Investing in equities
Stocks are the growth engines of your portfolio. The investment opportunities you’re after could lie anywhere. Whether you’re investing in a single company’s stock or creating a portfolio of diversified equities, J.P. Morgan Private Bank connects you to every corner of the global markets. That’s why our clients trust us with our industry-leading investment advice and execution expertise. Our Equities Trading Desk manages over $450 billion in stock transactions and more than 21 million trade orders every year.*
Our platform helps you expand your investing horizons. Strategists. Economists. Traders. Derivatives professionals. A coordinated team combining our distinct market insights with rigorous fundamental analysis. Backed by our exceptional trading platform. The result? Access to our global thinking to help you achieve your goals.
Strategy and execution are two sides of the same coin
To invest with vision, you need a high-conviction market perspective. We develop ours by distilling information from our teams of strategists, economists, trading and derivatives professionals worldwide. And once we do, we work with you to decide which ideas may be right for you. And offer comprehensive trading capabilities to put them to work in your portfolio.
Our strategists look for compelling equity investment opportunities in the global markets, using insights formulated for our economists and industry-wide, institutional research. And we look at these market trends through the lens of clients like you.
Our priority is finding the optimal way to trade for you. Our traders are not required to execute through J.P. Morgan if third-party brokers can do it more efficiently and at better cost. You also get direct market access and state-of-the art tools and technology. We work to meet your needs—including but not limited to:
- If you need help hedging risks and managing exposure levels in your stock portfolio, we offer strategy and execution services for structured notes, listed options, and over-the-counter derivatives.
- If you are a business owner or a corporate executive with company stock, we can help you navigate regulations and develop an effective wealth transfer strategy—including executing and monitoring a 10b5-1 plan.
*Source: J.P.Morgan Private Bank. Data includes transactions from the following Lines of Business: Global Private Bank, Chase Wealth Management and JP Morgan Advisors. Data as of December 31, 2020.
We have decades of experience and a global footprint. But we deliver our strategy and execution intelligence one-on-one—to help fulfill your individual investment goals.
Always with your total porfolio in mind
Our equities teams don't act in isolation. Our Global Markets Council brings together professionals from fixed income, alternatives and currencies, commodities, and rates in every region, and across our managed and brokerage platforms, to share opportunities to deliver our global, holistic thinking to you and your portfolio.