Relax, we've got this
It all starts with you
Based on your preferences, we’ll match you with a portfolio that’s right for where you are now and where you’re headed.
Answer a few questions about the kind of investor you are.
Tell us about your investment goals.
Let us know when you would like to reach your goals.
You get a diversified portfolio
The portfolios—with risk profiles ranging from conservative to aggressive—are built with a mix of J.P. Morgan ETFs and cash, and seek to manage risk and maximize returns based on your needs. Portfolios that use our glide path strategy will automatically adjust these allocations over time.
- ~ 75% Fixed Income and Cash
- ~ 25% US and International Equities
- ~ 50% Fixed Income and Cash
- ~ 50% US and International Equities
- ~ 25% Fixed Income and Cash
- ~ 75% US and International Equities
- ~ 10% Fixed Income and Cash
- ~ 90% US and International Equities
Our tech keeps you on track
J.P. Morgan’s investment team watches market events, trends and industry news—everything that can affect your investments. And our technology adjusts your portfolio over time to help keep you on track.
More living, less stressing
Invest for retirement with a portfolio strategy that aims to reduce your exposure to risk as you age, commonly known as a glide path. Our approach not only takes your individual risk tolerance and retirement date into account, but also your current age, to help protect your assets for when you’ll need them most.