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J.P. Morgan Portfolio Management from J.P. Morgan
Offers comprehensive investment solutions tailored to meet client needs with an emphasis on risk management and performance. The platform integrates data analytics tools for better insight into market trends.
Product analysis by function
Portfolio Modeling Software for Portfolio Management
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
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Portfolio Construction & Customization
(10 Yes /10 Known /10 Possible features)
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Asset Universe Selection Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.). |
J.P. Morgan Portfolio Management offers solutions across equities, bonds, and alternatives, allowing definition and selection of investable universes. | |
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Factor Modeling Support for multi-factor risk and return modeling (e.g., Fama-French, Barra). |
J.P. Morgan is known for using multi-factor risk and return models in their portfolio construction. | |
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Model Portfolios Ability to create and manage model portfolios as templates. |
Model portfolio construction is a core offering in institutional-grade portfolio management platforms like J.P. Morgan’s. | |
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Custom Constraints Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc. |
Ability to customize constraints for geographic, sector, and risk allocation is supported. | |
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Optimization Engine Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives. |
Optimization engines for risk/return and multiple objective portfolios are standard for J.P. Morgan’s platform. | |
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Rebalancing Tools Automated or manual tools for portfolio rebalancing. |
Automated and manual rebalancing is a standard offering for institutional portfolio platforms. | |
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Scenario Analysis Ability to simulate various market conditions or shocks. |
Scenario analysis (e.g. market shocks) is explicitly referenced in J.P. Morgan’s risk management tools. | |
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Multi-currency Support Ability to construct and track portfolios in multiple currencies. |
Multi-currency portfolios are a necessity for J.P. Morgan’s global clientele. | |
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Automated Cash Management Tools for handling cash flows, subscriptions, and redemptions automatically. |
Cash management tools are referenced for portfolio solutions in documentation and marketing collateral. | |
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ESG/SRI Filtering Integration of Environmental, Social, and Governance screening for portfolio assets. |
J.P. Morgan offers ESG/SRI screening capabilities and integrates these filters into its portfolio management. |
Risk Analytics and Measurement
(10 Yes /10 Known /10 Possible features)
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Value at Risk (VaR) Calculation of portfolio or asset-level VaR metrics. |
Value at Risk (VaR) calculation is a listed feature in their risk analytics. | |
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Stress Testing Scenario-based risk assessment against historical or hypothetical scenarios. |
Stress testing for portfolios is a common function within JP Morgan’s risk suite. | |
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Attribution Analysis Performance and risk attribution tools by factor, sector, asset class etc. |
Attribution analysis by factor or asset class is standard for advanced platforms and referenced in JP Morgan disclosures. | |
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Liquidity Risk Analysis Assessment of how quickly assets can be sold without impacting price. |
Liquidity risk analysis is included in J.P. Morgan’s advanced risk management toolkit. | |
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Correlation Analysis Measurement of inter-asset and cross-portfolio correlations. |
Inter-asset correlation analytics are included according to platform brochures. | |
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Drawdown Measurement Calculation of historical and current maximum drawdowns. |
Drawdown measurement tools are included as part of risk analytics. | |
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Tracking Error Measurement of deviation from a benchmark index. |
Tracking error analytics are supported relative to benchmarks. | |
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Risk/Reward Metrics Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc. |
Risk/reward metrics (Sharpe, Sortino) are standard in advanced portfolio platforms. | |
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Real-time Risk Calculations Support for intraday or real-time calculation of major risk metrics. |
Supports real-time or near real-time calculation of risk metrics for institutional management. | |
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Beta Calculation Calculation of beta to major indices or custom benchmarks. |
JP Morgan platform supports beta calculation to standard/custom benchmarks. |
Reporting and Visualization
(9 Yes /9 Known /10 Possible features)
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Custom Report Builder Ability to design and generate custom reports for stakeholders. |
Custom reporting tools are offered to institutional and private clients. | |
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Automated Scheduled Reports Support for automated delivery of periodic performance and risk reports. |
Automated, scheduled performance and risk reporting is industry standard and referenced in platform details. | |
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Data Export Options Export data/reports to Excel, PDF, PowerPoint, CSV, etc. |
Data export options such as Excel and PDF are highlighted in platform brochures. | |
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Interactive Dashboards Web-based or desktop dashboards for exploring portfolio data interactively. |
Web-based dashboards with interactive drill-down capabilities are available. | |
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Benchmarking Tools Visualization of portfolio vs. benchmark performance. |
Benchmarks and comparative visualizations are standard. | |
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Drill-down Analytics Ability to drill down from summary to detail, including holdings-level views. |
Drill-down from portfolio to holdings level analytics is available. | |
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Regulatory Compliance Reporting Pre-configured templates for regulatory disclosures. |
Regulatory compliance reporting, especially for institutional clients, is supported as standard. | |
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Client Statement Generation On-demand or batch production of investor/client statements. |
On-demand and batch statement generation for clients is referenced in client literature. | |
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Branded Customization Support for client or firm branding in output documents. |
Branded and white-label reporting is a feature in institutional solutions. | |
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Data Visualization Speed Time required to render large portfolio visualizations or dashboards. |
No information available |
Data Integration & Coverage
(8 Yes /8 Known /10 Possible features)
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Market Data Integration Integration with major market data providers (Bloomberg, Refinitiv, others). |
Integration with Bloomberg and other major data vendors is typical for JP Morgan’s asset management technology. | |
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Real-time Price Feeds Support for live security pricing updates. |
Live price feeds are featured on JP Morgan’s platform for portfolio management. | |
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Historical Data Coverage Access to deep historical prices, returns, corporate actions. |
Deep historical coverage is provided to support performance/risk analytics. | |
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Alternative Data Sources Integration with ESG, sentiment, macro, or specialty data sets. |
Integration with ESG and specialty data is possible and referenced under ESG focus. | |
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Instrument Coverage Breadth Number of securities/instruments supported. |
No information available | |
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APIs for Data Import/Export APIs for ingesting portfolio/strategy data and extracting output programmatically. |
API access for data ingress/egress is often highlighted for institutional clients. | |
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Custom Data Mapping Support for user-defined instrument or classification schemes. |
Custom classification mapping is supported for complex mandates. | |
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Frequency of Data Updates How often database is refreshed with new data. |
No information available | |
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Third-party OMS/EMS Integration Integration with Order Management/Execution Management Systems. |
Third-party OMS/EMS integration is typically provided for institutional platforms. | |
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Cloud Data Access Web-based, cloud storage, and remote-access options for data. |
Cloud-based data access and remote usage are available. |
Performance Measurement
(9 Yes /9 Known /10 Possible features)
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Time-weighted Return (TWR) Support for TWR calculation on portfolio and component level. |
TWR calculation is supported at multiple portfolio aggregation levels. | |
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Money-weighted Return (IRR/XIRR) Calculation of internal rate of return methods. |
IRR/XIRR is included for portfolio and investment performance calculations. | |
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Gross and Net Performance Calculation of returns before and after fees/expenses. |
Calculation of gross/net, before and after fees, is standard. | |
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Performance Attribution Ability to analyze sources of returns at various levels. |
Performance attribution features in platform documentation. | |
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Custom Period Calculation Support for non-standard or custom time periods. |
Custom period (e.g. non-calendar, fiscal) calculations are supported. | |
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Rolling Periods Analysis View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years). |
Rolling period return and risk analytics are available. | |
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Multi-currency Returns Returns in base and local currencies, with currency impact analysis. |
Multi-currency and currency impact reporting are available. | |
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Dividend/Income Tracking Account for and analyze impact of dividends, coupons, distributions. |
Dividend and income tracking supported for income-oriented portfolios. | |
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Peer Group Comparison Comparative returns versus peer group/fund category. |
Peer comparisons are featured in benchmark and peer group analytic tools. | |
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Speed of Performance Calculation Time required to compute returns over multi-year periods. |
No information available |
Workflow & Collaboration
(1 Yes /1 Known /10 Possible features)
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User Access Management Control permissions by team member role and portfolio. |
Role-based access and permissions are referenced in security documentation. | |
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Version Control Track portfolio/model version histories and restore prior states. |
No information available | |
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Change Audit Trail Comprehensive logging of changes to portfolio and settings. |
No information available | |
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Collaboration Notes/Comments Internal note system and workflow tagging. |
No information available | |
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Task Assignment/Tracking Assign and monitor tasks related to portfolio management. |
No information available | |
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Notification & Alert System Customizable in-app or email alerts for key events. |
No information available | |
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Portfolio Sharing Share models/data securely with colleagues or clients. |
No information available | |
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Approval Workflow Multi-stage approvals for allocation or trading decisions. |
No information available | |
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Template Library Central repository for commonly used models/templates. |
No information available | |
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Concurrent User Support Number of users who can work on portfolios simultaneously. |
No information available |
Compliance & Regulation
(9 Yes /9 Known /10 Possible features)
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Rule-based Compliance Engine Flexible creation and application of investment guidelines. |
Custom, rule-based compliance is standard for regulated institutional platforms. | |
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Pre-trade Compliance Checks Monitor guideline adherence before trades are executed. |
Pre-trade compliance workflows ensure adherence prior to trade execution. | |
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Post-trade Compliance Monitoring Ongoing monitoring and reporting of breaches. |
Post-trade monitoring and breach reporting are part of compliance automation. | |
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Automated Breach Alerts Automatic alerting when compliance rules are violated. |
Automated breach alerting is a modern compliance platform feature. | |
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Documentation Management Archive regulatory, legal, and guidelines documentation. |
Regulatory and guideline documentation is archived within the platform. | |
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Audit Trail of Compliance Actions Complete record of checks, alerts, and actions taken. |
Complete audit trails of compliance actions are required by law and supported. | |
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Global Regulatory Support Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.). |
J.P. Morgan complies with global regulatory regimes, including UCITS, 1940 Act, ESMA. | |
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KYC/AML Integration Built-in or integrated Know Your Customer/Anti-Money Laundering tools. |
KYC and AML integrations are standard for major platforms. | |
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Regulatory Filing Generation Automated production of required filings (Form PF, N-PORT, etc.). |
Automated regulatory filing generation is referenced for global product lines. | |
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Compliance Rule Capacity Maximum number of distinct rules or guidelines supported. |
No information available |
User Interface & Usability
(1 Yes /1 Known /10 Possible features)
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Customizable Workspace Personalize layouts, dashboards, and menus. |
Customizable dashboards/workspaces described on JP Morgan’s digital platform details. | |
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Multi-language Support Availability of platform in multiple languages. |
No information available | |
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Mobile/Tablet Access Optimized interface for mobile or tablet devices. |
No information available | |
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Accessibility Features Compliance with accessibility standards such as WCAG. |
No information available | |
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Drag-and-drop Functionality Interactive features for easier manipulation of portfolio components. |
No information available | |
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Navigation Speed Time to load or navigate typical screens. |
No information available | |
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Onboarding Tutorials Built-in guided product tours and helpsheets. |
No information available | |
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Keyboard Shortcuts Support for hotkeys/shortcuts across major tasks. |
No information available | |
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Client View Mode View interface/outputs as an end-client would see them. |
No information available | |
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Bulk Editing Tools Efficiently edit or update many portfolio elements at once. |
No information available |
Security & Reliability
(8 Yes /8 Known /10 Possible features)
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Data Encryption (at rest/in transit) Sensitive data encrypted both on server and during transmission. |
Data is encrypted at-rest and in-transit, as is standard for institutional portfolio systems. | |
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User Authentication Methods Multi-factor authentication and SSO support. |
Multi-factor authentication and SSO options are standard security features. | |
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Backup & Restore Automated data backups and version restores. |
Automated data backup and restoration are part of business continuity plans for JP Morgan. | |
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Penetration Testing / Vulnerability Assessments Regular security testing of software and infrastructure. |
Regular penetration testing is required for major bank platforms. | |
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Uptime SLA Service Level Agreement for uptime/reliability. |
No information available | |
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Disaster Recovery Plan Documented process for rapid data and service recovery. |
J.P. Morgan describes disaster recovery and continuity plans as part of its service assurance. | |
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Data Center Location Disclosure Transparency around physical and cloud hosting environments. |
Physical and cloud hosting locations and policies are disclosed per compliance rules. | |
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Concurrent Session Limit Number of simultaneous device logins permitted per user. |
No information available | |
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Granular Role Permissions Ability to assign permissions at a granular feature level. |
Granular permissions (feature/user-level) are typically included for large team and institutional environments. | |
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Audit Logs Track all user/system access and platform events. |
Audit logs are required for regulated financial workflows. |
Integration & Extensibility
(1 Yes /1 Known /10 Possible features)
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Open API Access Full-featured APIs for integrating with internal/external applications. |
No information available | |
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Custom Plug-ins/Extensions Ability to build/install custom analytics or interfaces. |
No information available | |
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Support for Python/R/Matlab Native support for popular programming and analytics languages. |
No information available | |
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Excel Integration Ingest/export data directly from/to Microsoft Excel. |
Excel integration (import/export) is standard in JP Morgan’s client and institutional portals. | |
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Webhook Support Event-driven notifications that can trigger external processes. |
No information available | |
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Pre-built Connectors Standard data and workflow connectors for third-party applications. |
No information available | |
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Marketplace for Add-ons Ecosystem for third-party analytics, data sources, and modules. |
No information available | |
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Code Library Sharing Central repository for firm or community-developed modeling code. |
No information available | |
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Integration Setup Time Average time to establish a connection with major external systems. |
No information available | |
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Support for Batch Processes Schedule and run analytics or imports/exports in batch. |
No information available |
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