Celebrating 5 Years of Growth and Innovation with J.P. Morgan Asset Management
by 55ip
Five years ago, during a time of global uncertainty, 55ip joined forces with J.P. Morgan Asset Management—uniting our tax-smart technology with world-class investment expertise. J.P. Morgan Asset Management recognized the tremendous opportunity ahead: a massive intergenerational wealth transfer and the rising demand for tax-managed solutions. Our mission has always been to help advisors and their clients break down barriers to financial progress, and this partnership has accelerated our ability to deliver on that promise.
Since then, 55ip’s assets under management have soared from nearly $2 billion to over $100 billion, and we’re just getting started. Our clients’ trust and confidence inspire us to set bold goals, for the future. Together, we’ve driven innovation across managed accounts, expanded our suite of tax-smart strategies, and built new partnerships with leading firms across the industry.
As we celebrate this five-year milestone, we remain committed to enhancing our platform, deepening our partnerships, and delivering even greater value through advanced tax management capabilities—including Unified Managed Accounts (UMAs), model portfolios, SMAs, and alternatives. Thank you to all the advisors and partners who have been part of our journey. We look forward to achieving even more together in the years ahead.
