviser.

Professional money management may not be suitable for all investors. It should not be assumed that investments made in the future will be profitable.

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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

 

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