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Building Stronger Portfolios Together
What services does the J.P. Morgan and 55ip partnership deliver?
The partnership combines a powerful suite of model portfolios with automated tax management, providing:
- An advisor-facing platform to access a suite of diversified J.P. Morgan Models to meet a variety of client needs
- Automated tax-transition technology to easily move clients into a variety J.P. Morgan Models
- Automated, ongoing tax-loss harvesting across all your client accounts
- Automated trading and rebalancing functionality for both qualified and non-qualified accounts1
1Automated trading and rebalancing are available if you sign a sub-advisory agreement with 55ip. For a trade list delivery agreement, 55ip provides trade lists and the advisor is responsible for executing trades.
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Getting started is easy. Advisors just follow these three simple steps:
What J.P. Morgan Models are offered?
J.P. Morgan offers a suite of diversified portfolios composed of ETFs and mutual funds built to meet a variety of client needs.
How can I learn more about J.P. Morgan Models?
Additional information is available in the portal, including model descriptions, fact sheets, trade commentaries, and monthly audio commentaries.
How do I initiate a tax-managed transition into J.P. Morgan Models?
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Lawsuits And Legal Settlements
Chase paid out over $2 billion in fines and legal settlements for their role in financing Enron Corporation with aiding and abetting Enron Corp.’s securities fraud, which collapsed amid a financial scandal in 2001. In 2003, Chase paid $160 million in fines and penalties to settle claims by the Securities and Exchange Commission and the Manhattan district attorney’s office. In 2005, Chase paid $2.2 billion to settle a lawsuit filed by investors in Enron.
In December 2002, Chase paid fines totaling $80 million, with the amount split between the states and the federal government. The fines were part of a settlement involving charges that ten banks, including Chase, deceived investors with biased research. The total settlement with the ten banks was $1.4 billion. The settlement required that the banks separate investment banking from research, and ban any allocation of IPO shares.
JPMorgan Chase, which helped underwrite $15.4 billion of WorldCom‘s bonds, agreed in March 2005 to pay $2 billion that was 46 percent, or $630 million, more than it would have paid had it accepted an investor offer in May 2004 of $1.37 billion. J.P. Morgan was the last big lender to settle. Its payment is the second largest in the case, exceeded only by the $2.6 billion accord reached in 2004 by Citigroup. In March 2005, 16 of WorldCom‘s 17 former underwriters reached settlements with the investors.
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Listen To The Podcast
FEMALE VOICE 1: This podcast has been prepared exclusively for institutional, wholesale, professional clients and qualified investors only as defined by local laws and regulations. Please read other important information, which can be found on the link at the end of the podcast episode.
MR. MICHAEL CEMBALEST: Good morning, everybody and welcome to the 2022 holiday Eye on the Market. First, I’m pleased to offer everyone this week’s piece, a holiday gift I had commissioned for you. It’s a one-of-a-kind non fungible token drawing in here of a Bored Ape. And if you follow the NFT market at all, you will know what that’s all about. And it’s a cute little ape and he’s holding a dollar bill that he’s burnt to a crisp, and his T shirt says Ape Innovation ETF. So there you go. My present to you.
Like 20 years ago, in 2002, 2022 was also a year when lots of unprofitable companies, not just NFTs, got repriced. The first chart here shows the remarkable similarity between the NASDAQ 100 spike and collapse 20 years ago to what happened this time around with all sorts of profitless innovation companies, online shopping, cryptos, backs, fintech, hydrogen metaverse, et cetera. The title of the chart is Dumb and Dumber. I think this time around was dumber, because we’ve all seen this movie before, and people should have been more in tune with it.
What Does The Institutional Ownership Tell Us About Visa
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
As you can see, institutional investors have a fair amount of stake in Visa. This suggests some credibility amongst professional investors. But we can’t rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It’s therefore worth looking at Visa’s earnings history below. Of course, the future is what really matters.
Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. Visa is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is The Vanguard Group, Inc. with 7.0% of shares outstanding. With 6.0% and 3.4% of the shares outstanding respectively, BlackRock, Inc. and State Street Global Advisors, Inc. are the second and third largest shareholders.
Our studies suggest that the top 25 shareholders collectively control less than half of the company’s shares, meaning that the company’s shares are widely disseminated and there is no dominant shareholder.
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The European Super League
On April 19, 2021, JP Morgan pledged $5 billion towards the European Super League. a controversial breakaway group of football clubs seeking to create a monopolistic structure where the founding members would be guaranteed entry to the competition in perpetuity. While the absence of promotion and relegation is a common sports model in the US, this is an antithesis to the European competition-based pyramid model and has led to widespread condemnation from Football federations internationally as well as at government level.
However, JPMorgan has been involved in European football for almost 20 years. In 2003, they advised the Glazer ownership of Manchester United. It also advised Rocco Commisso, the owner of Mediacom, to purchase ACF Fiorentina, and Dan Friedkin on his takeover of A.S. Roma. Moreover, It aided Inter Milan and A.S. Roma to sell bonds backed by future media revenue, and Spain’s Real Madrid CF to raise funds to refurbish their Santiago Bernabeu Stadium.
Insider Ownership Of Visa
The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.
Our data suggests that insiders own under 1% of Visa Inc. in their own names. Being so large, we would not expect insiders to own a large proportion of the stock. Collectively, they own US$234m of stock. In this sort of situation, it can be more interesting to see if those insiders have been buying or selling.
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Climate Change And Investments In Fossil Fuels
JPMorgan has come under criticism for investing in new fossil fuels projects since the Paris climate change agreement. From 2016 to the first half of 2019 it provided $75 billion to companies expanding in sectors such as fracking and Arctic oil and gas exploration. According to Rainforest Action Network its total fossil fuel financing was $64 billion in 2018, $69 billion in 2017 and $62 billion in 2016. As of 2021 it is the largest lender to the fossil fuel industry in the world.
An internal study, ‘Risky business: the climate and macroeconomy’, by bank economists David Mackie and Jessica Murray was leaked in early2020. The report, dated 14 January 2020, states that under our current unsustainable trajectory of climate change “we cannot rule out catastrophic outcomes where human life as we know it is threatened”. JPMorgan subsequently distanced itself from the content of the study.
Jp Morgan Institutional Strategist Expounds On Ldi And The Future Of Big Portfolios
Jared Gross, the head of institutional portfolio strategy at J.P. Morgan Asset Management, has a unique understanding of today’s markets, afforded by his time working for the U.S. Department of the Treasury and the Pension Benefit Guaranty Corp. He spoke with Pensions & Investments about how institutional investors may be re-evaluating asset allocation in light of the unusual markets this year, U.S. LDI portfolios and current volatility. Questions and answers have been edited for clarity and conciseness.
My role can be thought of as sitting in between high-level macroeconomic research, and the individual products and strategies that we offer to our clients.
I try to put myself in the position of an asset allocator and think about portfolio strategy as they do, looking for opportunities to improve the efficiency of portfolios either in terms of generating higher levels of return, operating at lower levels of risk, or finding untapped parts of the market that may be absent from portfolios but could enhance the diversification over time.
That is correct. My first day on the job, right out of college, I was handed a copy of Fabozzi’s “The Handbook of Fixed Income Securities” and a list of fractional bond prices down to 64ths, which I was told to memorize. I spent the next eight, nine years trading bonds in various parts of the market, mostly emerging markets debt. That fixed-income background has served me very well.
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With 77% Institutional Ownership Visa Inc Is A Favorite Amongst The Big Guns
If you want to know who really controls Visa Inc. , then you’ll have to look at the makeup of its share registry. We can see that institutions own the lion’s share in the company with 77% ownership. In other words, the group stands to gain the most from their investment into the company.
Because institutional owners have a huge pool of resources and liquidity, their investing decisions tend to carry a great deal of weight, especially with individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future.
Let’s take a closer look to see what the different types of shareholders can tell us about Visa.
Holiday Eye On The Market: Non
Michael CembalestChairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management Dec 01, 2022
Holiday Eye on the Market: the YUCs, the MUCs, FTX, the Gensler Rule and the Summers Rule
Non-Fungible Trainwreck. First, Im pleased to offer readers of the Eye on the Market a holiday gift that I commissioned for you: a one-of-a-kind APE Innovation ETF non-fungible token. Just copy and paste the image below and your digital journey will begin. Maybe hang it in the digital living space that you bought this year 1.
To wrap up 2022, I have created three rules for investors to follow.
#1: The Gensler Rule: Dont be a complete hypocrite
Existing rules give the SEC jurisdiction over onshore and offshore crypto intermediary platforms to prevent fraud, manipulation, front-running, wash sales and other misconduct. However, this also usually requires an SEC determination that the intermediary is trafficking in securities, a loaded phrase in crypto. In doing so, the SEC is acting pursuant to a decades-old Howey test definition of a security , and almost always over the objections of the crypto industry, politicians in both parties, influential venture capital firms and people within the SEC itself .
As a result, the Gensler Rule works as follows: you may only criticize Commissioner Gensler and the rest of the SEC for the FTX failure if you meet all of the following criteria. No exceptions.
#3: The Summers Rule: Pay attention to Larry
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Jp Morgan Institutional Investments Inc
J.P. Morgan Institutional Investments Inc. is a large advisory firm based in New York. It manages $13.58 billion of regulatory assets for 116,242 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
J.P. Morgan Institutional Investments provides portfolio management for individuals and small businesses and selection of other advisers. It doesn’t provide financial planning services to its clients. On top of advisory services, the firm doesn’t engage in other business activities.
Jp Morgan Closes Lynstone Special Situations Fund Ii With $24 Billion In Total Commitments Surpassing $2 Billion Target
NEW YORK, June 6, 2022 /PRNewswire/ — J.P. Morgan Asset Management today announced the final closing of its Lynstone Special Situations Fund II , with $2.4 billion in capital raised from a broad set of institutional investors comprised of pension funds, insurance companies, foundations endowments and wealth managers across the Americas, Europe, Australia and Asia.
Lynstone Fund II is investing in stressed, distressed, and event driven situations in European and North American private and public markets across the capital structure, where underlying assets are potentially discounted due to illiquidity or market disruption and where an event or catalyst has the strong potential to drive a positive total return.
Lynstone Fund II, which surpassed its $2 billion target, represents the second fund from J.P. Morgan Asset Management’s $3.5 billion Global Special Situations team. The GSS team is led by Co-CIOs Leander Christofides and Brad Demong. The GSS team operates as part of J.P. Morgan Global Alternatives, a $218 billion platform spanning real estate, infrastructure, transportation, hedge funds, private equity, private credit, and liquid alternatives.
“We believe that GSS is well positioned to invest dynamically in market driven and bespoke private market investments globally to drive strong returns for our investors,” said Brad Demong, Co-CIO, Global Special Situations, J.P. Morgan Asset Management.
About J.P. Morgan Global Alternatives
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