J.P. MORGAN ASSET MANAGEMENT
Company Profile
| As of Date | 03/27/2026 |
| ADV Location | Hong Kong / United Kingdom / United States, MA / United States, NY |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company - Pension consultant |
|
| Number of Employees | 14,555 8% |
| of those in investment advisory functions | 11,125 11% |
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(1) | SRO found false statement |
| 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
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count58 | GAV$21,129,917,520 |
| Fund TypeLiquidity Fund | Count2 | GAV$1,978,084,260 |
| Fund TypePrivate Equity Fund | Count153 | GAV$30,118,419,144 |
| Fund TypeReal Estate Fund | Count76 | GAV$8,848,961,389 |
| Fund TypeVenture Capital Fund | Count2 | GAV$ |
| Fund TypeOther Private Fund | Count198 | GAV$74,746,075,705 |