Home/About/Press/Motif Investing Partners With J.P. Morgan to Provide Retail Investors Exclusive Access to IPOs

Motif Investing Partners With J.P. Morgan to Provide Retail Investors Exclusive Access to IPOs


Partnership Broadens Individual Investor Access to IPOs

NEW YORK – October 21, 2015 – Motif Investing today announced an exclusive partnership with J.P. Morgan whereby initial public offerings (IPOs) led by J.P. Morgan will be available directly to retail customers on Motif’s next-generation online brokerage platform.

Beginning soon, retail investors opening a Motif account will have the opportunity to access IPOs led by J.P. Morgan, indicate interest in offerings, and place a conditional order. Motif will manage the order process and direct distribution of share allocations. New and existing customers will have the opportunity to participate in the offering, commission-free, with minimum amounts of $250.

“We are very excited to partner with J.P. Morgan, one of the largest IPO book runners in the industry,” said Hardeep Walia, CEO of Motif Investing. “Any individual investor, regardless of account size or length of relationship, now has the opportunity to participate in big-name IPO transactions.”

J.P. Morgan will educate companies preparing to go public about the benefits of using Motif’s next-generation platform to broaden their retail investor reach. This strategic partnership broadens access and enables retail investors to participate in market-leading IPOs.

“We are pleased with our partnership with Motif, which will broaden access to IPOs to more individual investors,” said Michael Millman, Co-Head of Americas Equity Capital Markets and Head of Technology Investment Banking at J.P. Morgan. “Motif’s innovative and easy to use platform is a cutting-edge, differentiated way for issuers to reach investors.”

The partnership benefits investors by allowing individuals the opportunity to own pieces of companies that they’re passionate about and participate in their continued growth.

A summary of the first IPO release will be announced in the near future. To learn more about the partnership and the Motif Investing IPO Center, please visit http://www.motifinvesting.com/products/ipos.

About Motif Investing

Motif Investing is a next-generation online broker that is pioneering thematic investing for individuals and financial advisors. The company, based in Silicon Valley, allows investors to trade “motifs”—intelligently weighted basket of stocks built around themes, investing styles or multi- asset models— for low fees. Motif Investing is a registered broker dealer and a member of SIPC. Motif was recently ranked number one on Fast Company’s list of Most Innovative Companies in Personal Finance and has been recognized for two consecutive years on the CNBC Disrupter 50 list. The company’s investors include Goldman Sachs, JPMorgan Chase, and Renren Inc. Board members include former Securities Exchange Commission Chairman Arthur Levitt and former Boston Consulting Group Chairman Carl Stern.

About J.P. Morgan

J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $19.7 trillion of assets under custody and $372.1 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.


Motif Investing
Brittany Price, Public Relations Manager Brittany@motifinvesting.com 650-274-0526

J.P. Morgan
Jessica Francisco, Vice President, Media Relations Jessica.Francisco@jpmorgan.com

  1. Hi,

    I read that some IPO shares are allocated to broekrages, who in turn sells or awards some of the shares to their biggest clients, prior to the IPO.

    Will the prices for this new product/service be pre-IPO based or before its publicly offered?


  2. Antonio Montgomery on

    Hi, I normally wait at least 3 months before buying an IPO. Is this access to pre-IPO and private placement?

    1. Timothy Hemsworth on

      Hi Antonio, thanks for your comment. Yes, this is new feature allowing access to pre IPO for as little as $250.00

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