The JPMorgan Chase 401k Savings Plan
Investment Model Portfolios

J.P.Morgan (Ticker: JPM) is one of the largest investment banks in the nation.

Investment options of The JPMorgan Chase 401k Savings Plan

Total Available Funds: 22
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Large Cap Index
Foreign Large Value CIVIX International Large Cap Value
Foreign Small/Mid Blend SCZ International Small cap Index
US EQUITY
LARGE BLEND VFINX S&P 500 INDEX FUND
LARGE GROWTH IWF Large Cap Growth Index
LARGE VALUE IWD Large Cap Value Index
SMALL BLEND IWM Small Cap Index
LARGE VALUE PAVLX Large Cap Value
LARGE GROWTH JLGZX Large Cap Growth
Small Growth PSCZX Small Cap Blend Fund
LARGE VALUE VGIIX Growth and Income
SMALL BLEND IJSIX Small Cap Core Fund
MID-CAP VALUE FLMVX Mid Cap Value
Mid-Cap Growth OSGIX Mid Cap Growth
FIXED INCOME
Short-Term Bond JMSBX Short-Term Fixed Income Fund
SHORT GOVERNMENT STABLEVALUE Stable Value
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond
Intermediate-Term Bond JCBZX Core Bond Fund
Intermediate-Term Bond PTTRX Intermediate Bond Fund
High Yield Bond RSHIX High Yield Bond
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Market Equity Index
Others
ROOT JPM JPMorgan Chase Common Stock Fund

Investment model portfolios

We provide two types of investment model portfolios for The JPMorgan Chase 401k Savings Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2025.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
The JPMorgan Chase 401k Savings Plan Strategic Asset Allocation - Optimal Moderate 2.46% 21.54% 12.99% 11.65% 8.16% 7.96% 7.18% 7.76%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.77% 26.20% 11.74% 15.10% 13.50% 14.13% 10.53% 8.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 2.11% 12.75% 4.27% 6.43% 6.23% 7.14% 6.01% 5.66%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
The JPMorgan Chase 401k Savings Plan Tactical Asset Allocation Moderate NA 37.12% 13.31% 15.37% 9.60% 9.74% 10.79% 11.28%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
The JPMorgan Chase 401k Savings Plan Asset Allocation Composite Moderate NA 23.38% 10.95% 11.60% 9.01% 8.77% 8.73% 9.10%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%