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 corporate investment manager registered with the SEC since 1984 that operates as a multi-strategy fund manager and provider of pooled investment vehicles. The firm serves both individual and family clients as well as institutional investors and offers a broad spectrum of advisory services, including portfolio management for individuals, businesses, pooled vehicles and investment companies, selection of other advisers, pension consulting, and educational programs. It operates with multiple fee arrangements — percentage-of-AUM, fixed fees and performance-based fees — and is active on ESG considerations. The organization is classified across several product lines: hedge funds, private equity, real estate funds and other pooled vehicles. It also carries out commodity pool/futures-related activities (listed as CPO/CTA) and maintains affiliations across brokerage, banking, trust and fiduciary roles, as well as sponsor and general partner responsibilities for pooled vehicles.