Thematic investing strategies
Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.
When you’re looking for experienced professionals to invest on your behalf, you have a lot of choices. At J.P. Morgan, we understand that no two investors are alike. Our client-first philosophy starts with a dialogue focused clearly on your objectives and the best way to meet them. The result is a broad array of managed strategies to help you meet your goals—according to your preferences. We think this sets us apart. If you do too, we’d like to get started.
J.P. Morgan Private Bank considers your short-, medium- and long-term financial objectives to develop an investment management plan that’s tailored for you. Using a holistic, goals-based approach, our investment management specialists aim to deliver targeted advice and thoughtful solutions.
Starting with your goals, we help you construct a managed investment account using strategies that work with your time horizon and tolerance for risk. All across traditional asset classes, and including hedge funds, private equity, alternative investments and real estate.
What sets us apart? Our research and institutional investment capabilities are the foundation of our fiduciary responsibilities and how we manage money. We then tailor them to meet the needs of each client.
Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.
Well-managed investments are crucial to your ability to make an impact. As a leading outsourced chief investment officer (OCIO), we can handle your organization‘s complex investing challenges, freeing you to focus on your mission.
Please tell us about yourself, and our team will contact you.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
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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.
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