55ip
J.P. Morgan Asset Management's tax-smart investing and portfolio engine.
55-ip.com55ip provides tax-aware portfolio implementation for advisers, including models, active separately managed accounts, direct indexing and unified managed accounts. Advisers set strategy while 55ip manages tax exposure, and tax-loss harvesting carries an added fee.
The company says it handled 171,392 accounts and $150.6 billion as of September 30, 2026. J.P. Morgan Asset Management agreed to buy it in December 2020.
What it does
- Tax-smart portfolio engine
- Direct indexing
- Active SMAs
- Unified managed accounts
- Transition services
Coverage
- Custody could open new bank revenue while Fidelity's minimum tests small RIAs
Financial ADVSR, Oct 26
- 55ip expands UMA offering to RIAs with J.P. Morgan and BlackRock models
Financial ADVSR, Oct 21
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