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Separately Managed Accounts

J.P. Morgan Asset Management manages Separately Managed Accounts, including Equity and Fixed Income Separately Managed Accounts offered through various Sponsor Platforms. A Separately Managed Account provides direct ownership of securities and is tailored to the specific needs of the client.

Disclosure Documents

  • Client Relationship Summary (Form CRS)
  • Firm Brochure (Form ADV Part 2A)
  • You Invest Portfolios Brochure (Form ADV Part 2A)

Professional Expertise

SMAs are professionally managed, giving clients access to the expertise of skilled portfolio managers—and a level of service typically enjoyed by large institutional clients alone.

Tax-Efficient Investing

Because clients own the individual securities in their SMA and may fund the account with securities in kind, they can work with their tax and financial advisors to implement tax-efficient strategies.

Portfolio Customization

SMAs can be tailored to clients’ specific investment strategy and goals. Clients may choose to exclude certain securities or sectors based on their social, political or environmental convictions.

Explore our Managed Accounts Strategies

Discretionary Fixed Income (DFI) Strategies

  • Fact Sheet: Corporate Yield Curve Enhanced Ladder Strategy
  • Fact Sheet: Intermediate Treasury & Agency Ladder Strategy
  • Fact Sheet: Short Treasury and Agency Ladder Strategy
  • Monthly Holdings: Yield Curve Enhanced Corporate Ladder Strategy
  • Monthly Holdings: 1-3 year Corporate Bond Strategy
  • Monthly Holdings: 1-3 year Treasury & Agency Ladder Strategy
  • Monthly Holdings: 1-5 year Gov/Credit A- or Better Strategy
  • Monthly Holdings: 1-10 year Corporate A- or Better Strategy
  • Monthly Holdings: Intermediate Treasury & Agency Ladder Strategy

Equity Income Strategy

  • Pitchbook: Equity Income Strategy (For Institutional CA Use Only) - 2Q20
  • SMA Story: Equity Income Strategy
  • Commentary: Equity Income Strategy
  • Fact Sheet: Equity Income Strategy
  • Monthly Holdings: Equity Income Strategy

Focused Equity Income Strategy

  • Monthly Holdings: Focused Equity Income Strategy

Focused European Multinationals Strategy

  • Fact Sheet: Focused European Multinationals Strategy
  • Commentary: Focused European Multinationals Strategy
  • Monthly Holdings: Focused European Multinationals Strategy

Growth Advantage Strategy

  • Commentary: Growth Advantage Strategy
  • Fact Sheet: Growth Advantage
  • Monthly Holdings: Growth Advantage Strategy
  • Presentation: Growth Advantage

High Yield Strategies

  • Presentation: High Yield Strategies
  • Commentary: Short Duration High Yield
  • Commentary: Upper Tier High Yield
  • Fact Sheet: Short Duration High Yield
  • Fact Sheet: Upper Tier High Yield
  • Monthly Holdings: Short Duration High Yield Strategy
  • Monthly Holdings: Upper Tier High Yield Strategy
  • Monthly Holdings: Upper Tier ex Energy Strategy

Intermediate Municipal Strategy

  • Commentary: Intermediate Municipal Strategy
  • Fact Sheet: Intermediate Municipal
  • Monthly Holdings: Intermediate Municipal Strategy

International ADR Strategy

  • Monthly Holdings: International ADR Strategy
  • Commentary: International ADR
  • Fact Sheet: International ADR

Intrepid Value Strategy

  • Commentary: Intrepid Value Strategy
  • Fact Sheet: Intrepid Value Strategy
  • Monthly Holdings: Intrepid Value Strategy

Large Cap Growth Strategy

  • Commentary: Large Cap Growth Strategy
  • Fact Sheet: Large Cap Growth
  • Monthly Holdings: Large Cap Growth Strategy
  • Presentation: Large Cap Growth

Mid Cap Growth Strategy

  • Fact Sheet: Mid Cap Growth
  • Monthly Holdings: Mid Cap Growth Strategy

Mid Cap Value Strategy

  • Commentary: Mid Cap Value Strategy
  • Fact Sheet: Mid Cap Value
  • Monthly Holdings: Mid Cap Value Strategy

Municipal Ladder Strategies

  • Fact Sheet: Municipal Ladder 1 – 5 year Strategy
  • Fact Sheet: Municipal Ladder 1 – 10 year Strategy
  • Fact Sheet: Municipal Ladder 1 – 17 year Strategy
  • Fact Sheet: Municipal Ladder Yield Curve Enhanced Strategy
  • Monthly Holdings: Municipal Ladder 1-5 year Strategy
  • Monthly Holdings: Municipal Ladder 1-10 year Strategy
  • Monthly Holdings: Municipal Ladder 1-17 year Strategy
  • Monthly Holdings: Municipal Ladder Yield Curve Enhanced Strategy
  • Commentary: Municipal Ladder Yield Curve Enhanced Strategy
  • Commentary: Municipal Ladder 1-5 year Strategy
  • Commentary: Municipal Ladder 1-10 year Strategy
  • Commentary: Municipal Ladder 1-17 year Strategy

Tax Aware Managed Reserves Strategy

  • Monthly Holdings: Tax Aware Managed Reserves Strategy

U.S. Large Cap Equity Strategy

  • Commentary: U.S. Large Cap Equity Strategy
  • Fact Sheet: Large Cap Equity
  • Monthly Holdings: U.S. Large Cap Equity Strategy

U.S. Technology Leaders Strategy

  • Commentary: U.S. Tech Leaders Strategy
  • Monthly Holdings: U.S. Technology Leaders Strategy
  • Fact Sheet: U.S. Tech Leaders Strategy

Value Advantage Strategy

  • Commentary: Value Advantage Strategy
  • Fact Sheet: Value Advantage
  • Monthly Holdings: Value Advantage Strategy

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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