Concentrated Wealth Strategies

Concentrated Wealth Strategies
J.P. Morgan Securities LLC  (Member FINRA/SIPC) offers hedging transactions, employee stock options and corporate selling plans (rule 10b5-1 plans) that allow you a variety of options to diversify your concentrated equity holdings.


  • Protect the integrity of your single stock position and generate liquidity — while also minimizing any adverse tax impact.


  • Work with J.P. Morgan professionals to address the complicated balance of risk, taxes and contractual restrictions that concentrated stock positions may entail.

Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.