Be tax active with J.P. Morgan
When it comes to taxes, there’s nothing clients want more than to pay less. Partner with us for insights, tools and investment solutions that make it easy to actively build tax benefits into portfolios.
Help your clients keep more of what they earn
Our Tax-Smart Platform offers a range of direct index and actively managed separately managed accounts (SMAs) and model portfolios, so you can deliver tailored, tax-managed solutions to your clients.
Effortless tax management
- Continuous analysis identifies tax optimization opportunities
- Easily create custom tax-smart portfolio transitions
- Choose from model portfolios, direct index and actively managed SMAs
Time-saving tax technology
- Tax technology delivered in an easy-to-use portal
- Effortless, year-round tax-loss harvesting
- Real-time customization, tax management and reporting
Enhanced client outcomes
- Improve investment outcomes through tax benefits
- Continuous oversight from expert portfolio managers
- Show the value of tax management with on-demand client reports
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.
2J.P. Morgan Asset Management, Factset, as of December 2024; US large cap equities represented by the S&P 500 index. For illustrative purposes only. You cannot invest directly in an index.
Find the right Tax-Smart solutions
Our platform is the only one to offer Tax-Smart direct index and actively managed SMAs as well as a range of model portfolios, giving you more tailored solutions to better serve your clients.
Tax-Smart SMAs
Build tax-smart portfolios customized to your clients’ unique goals
- Direct indexing SMAs
- Actively managed SMAs
Tax-Smart Model Portfolios
Choose from our extensive range of tax-managed model portfolios
- Strategic model portfolios
- Tactical model portfolios
- Multi-asset income model portfolios
