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PORTFOLIO CONSTRUCTION TOOLS

Bond Ladder Illustrator

Build hypothetical bond ladders tailored to your clients' unique needs.

Build a bond ladder

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More Portfolio Construction Tools

 

 

Help your clients build customized bond ladders and explore our municipal investment capabilities

Create the optimal bond ladder based on clients’ individual needs, circumstances and risk tolerance using a broad range of assumptions and compare the benefits of laddering municipal bond portfolios.

Tailor analyses to client needs

Build bond ladders based on each individual's circumstances.

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Conduct in-depth analysis

Evaluate key portfolio characteristics and performance metrics for ladder portfolios.

Create customizable client-ready reports

Provide your clients with a personalized report of their custom bond ladder analysis.

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Featured Solutions

Municipal Investing with J.P. Morgan

Learn more about building stronger municipal fixed income portfolios.

Learn more

Municipal Ladder 1-5 Year Strategy

Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-5 year maturities.

Learn more

Municipal Ladder 1-10 Year Strategy

Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-10 year maturities.

Learn more

Municipal Ladder 1-17 Year Strategy

Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-17 year maturities.

Learn more

Municipal Ladder Yield Curve Enhanced Strategy

Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a current focus on 1-8 year maturities.

Learn more

Ultra-Short Municipal Fund

Tax-exempt current income with a focus on risk management. Our fund aims to deliver current income exempt from federal income taxes while managing risk.

Learn more

Ultra-Short Municipal Income ETF

Tax-exempt current income with a focus on risk management. Our ETF aims to deliver current income exempt from federal income taxes while managing risk.

Learn more

High Yield Municipal Fund

High tax-exempt income with value. By focusing on relative value across the yield curve, JPMorgan High Yield Municipal Fund seeks a high level of income exempt from federal income taxes.

Learn more

Municipal ETF

Designed to deliver a high level of federal tax-exempt current income while maintaining stability of principal.

Learn more

Start using Bond Ladder Illustrator

Get started with creating custom bond ladders for your clients.

BUILD A BOND LADDER

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