About Us

What you may know about J.P. Morgan

  • One of the most respected financial institutions in the world
  • Strong reputation - based on a long heritage of character, intelligence and strength
  • A strong global organization with more than $1.2 trillion in AUM1
  • Over a century serving institutional investors, financial advisors and affluent individuals around the world

What you may not know about J.P. Morgan

  • Fourth-largest mutual fund firm in the U.S.2
  • Largest international AAA-rated liquidity fund complex3
  • Largest hedge fund manager in the world4
  • Second-largest U.S. institutional private equity manager5
  • Largest U.S. institutional real estate equity manager5
  • Manages well over 100 mutual funds, as well as separately managed accounts and retirement products

  1. Based on AUM for the Asset Management (JPMAM, PB, PWM, Bear Stearns PCS) division of JPMorgan Chase & Co. as of May 31, 2010
  2. Lipper, April 2010
  3. iMoneyNet, December 2009
  4. Pensions & Investments, "World's Largest Hedge Fund Managers" (March 2010)
  5. Pensions & Investments, "Largest Money Manager's Directory" (May 2010)
View our corporate capabilities brochure

That process requires:


  • Experience to recognize opportunities
  • Vision to respond with sound strategies
  • Discipline to adhere to those strategies


  • Determine your goals and objectives
  • Gain familiarity with the market insights, resources and product solutions available to you through J.P.Morgan
  • Identify the products and solutions that are compatible with your goals
  • Talk to your financial advisor

Investments in mutual funds are subject to market risk, which is the risk that when the market as a whole declines, the value of a specific investment will decline proportionately. This systematic risk is common to all investments and the mutual funds that purchase them.