Investing

We build our investing strategy around you: your goals, your risk tolerance, your liquidity needs and your investing style. We then use the resources and expertise of the entire firm to build a bespoke strategy for you, delivering a customized asset allocation and implementation plan, shaped around you.

What sets our investment offering apart?

ACCESS

ACCESS

The size, scale and influence of JPMorgan Chase gives you access to strategies, services and the intellectual capital of our experienced professionals.

CUSTOMIZATION

We tailor our portfolios to suit your specific goals, while helping you navigate the impact of volatile markets with the aim to preserve and grow your assets in a cost-efficient way.

INNOVATION

Where we see a growth opportunity or unmet need in the market, we build new products and strategies to give you exclusive access.

An investment platform that starts with you and your needs.

Investment Platform

When investing there is no one size solution that fits all needs – our platform allows you to choose how you work with us. Our highly personalized Goals-Based Planning approach maps your assets and aspirations though four lenses: Liquidity, Lifestyle, Legacy and Growth. This approach helps you align the wealth you’ve worked hard to build and the life you and your family aspire to live.

Once your goals are established, we offer three distinct pathways to collaboration: ENTRUST, ENGAGE, and EXECUTE. These options cater to individual preferences and allows you to select a single approach or combine elements from all three to suit your portfolio needs. Each avenue is underpinned by the research capabilities of our Global Private Bank.

Learn more about Goals-Based Planning

Managed portfolio solutions

ENTRUST: A fully managed investment approach that provides customized portfolios and access to over two thousand strategies across single or multi-asset, mutual funds, and separately managed accounts.

Customised investment portfolios

ENGAGE: Our most collaborative investment approach that provides an ongoing dialogue with your dedicated investment advisor to continuously build and shape a nimble investment portfolio that adjusts to your changing needs, risk tolerance, and priorities.

Trading Services

EXECUTE: A self-directed investment approach that provides you with much more than just trade execution. With access to over 650 investment professionals, EXECUTE, includes access to research, tools, and deal flow from the Firm’s Investment Bank one of the World’s Best Investment Banks.

Brokerage

At the Private Bank, we give you more than just execution. You‘ll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.

Alternative Investment Strategies

Exploring a range of opportunities that can enhance investment returns and portfolio diversification beyond traditional markets.

Sustainable Investing

Our sustainable investing approach offers a more personal way to think about your wealth by aligning your portfolio with your principles. We can guide you.

Explore Investing Insights

VIEW ALL INSIGHTS

Economy & Markets

Markets & Investing

From market updates to long-term strategic thinking, we tap the extensive knowledge and experience of our economists,…

Michael Cembalest

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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 for key important J.P. Morgan Private Bank information 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.