Learn about the benefits of our SMAs
Asset class capabilities
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.
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.
Taxable Investment Grade
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
J.P. Morgan – the right SMA Partner
Our dedicated team will guide you through account opening and onboarding to help you deliver a seamless experience for your clients.
We offer detailed portfolio reviews and transition analysis proposals for clients funding with existing securities.
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.