JP Morgan Investment Management Inc

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Assets, Funds, Holdings

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JP Morgan Investment Management Inc
CRD #107038
SEC #801-21011
CIK #0000741611, 0001173475, 0000928121
AUM $2,549.1 BB (2024-08-30)
Employees 3,167 (67% Investors, 26% Brokers)
Phone800-343-1113
Address383 Madison Avenue
New York, NY 10179-0001
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($TT)
3.02.41.81.20.60.02001200920172025
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
Limited Partners2011 - 2024
Alaska Division of Retirement and Benefits
Baltimore County Fire and Police Employees' Retirement System
California Public Employees' Retirement System
Fresno County Employee Retirement Association
Hawaii Employee Retirement System
Houston Police Officers' Pension System
Illinois Municipal Retirement Fund
Kansas Public Employees Retirement System
Los Angeles County Employees Retirement Association
Maine Public Employees Retirement System
Maryland State Retirement and Pension System
Massachusetts Pension Reserves Investment Management
Minnesota State Board of Investment
Missouri Public School Retirement System
New Hampshire Retirement System
New Jersey Division of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
North Carolina Retirement Services
Ohio Police & Firefighters
Orange County Employee Retirement System
Oregon Public Employees Retirement Fund
Pennsylvania Public School Employees' Retirement System
San Diego County Employees Retirement Association
South Carolina Public Employees Benefit Authority
State Board of Administration of Florida
State Teachers Retirement System of Ohio
Teachers' Retirement Security for Illinois Educators
Teachers' Retirement System of the City of New York
The University of Texas/Texas A&M Investment Company
Virginia Retirement System
Form D Directors # Filings # Firms 2011 - 2024
David Bree 428
Roger Hanson 255
Kevin Phillip 172
Wade Kenny 84
Don Ebanks 95
Robert Meschi 121
Warren Keens 123
Linburgh Martin 200
Laren Gillespie 114
Paras Malde 73
Richard Ruffer 331
Deanna Derrick 40
Christine Fletcher 56
Isatou Sey 41
John Sutlic 58
Leon Rhule 45
Vumindaba Dube 23
Roger Priaulx 13
JP Morgan Investment Management Inc 122
Darren Gorman 94
Robert Aspinall 22
James Murphy 61
Kevin Philip 10
Vumi Dube 9
David Lloyd 47
Lawrence Fuchs 19
David Redmond 15
Jonathan Herrick 14
Lindburgh Martin 11
Steven Lee 28
Christian Porwoll 25
Nicholas Parkes 17
Jeanchristophe Ehlinger 10
Richard Crombie 9
Pall Eyjolfsson 6
Peter Stafford 6
Jon Griffin 53
Scott Palmer 45
William Glass 42
Randy Daniels 16
Nancy Brown 16
Alfred Dort 13
Valarie Grant 12
Dennis Clarke 10
Rita Sallis 10
Anne Cleary 8
Christopher Ward 8
Kathleen Nelson 7
Armando Pena 6
Karl McCathern 6
John Littlefield 5
Mark Beckett 5
Paul Quinsee 4
Klayre Ingerton 4
Carmen Bowser 4
Sara Stratton 4
Terence Reid 3
Michael Treacy 3
IIF Manager LLC 3
Rob Aspinall 3
JP Morgan Asset Management Europe SARL 3
Alex McAlister 2
The Trust Company Australia Limited ABN 21 000 000 993 2
Digital Growth GP Ltd 2
Daniel Picone 2
Michael Mauricio 2
Saranya Balajeyagaran 2
Teresa Leeantonas 2
Henry Fayne 8
Andrew Lepper 6
Patrick Houbert 2
Saul Campbell 2
Patrick Meunier 2
Nick Parkes 2
Ashley Rose Maisano 1
Jonathan Sherman 1
Terrence Reid 1
Arnaud Gebhart 1
Shaun Burch 1
Susan Bao 1
Jeanchristope Ehlinger 1
Susheila Gross 1
Lee Spelman 1
Dr Carsten Strohdeicher 1
Burkhard Kubelsorger 1
Jens Schmitt 1
Eileen Cohen 1
Carsten Strohdeicher 1
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
CA 86.3
Cresset Asset Management LLC
IL 52.5
Pathstone Family Office LLC
NJ 48.3
Wells Fargo Investment Institute Inc
NC 43.6
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