{"url":"https://nivawealth.com/firms/jpmorgan-funds-limited-172045","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172045","regulatoryAum":72397617747,"crd":"172045","secFileNumber":"801-80071","legalName":"Jpmorgan Funds Limited","displayName":"Jpmorgan Funds Limited","website":null,"founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"60 Victoria Embankment","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC4Y 0JP"},"tradeNames":[],"registration":{"secApproved":"12 August 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":0,"advisory":0,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":72397617747,"discretionaryAccounts":66,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":23,"regulatoryAum":72397617747}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Jpmorgan Funds Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"James Reeves","title":"Chief Executive Officer/Director","crd":"7823861"},{"name":"Joni Ruokonen","title":"Chief Financial Officer","crd":"8194771"},{"name":"Richard Stuart-Reckling","title":"Chief Compliance Officer","crd":"7092275"},{"name":"Nicholas Bloxham","title":"Director","crd":"7274120"},{"name":"paul Farrell","title":"Director","crd":"8266264"},{"name":"Jeroen Fastenaekels","title":"Chief Legal Officer","crd":"7591988"},{"name":"Katie Jones","title":"Independent Non-Executive Director / Chairman","crd":"7245694"},{"name":"Karen Prooth","title":"Independent Non-Executive Director","crd":"7893555"},{"name":"Malcolm Smith","title":"Director","crd":"7861455"}],"ownership":[{"label":"Jpmorgan Asset Management International Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since December 2020."},{"label":"Jpmorgan Asset Management Holdings Inc.","detail":"Indirect owner: a shareholder of Jpmorgan Asset Management International Limited in the 75% or more band and a control person, since October 2003.","parent":"Jpmorgan Asset Management International Limited"},{"label":"Jpmorgan Chase & Co.","detail":"Indirect owner: a shareholder of Jpmorgan Chase Holdings LLC in the 75% or more band and a control person, since September 2016.","parent":"Jpmorgan Chase Holdings LLC"},{"label":"Jpmorgan Chase Holdings LLC","detail":"Indirect owner: a shareholder of Jpmorgan Asset Management Holdings Inc. in the 75% or more band and a control person, since April 2017.","parent":"Jpmorgan Asset Management Holdings Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442077426000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"8 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/172045/PDF/172045.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jpmorgan Funds Limited have?","answer":"Jpmorgan Funds Limited has 23 clients and manages $72.4 billion for them, as of May 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jpmorgan Funds Limited offer?","answer":"Jpmorgan Funds Limited provides portfolio management for pooled vehicles and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jpmorgan Funds Limited?","answer":"Jpmorgan Funds 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 8 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jpmorgan Funds Limited get paid?","answer":"Jpmorgan Funds 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","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."}