Be tax active with J.P. Morgan
When it comes to taxes, there’s nothing clients want more than to pay less. Partner with us for insights, tools and investment solutions that make it easy to actively build tax savings into portfolios.
Help your clients keep more of what they earn
Our Tax-Smart Platform offers a range of direct index and actively managed separately managed accounts (SMAs), so you can deliver tailored, tax-managed solutions to your clients.
J.P. Morgan Tax-Smart SMAs
Actively managed and direct index SMAs to help you build tax-smart portfolios
Imagine what clients could do with the taxes they save
Even small tax bites can have a big impact over time, as shown in this chart.
- The cost of a college education: Losing 1% of a portfolio’s value to taxes each year costs $326,000+
- The cost of a new home: Losing 2% of a portfolio’s value to taxes each year costs $625,000+
It’s not surprising that tax management is ranked as the #1 financial need for households with $5 million or more in investable assets.1
Potential impact of taxes
10-year growth of $1 million invested in U.S. large cap equities, with and without taxes2
¹ Cerulli Associates, The Case for Direct Indexing: Differentiation in a Competitive Marketplace, December 2022.
2 J.P. Morgan Asset Management, Factset, as of December 2024; US large cap equities represented by the S&P 500 index. For illustrative purposes only. You cannot invest directly in an index.
