Introducing Solo 401(k), an expansion of Everyday 401(k) by JPMorgan

NEW YORK, July 16, 2025 /PRNewswire/ -- JPMorganChase today announced the launch of Solo 401(k), a retirement solution specifically designed for solo entrepreneurs and self-employed individuals with no full-time employees. This marks a significant expansion of the Everyday 401(k), reinforcing JPMorganChase's commitment to supporting small businesses by delivering a seamless and powerful way for them to plan, save, and invest for a secure retirement.

83% of plan sponsors feel a strong responsibility for employees' financial well-being

NEW YORK, June 25, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today released its sixth U.S. defined contribution (DC) plan sponsor survey findings, highlighting a growing commitment among plan sponsors to enhancing retirement outcomes and equipping participants with essential financial tools. This year's research, Scaling what works, shaping what's next, captures insights from 750 U.S. plan sponsors, providing a comprehensive snapshot of their perspectives and actions in refining retirement offerings. Plan sponsors are increasingly expanding financial wellness initiatives and developing innovative retirement income decumulation strategies, demonstrating increased engagement in supporting employees.

JPMorgan Active High Yield ETF (JPHY) provides access to a leading active high yield strategy

NEW YORK, June 25, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today announced the launch of the JPMorgan Active High Yield ETF (JPHY), on the Cboe BZX Exchange. The fund is anchored by a $2 billion investment from a large institutional external client.   

"We're excited to launch JPHY at this scale, marking the largest active ETF launch1 and extending our position as the leading provider of active fixed income," said George Gatch, CEO of J.P. Morgan Asset Management. "This is just the beginning of a trend that should see active fixed ETF AUM quadruple in the next five years2. As the largest U.S. active fixed income ETF manager3, we will continue to expand our ETF lineup to fully reflect the depth of our fixed income platform." 

Marking its 26th year, the firm's reading list taps into the power of curiosity and offers new NextList experience recommendations for 2025.

NEW YORK, May 20, 2025 /PRNewswire/ -- J.P. Morgan today announced its 26th annual Summer Reading List, a captivating collection of books inspired by the power of curiosity. This year's lineup, our most expansive and comprehensive to date, features 16 groundbreaking titles from visionary founders, esteemed economists and influential thought leaders. Readers are invited to embark on journeys of exploration, from the introspective search for meaning and purpose to the awe-inspiring quest to understand the universe beyond.

NEW YORK, May 19, 2025 /PRNewswire/ -- J.P. Morgan Life Sciences Private Capital, the life sciences venture and growth equity arm within J.P. Morgan Asset Management, today announced the appointment of Dashyant (Dash) Dhanak, Ph.D., as Venture Partner. Dr. Dhanak will leverage his deep scientific and operational experience in therapeutics research and development to build and grow companies with Life Sciences Private Capital.

New role unifies asset manager's global real estate offering and expands access to firmwide capabilities

NEW YORK, May 14, 2025 /PRNewswire/ -- J.P. Morgan Asset Management is enhancing its real estate business with the appointment of Chad Tredway as Global Head of Real Estate. In this new role, he will oversee real estate operations across the Americas, Europe, and Asia Pacific, increasing the firm's global reach and ability to deliver innovative investment opportunities.

PORTLAND, Ore., May 12, 2025 /PRNewswire/ -- Campbell Global, a leader in forestland investing and management, and a vital part of J.P. Morgan Asset Management's $400 billion alternatives business, is pleased to announce a significant leadership transition. Angie Davis, currently serving as President of Campbell Global, will succeed John Gilleland as Chief Executive Officer, effective October 1.

Seasoned economic policy expert to meet increased demand for macroeconomic and market-driven policy insights

NEW YORK, April 21, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Geng Ngarmboonanant will join the firm's Multi-Asset Solutions business as a managing director specializing in global business and investment strategy. Based in New York, Geng reports to Zachary Page, Head of Multi-Asset Solutions for the Americas. In this new role, Geng helps shape investment strategy through macroeconomic and policy research, and partners with clients to design tailored investment solutions. He will also drive business strategy and product innovation as part of the business leadership team.

-timberland management strategy exceeds fundraising target and reaches $2.3 billion with additional strategy commitments-

NEW YORK, April 8, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today announced the close of Campbell Global's Forest & Climate Solutions Fund II at $1.5 billion, exceeding its fundraising target.  The fund launched in 2022 with a fundraising target of $1 billion and was the first fund launched following J.P. Morgan's acquisition of Campbell Global in 2021.  In addition to the fund, Campbell Global also closed several separate account mandates, bringing the total capital raise to $2.3 billion.

NEW YORK, April 1, 2025 /PRNewswire/ -- J.P. Morgan Asset Management has announced that its JPMorgan Private Markets Fund has been added to the Schwab Alternative Investment OneSource platform.

The Schwab Alternative Investment OneSource platform provides investors with access to a diversified portfolio of non-listed alternative investments issued by well-known asset managers and offers streamlined execution and consolidated reporting with no annual custody fee. 

Fund joins HELO in the firm's Hedged Equity suite

NEW YORK, March 27, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today announced the launch of the JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) on the Nasdaq Stock Market. This new offering represents a strategic expansion of J.P. Morgan Asset Management's innovative Hedged Equity suite, complementing the success of the JPMorgan Hedged Equity Laddered Overlay ETF (HELO).

NEW YORK, March 26, 2025 /PRNewswire/ -- J.P. Morgan Real Estate Income Trust, Inc. (JPMREIT) announced today the acquisition of two residential assets: The Preserve at Pine Valley in Wilmington, NC and Bass Lofts in Atlanta, GA. These strategic acquisitions underscore JPMREIT's commitment to expanding its portfolio of high-quality, attainable housing assets in high-growth markets.

The Guide provides saving and investing insights to help advisors and their clients plan for education

NEW YORK, March 25, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today launched the 12th edition of its annual College Planning Essentials. This comprehensive resource equips financial advisors with the latest insights and data to facilitate meaningful conversations with clients about saving and investing for college. Featuring clear, compelling charts and data, the guide helps advisors debunk myths about education costs and encourage informed financial decisions.

More than 80% of the wishes currently waiting to be granted involve travel

PHOENIX, March 20, 2025 /PRNewswire/ -- Make-A-Wish is excited to announce the renewal of its partnership with Chase, expanding its support to help grant travel wishes for children battling critical illnesses. This renewed commitment will see Chase contributing $3 million, with a combination of Chase Ultimate Rewards® points and cash. Since the inception of the partnership in 2024, over 150 million Ultimate Rewards points have already helped grant more than 300 wishes. Make-A-Wish needs more than 2.8 billion miles — the equivalent of 50,000 round-trip tickets — to cover travel wishes each year.

Fund aims for consistent returns while providing exposure to U.S. equity

NEW YORK, March 14, 2025 /PRNewswire/ -- J.P. Morgan Asset Management (JPMAM) today announced the launch of the JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) on the New York Stock Exchange. This innovative ETF expands J.P. Morgan's Research Enhanced range, providing investors with a suite of investment strategies for long-term capital appreciation.

13th edition of Guide explores key themes that will impact retirement planning this year, including Social Security and guaranteed income

NEW YORK, March 4, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today released the 13th edition of its annual Guide to Retirement. This year's Guide offers a fresh perspective on the evolving landscape of retirement planning, focusing on key themes such as Social Security, guaranteed income, and the importance of long-term investment strategies. It also includes a new section on Social Security/Health, highlighting the important role these topics play in shaping retirement planning discussions. By utilizing anonymized household data and proprietary research, the Guide provides actionable insights to help advisors, consultants, defined contribution plan participants and sponsors navigate unforeseen retirement roadblocks and improve retirement outcomes.

NEW YORK, Feb. 18, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today announced the upcoming liquidation and dissolution of the JPMorgan Sustainable Infrastructure ETF (BLLD).

Shareholders may buy and sell their shares prior to the de-listing date at market prices on Nasdaq. The last day of trading for the ETF on Nasdaq is March 21, 2025.

Proceeds from the liquidation will be distributed to shareholders at net asset value on or about March 28, 2025.

Applications will be accepted now through February 17, 2025

NEW YORK, Jan. 8, 2025 /PRNewswire/ -- The Women Presidents Organization (WPO) and JPMorgan Chase Commercial Banking are seeking nominees for the 50 Fastest Growing Women-Owned/Led Companies™ ranking. First launched in 2007, the annual 50 Fastest list celebrates the size and growth of women-owned or -led companies worldwide, recognizing their contributions to innovation, economic development and job creation across industries. This year's 50 Fastest honorees will be recognized at the WPO Entrepreneurial Excellence Forum on May 7-9, 2025 in San Antonio, Texas. Honorees will gain access to networking and robust educational opportunities presented alongside JPMorgan Chase Commercial Banking.

Experienced Retirement Experts Josh Forstater and Tina Anstett Join the Firm

NEW YORK, Jan. 6, 2025 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Josh Forstater and Tina Anstett have joined the firm in key leadership positions on the Retirement team. These strategic hires reflect J.P. Morgan Asset Management's dedication to providing innovative solutions and insights to support the evolving needs of retirement plan sponsors, advisors, consultants, and participants.

Experienced alternatives expert to meet increased demand for alternatives thought leadership

NEW YORK, Dec. 9, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Aaron Mulvihill will join the firm's Market Insights team as an executive director and global market strategist specializing in alternatives. Based in New York, Mr. Mulvihill will report to Gabriela Santos, Chief Global Market Strategist for the Americas, and will play a pivotal role in the development and expansion of the firm's Guide to Alternatives publication, the "Alternative Realities" podcast, and other thought leadership initiatives on private markets.