JPMORGAN ALTERNATIVE ASSET MANAGEMENT

Latest filing: Mar 28, 2024 (216 days ago)

AUM

$18,801,287,206
4% change vs. 1 year ago
37% change vs. 3 years ago
66% change vs. 5 years ago
70% change vs. 10 years ago

Employee Count

59
5% change vs. 1 year ago
11% change vs. 3 years ago
-2% change vs. 5 years ago
-18% 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 $10.8
Non-Discretionary $8.0
Total $18.8
Client AUM
Retail $0.7
Pooled $4.1
Institutional $14.1
Total $18.8
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 60 $0.7
Average HNW AUM $11,301,122
Retail Total 60 $0.7
Average Retail AUM $11,301,122

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

SMA Custodians

Custodian Location AUM
NORTHERN TRUST CORPORATION CHICAGO-IL-USA $4.4
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION COLUMBUS-OH-USA $4.0
J.P. MORGAN (SUISSE) SA GENEVA--CHE $2.3
J.P. MORGAN SE FRANKFURT AM MAIN--DEU $2.1

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $14.7
Retail SMA AUM $0.7
Institutional SMA AUM $14.1
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 98% $14.5
Cash 1% $0.1
Other 1% $0.1
Total 100% $14.7

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
JPMORGAN ASSET MANAGEMENT (UK) LIMITED $365.7 135960
J.P. MORGAN SECURITIES LLC $249.7 broker-dealer 79
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED $4.0 106201
JPMORGAN CHASE BANK, N.A. $0.0 trust company -
JPMORGAN FUNDS (ASIA) LTD $0.0 -
J.P. MORGAN ASSET MANAGEMENT (JAPAN) LIMITED $0.0 -
J.P. MORGAN (SUISSE) SA $0.0 -
JPMORGAN ASSET MANAGEMENT (EUROPE) S.A R.L. $0.0 304190
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. $0.0 broker-dealer 102920
JPMORGAN ASSET MANAGEMENT (CANADA) INC. $0.0 -
J.P. MORGAN SE $0.0 -
JPMORGAN ASSET MANAGEMENT (SINGAPORE) LIMITED $0.0 -

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

Control Persons

9 active

Name Title
DIVUOLO, THOMAS, JOSEPH CHIEF FINANCIAL OFFICER/MANAGING DIRECTOR/CHIEF ADMINISTRATIVE OFFICER
ZUMMO, PAUL, ANTHONY CHIEF INVESTMENT OFFICER/DIRECTOR
RULE, KIRK, DAVID CHIEF COMPLIANCE OFFICER
BURKE, BRIAN, JOSEPH DIRECTOR
DEBORD, DANIEL DIRECTOR
ROBINSON, BRANDON, MATHIAS DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $18.8 $0.0 0% 59 0 0%
2024-04-02 $18.8 $0.0 0% 59 0 0%
2023-04-04 $18.1 $0.7 4% 56 3 5%
2022-04-01 $17.3 $1.5 9% 51 8 16%
2021-04-05 $13.7 $5.1 37% 53 6 11%
2020-04-01 $12.3 $6.5 53% 62 -3 -5%
2019-04-01 $11.3 $7.5 66% 60 -1 -2%
2018-04-02 $11.7 $7.1 60% 82 -23 -28%
2017-04-01 $13.0 $5.8 45% 87 -28 -32%
2016-04-01 $13.3 $5.5 41% 84 -25 -30%
2015-04-01 $12.7 $6.1 48% 83 -24 -29%
2014-04-01 $11.1 $7.7 70% 72 -13 -18%
2013-04-01 $9.7 $9.1 94% 72 -13 -18%

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

Other

STATE REGISTRATIONS
NY,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV