JPMorgan Private Markets Fund (JPMF) is Added to the Schwab Alternative Investment OneSource® Platform
- Editor
- Apr 1
- 1 min read
Whats Happening:
J.P. Morgan Asset Management has announced that its JPMorgan Private Markets Fund (JPMF) has been added to the Schwab Alternative Investment OneSource platform. This addition provides investors with access to a diversified portfolio of private market investments, including co-investments and secondaries in small and mid-market companies.
Key Moves:
JPMorgan Private Markets Fund added to Schwab Alternative Investment OneSource platform
JPMF offers investors access to private market investments typically reserved for institutional investors
This marks the second J.P. Morgan offering on the Schwab platform, following JPMREIT in 2024
By The Numbers:
J.P. Morgan Asset Management has $3.6 trillion in assets under management (as of 12/31/2024)
JPMorgan Chase & Co. has $4.2 trillion in assets (as of 12/31/2024)
JPMorgan Chase & Co. has $346 billion in stockholders' equity (as of 12/31/2024)
Key Quotes:
"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."
Bottom Line:
The addition of JPMorgan Private Markets Fund to the Schwab Alternative Investment OneSource platform represents a significant step in democratizing access to private market investments. This move allows a broader range of investors to diversify their portfolios with alternative assets, potentially enhancing returns and managing risk in changing market conditions.
Comments