街口投信 JKO Asset Management
JKO Asset Management (街口投信) is a Taiwan-licensed securities investment trust firm operating 7–8 funds across domestic equities, global luxury equity, money market, EM bonds, and three commodity futures-based ETFs listed on the Taiwan Stock Exchange, serving Taiwan retail investors through its own online platform and parent-affiliated JKO Pay fintech distribution.
- Company typePrivate
- Founded2001
- HeadquartersTaipei, Taiwan
- Headcount11–50
- GTM typeB2C
- OfferingServices
What 街口投信 JKO Asset Management does
街口投信 (JKO Asset Management; legal name 街口證券投資信託股份有限公司) is a Taiwan-domiciled securities investment trust company founded in December 2001 and operating under FSC Taiwan license 114金管投信新字第010號. Since being acquired in March 2019 by 街口金融科技 (JKO Financial Technology) — the operator of Taiwan's leading e-payment platform 街口支付 (JKO Pay) — alongside 川圃投資控股, the firm was rebranded to its current name in May 2019 and positioned as the asset-management arm of the JKO fintech ecosystem, targeting younger, mobile-native retail investors with inclusive-finance messaging.
The company manages a portfolio of approximately 7–8 funds spanning four product categories: Taiwan domestic equity (街口台灣基金, 街口中小型基金), global thematic equity (街口全球時尚精品基金 covering worldwide luxury/fashion), money market (街口平安貨幣市場基金), emerging market fixed income (街口六年到期新興市場債券基金), and a distinctive suite of three commodity futures-based ETFs listed on the Taiwan Stock Exchange under codes 00693U (S&P GSCI soybeans via CBOT), 00715L (2x leveraged Brent crude via ICE EU, daily-rebalanced, classified as a strategic-trading product restricted to qualified investors), and 00763U (Dow Jones North American copper via COMEX). Supporting infrastructure includes a proprietary real-time estimated NAV system that imports live international futures prices, an in-house online trading platform at ec.jkoam.com supporting account opening, lump-sum and systematic (定期定額) purchases, and ETF subscription registration via 14 participating brokerages.
Revenue is generated through recurring management and custody fees calculated daily against AUM and disclosed at the prospectus level; specific fee rates and total AUM are not publicly disclosed. The go-to-market is direct-to-consumer via the firm's own online platform and website (jkoam.com) supplemented by Facebook and Instagram social channels, daily/weekly/quarterly market commentary content, ETF educational materials, and occasional financial seminars. ETFs are also distributed through TWSE secondary-market channels. The company has no disclosed enterprise or institutional clients and its customer base is effectively concentrated in Taiwan retail investors.
街口投信 JKO Asset Management firmographics
Firmographics- Name
- 街口投信 JKO Asset Management
- Legal name
- 街口證券投資信託股份有限公司
- Website
- https://jkoam.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- JKO Asset Management (街口投信) is a Taiwan-licensed securities investment trust firm operating 7–8 funds across domestic equities, global luxury equity, money market, EM bonds, and three commodity futures-based ETFs listed on the Taiwan Stock Exchange, serving Taiwan retail investors through its own online platform and parent-affiliated JKO Pay fintech distribution.
- Ownership category
- akta.pro rank
街口投信 JKO Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Securities and Commodity Contracts Intermediation and Brokerage (5231)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Real Assets & Infrastructure ETFs (REITs, Infrastructure, Natural Resources) (FSAAAFAH)
- akta.pro secondary industries
- Money Market Funds (FSAAAEAC), Fixed Income Mutual Funds (FSAAAEAB), Index Mutual Funds (Non-ETF) (FSAAAEAE)
Where 街口投信 JKO Asset Management is headquartered
LocationHeadquarters
- HQ city
- Taipei
- HQ country
- Taiwan
- HQ region
- Asia
Offices1 record
Markets served
街口投信 JKO Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Management Fee Revenue: 街口投信 generates revenue primarily through management fees charged on its managed funds. These fees are calculated daily based on the fund's assets under management (AUM) and reflected in the NAV. The firm manages 7 funds including equity funds, money market funds, and commodity/leveraged ETFs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | All 7 managed funds are accumulation-type (不配息) with no distribution fees; specific management fee and custody fee rates are disclosed in fund prospectuses. |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
街口投信 JKO Asset Management product offering
Product offeringCore offering
街口投信 is a Taiwan-domiciled securities investment trust company that manages and distributes 7 investment funds to retail investors, including three commodity futures-based ETFs (soybeans, leveraged Brent crude oil, copper) and four domestic mutual funds (Taiwan equity, Taiwan small-mid cap, global luxury brands, money market) plus an emerging market bond fund. It operates an online subscription platform (ec.jkoam.com) and lists ETFs on the Taiwan Stock Exchange, generating revenue primarily through daily-calculated management fees on assets under management.
Product overview
街口投信 (JKO Asset Management) is a Taiwan-based securities investment trust company offering a diversified range of fund products. The product portfolio includes 7 actively managed funds covering domestic Taiwan equities (街口台灣基金, 街口中小型基金), global luxury brands (街口全球時尚精品基金), money markets (街口平安貨幣市場基金), emerging market bonds (街口六年到期新興市場債券基金), and 3 commodity ETFs tracking soybeans (期街口S&P黃豆), leveraged crude oil (期街口布蘭特正2), and copper (期街口道瓊銅). The company positions itself around fintech innovation through its parent company JKO Pay, targeting younger internet-savvy investors.
Differentiator
Problem solved
Functional benefit
Products and services
- 期街口S&P黃豆 (00693U) An exchange-traded fund tracking the S&P GSCI Soybeans Excess Return Index, providing Taiwan retail investors with exposure to soybean futures contracts traded on the Chicago Board of Trade (CBOT). Listed on the Taiwan Stock Exchange under code 00693U.
- 期街口布蘭特正2 (00715L) A leveraged ETF offering 2x daily long exposure to the S&P GSCI Brent Crude Oil 2X Leveraged ER Index, tracking Brent crude oil futures on ICE EU. Marketed as a strategic trading product not suitable for long-term holding, restricted to investors meeting Taiwan Stock Exchange eligibility criteria for leveraged/inverse commodity ETFs.
- 期街口道瓊銅 (00763U) An exchange-traded fund tracking the Dow Jones Commodity Index North American Copper ER Index, providing Taiwan retail investors with exposure to copper futures contracts traded on COMEX (New York Mercantile Exchange). Listed on the Taiwan Stock Exchange under code 00763U.
- 街口台灣基金 A Taiwan equity fund investing primarily in domestic Taiwan stocks, offering concentrated exposure to the Taiwan equity market for retail investors seeking Taiwan-specific equity allocation.
- 街口中小型基金 A Taiwan small-to-mid cap equity fund focusing on smaller listed companies in the Taiwan market, providing growth-oriented exposure to Taiwan SMEs for retail investors.
- 街口全球時尚精品基金 A global luxury brands equity fund investing in worldwide fashion and luxury goods companies, offering Taiwan retail investors thematic global equity exposure to the fashion/luxury sector.
- 街口平安貨幣市場基金 A money market fund providing investors with stable returns through short-term money market instruments, serving as a low-risk cash management vehicle for retail investors.
- 街口六年到期新興市場債券基金 A six-year maturity emerging market bond fund offering exposure to emerging market debt securities with a defined maturity date, targeting investors seeking fixed-income exposure to emerging market sovereign and corporate debt.
Quantifiable outcome
- 街口台灣基金 achieved 280.90% one-year return and 403.52% three-year return as of June 2026 (data source: Lipper)
- +1 more outcomes
Companies that use 街口投信 JKO Asset Management
Customer profileSegments2 records
Ideal customer profiles2 records
街口投信 JKO Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
街口投信 JKO Asset Management partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered minor.
- 中國信託綜合證券股份有限公司minorListed as a participating brokerage (參與證券商) for ETF primary market subscription registration of 期街口S&P黃豆 (00693U), enabling investors to submit ETF creation/redemption applications through the brokerage.
- 元大證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription of 期街口S&P黃豆 (00693U).
- 台新綜合證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 永豐金證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 玉山綜合證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 兆豐證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 合作金庫證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 國泰綜合證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 國票綜合證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 康和綜合證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 第一金證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 統一綜合證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 凱基證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 富邦綜合證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
- 群益金鼎證券股份有限公司minorListed as a participating brokerage for ETF primary market subscription.
Scale indicators2 records
Recent moves10 records
Expansion highlights4 records
街口投信 JKO Asset Management competitors and assessment
Company assessmentDirect peers
- Cathay Securities Investment Trust (國泰投信): One of Taiwan's largest domestic asset managers offering equity, money market, and ETF products to retail investors. Directly comparable in business model, target customer (Taiwan retail), and regulated fund management scope.
- CTBC Securities Investment Trust (中信投信): Taiwan-based securities investment trust company offering a diversified range of mutual funds and ETFs. Direct peer in the Taiwanese retail asset management market with overlapping product categories and distribution channels.
- SinoPac Securities Investment Trust (永豐投信): Taiwan-based asset manager with a diversified fund lineup covering equities, fixed income and ETFs. Comparable in scale, regulatory positioning, and TWSE-listed ETF operations.
- Fubon Securities Investment Trust (富邦投信): Major Taiwan-based asset manager offering mutual funds and ETFs including commodity-thematic products. Competes head-to-head with JKO in domestic Taiwan fund distribution and TWSE-listed ETFs.
- KGI Securities Investment Trust (凱基投信): Taiwanese asset manager offering mutual funds and ETFs with a similar retail-channel focus. Direct competitor in the Taiwan securities investment trust industry serving the same investor base.
- Taishin Securities Investment Trust (台新投信): Taiwan asset manager providing equity, bond and money market mutual funds with a similar retail-channel distribution model. Comparable in product mix and direct-to-consumer Taiwanese fund business.
- Yuanta Securities Investment Trust (元大投信): Largest Taiwanese asset manager with a broad mutual fund and ETF shelf including commodity-linked ETFs. Directly comparable as a Taiwan-listed securities investment trust serving retail investors through similar fund products and TWSE-listed ETFs.
Broad incumbents
- BlackRock: Global ETF leader with broad commodity futures exposure including iPath series tracking S&P GSCI. Comparable as the dominant global commodity ETF franchise against which JKO's S&P Soybeans and Brent Crude products compete on methodology and brand.
- Invesco: Global asset manager with a wide range of commodity and currency ETFs (e.g., DB Commodity-tracking products). Comparable as an established multi-commodity ETF sponsor with futures-based index strategies similar to JKO's commodity ETFs.
Regional players
- E Fund Management (易方達基金): One of China's largest asset managers with extensive ETF and mutual fund offerings. Comparable as a large-scale Asia asset manager with commodity/thematic ETF capabilities, though operating primarily in mainland China rather than Taiwan.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
街口投信 JKO Asset Management social profiles
Digital presence街口投信 JKO Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
街口投信 JKO Asset Management leadership team
Management profileNumber of profiles
街口投信 JKO Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
街口投信 JKO Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 街口投信 JKO Asset Management
What does 街口投信 JKO Asset Management do?
街口投信 is a Taiwan-domiciled securities investment trust company that manages and distributes 7 investment funds to retail investors, including three commodity futures-based ETFs (soybeans, leveraged Brent crude oil, copper) and four domestic mutual funds (Taiwan equity, Taiwan small-mid cap, global luxury brands, money market) plus an emerging market bond fund. It operates an online subscription platform (ec.jkoam.com) and lists ETFs on the Taiwan Stock Exchange, generating revenue primarily through daily-calculated management fees on assets under management.
Is 街口投信 JKO Asset Management a public or private company?
街口投信 JKO Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was 街口投信 JKO Asset Management founded?
街口投信 JKO Asset Management was founded in 2001. It employs 11 to 50 people.
Where is 街口投信 JKO Asset Management based?
街口投信 JKO Asset Management is headquartered in Taipei, Taiwan, in the Asia region.
How does 街口投信 JKO Asset Management make money?
One revenue line is on record: management Fee Revenue.
Who are 街口投信 JKO Asset Management's main competitors?
Direct peers on record are Cathay Securities Investment Trust (國泰投信), CTBC Securities Investment Trust (中信投信), SinoPac Securities Investment Trust (永豐投信), Fubon Securities Investment Trust (富邦投信), KGI Securities Investment Trust (凱基投信), Taishin Securities Investment Trust (台新投信) and Yuanta Securities Investment Trust (元大投信). Broad incumbents are BlackRock and Invesco. E Fund Management (易方達基金) is listed as a regional player.
Does 街口投信 JKO Asset Management have an API?
No public API is recorded for 街口投信 JKO Asset Management.
What industry is 街口投信 JKO Asset Management in?
街口投信 JKO Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAFAH, Real Assets & Infrastructure ETFs (REITs, Infrastructure, Natural Resources), with a secondary code of FSAAAEAC, Money Market Funds. Its NAICS code is 523940 and its SIC code is 6282.