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 |
|---|---|---|
| Fred Alger Management | New York, NY | $26.14B |
| Blue Owl Insurance Advisors | New York, NY | $25.84B |
| Cigna Investments | Bloomfield, CT | $25.76B |
| Pretium Single-Family Rental Manager III | New York, NY | $25.71B |
| Palmer Square Capital Management | Mission Woods, KS | $25.59B |
| Arga Investment Management | Miami, FL | $24.57B |
| DWS Alternatives Global Limited | London | $24.51B |
| Pgim Private Placement Investors | Newark, NJ | $24.44B |
| Pictet Asset Management Limited | London | $24.40B |
| Xponance | Philadelphia, PA | $24.27B |
| T. Rowe Price Japan | Tokyo | $24.07B |
| Templeton Asset Management | Singapore | $24.05B |
| Independent Franchise Partners | London | $23.85B |
| Lee Overlay Partners | Co Dublin | $23.39B |
| Segall Bryant & Hamill | Chicago, IL | $22.64B |
| Benefit Street Partners Limited | London | $22.61B |
| J O Hambro Capital Management Limited | London | $22.31B |
| Ehrenkranz Partners | New York, NY | $21.54B |
| Edgewood Management | Greenwich, CT | $21.52B |
| Iq Eq Fund Management (singapore) Private Limited | Singapore | $21.08B |
- Headquarters
- New York, NY
- Regulatory AUM
- $26.14B
- Headquarters
- New York, NY
- Regulatory AUM
- $25.84B
- Headquarters
- Bloomfield, CT
- Regulatory AUM
- $25.76B
- Headquarters
- New York, NY
- Regulatory AUM
- $25.71B
- Headquarters
- Mission Woods, KS
- Regulatory AUM
- $25.59B
- Headquarters
- Miami, FL
- Regulatory AUM
- $24.57B
- Headquarters
- London
- Regulatory AUM
- $24.51B
- Headquarters
- Newark, NJ
- Regulatory AUM
- $24.44B
- Headquarters
- London
- Regulatory AUM
- $24.40B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $24.27B
- Headquarters
- Tokyo
- Regulatory AUM
- $24.07B
- Headquarters
- Singapore
- Regulatory AUM
- $24.05B
- Headquarters
- London
- Regulatory AUM
- $23.85B
- Headquarters
- Co Dublin
- Regulatory AUM
- $23.39B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $22.64B
- Headquarters
- London
- Regulatory AUM
- $22.61B
- Headquarters
- London
- Regulatory AUM
- $22.31B
- Headquarters
- New York, NY
- Regulatory AUM
- $21.54B
- Headquarters
- Greenwich, CT
- Regulatory AUM
- $21.52B
- Headquarters
- Singapore
- Regulatory AUM
- $21.08B
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.