Concentrated stock position strategies
Concentrated equity positions can be a source of wealth creation but pose complex risks. That is why we have formed a dedicated team of professionals who can guide you through strategic management of these important assets.
Diversify a concentrated stock position
What are your priorities? Whether you want to garner liquidity to help support your lifestyle, gift to the next generation, donate to charity or protect your wealth through diversification, our team can help you build a plan to meet your goals. We partner with entrepreneurs, business owners, individuals and families to help best position portfolios to reduce risk and make large stock positions a key component in your wealth management strategy.
Benefit from an end-to-end service
Our Strategic Equity team offer a series of services that can help you meet your goals. By partnering with us, you can tap into our experienced group of professionals to guide you through topics around disclosure, legal and regulatory, all tailored according to local jurisdictions. You can also benefit from a holistic partnership with one of the world’s leading investment banks.
A full spectrum of investment strategies to manage your large stock position
Concentrated stock positions can create substantial wealth but also dramatic losses for you and your family.
The Agony & The Ecstasy
This celebrated paper by Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, looks at 40 years of stock performance—including recent market events—and the risks and rewards of concentration.Learn more
The risks and rewards of a concentrated stock position: Europe edition
Inspired by Michael Cembalest's The Agony & The Ecstasy, our European paper aims to quantify the risks of concentrated stock positions through an example of the U.K. stock market. The paper highlights several case studies of business failure in Europe, also examining strategies to manage concentrated portfolio risk.Learn more
The risks of concentrated stocks in Asia
In our Asian paper also inspired by Michael Cembalest's work, we broaden the scope of the research and test the hypotheses in an alternate geographical and economic context, focusing on the Hong Kong and Singapore exchanges.Learn more
The risks and rewards of a concentrated stock position: Latin America edition
This paper, also inspired by Michael Cembalest's The Agony & The Ecstasy, outlines the risks and rewards of holding large stock positions looking at the MSCI EM LatAm Index from 1995 to 2023.Learn more
A global team that delivers a unique customized experience shaped around you.
Our clients have built wealth in many ways, be it earned by an entrepreneur or business owner, accrued by an executive, passed down through inheritance, or accumulated through a well-timed investment. During the 200+ years J.P. Morgan has been advising wealthy families around the world, we have had the privilege of guiding each of our clients through every step of their journey, whatever the market conditions.
We have a broad understanding of managing wealth for families across multiple jurisdictions and how to navigate the tax complexities involved.
Institutional connectivity & know-how
A close partnership with dedicated partners in our market leading Corporate & Investment Bank allows clients to access the full breadth of the J.P. Morgan franchise.
A partnership that endures
We believe in building a lasting relationship with you and providing continuous advice throughout your wealth lifecycle.
Our dedicated team are experts at managing the legal and regulatory issues that come with concentrated stock positions.
A global presence
J.P. Morgan Private Bank has extensive capital markets presence with best-in-class trading capabilities, resources and insights.