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J.P. Morgan Private Bank
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Here's how to make your tax-loss harvesting strategy do more for you privatebank.jpmorgan.com Aug 15, 2025 4 facts
measurementJ.P. Morgan Private Bank simulated equity index-tracking tax-loss harvesting accounts, referred to as vintages, that were initially funded with $1 million in cash and analyzed data dating back to January 1995.
claimJ.P. Morgan Private Bank analyzed three aspects of counteracting tax alpha decay: the amount of cash needed, the optimal frequency of cash contributions, and the funding cadence, specifically whether to fund a tax-loss harvesting account with all available cash upfront or to average into the account over time.
claimTax savings figures presented in J.P. Morgan Private Bank analyses are gross of any management or product fees associated with tax-loss harvesting strategies.
referenceIn the article 'How cutting edge technology can enhance your wealth with tax savings' (June 2025), J.P. Morgan Private Bank highlighted that a daily tax loss harvesting process can significantly uplift tax savings compared to less frequent harvesting.