BasisRoute my position

J.P. Morgan (55ip)

Tax-Smart Direct Indexing

Open

Claim this listingManager's website
Assets
Not disclosed
Fee a year
0.10%–0.23%
Minimum
$250K
Tracking error
Not disclosed
Investors
Not disclosed
Open to
Anyone
Lock-up
None
Holdings
Not disclosed
Benchmark
Not disclosed
Custodians
Not disclosed
Access
Through an advisor
Launched
2022
Assets, in detail
Not disclosed. JPMIM runs the Tax-Smart Index (direct indexing) strategies with 55ip. 55ip reports $43.5B regulatory AUM and $93.2B of other advisory assets (2026-05-31), mostly ETF model strategies, so neither figure isolates direct indexing.
Fee schedule
At the 2022 launch: 0.23% for accounts under $1M down to 0.10% for accounts over $50M.
Tracking error, method
Not disclosed.
Capacity and queue
55ip's Form ADV Part 2A (2026-06-30) says JPMIM sets a $250,000 minimum for the Tax-Smart Index strategies. The 2022 launch minimum was also $250,000.

Sources

Checked 2026-10. Confidence: low.

Where to get it

The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.

No access provider in our data names this product yet.

Other direct indexing