• J.P. Morgan Asset Management's wholly owned subsidiary 55ip will integrate ActiveTax Technology into Anthropic's Claude for Financial Advisors, announced Oct. 27, 2026.
• The connector will enable tax-aware portfolio transition analysis, including personalized scenarios showing the impact of different realized capital gain levels.
• 55ip's AUS exceeded $150 billion as of Sept. 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. JP Morgan Asset Management Inc. published the original content used to generate this news brief on October 27, 2026, and is solely responsible for the information contained therein.