Shareholder Account Services - J.P. Morgan Asset Management

Shareholder Account Services

Shareholder Website

We will continue working to improve your site experience by adding new features. Please see our Shareholder Account Access FAQs for immediate answers to many common questions.

Financial Advisors can call our Advisor Service Center to speak to a financial professional at 1-800-338-4345.

Direct Shareholders and all other inquiries should call Shareholder Services to speak to a representative at 1-800-480-4111.

Tips for preventing fraud

In uncertain times, it’s even more important to protect your financial identity from hackers.

Read more about J.P. Morgan's helpful tips for safeguarding your accounts, assets and personal data.  

Personal Performance

You can now view the performance of your accounts for the previous quarter, year to date, and for a rolling 12 months. Integrated charting tools provide a visual representation of your data. Personal Performance can be accessed from the History options.

Market Insights

Stay up-to-date with Weekly Market Recaps and Weekly Economic Updates from our Market Insights team. Look for Insights into the markets on the left side of your Account Summary.

Enhanced appearance and navigation

We want to deliver the best possible online experience to you, bringing intuitive navigation and a simplified way to find information and perform transactions in your accounts. We’ve also provided links to easily access fund information and Insights.

Account Activity Alerts

You will now have the option to receive instant account alerts by email when you perform a transaction or update your account online. For more information, please see the eDelivery Options located in the Preferences section on your account.

Contact Information and Electronic Delivery Preferences

You can now manage your contact information such as phone number, email address, and electronic delivery preferences online. For more information, please see the Preferences section on your account.

More to Come

Look for new features coming in 2019. View the beneficiaries of your account. Receive important notices in your account’s inbox. Improved compatibility with mobile devices allow you to access your account on the go.