J.P. MORGAN INVESTMENT MANAGEMENT INC.
Latest filing: Aug 30, 2024 (83 days ago)
AUM
$2,549,092,782,514
27% change vs. 1 year ago
27% change vs. 3 years ago
82% change vs. 5 years ago
142% change vs. 10 years ago
Employee Count
3,167
2% change vs. 1 year ago
7% change vs. 3 years ago
3% change vs. 5 years ago
25% change vs. 10 years ago
Main Office
NEW YORK, NY
383 MADISON AVENUE, NEW YORK, NY, UNITED STATES, 10179-0001
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2,526.3 |
| Non-Discretionary | $22.8 |
| Total | $2,549.1 |
| Client | AUM |
|---|---|
| Retail | $4.2 |
| Pooled | $1,968.9 |
| Institutional | $576.0 |
| Total | $2,549.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 14 | $4.2 |
| Average HNW AUM | $299,204,864 | |
| Retail Total | 14 | $4.2 |
| Average Retail AUM | $299,204,864 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| JPMORGAN CHASE BANK, N.A. | COLUMBUS-OH-USA | $118.9 |
| BANK OF NEW YORK | WILMINGTON-DE-USA | $104.5 |
| STATE STREET CORPORATION | BOSTON-MA-USA | $96.7 |
| NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $72.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $580.2 |
| Retail SMA AUM | $4.2 |
| Institutional SMA AUM | $576.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 14% | $81.2 |
| Equity Non-Exch | 4% | $23.2 |
| Govt Agency | 21% | $121.8 |
| Municipal | 3% | $17.4 |
| Sovereign | 2% | $11.6 |
| IG Credit | 20% | $116.0 |
| HY Credit | 2% | $11.6 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $5.8 |
| Other Pools | 9% | $52.2 |
| Cash | 5% | $29.0 |
| Other | 19% | $110.2 |
| Total | 100% | $580.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | $365.7 | 135960 | |
| J.P. MORGAN PRIVATE INVESTMENTS INC. | $292.9 | 110186 | |
| J.P. MORGAN SECURITIES LLC | $249.7 | broker-dealer | 79 |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | $86.3 | 108559 | |
| JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | $85.5 | 300114 | |
| JPMORGAN FUNDS LIMITED | $60.2 | 172045 | |
| J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | $18.8 | 20989 | |
| 55I, LLC | $17.5 | 286620 | |
| HIGHBRIDGE CAPITAL MANAGEMENT, LLC | $7.2 | 134776 | |
| SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | $4.0 | 106201 | |
| BEAR STEARNS ASSET MANAGEMENT INC. | $0.0 | 113359 | |
| JPMIM MEZZ INVESTOR (US) LLC | $0.0 | - | |
| JPMIM MEZZ GP (US) LLC | $0.0 | - | |
| JPMORGAN JADE 3 LLC | $0.0 | - | |
| JPMIM NIAGARA CARRY III, LLC | $0.0 | - | |
| GOLDCOAST RE VENTURES LL-1, LLC | $0.0 | - | |
| JPMORGAN JADE 2 LLC | $0.0 | - | |
| JPMORGAN ASSET MANAGEMENT (CANADA) INC. | $0.0 | - | |
| DVCMM LLC | $0.0 | - | |
| JPMIM VAF 1 GP LLC | $0.0 | - | |
| JPMIM NIAGARA CARRY IV, LLC | $0.0 | - | |
| JPMIM REGENCY 1 CARRY, LLC | $0.0 | - | |
| JPMORGAN ASSET MANAGEMENT (EUROPE) S.A R.L. | $0.0 | 304190 | |
| LYNSTONE CARRY GP LTD. | $0.0 | - | |
| JPMIM 4TH STREET GP LLC | $0.0 | - | |
| JPMIM US RE QOZ GP 2, LLC | $0.0 | - | |
| JPMORGAN ASSET MANAGEMENT (CHINA) COMPANY LIMITED | $0.0 | - | |
| J.P. MORGAN TRUST COMPANY OF DELAWARE | $0.0 | trust company | - |
| JPMORGAN ASSET MANAGEMENT (SWITZERLAND) LLC | $0.0 | - | |
| JMF IV CAYMAN SLP MANAGER CORP. | $0.0 | - | |
| PARK ASSURANCE COMPANY | $0.0 | - | |
| JPMORGAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | $0.0 | - | |
| J.P. MORGAN ASSET MANAGEMENT REAL ESTATE (FRANCE) SAS | $0.0 | - | |
| J.P. MORGAN G1 (GP) LIMITED | $0.0 | - | |
| JPMORGAN FUNDS (ASIA) LIMITED | $0.0 | - | |
| GOLDCOAST RE VENTURES 2, LLC | $0.0 | - | |
| JPMORGAN ASSET MANAGEMENT (JAPAN) LIMITED | $0.0 | - | |
| JPMIM US RE QOZ GP 1, LLC | $0.0 | - | |
| JPMIM DEBT INVESTMENTS GP (US) LLC | $0.0 | - | |
| J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | $0.0 | broker-dealer | 102920 |
| JPMORGAN ASSET MANAGEMENT (TAIWAN) LIMITED | $0.0 | - | |
| JPMIM RESIDENTIAL CARRY LLC | $0.0 | - | |
| JPMIM RESIDENTIAL GP (US) LLC | $0.0 | - | |
| BEIJING EQUITY INVESTMENT DEVELOPMENT MANAGEMENT CO., LTD. | $0.0 | 162933 | |
| JPMIM NIAGARA CARRY II, LLC | $0.0 | - | |
| JPMIM 4TH STREET INVESTOR LLC | $0.0 | - | |
| JPMORGAN DISTRIBUTION SERVICES, INC. | $0.0 | broker-dealer | 104234 |
| JPMIM NIAGARA CARRY, LLC | $0.0 | - | |
| JPMORGAN ASSET MANAGEMENT REAL ASSETS (ASIA) LIMITED | $0.0 | - | |
| JPMIM HBV MANAGER LLC | $0.0 | - | |
| JPMORGAN CHASE BANK, N.A. | $0.0 | trust company | - |
| J.P. MORGAN SE | $0.0 | - | |
| GOLDCOAST RE VENTURES LLC | $0.0 | - | |
| JPMORGAN ASSET MANAGEMENT (SINGAPORE) LIMITED | $0.0 | - | |
| J.P. MORGAN (SUISSE) SA | $0.0 | - | |
| 522 FIFTH AVENUE CORPORATION | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| GATCH, GEORGE, CROSBY WHITE | DIRECTOR/CHAIRMAN |
| QUINSEE, PAUL, ANTHONY | DIRECTOR/HEAD OF GLOBAL EQUITIES |
| POWELL, ANDREW, RICHARD | DIRECTOR / AM CAO / HEAD OF GLOBAL CLIENT SERVICE / SENIOR BUSINESS MANAGER |
| DONOHUE, JOHN, THOMAS | DIRECTOR / PRESIDENT / CEO / HEAD OF GLOBAL LIQUIDITY |
| DOWD, JOY, CATHERINE | DIRECTOR |
| MICHELE, ROBERT, CHARLES | DIRECTOR /HEAD OF GLOBAL FIXED INCOME, CURRENCY & COMMODITIES |
| PIL, ANTON, CYRIEL | DIRECTOR / HEAD OF GLOBAL ALTERNATIVES |
| BONANNO, PETER, VICTOR | GENERAL COUNSEL, ASSET MANAGEMENT |
| LASKOWITZ, JEDEDIAH ISIAH, M | HEAD OF GLOBAL ASSET MANAGEMENT SOLUTIONS |
| OLIVA, JOHN, L | CHIEF COMPLIANCE OFFICER |
| LISHER, ANDREA, L | DIRECTOR / HEAD OF AMERICAS, CLIENT |
| MANGHILLIS, KATHERINE, GAIL | SECRETARY |
| HESSE, BENJAMIN, A | DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER |
ADVDB.CO • SOURCE: SEC
Representatives
54 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL CAGGIA | NEW YORK | NY | |||||||
| ALBERTO SANCHIS | NEW YORK | NY | S63|2014-06-11 | ||||||
| KIRAN SHAH | NEW YORK | NY | |||||||
| RICHARD TAORMINA | NEW YORK | NY | |||||||
| JAMES SPENCE | NEW YORK | NY | |||||||
| JAMES CARILLO | NEW YORK | NY | S63|1989-12-15 | ||||||
| STEPHEN DEIBEL | NEW YORK | NY | S65|1998-10-19 | ||||||
| DEBRA FIERRO | NEW YORK | NY | S63|1999-09-09|S65|1999-12-22 | ||||||
| MANISH GOYAL | NEW YORK | NY | S63|1997-08-14 | ||||||
| ANNE HALLAM | NEW YORK | NY | |||||||
| MELISSA FARZAM | NEW YORK | NY | S63|2001-06-11|S66|2006-07-25 | ||||||
| MICHAL MISIOLEK | NEW YORK | NY | |||||||
| THOMAS MURRAY | NEW YORK | NY | |||||||
| VIKAS PATHANI | NEW YORK | NY | S63|2006-10-02 | ||||||
| JOSHUA BRUNNER | NEW YORK | NY | S65|2001-09-24 | ||||||
| SCOTT BLASDELL | NEW YORK | NY | |||||||
| GIRIDHAR DEVULAPALLY | NEW YORK | NY | |||||||
| SHUJUAN BAO | NEW YORK | NY | |||||||
| ANDREW BRANDON | NEW YORK | NY | S63|2001-03-28 | ||||||
| JEFF WHIPPLE | NEW YORK | NY | S66|2005-11-10 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $2,549.1 | $0.0 | 0% | 3,167 | 0 | 0% |
| 2024-04-02 | $2,549.1 | $0.0 | 0% | 3,167 | 0 | 0% |
| 2023-04-04 | $2,012.0 | $537.1 | 27% | 3,116 | 51 | 2% |
| 2022-04-01 | $2,278.2 | $270.9 | 12% | 3,036 | 131 | 4% |
| 2021-04-05 | $2,012.1 | $537.0 | 27% | 2,965 | 202 | 7% |
| 2020-04-01 | $1,677.1 | $872.0 | 52% | 3,124 | 43 | 1% |
| 2019-04-01 | $1,401.3 | $1,147.8 | 82% | 3,082 | 85 | 3% |
| 2018-04-02 | $1,352.2 | $1,196.9 | 89% | 3,290 | -123 | -4% |
| 2017-04-01 | $1,228.2 | $1,320.9 | 108% | 3,161 | 6 | 0% |
| 2016-04-01 | $1,144.0 | $1,405.1 | 123% | 2,919 | 248 | 8% |
| 2015-04-01 | $1,149.3 | $1,399.8 | 122% | 2,751 | 416 | 15% |
| 2014-04-01 | $1,053.3 | $1,495.8 | 142% | 2,540 | 627 | 25% |
| 2013-04-01 | $774.0 | $1,775.1 | 229% | 1,977 | 1,190 | 60% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, AK-04/05/2002, AL-05/06/2002, AR-04/02/2002, AZ-03/28/2002, CA-04/11/1988, CO-03/28/2002, CT-10/12/1999, DC-03/28/2002, DE-08/20/2003, FL-02/01/2001, GA-03/28/2002, HI-03/28/2002, IA-04/08/2002, ID-03/28/2002, IL-04/20/1999, IN-03/28/2002, KS-03/28/2002, KY-03/28/2002, LA-03/28/2002, MA-03/30/2001, MD-03/28/2002, ME-03/28/2002, MI-03/28/2002, MN-03/30/2001, MO-05/14/1998, MS-03/28/2002, MT-03/28/2002, NC-03/28/2002, ND-03/28/2002, NE-03/28/2002, NH-03/29/2002, NJ-05/23/2002, NM-03/28/2002, NV-03/28/2002, NY-07/28/1997, OH-03/28/2002, OK-06/13/2001, OR-03/28/2002, PA-03/28/2002, PR-03/28/2002, RI-03/28/2002, SC-03/28/2002, SD-04/01/2002, TN-03/29/2002, TX-04/01/2002, UT-04/01/2002, VA-03/30/2001, VI-03/30/2009, VT-03/28/2002, WA-03/28/2002, WI-03/28/2002, WV-04/08/2002, WY-03/30/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV