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| JP Morgan Investment Management Inc
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| CRD # | 107038 |
| SEC # | 801-21011 |
| CIK # | 0000741611, 0001173475, 0000928121 |
| AUM | $2,549.1 BB (2024-08-30) |
| Employees | 3,167 (67% Investors, 26% Brokers) |
| Phone | 800-343-1113 |
| Address | 383 Madison Avenue New York, NY 10179-0001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($TT) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Mas Global Dynamic Allocation Fund LLC | 2024-05-06 | 360.2 | |
| PE | 270 Growth Fund I LP | 2024-03-29 | 418.1 | |
| PE | 270 Growth Fund I Lux Scsp-Raif | 2024-03-29 | 380.5 | |
| PE | 270 Life Sciences Private Capital Fund I LP | 2024-03-29 | 164.9 | |
| PE | 270 Life Sciences Private Capital Fund I Lux Scsp-Raif | 2024-03-29 | 121.2 | |
| PE | 270 Life Sciences Private Capital Master Fund I Sca-Raif | 2024-03-29 | 266.9 | |
| Other | ASRS PE Co-Investments LP | 2024-03-29 | 211.7 | |
| RE | Avels IV Cayman SLP LP | 2024-03-29 | 0.0 | |
| Other | Courier Feeder Fund 2023 LP | 2024-03-29 | 70.0 | |
| RE | JMF IV Cayman SLP LP | 2024-03-29 | 0.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($TT) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 0.0 |
| (c) Banking or thrift institutions | 13 | 0.0 |
| (d) Investment companies | 365 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 284 | 0.6 |
| (g) Pension and profit sharing plans | 848 | 0.1 |
| (h) Charitable organizations | 177 | 0.0 |
| (i) State or municipal government entities | 146 | 0.1 |
| (j) Other investment advisers | 38 | 0.0 |
| (k) Insurance companies | 151 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 38 | 0.0 |
| (m) Corporations or other businesses not listed above | 357 | 0.1 |
| (n) Other | 87,711 | 0.0 |
| Total | 92,898 | 2.5 |
| By Discretionary | ||
| Discretionary | 92,802 | 2.5 |
| Non-Discretionary | 96 | 0.0 |
| Total | 92,898 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1.9 | |
| Total | 92,898 | 2.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goldman Sachs Asset Management LP
✚
|
NY | 1,661.3 |
|
AllianceBernstein LP
✚
|
TN | 651.5 |
|
Barings LLC
✚
|
NC | 307.7 |
|
Goldman Sachs & Co LLC
✚
|
NY | 222.7 |
|
SEI Investments Management Corp
✚
|
PA | 194.8 |
|
Stifel Nicolaus & Company Incorporated
✚
|
MO | 149.2 |
|
JP Morgan Private Wealth Advisors LLC
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|
CA | 86.3 |
|
Cresset Asset Management LLC
✚
|
IL | 52.5 |
|
Pathstone Family Office LLC
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|
NJ | 48.3 |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 43.6 |