Managed Portfolio Strategies at J.P. Morgan
We design portfolios and strategies that are tailored precisely to help meet your objectives. By harnessing our size, scale and influence, you will have exclusive access to investment opportunities and a carefully considered roadmap to your financial future. Entrusting your vision for your wealth to us is our greatest responsibility.
In investing, one size doesn’t fit all.
Whether you need tax efficiency, a strong core or tactical strategies to help optimize your investment returns, we have you covered.
Tax-Smart
Our tax-smart strategies help you increase your after-tax returns. Proactive tax management is essential when markets are volatile or returns expectations are low.
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Chief Investment Office
Our Chief investment Office (CIO) offers a set of holistic strategies that can be the building blocks or the entirety of your core portfolio.
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Thematic
Our thematic approach offers opportune strategies to capitalize on timely market themes. Themes can be implemented through single line portfolios, mutual funds or alternatives.
Talk to your J.P. Morgan team to learn more about managed strategies
Related Insights
We empower clients to achieve their long-term aspirations through thoughtful portfolio advice and strategic guidance.
Our global team is invested in your success
Our team of over 50 professionals collaborate to help implement optimal strategies for your portfolio, manage risk, and employ investment analytics with institutional quality to help minimize your risk exposure as markets evolve.
FAQs
By harnessing our size, scale, and influence we provide exclusive access to investment opportunities and we seek the best-in-class Portfolio Managers.
Our team offers advice to help you with your financial goals, whether it’s planning for retirement, savings, maximizing your after-tax returns or transitioning your wealth.
A separately Managed Account (SMA) is a portfolio of assets, similar to an ETF or Mutual Fund. However, when you invest in an SMA, you own each underlying holding. This approach allows you more personalization and control of your investments. A Separately Managed Account can be held within a UMA (Unified Managed Account), which is an investment account that can include a variety of investments, like ETFs, Mutual Funds and SMAs, all in one place.
Diversification is an investing principle which seeks to optimize risk and maximize positive outcomes. At JPMorgan, we are laser-focused on risk and leverage a vast toolkit of solutions to diversify portfolios.
J.P. Morgan Private Bankers work with innovators, entrepreneurs, industry leaders and their families to help them achieve what they envision and make a difference. We can do the same for you. We offer you meaningful advice for today, tomorrow and future generations.
We know cost matters, which is why we are constantly innovating to deliver the best value possible. We believe our Managed Portfolios have a competitive pricing scheme.
Your JPMorgan team can guide you through a custom transition plan, tailored to your preferences and needs.
