JPMorgan Private Markets Fund added to Schwab Alternative Investment OneSource platform.

J.P. Morgan Asset Management has added its JPMorgan Private Markets Fund to the Schwab Alternative Investment OneSource platform, providing investors with access to a diversified portfolio of non-listed alternative investments. The fund employs cutting-edge investment strategies that adapt to changing market conditions, seeking returns through co-investments and secondaries in small and mid-market companies. This move aims to meet the increasing demand for private market investments among investors.

New York, NY – April 1, 2025 – J.P. Morgan Asset Management has integrated its JPMorgan Private Markets Fund (JPMF) into the Schwab Alternative Investment OneSource platform, broadening investors' access to a diversified portfolio of non-listed alternative investments. The fund, which launched in October 2023, offers individual and institutional investors a gateway to private equity investments with a low minimum investment threshold of $25,000.

JPMF is designed to provide access to private equity investments for qualified and accredited investors. The fund features no capital calls, simplified tax reporting, and potential quarterly liquidity. With a $30 billion asset under management (AUM) by its parent, the Private Equity Group (PEG), JPMF combines J.P. Morgan Asset Management's deep private market expertise with its successful track record managing 40 Act funds for financial advisors.

The integration of JPMF into the Schwab Alternative Investment OneSource platform underscores the growing demand for private market investments among investors. The platform offers a spectrum of innovative investments, including real estate, real assets, private equity, private credit, hedge funds, and liquid alternatives, designed to generate new sources of return and portfolio diversification.

JPMF's investment strategy focuses on co-investments and secondaries in small and mid-market companies, where private equity ownership can drive transformational business improvements to accelerate growth. This approach aligns with the increasing trend of private wealth investors turning to alternatives to meet their investment objectives of alpha, income, and diversification.

Anton Pil, Global Head of Alternatives at J.P. Morgan Asset Management, stated, "The launch of JPMF aligns with our long-term vision to lead the global democratization of alternatives, building on our offerings across Real Estate, Real Assets, Hedge Funds, and Liquid Alternatives. Private equity has traditionally been difficult for individuals to access, so we're thrilled to deliver our institutional-grade private equity investment expertise to this investor base through JPMF."

Ashmi Mehrotra, Co-Head of PEG at J.P. Morgan Asset Management, added, "We are witnessing increased demand from all investor types to look beyond public markets for access to compelling private company investment opportunities. The launch of JPMF is an important step in expanding access to the potential long-term return and volatility benefits of private equity."

Andrea Lisher, Head of Americas, Client at J.P. Morgan Asset Management, said, "We are thrilled to extend the expertise of our Private Equity Group to the private wealth market through the launch of JPMF. It is an exciting extension of how we serve financial advisors and fills an important gap in many portfolios."

With the addition of JPMF to the Schwab Alternative Investment OneSource platform, investors now have access to a robust suite of alternative investment options, catering to a wide range of investment objectives and risk profiles. As the market continues to evolve, JPMF's adaptive investment strategies and experienced team position it as a valuable addition to investors' portfolios.