Investment Solutions
Mutual Funds Mutual Funds Providing a wide range of strategies designed to meet your allocation needs
Institutional Investing & Advisory Institutional Investing & Advisory Delivering tailored portfolio solutions across the full investment continuum
Liquidity Investments Liquidity Investments Offering short-term investment management solutions for institutional clients worldwide
Retirement Capabilities Retirement Capabilities
Helping drive desired retirement outcomes with a broad range of investment strategies and services
Mutual Funds: Overview
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Our partnership commitment

At J.P. Morgan Funds, our goal is to earn your confidence by assuring you that you have entrusted your assets to an industry leader. We are committed to partnering with you to provide the highest level of industry-leading investment insights, solutions and support to help you achieve your investment goals.

  • One of the most respected financial institutions in the world
  • Strong reputation - based on a long heritage of character, intelligence and strength
  • Industry leadership
  • Teams of service-oriented professionals focused on your success

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What we offer
  • Mutual Funds
    Explore our extensive line up of award-winning funds
  • Variable Insurance Portfolios
    Review our collection of portfolios for variable annuity contracts and variable life insurance policies
  • 529 College Savings Program
    Sponsored by the State of New York, the Advisor-Guided Plan provides a tax-advantaged way for families to save for the future costs of higher education.
Mutual Funds: Thought Leadership
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Market Insights
This program is designed to provide financial professionals and their clients with the tools and knowledge they need to make informed investment decisions more confidently. Learn more

to the Markets

Use this "little book" to help explain the impact
of key market events
and economic trends.
Market Recap

Start your week with
this snapshot of market performance, statistics and trends.

Economic Update
Stay current on major economic developments.
Institutional Investing & Advisory: Overview
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J.P. Morgan Asset Management pairs disciplined processes with dedicated professionals, backed by the resources of one of the world’s leading financial institutions.

Institutional Investing & Advisory: Thought Leadership
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Intellectual capital

Our thought leadership demonstrates an incomparable ability to tap our global, multi-asset class, multi-process organization for original insight that helps clients make better investment decisions.

Research and Publications

Our published intellectual capital support client investment issues.


Our accomplished investmentprofessionals bringyou their latest investment andportfolio management ideas in an online forum.


Sponsored regionally throughout the year, our educational forums allow clients to remain abreast of the latest investment ideas and trends, as
well as our innovative strategies and forward-thinking solutions.
Commentary Series

This series monitors and interprets the markets, delivering updates and insights reflecting a prism of perspectives across asset classes, geographies and investment platforms.
Liquidity Investments: Overview
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Create a partnership with the leader in liquidity

We provide the essential qualities for a powerful investment partner with our global capabilities, conservative investment culture, expert insight and industry leadership.

Benefit from working with the industry leader
  • Seamless investing globally and locally
  • Active approach to managing credit
  • Depth and breadth of quality products
  • Access to expert industry insights and analysis
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What we offer

J.P. Morgan Global Liquidity offers
best-in-class investment solutions within a range of currencies, risk levels and duration, including:

Liquidity Investments: Thought Leadership
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Gain insight
Market expertise is one of the most valuable resources J.P. Morgan Global Liquidity offers. Through a wide range of publications and commentary, our staff team of worldwide fund managers, analysts, researchers and traders provide exceptional global and local knowledge.

Liquidity Insights
Liquidity Insights provides valuable information on investment trends, market news and the economy from both a global and local perspective.
The latest insights from our team of experts.
We conduct yearly surveys of corporate treasurers around the globe. See how your liquidity management processes compare to your peers.
Retirement Investments and Services
A stronger future begins with a thoughtful partner.
Holistic Approach

Building and managing a retirement plan requires a series of important decisions that are strategically interconnected

Broad array of solutions for each menu tier

Plan Design
Strategic framework to help you meet your goals

Innovative programs and solutions tailored by audience with multiple delivery points

Strong execution to help plan sponsors alleviate burdens, meet fiduciary requirements and drive toward enhanced outcomes

Comprehensive Capabilties

While needs vary, our comprehensive solutions all incorporate the best thinking of J.P. Morgan.

Defined contribution

Investment solutions
Helping drive desired outcomes with a broad range of investment strategies

Retirement Plan Services
Providing a full-service offering across all market segments 


Intellectual Capital

Sharing our intellectual capital to help strengthen your ability to improve retirement outcomes

Retirement Insights
Research, perspectives, legislative and regulatory updates and tools to address retirement themes and challenges 

Market Insights
Timely information on the markets and the economy, including the Guide to the Markets

Retirement Investments and Services
A stronger future begins with a thoughtful partner

Retirement Insights

J.P. Morgan offers insights and industry-leading tools that help participants, plan sponosors and advisors meet the retirement challenges of today.

Target Date Compass
Provides an objective framework that helps identify the target date type that is best aligned with the plan's goals and objectives
Decoding Target Date Fund Design
Helps evaluate seven key factors to determine the target date fund strategy that is best aligned with your plan's goals

Legal disclosures

This website is intended to report solely on the investment strategies and opportunities identified by J.P. Morgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but J.P. Morgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors; if you have any doubts you should consult your J.P. Morgan Asset Management Client Adviser, Broker or Portfolio Manager. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. You should consult your tax or legal adviser about the issues discussed herein.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

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