A transformative approach to tax savings
Imagine what clients could do with the taxes they save
Even small tax bites can have a big impact over time, as shown in this chart.
- The cost of a college education: Losing 1% of a portfolio’s value to taxes each year costs $297,000
- The cost of a new home: Losing 2% of a portfolio’s value to taxes each year costs $816,000
It’s not surprising that tax management is ranked as the #1 financial need for households with $5 million or more in investable assets.1
Potential impact of taxes
10-year growth of $1 million invested in U.S. large cap equities, with and without taxes2
¹Cerulli Associates, The Case for Direct Indexing: Differentiation in a Competitive Marketplace, December 2022.
2FactSet, J.P. Morgan Asset Management; as of December 2023; US large cap equities represented by the S&P 500 index. For illustrative purposes only. You cannot invest directly in an index.
Three ways to be tax active with J.P. Morgan
1. Identify capital gains distributions with our Heatmap Analysis tool
- Efficiently track estimated capital gains for over 5,000 funds to decide when and how to reduce taxes
- View the latest return data to uncover possible tax-loss harvesting opportunities
- Easily identify and compare more tax-friendly strategies for client portfolios
2. Get the best of active management with tax-efficient ETFs
- Increase return potential through both tax savings and active investing
- Partner with a leader and innovator in active ETFs, with a 150-year history of active management expertise
- Build diverse, tax-efficient portfolios with our broad range of actively managed equity and fixed income ETFs
3. Access our Tax-Smart Platform and intelligent tax technology
- Effortless and continual tax analysis finds tax-loss harvesting opportunities as soon as they arise
- Easily create on-demand, customized, tax-smart portfolio transition plans
- Access the only platform offering model portfolios, direct indexing and actively managed SMAs
More ways to build tax savings into your portfolio
Find the right investment solutions for your clients – whether they seek lower taxes or greater customization, tax-exempt income or tax-advantaged growth, single strategies or multi-asset portfolios.