As stewards of the financial assets entrusted to us by our clients, we provide investment insights that take into consideration financially material factors impacting the value of our investments today and in the future, including sustainability risks.

Instead, the minimum required investment depends on what program you're enrolled in:

• Mutual Fund Advisory Portfolio (MFAP): $50,000.
• Chase Strategic Portfolio (CSP): $50,000.
• J.P. Morgan Core Advisory Portfolio (JPMCAP): $10,000.
• Advisory Program.
• Fixed-Income Advisory Program (FIAP)
• Portfolio Advisor Program: No minimum.

Technology is fundamental to everything we do to help our clients succeed. Innovation is at the heart of our business. That's why we lead the industry in investment in technology, harnessing the power of AI, machine learning and data science to broaden and deepen our perspective.

Our mission is to be the best financial services company in the world. J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries.

Investment expertise Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their long-term goals in the way that's best for them.

Wealth managers provide comprehensive, cross-disciplinary services for their generally high net worth clients. Financial planning is just a first step in most cases. Wealth managers integrate this with tax planning, investment advice, estate planning and other services to help clients achieve their goals.

Wealth managers will help you review your current financial situation and create a practical plan for meeting your financial objectives. They draw up a comprehensive strategy that factors in all aspects of the investment process, such as taxes, insurance, cash flow management, estate planning, and retirement planning.

Clients with at least $10 million in assets can become J.P. Morgan private bank customers.

Investment expertise Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their long-term goals in the way that's best for them.

J.P. Morgan was known for reorganizing businesses to make them more profitable and stable and gaining control of them. He reorganized several major railroads and became a powerful railroad magnate. He also financed industrial consolidations that formed General Electric, U.S. Steel, and International Harvester.

A mission statement is a concise explanation of an organization's reason for existence and describes its purpose, intention and overall objectives. The mission statement supports the vision and serves to communicate purpose and direction to employees, customers, vendors and other stakeholders.

• Improving Efficiency, Performance, and Utilization. Asset management provides businesses with a clear picture of their total owned assets at any given time.
• Facilitating Data Collection. Asset management provides a plethora of data that drives decision-making.
• Maximizing Return on Investment.