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          • Guide to the Markets

            The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

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            Watch J.P. Morgan Asset Management Chief Global Strategist Dr. David Kelly as he focuses on the most important themes for investors.

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            Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.

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            Read our weekly commentaries to get market insights that may help inform your investment strategy.

          • On the Minds of Investors

            What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.

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            Eight time-tested strategies for guiding investors through today’s challenges and toward tomorrow’s goals.

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            Browse our Weekly Market Recap for a summary of the latest U.S. stock market headlines and insights, including an update on the S&P 500 returns.

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            Commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

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            Our investment specialists and market strategists share their perspectives on key themes and solutions for tax management.

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            We highlight themes and implications from our equity team to help guide your portfolio decisions.

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            We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.

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            We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.

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            Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.

          • Long-Term Capital Market Assumptions

            Our Long-Term Capital Market Assumptions (LTCMAs) deliver forward-looking return, volatility and correlation estimates for 200+ asset and strategy classes in 20+ base currencies.

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            The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.

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          • Guide to Retirement

            Our Guide to Retirement, updated annually, provides an effective framework for retirement planning conversations with clients.

          • Principles for a Successful Retirement

            Using slides from the award-winning Guide to Retirement, we present 7 essential retirement planning principles, to help investors make more informed decisions.

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            Monthly short-form articles on timely retirement topics, with concise, up-to-date information for informed retirement planning decisions.

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            Our Retirement Insights team’s guidance on Social Security and Medicare strategies, with actionable research for a secure retirement.

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            Explore J.P. Morgan Asset Management’s ETF investing guide with insights on ETF market trends and best investing practices for smarter portfolio decisions.

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            Monthly ETF roundup covering U.S. AUM trends, fund flows, investor positioning, active ETF growth launches, and key developments across the industry.

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                About us

                Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.

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              1. Website FAQs

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              Website FAQs

              Common Questions

              Where can you find a ticker symbol for a particular fund?

              There are many ways to find the ticker symbol. By selecting the Prices and Performance link you will see a fund's type, ticker (if available), CUSIP, Name, Price (or NAV), $ change and % change. You can find more information on a fund if you click the "factsheet" link from the information page immediately preceding the quotes page.

              What are the requirements to open new accounts with J.P. Morgan?

              Most of our funds require an initial investment of $1,000 to open an account.

              Can I print a prospectus from your website?

              In order to print in pdf format, you will need Adobe Acrobat Reader to view the file. To print specific pages, use the file/print to-from-technique. Please keep in mind that some of the files can be very long and may require more than 100 sheets of paper.

              Can I request a prospectus on just one of your mutual funds?

              All of our funds are grouped together in a prospectus by asset class types and share classes. J.P. Morgan does this to help its current and potential shareholders by giving them all the information they need in one easy location.

              What is eDelivery from J.P. Morgan Funds?

              eDelivery is a free service provided by J.P. Morgan Funds which allows shareholders to be notified by email when certain publications, such as fund prospectuses, annual reports, and proxy statements, become available online. Documents not available online will continue to be mailed. While many shareholders find eDelivery more convenient than postal delivery, printed copies may still be requested on our website or through our service center.