J.P. MORGAN INVESTMENT MANAGEMENT INC.

Latest filing: Aug 30, 2024 (61 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
KRIS BEACHNAU NEW YORK NY S65|2000-03-31
STEPHEN DEIBEL NEW YORK NY S65|1998-10-19
KEVIN MORTIMER NEW YORK NY S65|2000-12-05
DANIEL FREISE NEW YORK NY S63|2003-03-28
CHRISTOPHER MUSBACH NEW YORK NY S65|2005-11-23
BENJAMIN PETRIE NEW YORK NY S63|2002-05-17|S65|2004-09-21
SCOTT BLASDELL NEW YORK NY
ALBERTO SANCHIS NEW YORK NY S63|2014-06-11
NIKHIL KHOSLA NEW YORK NY S63|2014-03-29
DEBRA FIERRO NEW YORK NY S63|1999-09-09|S65|1999-12-22
JENNIFER GONZALEZ NEW YORK NY S66|2009-11-20
JAMES SPENCE NEW YORK NY
SHANE DUFFY NEW YORK NY
LAURA HUANG NEW YORK NY
MICHELLE BLAKEMAN-HINDMAN NEW YORK NY
LAWRENCE LEE NEW YORK NY S63|2000-01-10
MICHAEL MYERS NEW YORK NY S63|1994-02-25|S65|2000-11-20
HOLLY FLEISS NEW YORK NY S66|2005-03-02
JOSEPH WILSON NEW YORK NY S63|2005-08-03
JOSHUA BRUNNER NEW YORK NY S65|2001-09-24

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $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