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J.P. Morgan Asset Management: A Reliable Steward

The firm continues to earn advisors' confidence, and strong inflows in 2015 keep it among the 10 largest U.S. fund companies.

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Morningstar recently issued a new Stewardship Grade for J.P. Morgan Asset Management. The firm's overall grade--which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history--is a B. What follows is Morningstar's analysis of the firm's corporate culture, for which J.P. Morgan Asset Management also receives a B. This text, as well as analytical text on the other four Stewardship Grade criteria, is available to subscribers of Morningstar's software for advisors and institutions: Morningstar Advisor Workstation(SM), Morningstar Office(SM), and Morningstar Direct(SM).

With continued healthy inflows in 2015 and more than $250 billion in mutual fund assets at the end of the year, J.P. Morgan Asset Management held its place as the seventh-largest U.S. mutual fund company. It is also among the world's largest asset managers, with nearly $2 trillion in assets. Forged from a series of acquisitions made by parent company  JPMorgan Chase (JPM), its extensive fund lineup continues to be both refined and expanded. Although some offerings are subpar, there are a number of strong options that are drawing advisors and retirement-plan sponsors. Underpinning these is a positive investment culture where long-tenured managers and analysts are given resources and support to carry on successful strategies and are rewarded for long-term performance.

Laura Lallos does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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