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| JP Morgan Securities LLC
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| |
|---|---|
| CRD # | 79 |
| SEC # | 801-3702 |
| CIK # | 0000782124 |
| AUM | $249.7 BB (2024-08-22) |
| Employees | 7,685 (97% Investors, 97% Brokers) |
| Phone | 800-999-2000 |
| Address | 383 Madison Ave New York, NY 10179 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| 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 ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 891,897 | 122.0 |
| (b) Individuals (high net worth individuals) | 134,892 | 107.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,799 | 1.7 |
| (h) Charitable organizations | 378 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 10 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4,959 | 16.6 |
| (n) Other | 1 | 0.0 |
| Total | 1,034,072 | 249.7 |
| By Discretionary | ||
| Discretionary | 869,968 | 191.6 |
| Non-Discretionary | 164,104 | 58.1 |
| Total | 1,034,072 | 249.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 248.9 | |
| Total | 1,034,072 | 249.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Loomis Sayles & Company LP
✚
|
MA | 301.4 |
|
Allspring Funds Management LLC
✚
|
NC | 300.8 |
|
Pictet Asset Management Sa
✚
|
257.9 | |
|
Janus Henderson Investors US LLC
✚
|
CO | 239.3 |
|
T Rowe Price International Ltd
✚
|
234.1 | |
|
Nikko Asset Management Co Ltd
✚
|
222.5 | |
|
Jennison Associates LLC
✚
|
NY | 194.4 |
|
Macquarie Investment Management Business Trust
✚
|
PA | 191.0 |
|
Manulife Investment Management US LLC
✚
|
MA | 188.8 |
|
HSBC Global Asset Management UK Limited
✚
|
160.7 |