Firms by custodian
Registered investment advisers that custody at J.P. Morgan
Search the full directory by firm name, city, state, CRD number or custodian.
170 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Brandes Investment Partners | La Jolla, CA | $40.65B |
| Franklin Templeton Investment Management Limited | London | $40.52B |
| Milliman Financial Risk Management | Chicago, IL | $40.33B |
| Abrdn Asia Limited | Singapore | $40.27B |
| Calvert Research and Management | Washington, DC | $40.26B |
| TCW Investment Management | Los Angeles, CA | $38.82B |
| Hotchkis and Wiley Capital Management | Los Angeles, CA | $36.93B |
| Shenkman Capital Management | New York, NY | $36.54B |
| HBK Investments | Dallas, TX | $35.61B |
| Rreef America | Chicago, IL | $34.34B |
| Sona Asset Management (us) | New York, NY | $33.49B |
| 26north Partners | New York, NY | $32.68B |
| Blackrock International Limited | Edinburgh | $30.78B |
| J.P. Morgan Alternative Asset Management | New York, NY | $29.73B |
| Epoch Investment Partners | New York, NY | $29.73B |
| Diamond Hill Capital Management | Columbus, OH | $29.38B |
| Voleon Capital Management | Berkeley, CA | $29.38B |
| Neuberger Berman Singapore Pte. Limited | Singapore | $29.29B |
| Ameritas Investment Partners | Lincoln, NE | $29.01B |
| Aquarian Holdings Investment Management | New York, NY | $26.70B |
- Headquarters
- La Jolla, CA
- Regulatory AUM
- $40.65B
- Headquarters
- London
- Regulatory AUM
- $40.52B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $40.33B
- Headquarters
- Singapore
- Regulatory AUM
- $40.27B
- Headquarters
- Washington, DC
- Regulatory AUM
- $40.26B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $38.82B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $36.93B
- Headquarters
- New York, NY
- Regulatory AUM
- $36.54B
- Headquarters
- Dallas, TX
- Regulatory AUM
- $35.61B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $34.34B
- Headquarters
- New York, NY
- Regulatory AUM
- $33.49B
- Headquarters
- New York, NY
- Regulatory AUM
- $32.68B
- Headquarters
- Edinburgh
- Regulatory AUM
- $30.78B
- Headquarters
- New York, NY
- Regulatory AUM
- $29.73B
- Headquarters
- New York, NY
- Regulatory AUM
- $29.73B
- Headquarters
- Columbus, OH
- Regulatory AUM
- $29.38B
- Headquarters
- Berkeley, CA
- Regulatory AUM
- $29.38B
- Headquarters
- Singapore
- Regulatory AUM
- $29.29B
- Headquarters
- Lincoln, NE
- Regulatory AUM
- $29.01B
- Headquarters
- New York, NY
- Regulatory AUM
- $26.70B
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming J.P. Morgan here says only what the filing says, and implies nothing about either firm's service.