JPMORGAN ASSET MANAGEMENT (UK) LIMITED
Latest filing: Mar 28, 2024 (216 days ago)
AUM
$365,724,719,153
8% change vs. 1 year ago
6% change vs. 3 years ago
33% change vs. 5 years ago
150% change vs. 10 years ago
Employee Count
1,431
1% change vs. 1 year ago
11% change vs. 3 years ago
1% change vs. 5 years ago
15% change vs. 10 years ago
Main Office
LONDON,
60 VICTORIA EMBANKMENT, LONDON, , UNITED KINGDOM, EC4Y 0JP
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $364.6 |
| Non-Discretionary | $1.1 |
| Total | $365.7 |
| Client | AUM |
|---|---|
| Retail | $1.0 |
| Pooled | $239.4 |
| Institutional | $125.3 |
| Total | $365.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 2 | $1.0 |
| Average HNW AUM | $513,119,740 | |
| Retail Total | 2 | $1.0 |
| Average Retail AUM | $513,119,740 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| JPMORGAN CHASE BANK, NA | COLUMBUS-OH-USA | $28.2 |
| STATE STREET CORPORATION | BOSTON-MA-USA | $21.3 |
| NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $15.9 |
| THE BANK OF NEW YORK MELLON CORPORATION | WILMINGTON-DE-USA | $15.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $126.3 |
| Retail SMA AUM | $1.0 |
| Institutional SMA AUM | $125.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 26% | $32.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 16% | $20.2 |
| Municipal | 0% | $0.0 |
| Sovereign | 10% | $12.6 |
| IG Credit | 20% | $25.3 |
| HY Credit | 4% | $5.1 |
| Derivatives | 1% | $1.3 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 7% | $8.8 |
| Cash | 8% | $10.1 |
| Other | 9% | $11.4 |
| Total | 101% | $127.5 |
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 |
| JPMORGAN FUNDS LIMITED | $60.2 | 172045 | |
| BEAR STEARNS ASSET MANAGEMENT INC. | $0.0 | 113359 | |
| JPMORGAN ASSET MANAGEMENT (EUROPE) S.A R.L. | $0.0 | 304190 | |
| JPMORGAN CHASE BANK, N.A. | $0.0 | trust company | - |
| J.P. MORGAN SECURITIES PLC | $0.0 | broker-dealer | - |
| J.P. MORGAN (SUISSE) SA | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| THOMSON, PATRICK, MACDONALD | DIRECTOR/CHIEF EXECUTIVE OFFICER |
| POND, STEPHEN, EDWARD | DIRECTOR / CHIEF FINANCIAL OFFICER |
| STUART-RECKLING, RICHARD | CHIEF COMPLIANCE OFFICER |
| NICHOMOFF, SARAH, HEFFRON | NON-EXECUTIVE DIRECTOR |
| SMITH, ARTHUR, MARK RUSTON | INDEPENDENT NON-EXECUTIVE DIRECTOR/CHAIRMAN |
| HAIMOFF, DANA, MICHELLE | DIRECTOR |
| REIDY, DEBORAH | INDEPENDENT NON-EXECUTIVE DIRECTOR |
| FASTENAEKELS, JEROEN | CHIEF LEGAL OFFICER |
| THORNEYCROFT, KATY | EXECUTIVE 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 | $365.7 | $0.0 | 0% | 1,431 | 0 | 0% |
| 2024-04-02 | $365.7 | $0.0 | 0% | 1,431 | 0 | 0% |
| 2023-04-04 | $339.9 | $25.8 | 8% | 1,410 | 21 | 1% |
| 2022-04-01 | $417.7 | -$52.0 | -12% | 1,460 | -29 | -2% |
| 2021-04-05 | $345.2 | $20.6 | 6% | 1,287 | 144 | 11% |
| 2020-04-01 | $328.0 | $37.7 | 12% | 1,325 | 106 | 8% |
| 2019-04-01 | $275.0 | $90.7 | 33% | 1,418 | 13 | 1% |
| 2018-04-02 | $285.5 | $80.3 | 28% | 1,332 | 99 | 7% |
| 2017-04-01 | $229.3 | $136.4 | 60% | 1,325 | 106 | 8% |
| 2016-04-01 | $323.1 | $42.7 | 13% | 1,294 | 137 | 11% |
| 2015-04-01 | $309.5 | $56.2 | 18% | 1,243 | 188 | 15% |
| 2014-04-01 | $146.4 | $219.3 | 150% | 1,248 | 183 | 15% |
| 2013-04-01 | $243.6 | $122.2 | 50% | 1,156 | 275 | 24% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV