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
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J.P. Morgan ETFs are temporarily unavailable for analysis, we apologize for any inconvenience.

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
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Have questions or need help?

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