Clients
Jpmorgan Asset Management (uk) Limited serves 542 clients, 364 of them pooled investment vehicles. The average client has about $893 million with the firm, and high-net-worth clients hold 0% of its $484.1 billion in assets.
- Pooled investment vehicles364 clients68%
- Pension and profit-sharing plans57 clients9%
- State or municipal government entities23 clients4%
- Insurance companies46 clients9%
- Sovereign wealth funds and foreign official institutions27 clients9%
- OtherHigh-net-worth individuals, Charitable organizations, Other investment advisers, Corporations and other businesses1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 2 | $1,646,355,607 | 0.3% | $823.2M |
| Pooled investment vehicles | 364 | $328,494,857,741 | 67.9% | $902.5M |
| Pension and profit-sharing plans | 57 | $43,328,828,337 | 9.0% | $760.2M |
| Charitable organizations | 2 | $127,881,788 | 0.0% | $63.9M |
| State or municipal government entities | 23 | $18,549,563,375 | 3.8% | $806.5M |
| Other investment advisers | 2 | $87,482,789 | 0.0% | $43.7M |
| Insurance companies | 46 | $43,586,462,488 | 9.0% | $947.5M |
| Sovereign wealth funds and foreign official institutions | 27 | $43,018,537,031 | 8.9% | $1.59B |
| Corporations and other businesses | 19 | $5,255,768,627 | 1.1% | $276.6M |
| Total | 542 | $484,095,737,783 | 100% | $893.2M |
- Clients
- 2
- Regulatory AUM
- $1,646,355,607
- Share
- 0.3%
- Avg. per client
- $823.2M
- Clients
- 364
- Regulatory AUM
- $328,494,857,741
- Share
- 67.9%
- Avg. per client
- $902.5M
- Clients
- 57
- Regulatory AUM
- $43,328,828,337
- Share
- 9.0%
- Avg. per client
- $760.2M
- Clients
- 2
- Regulatory AUM
- $127,881,788
- Share
- 0.0%
- Avg. per client
- $63.9M
- Clients
- 23
- Regulatory AUM
- $18,549,563,375
- Share
- 3.8%
- Avg. per client
- $806.5M
- Clients
- 2
- Regulatory AUM
- $87,482,789
- Share
- 0.0%
- Avg. per client
- $43.7M
- Clients
- 46
- Regulatory AUM
- $43,586,462,488
- Share
- 9.0%
- Avg. per client
- $947.5M
- Clients
- 27
- Regulatory AUM
- $43,018,537,031
- Share
- 8.9%
- Avg. per client
- $1.59B
- Clients
- 19
- Regulatory AUM
- $5,255,768,627
- Share
- 1.1%
- Avg. per client
- $276.6M
Total
- Clients
- 542
- Regulatory AUM
- $484,095,737,783
- Share
- 100%
- Avg. per client
- $893.2M
What it does
Jpmorgan Asset Management (uk) Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.
Jpmorgan Asset Management (uk) Limited advises 14 private funds.
99.7% of assets ($482.83B across 918 accounts) are managed with discretion; $1.27B across 10 accounts are not. 100% of clients are outside the U.S., and 6 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks34%
- Funds8%
- Bonds48%
- U.S. government and agency bonds25%
- Investment grade corporate bonds18%
- High-yield corporate bonds3%
- Sovereign bonds2%
- Cash8%
- Other2%
- Convertible bonds, mortgage asset backed, depository receipt, equity rights, repo or reverse repo issue2%
Custodians
Jpmorgan Asset Management (uk) Limited’s client accounts are held mainly at J.P. Morgan, with 9% of managed assets, and Northern Trust, with 5%. Jpmorgan Asset Management (uk) Limited does not have custody of client assets.
- J.P. MorganJpmorgan Chase Bank, NA · Columbus, OH · $42.61B9%
- State StreetState Street Corporation · Boston, MA · $23.42B5%
- Northern TrustNorthern Trust Company · Chicago, IL · $25.00B5%
- All other custodians$393.07B81%
Ownership and leadership
Jpmorgan Asset Management International Limited owns 75% or more of Jpmorgan Asset Management (uk) Limited, and Patrick Thomson is its CEO.
- Owns 75% or more of Jpmorgan Asset Management (uk) Limited
Jpmorgan Asset Management International Limited
Control person · since December 2020
- Owns 75% or more of Jpmorgan Asset Management International Limited
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
- Patrick ThomsonDirector/Chief Executive Officer
- Joni RuokonenExecutive Director/ Chief Financial Officer
- Richard Stuart-RecklingChief Compliance Officer
- Jeroen FastenaekelsChief Legal Officer
- Christopher HillIndependent Non-Executive Director
- Deborah ReidyIndependent Non-Executive Director
- Katy ThorneycroftExecutive Director
- Karen WardExecutive Director
Staff
- 1,403 employees
- 319 in advisory functions
Fees
Jpmorgan Asset Management (uk) Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Jpmorgan Asset Management (uk) 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 (uk) Limited has 2 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Jpmorgan Asset Management (uk) Limited
- Headquarters
- 60 Victoria Embankment, London, United Kingdom EC4Y 0JP
- Phone
- 442077426000
- Website
- Not reported
- SEC file
- 801-64725
- Structure
- corporation organized in United Kingdom
- 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 (uk) Limited have?
Jpmorgan Asset Management (uk) Limited has 542 clients and manages $484.1 billion for them, as of April 2026. They include 364 pooled investment vehicles, 57 pension and profit-sharing plans and 46 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 April 2026
What services does Jpmorgan Asset Management (uk) Limited offer?
Jpmorgan Asset Management (uk) Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jpmorgan Asset Management (uk) Limited use?
Jpmorgan Asset Management (uk) Limited’s separately managed account assets are held at Jpmorgan Chase Bank, NA (Columbus, OH), with $42,605,882,926, Northern Trust Company (Chicago, IL), with $24,995,294,080 and State Street Corporation (Boston, MA), with $23,423,153,095. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026
How many financial advisors does Jpmorgan Asset Management (uk) Limited have?
Jpmorgan Asset Management (uk) Limited has 0 investment adviser representatives registered with state securities authorities, out of 1,403 employees, and 319 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 (uk) Limited invest in?
At the end of its last fiscal year, Jpmorgan Asset Management (uk) Limited’s separately managed accounts held 34% exchange-traded equities, 25% U.S. government and agency bonds, 18% investment grade corporate bonds, 8% pooled vehicles (private funds and similar), 8% cash and equivalents, 3% high-yield corporate bonds, 2% sovereign bonds and 2% convertible bonds, mortgage asset backed, depository receipt, equity rights, repo or reverse repo issue. It advises 14 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 Jpmorgan Asset Management (uk) Limited?
Jpmorgan Asset Management (uk) Limited is owned through a chain of holding companies by Jpmorgan Chase & Co. Its direct owner is Jpmorgan Asset Management International Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 April 2026
How does Jpmorgan Asset Management (uk) Limited get paid?
Jpmorgan Asset Management (uk) Limited 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