J.P. Morgan's 55ip brings tax-aware portfolio analysis to Claude for Financial Advisors

• 55ip, J.P. Morgan Asset Management's wholly owned subsidiary, will integrate ActiveTax Technology into Anthropic's Claude for Financial Advisors through a new connector.
• The integration will let advisors generate personalized, tax-aware portfolio transition scenarios reflecting clients' preferences for realized capital gains.
• 55ip's assets under supervision exceeded $150 billion as of September 30, 2026.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. JPMorgan Chase & Co. published the original content used to generate this news brief via PR Newswire (Ref. ID: 202610271211PR_NEWS_USPR_____NY81641) on October 27, 2026, and is solely responsible for the information contained therein.