Tax-smart SMA platform

Our Tax-Smart Platform

J.P. Morgan’s Tax-Smart Platform offers effortless tax-loss harvesting that helps minimize your clients’ tax bills to maximize their outcomes — and save you time.

Learn how you can deliver effortless tax management and customization in a few easy steps

Access the investing expertise of J.P. Morgan’s world-class portfolio management teams.

Create flexible, customized portfolios, incorporating your client’s investment views, preferences and tax sensitivity.

Help your clients transition assets in a tax-smart way with our proprietary ActiveTax Technology ® and on-demand tax transition proposals.

Generate potential year-round tax savings through ongoing, systematic tax-loss harvesting with rigorous portfolio manager oversight.

J.P. Morgan Tax-Smart SMAs

Actively managed and direct index strategies to help you build tax-smart portfolios

Name	Type	Details
Tax-Smart - U.S. Large Cap Leaders Strategy	Active	Designed to provide high total return primarily through U.S. large cap stocks
Tax-Smart - U.S. Value Strategy	Active	Designed to provide long-term capital growth by investing in U.S. value stocks
Tax-Smart - U.S. Large Cap Index Strategy	Index	Designed to track the S&P 500 Index with approximately 275-350 holdings
Tax-Smart - U.S. Large-Mid Cap Index Strategy	Index	Designed to provide total return through U.S. large- and mid-cap stocks
Tax-Smart - U.S. Focused Large Cap Index Strategy	Index	Designed to track the S&P 500 Index with a focus on 150-250 holdings
Tax-Smart - U.S. All Cap Index Strategy	Index	Designed to track the Russell 3000 Index with approximately 400-600 holdings
Tax-Smart - U.S. Carbon Transition Index Strategy	Index	Designed to track the JPMAM Carbon Transition U.S. Equity Index with 225-275 holdings
Tax-Smart - International Developed ADR Index Strategy	Index	Designed to track the MSCI EAFE Expanded ADR Index with approximately 200-300 holdings

Featured Insights

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.

55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment advisor. 55ip is part of J.P. Morgan Asset Management.

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Our Tax-Smart Platform

Learn how you can deliver effortless tax management and customization in a few easy steps

J.P. Morgan Tax-Smart SMAs

Featured Insights

The J.P. Morgan Tax-Smart Platform
Our Tax-Smart Platform is available to Registered Investment Advisors and can improve advisors' efficiency and help deliver enhanced after-tax returns.

Our Tax-Smart Platform

Learn how you can deliver effortless tax management and customization in a few easy steps

J.P. Morgan Tax-Smart SMAs

Featured Insights

The J.P. Morgan Tax-Smart PlatformOur Tax-Smart Platform is available to Registered Investment Advisors and can improve advisors' efficiency and help deliver enhanced after-tax returns.

The J.P. Morgan Tax-Smart Platform
Our Tax-Smart Platform is available to Registered Investment Advisors and can improve advisors' efficiency and help deliver enhanced after-tax returns.