J.P. MORGAN ASSET MANAGEMENT
Company Profile
| As of Date | 05/05/2026 |
| ADV Location | Hong Kong / United Kingdom / United States, MA / United States, NY |
| Websites |
| AUM* | 5,174,937,443,263 43% |
| of that, discretionary | 5,008,677,791,045 42% |
| Private Fund GAV* | 153,930,688,443 31% |
| Avg Account Size | 1,946,425 14% |
| High Net Worth | 24.71% 110% |
| SMA’s | Yes |
| Private Funds | 518 110 |
Adviser Type
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Pension consultant
Number of Employees 14,563 8%
of those in investment advisory functions 11,242 12%
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Disclosure Reporting
| 11.A(1) | Convicted of felony (past 10 yrs) |
| 11.A(2) | Charged with felony |
| 11.C(1) | SEC/CFTC found false statement |
| 11.C(2) | SEC/CFTC found violation |
| 11.C(4) | SEC/CFTC order in investment-related activity |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
| 11.D(1) | Other regulator found dishonest/unethical |
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
| 11.E(2) | SRO found rule violation |
| 11.G | Currently subject to regulatory proceeding |
| 11.H(1)(c) | Court dismissed pursuant to settlement |
Recent News
Reported AUM
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date01/28/2026 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date11/25/2025 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date10/25/2024 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date01/25/2024 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date11/27/2023 | Form ADV-E View Report |
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count57 | GAV$22,171,777,503 |
| SEC Fund TypeLiquidity Fund | Count1 | GAV$100,286,260 |
| SEC Fund TypePrivate Equity Fund | Count172 | GAV$27,465,360,683 |
| SEC Fund TypeReal Estate Fund | Count73 | GAV$10,180,362,208 |
| SEC Fund TypeVenture Capital Fund | Count2 | GAV$ |
| SEC Fund TypeOther Private Fund | Count213 | GAV$94,012,901,789 |