Latest news with #J.P.MorganAssetManagement
Business Recorder
4 days ago
- Business
- Business Recorder
UK stocks end slightly higher after inflation data; focus on Fed, BoE meetings
Britain's FTSE 100 rose on Wednesday as investors weighed the last domestic inflation reading ahead of key central bank meetings in the U.S. and the UK, though Middle East tensions tempered market optimism. The blue-chip FTSE 100 index ended 0.1% higher, as heavyweight banks recouped lost ground to rise 1.1%. British inflation slowed in May, as expected by the Bank of England, which is widely predicted to keep interest rates on hold when it meets on Thursday. 'Escalating tensions in the Middle East, and the upward pressure this is putting on oil prices, will only add to the Bank of England's concern about easing rates too quickly,' said Zara Nokes, global market analyst at J.P. Morgan Asset Management. 'The Monetary Policy Committee will face a tougher choice when meeting again in August, given the combination of still-sticky inflation and evidence that the labour market is quite clearly cooling.' The conflict between Iran and Israel entered its sixth day, with increasing concerns over direct U.S. military involvement after Iranian Supreme Leader Ayatollah Ali Khamenei rejected U.S. President Donald Trump's demand for unconditional surrender. UK stocks fall as Middle East conflict hits risk appetite Pharmaceutical and biotechnology stocks were under pressure, with GSK and AstraZeneca both down 2.1% and 1.1%, respectively, after Trump said pharma tariffs were coming soon. The midcap index climbed 0.3%, with shares of ME Group jumping 9% after the vending machines operator confirmed it is evaluating strategic options, including a sale. Electronics retailer AO World posted record profits in fiscal 2025. Its shares, however, closed 3.6% lower after an initial spike. Across the Atlantic, the Federal Reserve's policy decision later in the day will be under scrutiny as investors try to gauge expectations for rate cuts. Other economic data showed that UK house price growth halved in April.
Yahoo
4 days ago
- Business
- Yahoo
Orion Launches New J.P. Morgan SMAs and Model Portfolios on Orion Platforms
Expanded collaboration empowers advisors to deliver customized, tax-aware portfolios backed by world-class investment research OMAHA, Neb., June 18, 2025--(BUSINESS WIRE)--Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the addition of a diverse lineup of separately managed accounts (SMAs) and model portfolios from J.P. Morgan Asset Management to Orion's platforms. With these new offerings, advisors can deliver a more tailored, tax-efficient investment experience powered by one of the industry's most respected asset managers. The launch includes six equity and municipal bond SMAs, along with J.P. Morgan's Strategic and Tactical ETF Model Portfolios—designed to suit different investing styles and market outlooks. "We're excited to bring J.P. Morgan's SMA and model portfolio strategies to the Orion platform, offering advisors even greater flexibility and choice when building portfolios for their clients," said Ron Pruitt, President of Orion Wealth Management. "By expanding the range of high-quality, professionally managed strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence." Now available through Orion's platforms within their Unified Managed Account (UMA) portfolio structure: J.P. Morgan SMAs: Large Cap Growth SMA Equity Income SMA Growth Advantage SMA Large Cap Leaders SMA U.S. Equity SMA J.P. Morgan Model Portfolios: Strategic ETF Models Tactical ETF Models "As the industry evolves and personalization becomes more important, we're excited to work with Orion on this expanded offering," said Stephen Kaplan, Head of Customized Solutions at J.P. Morgan Asset Management. "We're pleased to bring the strength of our investment capabilities to more RIAs through SMAs and model portfolio solutions on Orion's growing platform." About Orion Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities—Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO—create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms¹ rely on Orion's technology to power their businesses and win for investors. Learn more at ¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024. About J.P. Morgan Asset Management J.P. Morgan Asset Management, with assets under management of $3.7 trillion (as of March 31, 2025), is a global leader in investment management. Its clients include institutions, retail investors, and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity, and liquidity. For more information: Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms. 1556-R-25155 View source version on Contacts On Orion's behalf: StreetCred PRorion@ Natalie O'Dellnatalie@
Business Wire
4 days ago
- Business
- Business Wire
Orion Launches New J.P. Morgan SMAs and Model Portfolios on Orion Platforms
OMAHA, Neb.--(BUSINESS WIRE)-- Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the addition of a diverse lineup of separately managed accounts (SMAs) and model portfolios from J.P. Morgan Asset Management to Orion's platforms. With these new offerings, advisors can deliver a more tailored, tax-efficient investment experience powered by one of the industry's most respected asset managers. The launch includes six equity and municipal bond SMAs, along with J.P. Morgan's Strategic and Tactical ETF Model Portfolios—designed to suit different investing styles and market outlooks. 'We're excited to bring J.P. Morgan's SMA and model portfolio strategies to the Orion platform, offering advisors even greater flexibility and choice when building portfolios for their clients,' said Ron Pruitt, President of Orion Wealth Management. 'By expanding the range of high-quality, professionally managed strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence.' Now available through Orion's platforms within their Unified Managed Account (UMA) portfolio structure: J.P. Morgan SMAs: Large Cap Growth SMA Equity Income SMA Growth Advantage SMA Large Cap Leaders SMA U.S. Equity SMA J.P. Morgan Model Portfolios: Strategic ETF Models Tactical ETF Models 'As the industry evolves and personalization becomes more important, we're excited to work with Orion on this expanded offering,' said Stephen Kaplan, Head of Customized Solutions at J.P. Morgan Asset Management. 'We're pleased to bring the strength of our investment capabilities to more RIAs through SMAs and model portfolio solutions on Orion's growing platform.' About Orion Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities—Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO—create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms¹ rely on Orion's technology to power their businesses and win for investors. Learn more at ¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024. About J.P. Morgan Asset Management J.P. Morgan Asset Management, with assets under management of $3.7 trillion (as of March 31, 2025), is a global leader in investment management. Its clients include institutions, retail investors, and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity, and liquidity. For more information: Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms. 1556-R-25155
Yahoo
6 days ago
- Business
- Yahoo
J.P. Morgan Asset Management Canada (JCOR) Opens the Market
Toronto, Ontario--(Newsfile Corp. - June 16, 2025) - Jay Rana, Head of J.P. Morgan Asset Management Advisor Business in Canada, J.P. Morgan Asset Management Canada ("JPMAM" or the "Company") and his team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange (TSX), to open the market and celebrate the launch of the Company's new ETF: JPMorgan US Core Active ETF (TSX: JCOR). JPMorgan US Core Active ETF is built on the strength of J.P. Morgan Asset Management's global equity platform, which manages more than US$1 trillion in assets and is supported by one of the largest and most experienced fundamental research teams in the industry. The strategy draws on a team-based approach that integrates the insights of 18 dedicated research analysts, each averaging over 20 years of experience. This deep bench of talent and long-standing investment process reflects the firm's commitment to delivering consistent, long-term results through active management. Cannot view this video? Visit: J.P. Morgan Asset Management, with assets under management of US$3.7 trillion (as of March 31, 2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors, and high-net-worth individuals in every major market throughout the world. The firm offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity. MEDIA CONTACT: Laura 11 998656626 Delmar 708- 4021 To view the source version of this press release, please visit
Cision Canada
7 days ago
- Business
- Cision Canada
J.P. Morgan Asset Management Broadens Canadian ETF Offering with New Core Strategy
TORONTO, June 16, 2025 /CNW/ - J.P. Morgan Asset Management Canada (JPMAM) * has announced the launch of the JPMorgan US Core Active ETF (TSX: JCOR), further expanding its lineup of actively managed exchange-traded funds (ETFs) available to Canadian investors. JCOR has closed its initial offering of units and is now trading on the Toronto Stock Exchange. "The Canadian market continues to demand sophisticated investment solutions that help navigate shifting market dynamics," said Travis Hughes, Head of Canada at J.P. Morgan Asset Management. "JCOR reflects our commitment to delivering world-class active management by bringing Canadian investors a proven core strategy powered by one of the industry's most experienced investment teams." JCOR is built on the strength of J.P. Morgan Asset Management's global equity platform, which manages more than US$1 trillion in assets and is supported by one of the largest and most experienced fundamental research teams in the industry. The strategy draws on a team-based approach that integrates the insights of 18 dedicated research analysts, each averaging over 20 years of experience. This deep bench of talent and long-standing investment process reflects the firm's commitment to delivering consistent, long-term results through active management. "With the launch of JCOR, Canadian investors can now access a high-conviction, style-agnostic U.S. equity core strategy that captures the best of both growth and value styles," said Jay Rana, Head of Canadian Advisor Business at J.P. Morgan Asset Management. "This strategy is built on a time-tested process and offers a powerful solution for investors seeking to navigate changing markets with confidence." JCOR is designed to serve as a core holding within a diversified portfolio, offering investors a style-agnostic approach that combines the best of growth and value investing. The strategy emphasizes high-conviction stock selection grounded in deep fundamental research and supported by one of the industry's largest and most experienced investment teams. With this latest launch, JPMAM continues to broaden its Canadian ETF lineup with actively managed solutions built to navigate evolving market conditions. This latest offering builds on JPMAM's October 2024 debut in the Canadian ETF market with the JPMorgan US Equity Premium Income Active ETF (TSX: JEPI) and the JPMorgan Nasdaq Equity Premium Income Active ETF (TSX: JEPQ). In March 2025, the firm expanded its lineup with the JPMorgan US Value Active ETF (TSX: JAVA) and the JPMorgan US Growth Active ETF (TSX: JGRO), providing investors with access to distinct value and growth strategies. Each ETF reflects the firm's commitment and dedication to offering differentiated to Canadian investors, outcome-oriented solutions backed by institutional-grade expertise. With over 40 years of experience serving Canadian investors, J.P. Morgan Asset Management continues to grow its presence in the country. Additional product launches and strategic hires are planned in the months ahead. About J.P. Morgan Asset Management J.P. Morgan Asset Management, with assets under management of US$3.7 trillion (as of March 31, 2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors, and high-net-worth individuals in every major market throughout the world. The firm offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity. Disclosures Commissions, trailing commissions, management fees and expenses may all be associated with ETF investments. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. This press release contains forward-looking statements with respect to JPMAM's Canadian market strategy. These statements are not historical facts but reflect JPMAM's current expectations regarding future events. Forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations, including, but not limited to, general economic and market factors. Although JPMAM believes the assumptions inherent in the forward-looking statements are reasonable, such statements are not guarantees of future performance. Readers are cautioned not to place undue reliance on forward-looking statements due to their inherent uncertainty. JPMAM undertakes no obligation to publicly update or revise any forward-looking statement, except as required by law. This press release is issued in Canada by JPMorgan Asset Management (Canada) Inc., which is registered as a Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon, and as an Investment Fund Manager in British Columbia, Ontario, Quebec, and Newfoundland and Labrador. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. SOURCE: J.P. Morgan Asset Management Canada Legal entity in Canada: JPMorgan Asset Management (Canada) Inc.
