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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

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Our investment advice, tailored to you.

Aligned interest

Portfolio managers across our managed strategies are compensated in relation to the performance of your investments. For example, our CIO team are required to invest a portion of their compensation back into the strategies they manage so their interests are aligned with yours.

Access to opportunity

We offer access to proprietary partnerships, institutional resources, and strategies that are capacity constrained or exclusive to our clients often at fee levels that take advantage of our size and scale.

Customized implementation

We provide holistic advice, customized to your needs — aligning with your risk appetite, time horizon, and preferences.

Innovation

We are constantly canvasing for emerging technology and otherwise build the tools that can increase precision, improve flexibility and lower costs for you.

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We empower clients to achieve their long-term aspirations through thoughtful portfolio advice and strategic guidance.

Nancy Rooney

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. 

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Important Information

Alternative Investments: Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are generally not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.

Some of the products and/or services mentioned may not be available in all jurisdictions. • Note: These are ONLY supplementary information and MUST be read together with the fund factsheets, prospectus and/or other relevant offering materials. The funds described herein are not available to the general public and may only be promoted in Hong Kong to Professional Investors and in Singapore to Accredited Investors. • Real estate, hedge funds, and other private investments may not be suitable for all individual investors, may present significant risks, and may be sold or redeemed at more or less than the original amount invested. Private investments are offered only by offering memoranda, which more fully describe the possible risks. There are no assurances that the stated investment objectives of any investment product will be met. Hedge funds (or funds of hedge funds): often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; are not required to provide periodic pricing or valuation information to investors; may involve complex tax structures and delays in distributing important tax information; are not subject to the same regulatory requirements as mutual funds; and often charge high fees. Further, any number of conflicts of interest may exist in the context of the management and/or operation of any hedge fund. 

© $$YEAR JPMorgan Chase & Co. All rights reserved.

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.