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| JP Morgan Investment Management Inc
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| CRD # | 107038 |
| SEC # | 801-21011 |
| CIK # | 0001173475, 0000741611, 0000928121 |
| AUM | $2,985.3 B (2025-07-30) |
| Employees | 3,186 (67% Investors, 26% Brokers) |
| Phone | 800-343-1113 |
| Address | 383 Madison Avenue New York, NY 10179-0001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($T) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Concordia Fund J LP | 2025-03-31 | 45.6 | |
| Other | Courier Feeder Fund 2024 LP | 2025-03-31 | 64.9 | |
| Other | Peg Aggregator 2024 LP | [2025-03-31] | 433.2 | 467.0 |
| Other | Peg Co-Investment Fund II LP | [2025-03-31] | 0.0 | 590.2 |
| Other | Peg Co-Investment Fund II Offshore Special LP | [2025-03-31] | 0.0 | 366.0 |
| Other | Peg Global Private Equity XII Holding LP | [2025-03-31] | 613.8 | 613.8 |
| Other | Peg Global Private Equity XII LP | [2025-03-31] | 407.5 | 295.2 |
| Other | Peg Global Private Equity XII SCSP SICAV-RAIF | [2025-03-31] | 671.8 | 300.5 |
| Other | Peg J Private Equity Fund LP | 2025-03-31 | 101.2 | |
| Other | Peg Nickel Custom Fund LP | 2025-03-31 | 257.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($T) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 0.0 |
| (c) Banking or thrift institutions | 15 | 0.0 |
| (d) Investment companies | 378 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 289 | 0.7 |
| (g) Pension and profit sharing plans | 874 | 0.2 |
| (h) Charitable organizations | 179 | 0.0 |
| (i) State or municipal government entities | 139 | 0.1 |
| (j) Other investment advisers | 87 | 0.0 |
| (k) Insurance companies | 149 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 39 | 0.1 |
| (m) Corporations or other businesses not listed above | 427 | 0.2 |
| (n) Other | 109,057 | 0.1 |
| Total | 114,499 | 3.0 |
| By Discretionary | ||
| Discretionary | 114,395 | 3.0 |
| Non-Discretionary | 104 | 0.0 |
| Total | 114,499 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 2.3 | |
| Total | 114,499 | 3.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Bree | 428 | |||
| Roger Hanson | 255 | |||
| Kevin Phillip | 183 | |||
| Alaina Danley | 108 | |||
| Wade Kenny | 86 | |||
| John Dagostino | 111 | |||
| Linburgh Martin | 207 | |||
| Robert Meschi | 126 | |||
| Don Ebanks | 95 | |||
| Warren Keens | 125 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goldman Sachs Asset Management LP
✚
|
NY | 2,064.7 |
|
AllianceBernstein LP
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|
TN | 709.2 |
|
Barings LLC
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|
NC | 345.2 |
|
Goldman Sachs & Co LLC
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|
NY | 233.2 |
|
SEI Investments Management Corp
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|
PA | 198.1 |
|
Stifel Nicolaus & Company Incorporated
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|
MO | 171.2 |
|
Pathstone Family Office LLC
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|
NJ | 100.4 |
|
Focus Partners Wealth LLC
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|
MO | 95.9 |
|
JP Morgan Private Wealth Advisors LLC
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|
CA | 86.3 |
|
Cresset Asset Management LLC
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|
IL | 70.4 |