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| JP Morgan Securities LLC
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|
|---|---|
| CRD # | 79 |
| SEC # | 801-3702 |
| CIK # | 0000782124 |
| AUM | $429.7 B (2026-06-30) |
| Employees | 8,703 (97% Investors, 98% Brokers) |
| Phone | 800-999-2000 |
| Address | 270 Park Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Hall Family Aggressive Growth Fund LP | 2013-03-28 | 0.0 | |
| Other | Hall Family Moderate Growth Fund LP | 2013-03-28 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 877,306 | 141.8 |
| (b) Individuals (high net worth individuals) | 356,866 | 251.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,559 | 2.8 |
| (h) Charitable organizations | 928 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8,977 | 27.6 |
| (n) Other | 1 | 0.0 |
| Total | 1,246,646 | 429.7 |
| By Discretionary | ||
| Discretionary | 1,083,815 | 358.3 |
| Non-Discretionary | 162,831 | 71.4 |
| Total | 1,246,646 | 429.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 427.3 | |
| Total | 1,246,646 | 429.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Columbia Management Investment Advisers LLC
✚
|
MA | 502.4 |
|
Allspring Global Investments LLC
✚
|
NC | 475.8 |
|
Loomis Sayles & Company LP
✚
|
MA | 386.9 |
|
NISA Investment Advisors LLC
✚
|
MO | 343.9 |
|
Pictet Asset Management Sa
✚
|
330.7 | |
|
Allspring Funds Management LLC
✚
|
NC | 324.7 |
|
AQR Capital Management LLC
✚
|
CT | 311.7 |
|
T Rowe Price International Ltd
✚
|
277.2 | |
|
Lord Abbett & Co LLC
✚
|
NJ | 270.4 |
|
HSBC Global Asset Management UK Limited
✚
|
260.2 |