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CONTINUE Go Back
  1. Separately Managed Accounts

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  • Separately Managed Accounts (SMAs)
  • Explore SMAs
  • Tax-Smart Platform
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Portfolios made personal with J.P. Morgan SMAs

SMAs allow you to offer your clients customized strategies that give them greater control over their investments and taxes.

Download client brochure

Learn about the benefits of our SMAs

1. Enhanced tax management

With a traditional SMA, investors own the underlying stocks or bonds directly, giving you more control over realizing capital gains or losses to help reduce taxes and increase after-tax return potential.

SMAs on our J.P. Morgan Tax-Smart SMA Platform offer even greater tax-management capabilities than traditional SMAs.

2. Portfolio customization

SMAs allow investors to establish guidelines for managing investments in line with their personal beliefs and needs. For instance, you could restrict investment in specific companies or target income that is exempt from your client’s state’s taxes.

3. Broad transparency

Many SMAs offer real-time account access showing exactly what is owned and how it’s performing. Investors may also get a clear view of transactions, fees, cost basis and other information needed to monitor progress and manage taxes.

4. Investment expertise

J.P. Morgan SMAs are guided by teams of experienced portfolio managers, analysts and traders. This professional oversight, combined with customization and tax efficiency, provides a level of service once reserved for only large institutions.

Asset class capabilities

J.P. Morgan's breadth of capabilities allows us to offer a diverse range of SMAs across asset classes that help you build stronger portfolios for your clients.

Equity

Our equity expertise is founded on deep resources across regions and sectors. Delivering consistent results is at the heart of everything we do. Our equity SMAs are offered across a broad range of investment styles and geographies.

  • US Core

  • US Growth

  • US Value

  • Thematic

  • International

Explore Equity SMA Offerings
Run on-demand Equity transition analysis

Fixed Income

Our fixed income platform offers a powerful combination of expertise, deep resources and time-tested processes. Our customizable SMAs offer flexibility and transparency and seek to deliver income with a focus on capital preservation.

  • Municipals

  • Taxable Investment Grade

  • High Yield

  • Preferreds

Explore Fixed Income SMA Offerings
Request fixed income transition analysis

Index

J.P. Morgan has over 30 years experience managing passive index strategies with over $70 billion in indexed assets. Index SMAs on our Tax-Smart SMA Platform pair this expertise with active tax management and personalization.

  • US Large Cap Core

Explore Index SMA Offerings
Learn about our Tax-Smart SMA Platform

SMA Educational Resources

J.P. Morgan offers a range of educational materials that can help clients understand the unique characteristics and benefits of SMAs.

Download SMA Client Brochure

Download Tax-Smart SMA Platform Client Brochure

Advisor Tools

Explore our suite of portfolio construction and transition analysis tools to help you build stronger portfolios for your clients. 

Portfolio Analysis

Investment Comparison

Bond Ladder Illustrator ™

Request transition analysis

J.P. Morgan – the right SMA Partner

Client Service

Our dedicated team will guide you through account opening and onboarding to help you deliver a seamless experience for your clients.

Portfolio Review

We offer detailed portfolio reviews and transition analysis proposals for clients funding with existing securities.

Customization

We can help you establish customization guidelines in line with your clients’ values, investment and tax needs.

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Tax-Smart SMAs, powered by 55ip

Learn more
Download client brochure

IMPORTANT INFORMATION: Separately Managed Accounts (SMAs) are not mutual funds. SMAs are discretionary accounts managed by J.P. Morgan Investment Management Inc. (JPMIM), a federally registered investment adviser.

Professional money management may not be suitable for all investors. It should not be assumed that investments made in the future will be profitable.

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