<p>Webcasts</p>

4Q26 Guide to Alternatives

Alternatives Big Picture: An Alternative Approach to Investing

This webcast focuses on key themes in the alternatives landscape, including:

• Macroeconomic outlook for 2027
• Impact of higher-for-longer interest rates on private equity, private credit and real estate
• Real assets can protect portfolios in a higher inflation environment
• Latest trends in energy amid the war in Iran and the data center buildout

Featuring: Dr. David Kelly and Aaron Mulvihill

2026 Midterm Elections: Implications for policy and markets

On Tuesday, November 3rd, U.S. voters will head to the polls in one of the most closely contested and potentially consequential elections in recent history. With control of both the House and Senate at stake, the outcome could have significant implications for fiscal policy, trade policy, geopolitics and, indirectly, monetary policy. Together, these developments could shape the investment landscape in 2027 and beyond.

Join us on November 4th at 11:00 AM ET, as our Chief Global Strategist, Dr. David Kelly discusses the election results and their investment implications.

Featuring: Dr. David Kelly

SmartRetirement 3Q26: Harnessing the consistency of active fixed income in target date strategies

Join us to explore how active fixed income can deliver more consistent returns in target date strategies, and how our 2027 Long-Term Capital Market Assumptions (LTCMAs) and how we use them in our investment process.

Featuring: Dan Oldroyd

Beyond the Rally: Global Equity Opportunities in a More Selective Market

Following a robust period for global equities, investors are weighing areas of conviction and concentrated risks. Join our investment experts as they share highlights from J.P. Morgan Asset Management’s Equity Investors Quarterly, exploring the resilience of the AI theme, implications of the momentum unwind, and strategies for balancing growth, quality and valuation in a selective market.

Featuring: Paul Quinsee, David Small and Phillip Hart

Flexible Fixed Income for Today’s Market

Discover how a thoughtfully diversified bond portfolio may help manage volatility and uncover compelling income opportunities in today’s evolving market. We’ll explore approaches to enhancing income consistency while adapting to shifting economic conditions, and share insights on how flexibility can support long-term investment objectives.

Featuring: Andrew Norelli

October FOMC: Inflation, elections and the road ahead

With inflation proving sticky and payroll growth cooling, markets remain split on the Fed's next move. As investors await greater clarity on the path forward, key questions include:

• With tensions in the Middle East reheating, what is the outlook for energy inflation?
• What have investors learned from the 3Q earnings season so far?
• How could upcoming midterm elections affect the economic outlook?

Following the October 28th FOMC meeting, our speakers will host a webcast to discuss these issues.

Featuring: Dr. David Kelly and Gabriela Santos

Follow the Money: Investing Across the AI Capital Stack

As AI adoption accelerates, so does the need for capital. Hyperscaler spending, debt issuance, equity financing, and private market investment are all playing critical roles in funding the next generation of digital infrastructure. Join analysts from across asset classes as they discuss the scale and sustainability of this investment cycle and explore the investment implications.

Featuring: Jesse Liu, Kris Erickson, Paris Heymann and David Lebovitz

Unlocking growth: A Conversation with Giri Devulapally and Joe Wilson

Successfully investing in U.S. equity markets today requires more than passive participation. Experienced, research-driven active management is key to identifying and accessing industry sectors, market segments and specific companies poised for continued growth. Join us as we highlight our active Large Cap Growth strategy to help capture the best growth opportunities in 2026 while also managing risk.

Featuring: Giri Devulapally and Joe Wilson

2027 Long-Term Capital Market Assumptions

We invite you to an exclusive webinar featuring Dr. David Kelly, David Lebovitz and Gabriela Santos, as they unpack the latest 2027 Long-Term Capital Market Assumptions from J.P. Morgan Asset Management.

Featuring: Dr. David Kelly, David Lebovitz and Gabriela Santos

Signals, Scenarios, Strategy: 2026 and Beyond

From Fed policy, inflation and rates to the latest political and market developments, our Global Market Strategist and CIOs explore the key themes affecting your clients and their portfolios for the balance of 2026. Tune in for a timely conversation with our panel as they assess where we are, what may matter most in the months ahead, and the longer-term themes investors are tracking across regions and asset classes.

Featuring: Dr. David Kelly, Paul Quinsee, Kay Herr and Jed Laskowitz

Now’s the time to diversify fixed income portfolios with Strategic Income

Featuring: Bil Eigen

Discover Innovative Yield Strategies with ROCY and ROCQ

Join an interactive discussion on two newly launched actively managed ETFs from the creators of JEPI and JEPQ. Discover how these strategies seek to deliver consistent tax-deferred yield and lower volatility through active management and disciplined options overlays. We’ll also explore how these differentiated approaches may address evolving client needs and the potential role they may play in yield or conservative equity portfolios.

Featuring: Hamilton Reiner

Quarterly DC Review

Tina Anstett, J.D., ERISA Strategist, and Jack Manley, Global Market Strategist, invite you to our Quarterly DC Review Webcast. Join us for an update on developments shaping the retirement and investment landscape, including perspectives on industry trends, retirement plans and market conditions.

Featuring: Tina Anstett and Jack Manley

Tax-efficient 529 Planning: Year-End Moves, AI Insights and Trump Accounts

Join Scott Garsson, Head of Research for the Global Strategic Relationships Group, and Greg Starita, 529 Investment Specialist for the Education Savings Team, for a timely look at the year-end questions advisors are hearing from families.

Featuring: Scott Garsson and Greg Starita

Guide to the Markets

Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Market Strategist for the Americas, will host two webcasts on October 2nd to discuss key themes from the 4Q26 Guide to the Markets. As investors enter the final quarter of 2026, markets are balancing a unique mix of risks and opportunities, including:

• Geopolitical tensions and higher oil prices
• A higher-rate environment and the path of interest rates ahead
• AI-fueled economic and earnings growth, albeit with growing market concentration
• Upcoming U.S. midterm elections and their implications for policy and market

Using slides from the 4Q Guide to the Markets, Dr. Kelly and Gabriela will discuss the outlook for the economy and policy, as well as investment opportunities across asset classes in both public and private markets. Their remarks will be followed by a Q&A session.

Featuring: Dr. David Kelly and Gabriela Santos

Access in Action: JPMorgan Private Markets Fund (JPMF) Quarterly Update + Live Q&A

Private equity is evolving, and access can be a differentiator. Join our investment leaders for an interactive quarterly update on the JPMorgan Private Markets Fund (JPMF) and how access to private equity can help advisors navigate today's market environment. In this webcast, we’ll discuss:

• Opportunities we're seeing across small-to-mid-market companies and the potential implications for investors
• Trends in the secondary market, recent fund transactions and co-investments, and how we're positioning the portfolio today
• Real-world case studies that showcase our sourcing, underwriting, and execution capabilities

The webcast will conclude with live Q&A, giving attendees the opportunity to engage directly with our portfolio managers.

Featuring: Ashmi Mehrotra and Spencer Kubin

Investment Quarterly Insights: Fixed Income Outlook

Join us for a fixed income webcast with behind-the-scenes insights from our recent Investment Quarterly strategy meeting. We’ll shed light on the debate among our senior fixed income investors and their roadmap for the macroeconomic landscape and what it means for bond markets in the second half of the year.

Featuring: Kay Herr and Ed Fitzpatrick

Strengthen your core with Portfolio Insights and an active approach to fixed income

This webcast examines the limitations of passive strategies, which often overlook a significant portion of the U.S. bond market, and highlights how active management and sector diversification could enhance risk-adjusted returns and provide greater flexibility in navigating today’s market complexities.

Featuring: Corey Hill and Rick Figuly

AI-conscious asset allocation: Portfolio construction in a capital investment boom

The AI capital investment boom is moving at an unprecedented pace and scale. Investors will need to reconsider past assumptions about portfolio risk diversification. Register for the webcast to hear from our experts on an AI conscious allocation framework—spanning equities, growth/venture, credit, infrastructure and real assets—and how to stress-test portfolios for AI-specific scenarios.

Featuring: Jared Gross, Stephanie Aliaga, Samrawit Soquar and David Maccarrone

September FOMC: Steady rates amidst rising crosswinds?

After Chairman Warsh’s Jackson hole speech, markets are divided on whether there will be a September rate hike. The Fed’s September 16th meeting will settle this question and will shape expectations moving forward, meanwhile investors will need to ponder:

• Will inflation continue to drift down?
• Has the Fed’s reaction function shifted in line with its more hawkish rhetoric?
• How does increased AI investment change the Fed’s economic outlook?
• Can AI tailwinds continue to drive U.S. equities higher despite elevated valuations?
  
  
  
  

Featuring: Dr. David Kelly and Jordan Jackson

Positioning for What's Next: Turning Market Insights into Better Portfolio Decisions

The presentation provides an understanding of current market dynamics and their implications for investment portfolios, using select slides from the Guide to the Markets, Insights into Portfolio Construction and analytics from our Portfolio Analysis tool. It then delves into how that research is being put into practice in model portfolios and asset allocation.

This event is eligible for one hour of CE credit for the following designations:

AIF/AIFA/PPC, CFP, CTFA/ICB, CFA, CFFP/CRPC/CRPS/RP, CIMA/CPWA/RMA and CLU/ChFC/PRP/RICP

Featuring: Meera Pandit, Corey Hill and Amy Foland

Now’s the time to diversify fixed income portfolios with Strategic Income

Featuring: Bill Eigen

3Q26 Guide to Alternatives

Alternatives Big Picture

Featuring: Dr. David Kelly and Aaron Mulvihill

Now’s the time to diversify fixed income portfolios with Strategic Income

Featuring: Bill Eigen

3Q26 Guide to Alternatives

Deep Dive: Convergence in Public & Private Markets

Featuring: Aaron Mulvihill, David Lebovitz and Jeff Bracchitta

SmartRetirement 2Q 2026 Update: Leveraging Active Equity and Fixed Income Management for Long-Term Retirement Success

Join us for a 2Q 2026 update on the JPMorgan SmartRetirement Blend Mutual Funds and JPMorgan SmartRetirement Mutual Funds.

Featuring: Anshul Mohan and James Connors

Beyond the Rally: Finding Opportunity Through Equity Income

Join us to learn how the JPMorgan Equity Income Fund's quality-oriented value approach seeks to uncover durable businesses, manage risk and identify opportunities without losing sight of long-term fundamentals.

Featuring: Andrew Brandon

Equity Outlook: Beyond Passive—Capturing U.S. Growth

Join us for a discussion that starts with a high-level global and U.S. equity outlook, then dives into our active, fundamental Large Cap Growth strategy — how we seek to capture market leadership while managing risk.

Featuring: Giri Devulapally and Paul Quinsee

Flex beyond your core fixed income

Join our webcast to explore the JPMorgan Flexible Debt ETF (JFLX)—an actively managed, unconstrained strategy designed to invest opportunistically across markets and sectors without benchmark limits.

Featuring: Iain Stealey

July FOMC: Resolute or Patient? The Fed and Inflation

On July 29, following the FOMC decision, Dr. David Kelly and Gabriela Santos will unpack the latest shifts in Fed policy, the impact of global events on earnings, and the evolving AI landscape. Join our speakers for a timely analysis.

Featuring: Dr. David Kelly, Gabriela Santos and Lisa Sawyer

Models & Markets

Join our speakers for an understanding of current market dynamics, investment themes and their implications for investment portfolios, using select slides from the Guide to the Markets. Market drivers—including inflation, interest rates, labor market dynamics, earnings and global trends—will also be discussed.

This event is eligible for one hour of CE credit

Featuring: Sharika Cabrera and Jack Manley

Now’s the time to diversify fixed income portfolios with Strategic Income

Featuring: Bill Eigen

Research Analyst roundtable: How long can AI demand outstrip supply?

Join our Research Analysts for a cross-asset discussion.

Featuring: Evan Olonoff, Aga Zmigrodzka, Amod Gautam and David Lebovitz

Exploring flexible bond strategies for income potential

Discover how a thoughtfully diversified bond portfolio may help manage volatility and uncover compelling income opportunities in today’s evolving market.

Featuring: Andrew Norelli

Quarterly DC Review

Featuring: Tina Anstett and Jack Manley

Beyond the IPO: Capturing Growth and Alpha in Converging Public and Private Markets

Gain insights from industry leaders on navigating this evolving landscape.

Featuring: Dr. David Kelly, Paul Quinsee, Paris Heymann and Aaron Mulvihill

3Q26 Guide to the Markets

Join our speakers as they discuss the investment landscape using slides from the 3Q26 Guide to the Markets.

Featuring: Dr. David Kelly and Gabriela Santos