J.P. Morgan Asset Management (55ip) listing history

By J.P. Morgan Asset Management (55ip) · Claude Connectors

Develop and analyze personalized, tax-aware portfolio transition scenarios

MCP servers

View on Claude Connectors Fresh · Oct 29, 2026

Claude Connectors does not publish install or usage counts, so PluginStats tracks J.P. Morgan Asset Management (55ip)'s listing placement instead, currently position #865 in the marketplace's popularity-sorted listing.

Adoption metric: n/a; Not published by marketplace
7-day growth: n/a
30-day growth: n/a
90-day growth: n/a
Listing position: #865; Marketplace popularity order

About J.P. Morgan Asset Management (55ip)

Evaluate the potential tax implications of transitioning a client portfolio to a new investment strategy. 55ip's ActiveTax Technology® enables advisors to generate personalized Tax Transition Proposals and compare different realized capital-gain scenarios based on the client's investment and tax-budget preferences.

Consider using 55ip when you want to:

Evaluate a proposed portfolio transition. Explore the potential tax implications of moving a client's existing holdings into a recommended investment strategy.
Compare different tax-budget scenarios. Review multiple potential scenarios to understand how different estimated realized capital-gain levels could affect a proposed transition.
Address appreciated or legacy holdings. Assess how a portfolio with embedded gains may transition toward a new strategy while managing potential tax consequences.
Prepare for a client conversation. Generate a personalized Tax Transition Proposal to help illustrate transition scenarios for the client. The existing workflow allows the advisor to create a PDF from the results.
Explore a transition before taking action. Use the proposal to evaluate alternatives before deciding how to proceed. The 55ip MCP generates proposals only; it does not create transactions.

This Connector capability is for existing 55ip clients only.

Description from the Claude Connectors listing.

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Ranking history

J.P. Morgan Asset Management (55ip) Claude Connectors ranking history: currently #865 (listing placement).

Filled points are observed values; hollow points come from Internet Archive snapshots of the listing page. Dashed segments span periods with no observations — values between points are not interpolated.

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Data source

Anthropic does not publish install counts for connectors. PluginStats records each Anthropic and partner connector's position in the official Claude directory, which Anthropic orders by its own ranking, so movement in position over time is the signal.

Listing: https://claude.com/marketplace/connectors/j-p-morgan-asset-management-55ip. First seen Oct 27, 2026; last successful collection Oct 29, 2026. See the methodology.