J.P. Morgan Investment Management Inc.

RIASEC RegisteredEst. 1984

Total AUM

$3.5T

Discretionary

$3.5T

99% of AUM

Avg account

$26.6M

Accounts

132,150

Employees

3,194

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 107038
Registered since: April 4, 1984
Website: am.jpmorgan.com
Custodians: J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies51.81%
Pooled Investment Vehicles25.09%
Corporations / Businesses6.44%
Pension & Profit Sharing Plans5.63%
Insurance Companies3.73%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

J.P. Morgan Investment Management Inc. is a large, diversified asset manager with both individual/family and institutional clients. Registered with the SEC since 1984 and organized as a corporation, the firm operates across multiple product types—hedge funds, private equity, real estate funds and other pooled vehicles—and provides advisory services to individuals, pooled vehicles, businesses and institutions. It performs portfolio management, pension consulting, selection of sub‑advisers, and runs educational seminars for clients. The firm carries multiple operational roles beyond traditional asset management: it acts as a CPO/CTA and maintains affiliations typical of a multi‑product financial group, such as broker‑dealer relationships, futures commission merchant activity, banking and trust company functions, and sponsorship of limited partnerships and other pooled vehicles. Fee arrangements include percentage‑of‑AUM, fixed fees and performance‑based fees. The firm identifies as an active ESG investor.