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 the asset management arm of the broader J.P. Morgan franchise and functions as a multi-strategy fund manager and adviser to both individuals/families and institutional clients. The firm operates a diverse fund platform that includes hedge funds, private equity, real estate vehicles and other pooled products, and it also runs liquidity and sponsor-type vehicles. It carries CPO/CTA responsibilities, provides portfolio management across pooled vehicles and separate accounts, offers pension consulting and adviser selection services, and conducts educational seminars. The firm reports being an active ESG investor.