Portfolio Insights Tools - J.P. Morgan Asset Management

Portfolio Insights Tools

In-depth analysis. Actionable insights. Stronger portfolios.

Our Portfolio Insights suite enables financial advisors to build portfolios that can navigate any market

Investment Comparison
Compare Investments Now
Bond Ladder IllustratorSM

See it in action


Identify what’s driving risk and returns

  • Get actionable insights to enhance performance
  • Conduct stress tests based on historical scenarios
  • Export customizable reports

View sample report  


Optimize your investment selection

  • Compare up to 6 mutual funds or ETFs
  • Evaluate investments based on composition, performance, fees and more
  • Export customizable reports
Compare Investments Now
Bond Ladder IllustratorSM

Build municipal bond ladders 

  • Create the optimal bond ladder based on individual client needs
  • Evaluate portfolio characteristics and key return metrics
  • Export customizable client-ready reports
Build Your Ladder Now
Have questions or need help?

Contact our Financial Advisor Services desk at 1-877-803-4032.