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Six Circles Funds designed exclusively for J.P. Morgan discretionary portfolios



How your wealth is managed is critically important, and we continually strive to improve our approach. While we focus on the long-term growth and preservation of your wealth, we also bring you innovative ideas and opportunities.

With this in mind, we created Six Circles Funds to expand the universe of differentiated investment strategies and targeted exposures available to portfolios. We partner with third-party asset managers who serve as sub-advisers for each fund within Six Circles Funds.

The funds within Six Circles are constructed to work in concert with other investments within discretionary portfolios.

J.P. Morgan is dedicated to aligning your portfolio with your goals

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In practice

Within U.S. equities, for example, we may seek to overweight certain sectors. With Six Circles Funds, we can access them directly.



Then, inside a sector, we may want to pursue specific industries. Through Six Circles Funds, we can aim for even more strategic precision.



In managing Six Circles Funds, we consider portfolio attributes at the aggregate level. When used as part of a diversified portfolio, Six Circles Funds seek to contribute to returns and/or reduce risk cost‐effectively.


*For illustrative purposes only. Not all Six Circles Funds will work this way. Actual investments may change from time to time and may include none or only a subset of the above list. Asset allocation/diversification does not guarantee a profit or protect against a loss.