55ip Expands UMA Offering to RIA Channel with J.P. Morgan Asset Management and BlackRock
55ip, the tax-smart investment technology platform owned by J.P. Morgan Asset Management, expanded its unified managed account offering to the RIA channel. The initial launch combines model portfolios and equity SMAs from J.P. Morgan Asset Management and BlackRock in a single account, powered by 55ip's ActiveTax Technology, with more asset managers expected later this year.
Key figures
- Jpam aum
- $4.6 trillion
- Jpmc assets
- $5.0 trillion
- Uma market projection
- $3.7 trillion U.S. UMA assets projected by end of 2026 (Cerulli)
- Jpmc stockholders equity
- $375 billion
AI analysis
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