logo
ACCOUNT LOGIN
Welcome
Log in for exclusive access and a personalized experience
LOG IN SIGN UP
Benefits of creating a free account
  • Customize our Guide to the Markets and unlock bonus slides
  • Utilize our award-winning Portfolio Construction and Retirement Planning Tools
  • Access expert commentary from Dr. David Kelly and more...
HELLO
  • My Collections
    View saved content and presentation slides
  • Log out
  • Funds

    Products

    • Mutual Funds
    • ETFs
    • SmartRetirement Funds
    • 529 Portfolios
    • Money Market Funds
    • Commingled Funds
    • Featured Funds

    Asset Class Capabilities

    • Fixed Income
    • Equity
    • Multi-Asset Solutions
    • Alternatives
    • Global Liquidity
  • Investment Strategies

    Investment Approach

    • ETF Investing
    • Model Portfolios
    • Separately Managed Accounts
    • Sustainable Investing
    • Variable Insurance Portfolios
    • Commingled Pension Trust Funds

    College Planning

    • 529 College Savings Plan
    • College Planning Essentials

    Defined Contribution

    • Retirement Solutions
    • Target Date Strategies
    • Full-service 401(k) Solution
    • Retirement Income
  • Insights

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Quarterly Economic & Market Update
    • Guide to Alternatives
    • Market Updates
    • On the Minds of Investors
    • Principles for Successful Long-Term Investing
    • Weekly Market Recap

    Portfolio Insights

    • Portfolio Insights Overview
    • Asset Class Views
    • Equity
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Monthly Strategy Report
    • Sustainable Investing

    Retirement Insights

    • Retirement Insights Overview
    • Guide to Retirement
    • Principles for a Successful Retirement
    • Defined Contribution Insights
  • Tools

    Portfolio Construction

    • Portfolio Construction Tools Overview
    • Portfolio Analysis
    • Model Portfolios
    • Investment Comparison
    • Bond Ladder Illustrator

    Defined Contribution

    • Retirement Plan Tools & Resources Overview
    • Target Date Compass®
    • Core Menu Evaluator℠
    • Price Smart℠
  • Resources
    • Account Service Forms
    • Tax Planning
    • News & Fund Announcements
    • Insights App
    • Events
    • Library
  • About Us
    • Diversity, Equity, & Inclusion
    • Sustainable investing
  • Contact Us
Skip to main content
  • Role
  • Country
    • Shareholder Login
    HELLO
    • My Collections
      View saved content and presentation slides
    • Log out
    ACCOUNT LOGIN
    Welcome
    Log in for exclusive access and a personalized experience
    LOG IN SIGN UP
    Benefits of creating a free account
    • Customize our Guide to the Markets and unlock bonus slides
    • Utilize our award-winning Portfolio Construction and Retirement Planning Tools
    • Access expert commentary from Dr. David Kelly and more...
    Search
    Search
    Menu
    You are about to leave the site Close
    J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
    CONTINUE Go Back

    1. Separately Managed Accounts

    • LinkedIn Twitter Facebook

    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 Presentation
    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.

    J.P. Morgan Asset Management
    • Capital Gains Distributions
    • eDelivery
    • Fund Documents
    • Glossary
    • Help
    • How to invest
    • Important Links
    • Mutual Fund Fee Calculator
    • Accessibility
    • Form CRS and Form ADV Brochures
    • Investment stewardship
    • Privacy
    • Proxy Information
    • Senior Officer Fee Summary
    • SIMPLE IRAs
    • Site disclaimer
    • Terms of use
    J.P. Morgan
    • J.P. Morgan
    • JPMorgan Chase
    • Chase
    Opens LinkedIn site in new window Opens Youtube site in new window Opens Twitter site in new window

    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.

     

    Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

     

    INFORMATION REGARDING MUTUAL FUNDS/ETF:

     

    Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

     

    J.P. Morgan Funds and J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA  FINRA's BrokerCheck

     

    INFORMATION REGARDING COMMINGLED FUNDS:

     

    For additional information regarding the Commingled Pension Trust Funds of JPMorgan Chase Bank, N.A., please contact your J.P. Morgan Asset Management representative.

     

    The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

     

    INFORMATION FOR ALL SITE USERS:

     

    J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

     

    NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

     

    Telephone calls and electronic communications may be monitored and/or recorded.
    Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://www.jpmorgan.com/privacy.

     

    If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. 

     

    Copyright © 2022 JPMorgan Chase & Co., All rights reserved