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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 knowledge. 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.

 

 

To learn more about equities and opportunities for your portfolio, please reach out to your J.P. Morgan team.

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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. Annuities 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.