Clients
J.P. Morgan Investment Management serves 128,965 clients, 126,256 of them other clients. The average client has about $27 million with the firm, and high-net-worth clients hold 0% of its $3519.4 billion in assets.
- Investment companies373 clients52%
- Pooled investment vehicles305 clients25%
- Pension and profit-sharing plans892 clients6%
- Insurance companies154 clients4%
- Corporations and other businesses461 clients6%
- OtherOther, High-net-worth individuals, Banking or thrift institutions, Charitable organizations, State or municipal government entities, Other investment advisers, Sovereign wealth funds and foreign official institutions7%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 15 | $12,817,085,329 | 0.4% | $854.5M |
| Banking or thrift institutions | 16 | $1,346,577,563 | 0.0% | $84.2M |
| Investment companies | 373 | $1,823,242,000,945 | 51.8% | $4.89B |
| Pooled investment vehicles | 305 | $882,981,602,508 | 25.1% | $2.90B |
| Pension and profit-sharing plans | 892 | $198,037,983,619 | 5.6% | $222.0M |
| Charitable organizations | 200 | $24,337,048,457 | 0.7% | $121.7M |
| State or municipal government entities | 155 | $63,674,904,194 | 1.8% | $410.8M |
| Other investment advisers | 97 | $6,542,885,190 | 0.2% | $67.5M |
| Insurance companies | 154 | $131,286,945,599 | 3.7% | $852.5M |
| Sovereign wealth funds and foreign official institutions | 41 | $69,275,585,209 | 2.0% | $1.69B |
| Corporations and other businesses | 461 | $226,815,123,900 | 6.4% | $492.0M |
| Other | 126,256 | $79,056,769,242 | 2.2% | $626K |
| Total | 128,965 | $3,519,414,511,755 | 100% | $27.3M |
- Clients
- 15
- Regulatory AUM
- $12,817,085,329
- Share
- 0.4%
- Avg. per client
- $854.5M
- Clients
- 16
- Regulatory AUM
- $1,346,577,563
- Share
- 0.0%
- Avg. per client
- $84.2M
- Clients
- 373
- Regulatory AUM
- $1,823,242,000,945
- Share
- 51.8%
- Avg. per client
- $4.89B
- Clients
- 305
- Regulatory AUM
- $882,981,602,508
- Share
- 25.1%
- Avg. per client
- $2.90B
- Clients
- 892
- Regulatory AUM
- $198,037,983,619
- Share
- 5.6%
- Avg. per client
- $222.0M
- Clients
- 200
- Regulatory AUM
- $24,337,048,457
- Share
- 0.7%
- Avg. per client
- $121.7M
- Clients
- 155
- Regulatory AUM
- $63,674,904,194
- Share
- 1.8%
- Avg. per client
- $410.8M
- Clients
- 97
- Regulatory AUM
- $6,542,885,190
- Share
- 0.2%
- Avg. per client
- $67.5M
- Clients
- 154
- Regulatory AUM
- $131,286,945,599
- Share
- 3.7%
- Avg. per client
- $852.5M
- Clients
- 41
- Regulatory AUM
- $69,275,585,209
- Share
- 2.0%
- Avg. per client
- $1.69B
- Clients
- 461
- Regulatory AUM
- $226,815,123,900
- Share
- 6.4%
- Avg. per client
- $492.0M
- Clients
- 126,256
- Regulatory AUM
- $79,056,769,242
- Share
- 2.2%
- Avg. per client
- $626K
Total
- Clients
- 128,965
- Regulatory AUM
- $3,519,414,511,755
- Share
- 100%
- Avg. per client
- $27.3M
What it does
J.P. Morgan Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. It is paid through a percentage of assets, fixed fees and performance-based fees.
J.P. Morgan Investment Management advises 239 private funds.
99.3% of assets ($3494.37B across 132,057 accounts) are managed with discretion; $25.04B across 93 accounts are not. $79.06B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 59 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks15%
- Exchange-traded equities12%
- Non-exchange-traded equities3%
- Funds8%
- Pooled vehicles7%
- Registered funds1%
- Bonds47%
- U.S. government and agency bonds21%
- Investment grade corporate bonds20%
- State and local bonds3%
- High-yield corporate bonds3%
- Cash5%
- Other25%
- Convertible bonds, depository receipts, equity rights issues, mortgage backed securities, repos or reverse repos, safe keeping25%
Custodians
J.P. Morgan Investment Management’s client accounts are held mainly at J.P. Morgan, with 4% of managed assets, and State Street, with 4%. J.P. Morgan Investment Management has custody of $99.96B for 165 clients.
- State StreetState Street Corporation · Boston, MA · $125.23B4%
- The Bank of New YorkThe Bank of New York · Wilmington, DE · $112.61B3%
- Northern TrustNorthern Trust Company · Chicago, IL · $103.87B3%
- J.P. MorganJpmorgan Chase Bank, N.A. · Columbus, OH · $154.52B4%
- All other custodians$3023.19B86%
Ownership and leadership
Jpmorgan Asset Management Holdings Inc. owns 75% or more of J.P. Morgan Investment Management.
- Owns 75% or more of J.P. Morgan Investment Management Inc.
Jpmorgan Asset Management Holdings Inc.
Control person · since October 2003
- Owns 75% or more of Jpmorgan Asset Management Holdings Inc.
Jpmorgan Chase Holdings LLC
Control person · since April 2017
- Owns 75% or more of Jpmorgan Chase Holdings LLC
Jpmorgan Chase & Co.
Control person · since September 2016
Leadership
- John DonohueDirector / President / CEO / Head of Global Liquidity
- Benjamin HesseDirector / Chief Financial Officer / Treasurer
- John OlivaChief Compliance Officer
- Peter BonannoGeneral Counsel, Asset Management
- Joy DowdDirector
- George GatchDirector/Chairman
- Jedediah Isiah LaskowitzDirector / Head of Global Private Markets and Customized Solutions
- Andrea LisherDirector / Head of Americas, Client
- Katherine ManghillisSecretary
- Robert MicheleDirector /Head of Global Fixed Income, Currency & Commodities
- Anton PilDirector / Head of Global Alternative Investment Solutions
- Andrew PowellDirector / Am Cao / Head of Global Client Service / Senior Business Manager
- Paul QuinseeDirector/Head of Global Equities
Staff
- 3,194 employees
- 2,260 in advisory functions
- 843 broker-dealer reps
- 14 insurance agents
- 6 soliciting firms
Fees
J.P. Morgan Investment Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
J.P. Morgan Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, J.P. Morgan Investment Management has 266 offices, with 25 listed addresses across 13 states.
New York · 5 listed addresses
- 270 Park Avenue, New YorkHQ
- 390 Madison Ave, New York
- 4 Chase Metrotech CTR, Brooklyn
- 277 Park Ave, New York
- 237 Park Ave, New York
Texas · 5 listed addresses
- 1900 N Akard ST, Dallas
- 8181 Communications Pkwy BLDG F, Plano
- 405 Colorado ST, Austin
- 5847 San Felipe ST, Houston
- 712 Main ST, Houston
California · 2 listed addresses
- 2029 Century Park E, Los Angeles
- 560 Mission Street, San Francisco
Georgia · 2 listed addresses
- 3424 Peachtree RD Ne, Atlanta
- 1775 Mars Hill RD NW, Acworth
Massachusetts · 2 listed addresses
- 50 Rowes Wharf, Boston
- 1 Liberty SQ, Boston
New Jersey · 2 listed addresses
- 575 Washington BLVD, Jersey City
- 545 Washington BLVD, Jersey City
Colorado · 1 listed address
- 1455 16th ST Mall, Denver
Delaware · 1 listed address
- 500 Stanton Christiana RD, Newark
Florida · 1 listed address
- 1450 Brickell Ave, Miami
Illinois · 1 listed address
- 10 S Dearborn ST, Chicago
Indiana · 1 listed address
- 1 E Ohio ST, Indianapolis
Ohio · 1 listed address
- 1111 Polaris Pkwy, Columbus
Oregon · 1 listed address
- 1300 SW 5th Ave Ste 3200, Portland
Registration details
- Legal name
- J.P. Morgan Investment Management Inc.
- Headquarters
- 270 Park Avenue, New York, NY 10017-2014
- Phone
- 800-343-1113
- Website
- Not reported
- SEC file
- 801-21011
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does J.P. Morgan Investment Management have?
J.P. Morgan Investment Management has 128,965 clients and manages $3519.4 billion for them, as of August 2026. They include 126,256 other clients, 892 pension and profit-sharing plans and 461 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does J.P. Morgan Investment Management offer?
J.P. Morgan Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does J.P. Morgan Investment Management use?
J.P. Morgan Investment Management’s separately managed account assets are held at Jpmorgan Chase Bank, N.A. (Columbus, OH), with $154,516,991,357, State Street Corporation (Boston, MA), with $125,230,642,785, The Bank of New York (Wilmington, DE), with $112,612,145,609 and Northern Trust Company (Chicago, IL), with $103,868,829,712. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does J.P. Morgan Investment Management have?
J.P. Morgan Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 3,194 employees, and 2,260 perform investment advisory functions. 843 are registered representatives of a broker-dealer and 14 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does J.P. Morgan Investment Management invest in?
At the end of its last fiscal year, J.P. Morgan Investment Management’s separately managed accounts held 25% convertible bonds, depository receipts, equity rights issues, mortgage backed securities, repos or reverse repos, safe keeping, 21% U.S. government and agency bonds, 20% investment grade corporate bonds, 12% exchange-traded equities, 7% pooled vehicles (private funds and similar), 5% cash and equivalents, 3% non-exchange-traded equities, 3% state and local bonds, 3% high-yield corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 239 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns J.P. Morgan Investment Management?
J.P. Morgan Investment Management is owned through a chain of holding companies by Jpmorgan Chase & Co. Its direct owner is Jpmorgan Asset Management Holdings Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does J.P. Morgan Investment Management get paid?
J.P. Morgan Investment Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file