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We believe in the power of sustainable investing to help drive long-term growth and achieve your goals.

Through our sustainable investing approach, we offer a more personal way to think about your wealth by better aligning portfolios with principles.

Learn more about sustainable investing

Discover sustainable investing

What is sustainable investing?

Sustainable investing is an umbrella term describing the spectrum of investment approaches that incorporate financial as well as social and environmental objectives.

Who is sustainable investing for?

Investors looking for a more personal way to think about their wealth by better aligning portfolios with principles.

Why invest in sustainable investing?

Incorporating sustainability factors in the investment process can help deliver competitive returns over the long term, and can also help integrate investors' values and mission with their financial objectives.

Sustainable investing with J.P. Morgan

  • At J.P. Morgan, we have a dedicated sustainable investing team that collaborates with our due diligence and portfolio management teams.
  • Our range of sustainable investments includes J.P. Morgan proprietary strategies as well as third-party partner strategies and can be used across asset classes within your portfolio.
  • Our global team of experienced, diverse investment specialists has a deep understanding of global markets.
  • Our standard due diligence process is enhanced with engagement and sustainability reporting that shows you how your dollars support your goals and values.

Ready to help grow your wealth with sustainable investing?

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Invest on your own

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Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay

 

 

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Frequently asked questions

Sustainable investing represents a global market evolution, providing opportunities to help drive long-term growth and achieve your goals. Through our sustainable investing approach, we offer a more personal way to think about your wealth by better aligning portfolios with principles.

Sustainable investing is an umbrella term describing the spectrum of investment approaches that incorporate financial as well as social and environmental objectives. Our sustainable investing platform leverages multiple approaches that you can use individually or in concert. These investment approaches are ESG (environmental, social and governance), thematic investing and impact investing.

Incorporating sustainability factors in the investment process can help deliver, risk-adjusted returns over the long term, and can also help integrate investors’ values and missions with their financial objectives.

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LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

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.

Environmental, social and governance (“ESG”) or sustainable investing strategies, including SMAs, mutual funds and ETFs, may include additional risks and can limit investment opportunities potentially underperforming other strategies that do not have an ESG or sustainable focus. Strategies focused on a specific theme or sector can be more concentrated in particular industries or sectors with common characteristics and are often subject to similar business risks and regulatory burdens. Because investing on the basis of ESG/sustainability criteria can involve qualitative and subjective analysis, there can be no assurance that the methodology utilized by, or determinations made by, J.P. Morgan, or an investment manager/adviser selected by J.P. Morgan, will align with the beliefs or values of the client. Additionally, other investment managers/advisers, including our affiliates, can have a different approach to ESG or sustainable investing and can offer varying ESG or sustainable investing strategies on the same theme or topic. ESG and sustainable investing are not uniformly defined concepts and scores or ratings may vary across data providers that use different screens or processes for evaluating ESG characteristics. Investment managers/advisers rely upon information and data that might be incomplete, inaccurate or unavailable, which could cause them to incorrectly assess an investment’s ESG or sustainable attributes.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not a guarantee of future results.

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 personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Chase Mobile® app is available for select mobile devices. Message and data rates may apply.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.

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Planning for retirement can start at any point in your life. Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Roll over your 401(k) from your previous employer and compare the benefits of General Investment, Traditional IRA and Roth IRA accounts to decide which is right for you.

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Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

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When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress. 

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