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