J.P. MORGAN PRIVATE INVESTMENTS INC.

Latest filing: Sep 20, 2024 (62 days ago)

View on IAPD

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

ADVDB.CO • SOURCE: SEC

Representatives

9 active representatives found

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

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2024-11-01	$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