INVESTMENT PRODUCTSDiscover investment opportunities that match your goals
Whether you are investing for your future, preparing for retirement or looking to invest sustainably, J.P. Morgan Wealth Management offers a wide range of investments so you can decide what fits your needs.
Invest in your future
Brokerage
Invest in thousands of investments including stocks, ETFs, mutual funds and options.
Money market funds
Money market funds are a type of mutual fund that can provide a convenient option for excess cash.
529 college savings plan
Invest in future education goals for you or your loved ones.
Mutual funds
A professionally managed portfolio of securities such as stocks, bonds and other assets.
Fixed income
From bonds to CDs, fixed income investments can help add steady earnings to your portfolio.
ETFs
Structured like mutual funds but traded like stocks, exchange-traded funds (ETFs) can provide market flexibility.
Stocks
Invest in publicly traded companies and start customizing your investment portfolio today.
Life insurance
Extend the benefits of life insurance to your family so you can worry less about the future.
Securities-based lending
Get access to a line of credit backed by non-retirement, marketable securities such as stocks, bonds and mutual funds.
Sector investing
Gain exposure to specific market sectors including energy, financials, healthcare and more.
Options
Potentially generate income and hedge your portfolio with options, a flexible tool that can help you invest in any market direction.
Fractional shares
Invest in S&P 500 and NASDAQ 100 stocks and ETFs for any amount, starting with $5, regardless of the share price.
Sharpen your knowledge with the latest news and market commentary in investing
It’s never too early—or too late—to begin investing. Find out how to start growing your wealth today.
Make the most of your retirement
IRA
Available at any career stage, an IRA is for individuals with taxable compensation who are planning for retirement.
Traditional IRA
A Traditional IRA is an individual retirement account that allows potentially tax-deductible contributions and tax-deferred earnings, if any, that can help you save for your retirement.
Roth IRA
A Roth IRA is an individual retirement account to which you contribute after-tax dollars. While there are no deductions for contributions, your earnings, if any, are tax-deferred and may be tax-free upon withdrawal if certain conditions are met.
Annuities
Check in on your investments with a J.P. Morgan Private Client Advisor to choose the right annuity for you and retire with more confidence.
Annuity MAC
The J.P. Morgan Multi-Asset Choice® annuity provides the benefit of tax-deferred investments with professional guidance, long-term flexibility and liquidity when you need it.
Estate planning
Direct the transfer of your assets in a tax-efficient way to your designated beneficiaries and appoint trusted decision-makers to reduce the possibility of legal intervention upon your death or incapacitation.
Sharpen your knowledge with the latest news and market commentary in retirement
You deserve a great retirement. We’ll help you plan now so you can be ready to face the future.
Invest consciously
Sustainable investing
Invest based on what matters to you most through sustainable investing.
Donor-advised funds
J.P. Morgan Wealth Management lets you determine how your charitable donations are invested so you can give to the causes you care about most.
Sharpen your knowledge with the latest news and market commentary in investing consciously
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