J.P. MORGAN PRIVATE INVESTMENTS INC.

Latest filing: Sep 20, 2024 (40 days ago)
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Adviser Website

AUM

$292,912,547,772
23% change vs. 1 year ago
37% change vs. 3 years ago
117% change vs. 5 years ago
2591% change vs. 10 years ago

Employee Count

745
5% change vs. 1 year ago
13% change vs. 3 years ago
16% change vs. 5 years ago
491% change vs. 10 years ago

Main Office

NEW YORK, NY
383 MADISON, NEW YORK, NY, UNITED STATES, 10179-0001

Client AUM

Discretion AUM
Discretionary $246.3
Non-Discretionary $46.6
Total $292.9
Client AUM
Retail $198.7
Pooled $89.6
Institutional $4.6
Total $292.9
Retail Accounts AUM
Individual 827,116 $123.7
Average Individual AUM $149,562
HNW 108,186 $75.0
Average HNW AUM $693,312
Retail Total 935,302 $198.7
Average Retail AUM $212,457

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
J.P. MORGAN SECURITIES LLC NEW YORK-NY-USA $202.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $203.3
Retail SMA AUM $198.7
Institutional SMA AUM $4.6
Asset Class % AUM
Equity Exch 33% $67.1
Equity Non-Exch 1% $2.0
Govt Agency 0% $0.0
Municipal 1% $2.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 63% $128.1
Other Pools 0% $0.0
Cash 2% $4.1
Other 0% $0.0
Total 100% $203.3

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
J.P. MORGAN INVESTMENT MANAGEMENT INC. $2,549.1 107038
J.P. MORGAN SECURITIES LLC $249.7 broker-dealer 79
HIGHBRIDGE CAPITAL MANAGEMENT, LLC $7.2 134776
JPP II US GP LLC $0.0 -
J.P. MORGAN (SUISSE) SA $0.0 -
LIC US GP LLC $0.0 -
LIC GP LLC $0.0 -
TPBA CIV GP LLC $0.0 -
JPP CIP LLC $0.0 -
JPMORGAN DISTRIBUTION SERVICES, INC. $0.0 broker-dealer 104234
JPP US HOLDINGS GP LLC $0.0 -
JPP II US HOLDINGS GP LLC $0.0 -
JPP II GP LLC $0.0 -
JPMORGAN CHASE BANK, N.A. $0.0 trust company -
BS CIV GP LLC $0.0 -
14TH STREET CIV US GP LLC $0.0 -
BRAND US GP LLC $0.0 -
HOTEL 21 US GP LLC $0.0 -
BS CIV US GP LLC $0.0 -
CS PE 2 GP LLC $0.0 -
CS PE GP LLC $0.0 -
BRAND GP LLC $0.0 -
JPMPE SPECIAL MEMBER LLC $0.0 -
BRAND US HOLDINGS GP LLC $0.0 -
CS PE CIP LLC $0.0 -
TPBA CIV US GP LLC $0.0 -
JPP II CIP LLC $0.0 -
J.P. MORGAN PRIVATE INVESTMENTS INTERNATIONAL INC. $0.0 -
14TH STREET CIV GP LLC $0.0 -
CS PE US GP LLC $0.0 -
JPP GP LLC $0.0 -
JPP US GP LLC $0.0 -
TPBA CIV US HOLDINGS GP LLC $0.0 -
J.P. MORGAN SE $0.0 -
PATTERSON STREET CIV GP LLC $0.0 -
HOTEL 21 GP LLC $0.0 -
PATTERSON STREET CIV US GP LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

11 active

Name Title
HILL, GLENN PRESIDENT AND DIRECTOR
KASSA, YEJOTEWORQ DIRECTOR
PANTALEO, LAURA, ANN DIRECTOR
CHOI, MICHAEL CHIEF COMPLIANCE OFFICER
SAVINO, MARY, ELIZABETH DIRECTOR AND HEAD OF INVESTMENT ADVISORY
FARICELLI, CHRISTOPHER, J. DIRECTOR
INGBER, ABBY, LYNN CHIEF LEGAL OFFICER
BENDER, ANDREAS DIRECTOR
SKOLDBERG, CHRISTOPHER CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

9 active representatives found

Name City State Exams Designations
KRISTINE ROONEY-GRANGER NEW YORK NY S63|1999-08-11
LANCE SCHIFF NEW YORK NY S63|1995-06-02|S65|1999-12-17
RAMY EL-MENSHAWY NEW YORK NY
MICHAEL JOELSON NEW YORK NY
CARRIE SPENGLER NEW YORK NY S63|2005-10-31
ANDREW CASELLA NEW YORK NY S63|1996-10-18
CHAD KARPOFF NEW YORK NY
JESSE ROSENBLUM NEW YORK NY S63|2008-11-03
JASON CUNNINGHAM NEW YORK NY S63|2004-05-26

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $292.9 $0.0 0% 745 0 0%
2024-04-02 $292.9 $0.0 0% 745 0 0%
2023-04-04 $238.9 $54.0 23% 709 36 5%
2022-04-01 $281.3 $11.6 4% 652 93 14%
2021-04-05 $213.7 $79.2 37% 658 87 13%
2020-04-01 $173.5 $119.4 69% 626 119 19%
2019-04-01 $134.8 $158.1 117% 642 103 16%
2018-04-02 $101.5 $191.4 189% 540 205 38%
2017-04-01 $74.7 $218.3 292% 510 235 46%
2016-04-01 $72.2 $220.7 306% 368 377 102%
2015-04-01 $68.1 $224.9 330% 201 544 271%
2014-04-01 $10.9 $282.0 2591% 126 619 491%
2013-04-01 $8.1 $284.8 3528% 109 636 583%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, AK-03/30/2016, AL-03/30/2016, AR-03/30/2016, AZ-03/30/2016, CA-03/30/2016, CO-03/29/2019, CT-03/30/2016, DC-03/30/2016, DE-03/30/2016, FL-03/30/2016, GA-03/30/2016, HI-03/30/2016, IA-03/30/2016, ID-03/30/2016, IL-04/11/2016, IN-03/30/2016, KS-03/30/2016, KY-03/30/2016, LA-03/30/2016, MA-03/30/2016, MD-03/30/2016, ME-03/30/2016, MI-03/30/2016, MN-03/30/2016, MO-03/30/2016, MS-03/30/2016, MT-03/30/2016, NC-03/30/2016, ND-03/30/2016, NE-03/30/2016, NH-03/30/2016, NJ-04/26/2016, NM-03/30/2016, NV-03/30/2016, NY-03/30/2016, OH-03/30/2016, OK-03/30/2016, OR-03/30/2016, PA-03/30/2016, PR-03/30/2016, RI-03/30/2016, SC-03/30/2016, SD-03/30/2016, TN-03/30/2016, TX-03/30/2016, UT-03/30/2016, VA-03/30/2016, VI-03/30/2016, VT-03/30/2016, WA-03/30/2016, WI-03/30/2016, WV-03/30/2016, WY-03/29/2019
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV