The JPMorgan Chase 401k Savings Plan
Investment Model Portfolios

J.P.Morgan (Ticker: JPM) is one of the largest investment banks in the nation.

Plan investment options

Total Available Funds: 20
Asset Class Ticker Description Rating Expense
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Market Equity Index 0.7%
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Large Cap Index 0.33%
Foreign Small/Mid Blend SCZ International Small cap Index 0.4%
Foreign Large Value CIVIX International Large Cap Value 0.88%
FIXED INCOME
Intermediate-Term Bond PTTRX Intermediate Bond Fund 0.83%
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond 1.37%
Intermediate-Term Bond JCBZX Core Bond Fund 1.1%
SHORT GOVERNMENT STABLEVALUE Stable Value NA
High Yield Bond RSHIX High Yield Bond 0.65%
Short-Term Bond JMSBX Short-Term Fixed Income Fund NA
US EQUITY
SMALL BLEND IWM Small Cap Index 0.19%
LARGE GROWTH IWF Large Cap Growth Index 0.19%
LARGE VALUE IWD Large Cap Value Index 0.19%
LARGE BLEND VFINX S&P 500 INDEX FUND 0.14%
Small Growth PSCZX Small Cap Blend Fund 0.82%
SMALL BLEND IJSIX Small Cap Core Fund 0.87%
MID-CAP VALUE FLMVX Mid Cap Value 1.14%
LARGE VALUE PAVLX Large Cap Value 0.7%
Mid-Cap Growth OSGIX Mid Cap Growth 0.95%
LARGE GROWTH JLGZX Large Cap Growth 0.69%
Average Expense Ratio: 0.67%

The following is a moderate-risk model portfolio constructed from the investment options of The JPMorgan Chase 401k Savings Plan.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for The JPMorgan Chase 401k Savings Plan (JPM)

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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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