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Jpmorgan Asset Management (asia Pacific) Limited

SEC-registered adviser since 2019Hong Kong, Hong KongCRD 300114

210
Clients
62
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Jpmorgan Asset Management (asia Pacific) Limited is an investment adviser headquartered in Hong Kong, Hong Kong, and registered with the SEC since 2019. Its clients include pooled investment vehicles, insurance companies, and corporations and other businesses.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. Jpmorgan Asset Management (asia) Inc. owns 75% or more of Jpmorgan Asset Management (asia Pacific) Limited.

Clients

Jpmorgan Asset Management (asia Pacific) Limited serves 210 clients, 149 of them pooled investment vehicles. The average client has about $808 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles149 clients88%
  • Pension and profit-sharing plans21 clients2%
  • Insurance companies12 clients4%
  • Corporations and other businesses14 clients3%
  • OtherInvestment companies, Charitable organizations, State or municipal government entities, Other investment advisers, Sovereign wealth funds and foreign official institutions3%
Show client breakdown
Investment companies
Clients
1
Regulatory AUM
$175,667,726
Share
0.1%
Avg. per client
$175.7M
Pooled investment vehicles
Clients
149
Regulatory AUM
$149,259,253,227
Share
88.0%
Avg. per client
$1.00B
Pension and profit-sharing plans
Clients
21
Regulatory AUM
$3,737,864,530
Share
2.2%
Avg. per client
$178.0M
Charitable organizations
Clients
3
Regulatory AUM
$251,045,513
Share
0.1%
Avg. per client
$83.7M
State or municipal government entities
Clients
4
Regulatory AUM
$1,493,772,751
Share
0.9%
Avg. per client
$373.4M
Other investment advisers
Clients
2
Regulatory AUM
$467,808,217
Share
0.3%
Avg. per client
$233.9M
Insurance companies
Clients
12
Regulatory AUM
$6,226,026,842
Share
3.7%
Avg. per client
$518.8M
Sovereign wealth funds and foreign official institutions
Clients
4
Regulatory AUM
$2,405,566,739
Share
1.4%
Avg. per client
$601.4M
Corporations and other businesses
Clients
14
Regulatory AUM
$5,606,636,397
Share
3.3%
Avg. per client
$400.5M

Total

Clients
210
Regulatory AUM
$169,623,641,942
Share
100%
Avg. per client
$807.7M

What it does

Jpmorgan Asset Management (asia Pacific) Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.

Jpmorgan Asset Management (asia Pacific) Limited provided financial planning to 0 clients last fiscal year and advises no private funds.

100.0% of assets ($169.62B across 268 accounts) are managed with discretion. 97% of clients are outside the U.S., and 33 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks30%
  • Funds24%
  • Bonds34%
    • U.S. government and agency bonds19%
    • Investment grade corporate bonds13%
    • Sovereign bonds1%
    • High-yield corporate bonds1%
  • Cash11%
  • Other1%
    • Mortgage asset backed1%

Custodians

Jpmorgan Asset Management (asia Pacific) Limited’s client accounts are held mainly at J.P. Morgan, with 4% of managed assets, and Citigroup Global Markets, with 2%. Jpmorgan Asset Management (asia Pacific) Limited does not have custody of client assets.

Managed account assets by custodian
  • J.P. MorganJpmorgan Chase Bank, National Association · Columbus, OH · $6.35B4%
  • State StreetState Street Corporation · Boston, MA · $2.79B2%
  • Citigroup Global MarketsCitigroup Global Markets Inc. · New York, NY · $3.61B2%
  • All other custodians$156.87B92%

Ownership and leadership

Jpmorgan Asset Management (asia) Inc. owns 75% or more of Jpmorgan Asset Management (asia Pacific) Limited.

Who owns the firm
Jpmorgan Asset Management (asia Pacific) Limited· the adviser
  • Jpmorgan Asset Management (asia) Inc.

    Control person · since November 2001

    Owns 75% or more of Jpmorgan Asset Management (asia Pacific) Limited

Leadership

  • Jacqueline Tan Ai Li
    Chief Compliance Officer / Managing Director
  • Edwin Chan
    Director/Managing Director
  • Stiofan DeBurca
    Director / Managing Director
  • Christopher Spelman
    Director / Managing Director
  • Chloe Thomas
    Director/Managing Director
  • Daniel Watkins
    Director/Managing Director
  • Sohee Yun
    Assistant General Counsel / Primary Legal Contact

Staff

  • 419 employees
  • 62 in advisory functions

Fees

Jpmorgan Asset Management (asia Pacific) Limited is paid through a percentage of assets under management and performance-based fees.

Jpmorgan Asset Management (asia Pacific) Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Jpmorgan Asset Management (asia Pacific) Limited has 1 office, with 1 listed address with no US state reported.

Registration details

Legal name
Jpmorgan Asset Management (asia Pacific) Limited
Headquarters
19/F, Chater House, 8 Connaught Road Central, Hong Kong, Hong Kong
Website
Not reported
SEC file
801-114775
Structure
corporation organized in Hong Kong
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 Jpmorgan Asset Management (asia Pacific) Limited have?

Jpmorgan Asset Management (asia Pacific) Limited has 210 clients and manages $169.6 billion for them, as of March 2026. They include 149 pooled investment vehicles, 21 pension and profit-sharing plans and 14 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Jpmorgan Asset Management (asia Pacific) Limited offer?

Jpmorgan Asset Management (asia Pacific) Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Jpmorgan Asset Management (asia Pacific) Limited use?

Jpmorgan Asset Management (asia Pacific) Limited’s separately managed account assets are held at Jpmorgan Chase Bank, National Association (Columbus, OH), with $6,351,186,083, Citigroup Global Markets Inc. (New York, NY), with $3,609,780,639 and State Street Corporation (Boston, MA), with $2,791,379,512. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Jpmorgan Asset Management (asia Pacific) Limited have?

Jpmorgan Asset Management (asia Pacific) Limited has 0 investment adviser representatives registered with state securities authorities, out of 419 employees, and 62 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Jpmorgan Asset Management (asia Pacific) Limited invest in?

At the end of its last fiscal year, Jpmorgan Asset Management (asia Pacific) Limited’s separately managed accounts held 30% exchange-traded equities, 24% pooled vehicles (private funds and similar), 19% U.S. government and agency bonds, 13% investment grade corporate bonds, 11% cash and equivalents, 1% sovereign bonds, 1% high-yield corporate bonds and 1% mortgage asset backed. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Jpmorgan Asset Management (asia Pacific) Limited?

Jpmorgan Asset Management (asia Pacific) Limited is owned through a chain of holding companies by Jpmorgan Chase & Co. Its direct owner is Jpmorgan Asset Management (asia) Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Jpmorgan Asset Management (asia Pacific) Limited get paid?

Jpmorgan Asset Management (asia Pacific) Limited is paid through a percentage of assets under management 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

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 300114.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Jpmorgan Asset Management (asia Pacific) Limited and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.