JPMorgan Private Markets Fund (JPMF) is Added to the Schwab Alternative Investment OneSource® Platform
JPMorgan Private Markets Fund (JPMF) has been added to the Schwab Alternative Investment OneSource platform, marking a significant expansion in accessibility for investors seeking private market exposure. The platform offers streamlined execution and consolidated reporting with no annual custody fee.
JPMF provides investors access to a diverse portfolio of small and mid-market companies through co-investments and secondaries, managed by a team with over 40 years of experience in private markets. The fund focuses on delivering consistent long-term value across various sectors, geographies, and asset classes.
This represents JPMorgan's second offering on the platform, following JPMorgan Real Estate Income Trust (JPMREIT) in 2024. As of December 31, 2024, J.P. Morgan Asset Management manages $3.6 trillion in assets, while JPMorgan Chase reports $4.2 trillion in assets and $346 billion in stockholders' equity.
Il JPMorgan Private Markets Fund (JPMF) è stato aggiunto alla piattaforma Schwab Alternative Investment OneSource, segnando un'espansione significativa nell'accessibilità per gli investitori che cercano esposizione ai mercati privati. La piattaforma offre un'esecuzione semplificata e reportistica consolidata senza alcuna commissione annuale di custodia.
JPMF offre agli investitori l'accesso a un portafoglio diversificato di piccole e medie imprese attraverso co-investimenti e secondari, gestito da un team con oltre 40 anni di esperienza nei mercati privati. Il fondo si concentra sulla fornitura di un valore coerente a lungo termine in vari settori, geografie e classi di attivi.
Questo rappresenta la seconda offerta di JPMorgan sulla piattaforma, dopo il JPMorgan Real Estate Income Trust (JPMREIT) nel 2024. Al 31 dicembre 2024, J.P. Morgan Asset Management gestisce 3,6 trilioni di dollari in attivi, mentre JPMorgan Chase riporta 4,2 trilioni di dollari in attivi e 346 miliardi di dollari in patrimonio netto degli azionisti.
El JPMorgan Private Markets Fund (JPMF) se ha añadido a la plataforma Schwab Alternative Investment OneSource, marcando una expansión significativa en la accesibilidad para los inversores que buscan exposición a los mercados privados. La plataforma ofrece una ejecución simplificada y un informe consolidado sin comisiones anuales de custodia.
JPMF proporciona a los inversores acceso a una cartera diversa de pequeñas y medianas empresas a través de co-inversiones y secundarios, gestionada por un equipo con más de 40 años de experiencia en mercados privados. El fondo se centra en ofrecer un valor consistente a largo plazo en varios sectores, geografías y clases de activos.
Esto representa la segunda oferta de JPMorgan en la plataforma, después del JPMorgan Real Estate Income Trust (JPMREIT) en 2024. A 31 de diciembre de 2024, J.P. Morgan Asset Management gestiona 3,6 billones de dólares en activos, mientras que JPMorgan Chase informa 4,2 billones de dólares en activos y 346 mil millones de dólares en patrimonio neto de los accionistas.
JPMorgan Private Markets Fund (JPMF)가 Schwab Alternative Investment OneSource 플랫폼에 추가되어, 사모 시장 노출을 원하는 투자자들에게 접근성이 크게 확장되었습니다. 이 플랫폼은 연간 보관 수수료 없이 간소화된 실행과 통합된 보고서를 제공합니다.
JPMF는 투자자에게 공동 투자 및 2차 투자 등을 통해 중소기업의 다양한 포트폴리오에 접근할 수 있는 기회를 제공합니다. 이 팀은 사모 시장에서 40년 이상의 경험을 가지고 있습니다. 이 펀드는 다양한 섹터, 지역 및 자산 클래스에 걸쳐 일관된 장기 가치를 제공하는 데 중점을 둡니다.
이는 2024년 JPMorgan Real Estate Income Trust (JPMREIT)에 이어 플랫폼에서 JPMorgan의 두 번째 제공을 나타냅니다. 2024년 12월 31일 기준으로, J.P. Morgan Asset Management는 3.6조 달러의 자산을 관리하고 있으며, JPMorgan Chase는 4.2조 달러의 자산과 3460억 달러의 주주 자본을 보고하고 있습니다.
Le JPMorgan Private Markets Fund (JPMF) a été ajouté à la plateforme Schwab Alternative Investment OneSource, marquant une expansion significative de l'accessibilité pour les investisseurs recherchant une exposition aux marchés privés. La plateforme offre une exécution simplifiée et un reporting consolidé sans frais de garde annuels.
JPMF permet aux investisseurs d'accéder à un portefeuille diversifié de petites et moyennes entreprises par le biais de co-investissements et de seconds marchés, géré par une équipe avec plus de 40 ans d'expérience sur les marchés privés. Le fonds se concentre sur la fourniture d'une valeur cohérente à long terme à travers divers secteurs, géographies et classes d'actifs.
Cela représente la deuxième offre de JPMorgan sur la plateforme, après le JPMorgan Real Estate Income Trust (JPMREIT) en 2024. Au 31 décembre 2024, J.P. Morgan Asset Management gère 3,6 billions de dollars d'actifs, tandis que JPMorgan Chase rapporte 4,2 billions de dollars d'actifs et 346 milliards de dollars de capitaux propres des actionnaires.
Der JPMorgan Private Markets Fund (JPMF) wurde zur Schwab Alternative Investment OneSource-Plattform hinzugefügt, was eine bedeutende Erweiterung der Zugänglichkeit für Anleger darstellt, die eine Exposition gegenüber privaten Märkten suchen. Die Plattform bietet eine vereinfachte Ausführung und konsolidierte Berichterstattung ohne jährliche Verwahrgebühren.
JPMF ermöglicht es Anlegern, auf ein diversifiziertes Portfolio von kleinen und mittelständischen Unternehmen über Co-Investitionen und Sekundärinvestitionen zuzugreifen, das von einem Team mit über 40 Jahren Erfahrung in den privaten Märkten verwaltet wird. Der Fonds konzentriert sich darauf, in verschiedenen Sektoren, geografischen Regionen und Anlageklassen konsistenten langfristigen Wert zu liefern.
Dies stellt das zweite Angebot von JPMorgan auf der Plattform dar, nach dem JPMorgan Real Estate Income Trust (JPMREIT) im Jahr 2024. Zum 31. Dezember 2024 verwaltet J.P. Morgan Asset Management 3,6 Billionen Dollar an Vermögenswerten, während JPMorgan Chase 4,2 Billionen Dollar an Vermögenswerten und 346 Milliarden Dollar an Eigenkapital der Aktionäre berichtet.
- Expanded distribution channel through Schwab platform increases accessibility to potential investors
- No annual custody fee for investors on the Schwab platform
- Strong asset base with $3.6 trillion AUM demonstrates significant market presence
- Diversified investment strategy across sectors, geographies, and asset classes reduces risk
- Investment involves risk of potential loss of principal
- Fund performance depends on small and mid-market companies which can be more volatile
The Schwab Alternative Investment OneSource platform provides investors with access to a diversified portfolio of non-listed alternative investments issued by well-known asset managers and offers streamlined execution and consolidated reporting with no annual custody fee.
"Investors are increasingly seeking access to private markets to find new sources of returns," said Shawn Khazzam, Head of Private Wealth Alternatives for J.P. Morgan Asset Management. "By accessing JPMF, investors can gain entry to a diverse portfolio of small and mid-market companies through co-investments and secondaries – exposure that would typically be reserved only for institutional investors."
The JPMorgan Private Markets Fund employs cutting-edge investment strategies that adapt to changing market conditions, seeking resilience and growth and focused on delivering consistent long-term value. Investors can benefit from a well-diversified portfolio that spans various sectors, geographies and asset classes. The fund is managed by a team with a 40+ year track record in private markets, dedicated to identifying and capitalizing on opportunities.
This addition marks the second offering to be added to the Schwab Alternative Investment OneSource platform, with JPMorgan Real Estate Income Trust (JPMREIT) having been added in 2024.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in
Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 for a fund prospectus. You can also visit us at www.jpmorganfunds.com. Investors should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.
Investing involves risk. Including possible loss of on an investment.
JPMorgan Private Markets Fund is distributed by J.P. Morgan Institutional Investments Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. J.P. Morgan Institutional Investments, Inc. is a member of FINRA
About Schwab and the Schwab Alternative Investment OneSource® Platform
Schwab and the Schwab Alternative Investment OneSource® platform are trademarks of Charles Schwab & Co., Inc. and used with permission. JPMorgan Private Markets Fund and J.P. Morgan Real Estate Income Trust are not affiliated with Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. (member SIPC) receives remuneration from fund companies in the Schwab Alternative Investment OneSource platform for recordkeeping and shareholder services, and other administrative services.
Schwab does not provide investment advisors, or their clients, advice or make recommendations about potential investments in any funds on the Schwab Alternative Investment OneSource platform, funds made available on third-party platforms that participate in the Schwab Alternative Investment Marketplace platform, and funds that may be held in custody. It is each investment advisor's responsibility to determine the suitability of such an investment for its clients. Alternative investments are risky, and an advisor's clients may lose their entire investment in a fund.
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SOURCE J.P. Morgan Asset Management
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