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Find the right SMA

J.P. Morgan's 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

Custom Invest – U.S. Large Cap Equity Strategy

Designed to maintain similar characteristics to the S&P 500 Index while also implementing investor directed customization and enhanced tax management.

Equity Income Strategy

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

Mid Cap Value Strategy

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

U.S. Value Strategy

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

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.

U.S. Large Cap Leaders Strategy

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

Growth Advantage Strategy

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

Large Cap Growth Strategy

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

Mid Cap Growth Strategy

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

U.S. Tech Leaders Strategy

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

Equity - International

Focused European Multinational Strategy

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

International ADR Strategy

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

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.

Municipal Ladder 1-5 year Strategy

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

Short-intermediate duration

Municipal Ladder 1-10year Strategy

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

Intermediate duration

Municipal Ladder 1-17 year Strategy

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

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.

Fixed Income - Taxable

INVESTMENT GRADE; HIGH YIELD

Customized Taxable Bond Strategy

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

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Upper Tier High Yield Strategy

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

Short Duration High Yield Strategy

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