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*JPMAM employee in location. | 1. Data is updated annually, as of December 31, 2020. | 2. Morningstar; as of September 30, 2021. | Source: J.P. Morgan Asset Management, as of September 30, 2021.
Note: AUM as of September 30, 2021. Numbers may not add up due to rounding. 1. AUM by asset class includes AUM managed on behalf of other investment teams. 2. iMoneyNet Fund Analyzer, iMoneyNet and iMoneyNet Offshore; based on AUM data as of September 30, 2021. 3. Includes $25bn of Solutions Direct AUM. 4. Morningstar, US Fund Target Date categories. Analyst rating as of March 2020; applies to SmartRetirement and SmartRetirement Blend mutual funds only. The Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by various Morningstar, Inc. subsidiaries (“Manager Research Group”) which, in the U.S., is Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. Funds are evaluated based on five key pillars – process, performance, people, parent and price – to determine how they may likely perform relative to a benchmark over the long term on a risk-adjusted basis. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A rating of Gold, Silver or Bronze reflects the expectation of a fund's prospects for outperformance. The expectations and methodologies differ between active and passive funds. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. For more details about Morningstar’s Analyst Rating, including its methodology, go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx.The Morningstar Analyst Rating should not be used as the sole basis in evaluating a fund, involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and should not be considered an offer or solicitation to buy or sell the fund.
In the 27ᵗʰ edition of the research, the forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10–15 years leaps from 4.30% last year to 7.20%.
Stephen Squinto, Ph.D., Gaurav Gupta, M.D. and Anya Schiess join J.P. Morgan as Managing Partners; Industry luminaries to act as Strategic Advisors to support new team
Strategy is the first from J.P. Morgan to combine active management with portfolio customization, daily tax-loss harvesting, and tax-smart transitions.
JPMAM's thematic active ETFs will seek to provide clients access to alpha opportunities through a range of sustainable themes.
J.P. Morgan Asset Management today announced the upcoming exchange listing transfer of the JPMorgan Ultra Short Income ETF (JPST) from Cboe BZX Exchange, Inc. to NYSE Arca, Inc. effective on September 15, 2022, at market open.
Mr. Rubino to join from Edelman Financial Engines to lead the firm's retirement business; Brant Wong appointed as Head of Retirement Platform across product, service and sales
Funds are expected to liquidate in September 2022
Unifies two industry-leading growth strategies into one actively managed ETF
Andrew Carter to Head Private Credit Secondaries in J.P. Morgan Alternative Asset Management team; Tim Henn to Lead Secondary Investments in Private Equity Group.
Commitments made to United Negro College Fund, Kingsborough Community College (NY), Lee College (TX) and Youth Guidance
J.P. Morgan will construct a return-enhancing private equity portfolio focused on technology, growth and buyouts in Florida
Mr. Yem joins J.P. Morgan from BlackRock to support Defined Contribution business
Listing of JPMorgan International Research Enhanced Equity ETF (JIRE) brings firm's fast-growing active ETF complex to 22 active strategies
Lynstone Fund II represents the second fund from J.P. Morgan Asset Management's $3.5 billion Global Special Situations team
Biggie joins J.P. Morgan from Prudential Financial
Moghadam joins J.P. Morgan from Point 72
Digital platform leverages 55ip's ActiveTax® technology to allow advisors to create customized, tax-efficient portfolios; Custom Invest - U.S. Large Cap Equity is the first strategy on platform, benchmarked to S&P 500
JPMAM's first ETF to invest primarily in the equity securities of large cap companies listed on The Nasdaq Stock Market®
Industry Veteran Brings Extensive Private and Public Experience to Firm's Efforts
10th edition of Guide examines impacts of longevity, spending behaviors and inflation on retirement
J.P. Morgan Announces New Private Equity Team Focused on Sustainable Growth, First Strategy to Target Investments in High Growth Private Climate Companies
J.P. Morgan Releases 2022 Alternatives Outlook Urging Investors to Embrace Megatrends to Overcome Challenging Public Markets
J.P. Morgan Asset Management has recently launched its first mutual fund employing a data science-driven investment process, combining fundamental research, data insights, and risk management to identify attractively priced equity securities.
J.P. Morgan Asset Management (JPMAM) today announced the launch of JPMorgan Climate Change Solutions ETF (TEMP), the firm’s first active, sustainable ETF.
J.P. Morgan Global Alternatives today announced the appointment of Raphael Gonzalez as a Managing Director and Senior Investment Specialist across commercial mortgage loans, infrastructure debt and direct lending.
Industry-first research draws upon real-world data to explore Defined Contribution plan participants' holistic lifecycle from saving to spending
Inaugural publication, Getting Real About Rates, considers strategies for investors to overcome negative real bond yields
The active equity ETF will employ the expertise of J.P. Morgan's Global Equities platform, creating a unique portfolio that offers differentiated alpha potential in the value space.
The smartphone and tablet-enabled platform offers clients a new way to access interactive analysis on major economic themes impacting markets and investors Image embedded in Press Release also attached. Placement is just above the "About J.P. Morgan Asset Management's Market Insights" section - can be seen in the doc attached as well.
Sikora joins Growth Equity Partners to help lead the platform's investing efforts on the West Coast
New solution to leverage J.P. Morgan insights into U.S. households and two decades of research into plan participant behavior to help participants transition from saving to spending in retirement Changes planned to manage SmartRetirement target date fund series for an additional 35 years past the target retirement year
Combining Mutual Fund and ETF Boards also proposed; moves would expand firm's fast-growing active ETF complex to 17 active strategies
New team to leverage deep sourcing and investment capabilities in direct lending, as part of J.P. Morgan Private Capital
Findings from Sixth Research Study Shows That Many DC Plan Participants Appear Unsure About Retirement Planning
Provides direct access to Forestry sector and alignment with UN Sustainable Development Goals and Principles of Responsible Investing J.P. Morgan Asset Management Acquires Campbell Global, a Leading Player in Forest Management and Timberland Investing
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives
The Board of Trustees of the J.P. Morgan Exchange-Traded Fund Trust has approved a reverse split of the shares of six ETFs.
Guide Analyzes Key Issues Impacting Retirement Planning in 2021
J.P. Morgan Asset Management to make initial $25 million investment in funds managed by diverse emerging managers
Employing the scale and expertise of J.P. Morgan's Global Equities platform, both funds seek broad S&P 500 equity exposure while hedging overall market risk relative to traditional long-only equity strategies.
Report Highlights Opportunities Across Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure, other Real Assets and Liquid Alternatives
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