{"url":"https://nivawealth.com/firms/j-p-morgan-private-investments-110186","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110186","regulatoryAum":469980115033,"crd":"110186","secFileNumber":"801-41088","legalName":"J.P. Morgan Private Investments Inc.","displayName":"J.P. Morgan Private Investments","website":"https://www.jpmorgan.com","founded":"1991","organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"270 Park Avenue","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017-2014"},"tradeNames":[],"registration":{"secApproved":"15 May 1992","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":758,"advisory":96,"brokerDealerReps":263,"insuranceAgents":6,"promoters":0},"aum":{"discretionary":412928367071,"discretionaryAccounts":1124865,"nonDiscretionary":57051747962,"nonDiscretionaryAccounts":153390,"wrapProgram":262536078590,"nonUsClientsPct":0,"nonAumClients":448842},"clientTypes":[{"label":"Individuals (other than HNW)","clients":963550,"regulatoryAum":150387428486},{"label":"High-net-worth individuals","clients":299091,"regulatoryAum":159030328014},{"label":"Investment companies","clients":12,"regulatoryAum":130740930143},{"label":"Pooled investment vehicles","clients":76,"regulatoryAum":19651358338},{"label":"Pension and profit-sharing plans","clients":1303,"regulatoryAum":985872796},{"label":"Charitable organizations","clients":79,"regulatoryAum":568828608},{"label":"Corporations and other businesses","clients":14143,"regulatoryAum":8615031483},{"label":"Other","clients":1,"regulatoryAum":337165}],"fees":[],"feeNotes":[],"custodians":[{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":319250131683}],"custodyNote":"J.P. Morgan Private Investments has custody of $10.10B for 69 clients.","otherCustodians":[],"leadership":[{"name":"Glenn Hill","title":"President and Director","crd":"3111390"},{"name":"Christopher Skoldberg","title":"Chief Financial Officer","crd":"7893548"},{"name":"Michael Choi","title":"Chief Compliance Officer","crd":"6597789"},{"name":"Andreas Bender","title":"Director","crd":"7712812"},{"name":"Annabelle De Araujo","title":"Director","crd":"7051643"},{"name":"Christopher Faricelli","title":"Director","crd":"6110280"},{"name":"Yejoteworq Kassa","title":"Director","crd":"4364152"},{"name":"Laura Pantaleo","title":"Director","crd":"1501065"},{"name":"Mary Savino","title":"Director and Head of Investment Advisory","crd":"1534950"},{"name":"Menachem Weiss","title":"Chief Legal Officer","crd":"8063483"}],"ownership":[{"label":"Jpmorgan Chase Holdings LLC","detail":"Shareholder in the 75% or more ownership band and a control person, since October 2016."},{"label":"J.P. Morgan Chase & Co.","detail":"Indirect owner: a shareholder of Jpmorgan Chase Holdings LLC in the 75% or more band and a control person, since October 2016.","parent":"Jpmorgan Chase Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"District of Columbia","offices":1,"addresses":[{"street":"875 15th ST NW, Floor 10","city":"Washington"}]},{"state":"New York","offices":3,"addresses":[{"street":"270 Park Avenue","city":"New York","headquarters":true},{"street":"390 Madison Avenue","city":"New York"},{"street":"4 Chase Metrotech Center","city":"Brooklyn"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-464-2070","stateRegisteredReps":0,"otherAdviserReps":26,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":63},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":75},"sources":{"adv1FilingDate":"26 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110186/PDF/110186.pdf","brochureDate":"8 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060479","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"logo":{"src":"/firms/j-p-morgan-private-investments-110186.webp","width":986,"height":200,"tone":"light","sourceLabel":"J.P. Morgan Private Investments, website","sourceUrl":"https://www.jpmorgan.com/global"},"otherBusiness":[],"faq":[{"question":"How many clients does J.P. Morgan Private Investments have?","answer":"J.P. Morgan Private Investments has 1,278,255 clients and manages $470 billion for them, as of June 2026. They include 963,550 other individuals, 299,091 high-net-worth individuals and 14,143 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does J.P. Morgan Private Investments offer?","answer":"J.P. Morgan Private Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does J.P. Morgan Private Investments use?","answer":"J.P. Morgan Private Investments’ separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $319,250,131,683. 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 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does J.P. Morgan Private Investments have?","answer":"J.P. Morgan Private Investments has 0 investment adviser representatives registered with state securities authorities, out of 758 employees, and 96 perform investment advisory functions. 263 are registered representatives of a broker-dealer and 6 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does J.P. Morgan Private Investments invest in?","answer":"At the end of its last fiscal year, J.P. Morgan Private Investments’ separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 2% cash and equivalents and 1% non-exchange-traded equities. It advises 75 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns J.P. Morgan Private Investments?","answer":"J.P. Morgan Private Investments is owned through a holding company by J.P. Morgan Chase & Co. Its direct owner is Jpmorgan Chase Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does J.P. Morgan Private Investments get paid?","answer":"J.P. Morgan Private Investments is paid through a percentage of assets under management, performance-based fees and other arrangements. 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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}