A transformative approach to tax savings
Three ways to be tax active with J.P. Morgan
1. Get the best of active management with tax-efficient ETFs
- Increase return potential through both tax savings and active investing
- Partner with a leader and innovator in active ETFs, with a 150-year history of active management expertise
- Build diverse, tax-efficient portfolios with our broad range of actively managed equity and fixed income ETFs
2. Access our Tax-Smart Platform and intelligent tax technology
- Effortless and continual tax analysis finds tax-loss harvesting opportunities as soon as they arise
- Easily create on-demand, customized, tax-smart portfolio transition plans
- Access the only platform offering model portfolios, direct indexing and actively managed SMAs
3. Identify capital gains distributions with our Heatmap Analysis tool
- Efficiently track estimated capital gains for over 5,000 funds to decide when and how to reduce taxes
- View the latest return data to uncover possible tax-loss harvesting opportunities
- Easily identify and compare more tax-friendly strategies for client 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 $297,000
- The cost of a new home: Losing 2% of a portfolio’s value to taxes each year costs $816,000
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
¹Cerulli Associates, The Case for Direct Indexing: Differentiation in a Competitive Marketplace, December 2022.
2J.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.
More ways to build tax savings into your portfolio
Find the right investment solutions for your clients – whether they seek lower taxes or greater customization, tax-exempt income or tax-advantaged growth, single strategies or multi-asset portfolios.
Expert tax insights to simplify the complex