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    1. Tax-smart SMA platform

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    • Separately Managed Accounts (SMA)
    • Explore SMAs
    • Tax-Smart Platform
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    Deliver tax alpha and customization to your clients at scale

    We’ve combined the investment expertise that you expect from J.P. Morgan with customization and tax-smart technology powered by our fintech platform, 55ip.

    J.P. Morgan Tax-Smart SMAs

    Active

    Tax-Managed - U.S. Large Cap Leaders Strategy

    This strategy offers investors the ability to combine active investment management, tax-smart transitions and ongoing tax loss harvesting in one investment. This high conviction portfolio of large cap stocks with low turnover can also be customized to reflect your investment preferences.

    Product details
    Index

    Custom Invest - U.S. Large Cap Equity Strategy

    This index-based strategy offers investors the ability to combine portfolio customization, tax-smart transitions and ongoing tax loss harvesting in one, low-cost investment that seeks to deliver returns in line with the S&P 500 Index by investing in a sub-set of approximately 350 stocks.

    Product details
    Index

    Custom Invest – U.S. Focused Large Cap Strategy

    This index-based strategy offers investors the ability to combine portfolio customization, tax-smart transitions and ongoing tax loss harvesting in one, low-cost investment that seeks to deliver returns in line with the S&P 500 Index by investing in a sub-set of 150-250 stocks.

    Product details
    Explore our SMA strategies on 55ip

    55ip is our tax-smart technology platform available to Registered Investment Advisors
    that can improve advisors' efficency and help deliver enhanced after-tax returns.

    Our Tax-Smart Platform

    The J.P. Morgan Tax-Smart Platform helps you deliver tax alpha and customized portfolios across your entire practice in just a few simple steps.
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    Portfolio customization

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

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    Daily tax management

    Deliver enhanced after-tax returns through tax-smart portfolio transitions and daily, automated tax-loss harvesting.

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    On-demand technology

    Our easy-to-use, online portal makes customization, tax management and reporting easy – and is driven by you.

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


    1. Start with a J.P. Morgan SMA

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


    2. Customize investments

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


    3. Create custom, tax-smart transitions

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


    4. Automate tax management

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


    Featured Insights

    Get the most out of Tax-Smart SMAs

    Tax-managed SMAs give investors the ability to actively generate losses to help reduce their year-end tax bills. Learn how thoughtful planning and execution can help ensure that clients get the most from their tax-managed investments, both now and for years to come.

    Read the article

    Tax planning? Or a plan for taxes?

    At the end of the day, active tax management is a way to take advantage of volatility. Volatility is a hallmark of the capital markets, but it also tends to derail investors and undermine their ability to reach their long-term retirement goals.

    Read the article

    Weighing the impact of tax loss harvesting on long-term savings goals

    Investors can use active tax management, an overlooked portfolio tool, to boost long-term after-tax returns.

    Read the article

    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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