Mutual Funds with J.P. Morgan Wealth Management

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Conveniently invest in mutual funds with built-in diversification

Benefit from a professionally managed investment strategy.

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Discover mutual funds

What is mutual fund?

A professionally managed portfolio of securities such as stocks, bonds and other assets.

Who are mutual funds for?

Investors looking for a convenient, cost-effective way to diversify their investments across multiple securities with the confidence provided by our professional portfolio managers.

Why invest in mutual funds?

Mutual funds can help diversify your investment portfolio and give you access to professional management.

Why J.P. Morgan Wealth Management?

Whether you want built-in investment diversification or convenient money management, we offer the options that fit your financial goals. If you’re looking for a personalized, professional, a J.P Morgan Private Client Advisor will help you design your wholistic investment strategy through our mutual funds. If you’re looking for more control, our Self-Directed Investing platform provides you with a unique, hands-on experience supported by powerful tools, from our Portfolio Builder to our screeners and watchlists, so you can create your ideal portfolio.

Investment services with J.P. Morgan

Access thousands of different securities through mutual funds from a variety of public companies.
Use Self-Directed Investing to save money with unlimited commission-free online trades so you keep more of your investment.
Invest with confidence in mutual funds that our J.P. Morgan Private Client Advisors choose with your goals in mind, across multiple asset classes.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Here’s how we can work together

Work with a J.P. Morgan Private Client Advisor

Work one-on-one with a dedicated advisor who will help you design an investment strategy that fits your goals.

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Invest on your own

Research and manage your investments with unlimited commission-free online stock, ETF and options trades. No minimum to get started.

Learn about Self-Directed Investing

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Work with our team of advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice via video or phone.

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Learn from our expertise

Browse the latest commentary, news, and education from J.P. Morgan specialists to help you make the most of your investments.

Five things to know about mutual funds

Diversification, automatic reinvestment, and other reasons why mutual funds are so popular.

1 minute read

Exploring mutual funds (and how to invest in them)

Mutual funds are composed of a mix of assets and offer investors a way to diversify their portfolios. Learn more about them.

By Kutscher | 3 minute read

Capital gains distributions in mutual funds and ETFs: What to consider

Funds often distribute capital gains toward the end of the year. Understand how this could affect you.

3 minute read

Frequently asked questions

You can diversify your portfolio quickly and easily across many different securities, which can help reduce risk. Mutual funds have low maintenance fees and require small initial investments, so you get cost-effective portfolio management and start investing with as little as $1.

Mutual fund managers combine several securities into one investment portfolio. Investors buy shares of the fund and managers use that capital to invest according to the fund’s objective. Based on the performance of the underlying investments, the value of the fund increases and decreases over time and investors gain or lose capital as a result.

The most common mutual funds are stock or equity funds and bond or fixed-income funds, which target one type of asset. Balanced funds invest in a mixture of stocks and bonds, while money market funds focus on short-term investments issued by the U.S. government or U.S. corporations with high credit ratings.

Passively managed mutual funds aim to provide returns that closely match the performance of a market index like the S&P 500. Actively managed funds typically attempt to outperform an index. This investment approach requires more research and trading than passive management, which often has lower fees.

Capital gains are the profits investors make when a fund sells a security that has gone up in price. These profits are the difference between the purchase price and the selling price, they are distributed to investors proportionally and have a capital gains tax rate.

Start by opening an IRA or general investment account. To make investments in a mutual fund, you can work with a J.P. Morgan Advisor or use our Self-Directed Investing tool.

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Roll over your 401(k)

Take the next step toward your retirement goals by moving your employer-sponsored retirement plan into a J.P. Morgan IRA.

Learn more about roll over 401k

Retirement guides

Wherever you are in your retirement planning journey, there’s always a best next step. Explore our retirement guides and get a sense of what you could be focusing on.

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To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

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