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Stock Plan Services

J.P. Morgan Stock Plan Services develops customized plan administration programs based on the needs of your company and employees. Unlike many in-house and outsourced plan administration programs, we draw on J.P. Morgan's:

  • Strong partnership with leading third-party providers of plan administration software, enabling us to pass along savings to corporate clients
  • Comprehensive global trading capabilities and regulatory experience
  • Personalized wealth management advice for senior executives and officers based on the institutional knowledge that comes from 160 years of wealth management experience

As a result, corporate clients gain:

  • Web-based solutions for automating record-keeping, trade execution and reporting on a single platform, allowing companies to streamline plan administration while customizing it to their particular data management and reporting needs
  • Guidance and system support for a wide range of performance awards (including stock options and restricted stock units) from grant through vesting and sale
  • Ready access to J.P. Morgan specialists in the areas of restricted stock awards, stock options and 10b5-1 regulations

Benefits at every level

A dedicated trading desk and personalized wealth management advice: With J.P. Morgan Stock Plan Services, officers, directors and senior executives who become our clients gain access to our highly experienced specialists, who can provide sophisticated investment advice, guidance on restricted stock sales and assistance with complex transactions

Real-time execution: Employee stock plan participants benefit with easy account access via a dedicated web portal, allowing data management and real-time trade execution

Comprehensive, streamlined program: Companies benefit from having a single point of contact—a centralized, accountable team that administers all plan activities


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