Learn about the benefits of our SMAs
1. Enhanced tax management
With a traditional SMA, investors own the underlying stocks or bonds directly, giving you more control over realizing capital gains or losses to help reduce taxes and increase after-tax return potential.
SMAs on our J.P. Morgan Tax-Smart SMA Platform offer even greater tax-management capabilities than traditional SMAs.
2. Portfolio customization
SMAs allow investors to establish guidelines for managing investments in line with their personal beliefs and needs. For instance, you could restrict investment in specific companies or target income that is exempt from your client’s state’s taxes.
3. Broad transparency
Many SMAs offer real-time account access showing exactly what is owned and how it’s performing. Investors may also get a clear view of transactions, fees, cost basis and other information needed to monitor progress and manage taxes.
4. Investment expertise
J.P. Morgan SMAs are guided by teams of experienced portfolio managers, analysts and traders. This professional oversight, combined with customization and tax efficiency, provides a level of service once reserved for only large institutions.
Asset class capabilities
Equity
Our equity expertise is founded on deep resources across regions and sectors. Delivering consistent results is at the heart of everything we do. Our equity SMAs are offered across a broad range of investment styles and geographies.
US Core
US Growth
US Value
Thematic
International
Explore Equity SMA Offerings
Run on-demand Equity transition analysis
Fixed Income
Our fixed income platform offers a powerful combination of expertise, deep resources and time-tested processes. Our customizable SMAs offer flexibility and transparency and seek to deliver income with a focus on capital preservation.
Municipals
Taxable Investment Grade
High Yield
Preferreds
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Request fixed income transition analysis
Index
J.P. Morgan has over 30 years experience managing passive index strategies with over $70 billion in indexed assets. Index SMAs on our Tax-Smart SMA Platform pair this expertise with active tax management and personalization.
US Large Cap Core
Explore Index SMA Offerings
Learn about our Tax-Smart SMA Platform
SMA Educational Resources
J.P. Morgan offers a range of educational materials that can help clients understand the unique characteristics and benefits of SMAs.
Advisor Tools
Explore our suite of portfolio construction and transition analysis tools to help you build stronger portfolios for your clients.
J.P. Morgan – the right SMA Partner
Client Service
Our dedicated team will guide you through account opening and onboarding to help you deliver a seamless experience for your clients.
Portfolio Review
We offer detailed portfolio reviews and transition analysis proposals for clients funding with existing securities.
Customization
We can help you establish customization guidelines in line with your clients’ values, investment and tax needs.
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.