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Portfolio Solutions

Digital Portfolio Solutions to power your investment lifecycle.

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Global Portfolio Trading allows clients to trade across markets and currencies in a single transaction. Through our highly customized client solutions, we provide significant flexibility for your investment objectives.

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Key Benefits

Design
Design

Access optimized portfolio selection to match the profile you provide as well as achieve quality execution, pricing and liquidity. J.P. Morgan can also optimize your entire portfolio and propose alternatives designed to maximize yield, liquidity, ESG objectives and more

Pricing
Pricing

Receive a single portfolio price, based on analysis of liquidity sources, giving you quality execution

Execution
Execution

J.P. Morgan provides quality execution and facilitates physical delivery of each bond in the portfolio 

Capabilities

Facility analytics

Indicative Pricing

Receive real-time, indicative pricing of your corporate bond portfolios

Indicative Pricing

Asset details

Portfolio Analytics

Visualize your corporate bond portfolio using J.P. Morgan Proprietary Analytics

Portfolio Analytics

Reporting

Sustainability Analytics

 Sustainability analytics to help you evaluate your portfolio

Sustainability Analytics
FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USE

FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USE

This material has been prepared by J.P. Morgan Sales and Trading personnel and is not the product of J.P. Morgan’s Research Department. It is not a research report and is not intended as such. This material is provided for informational purposes only and is subject to change without notice. It is not intended as research, a recommendation, advice, offer or solicitation to buy or sell any financial product or service, or to be used in any way for evaluating the merits of participating in any transaction. Please consult your own advisors regarding legal, tax, accounting or any other aspects including suitability implications, for your particular circumstances or transactions. J.P. Morgan and its third-party suppliers disclaim any responsibility or liability whatsoever for the quality, fitness for a particular purpose, non-infringement, accuracy, currency or completeness of the information herein, and for any reliance on, or use of this material in any way. Any information or analysis in this material purporting to convey, summarize, or otherwise rely on data may be based on a sample or normalized set thereof. This material is provided on a confidential basis and may not be reproduced, redistributed or transmitted, in whole or in part, without the prior written consent of J.P. Morgan. Any unauthorized use is strictly prohibited. Product names, company names and logos mentioned herein are trademarks or registered trademarks of their respective owners. The products and/or services mentioned herein may not be suitable for your particular circumstances and may not be available in all jurisdictions or to all clients. Clients should contact their salespersons at, and execute transactions through, a J.P. Morgan entity appropriately licensed in the client’s home jurisdiction unless governing law permits otherwise. Past performance is not indicative of future results. All services are subject to applicable laws, regulations and service terms. This material is a “solicitation” of derivatives business only as that term is used within CFTC Rule 1.71 and 23.605. Where this material is an “investment recommendation” as that term is defined in MAR visit:https://www.jpmorgan.com/disclosures/jpmorganmarkets. This material is subject to terms at: www.jpmorgan.com/salesandtradingdisclaimer.