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J.P. MORGAN INVESTMENT MANAGEMENT INC.
CRD 107038 · SEC 801-21011
270 PARK AVENUE, NEW YORK, NY, 10017-2014, United States
Phone
(800) 343-1113
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.52T
Discretionary AUM
$3.49T
Team
3194 total employees; 2260 advisory reps; 59 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $12.82B |
| Banking/thrift institutions | 16 | $1.35B |
| Investment companies | 373 | $1.82T |
| Pooled investment vehicles | 305 | $882.98B |
| Pension/profit sharing plans | 892 | $198.04B |
| Charitable organizations | 200 | $24.34B |
| State/municipal entities | 155 | $63.67B |
| Other investment advisers | 97 | $6.54B |
| Insurance companies | 154 | $131.29B |
| Sovereign wealth funds | 41 | $69.28B |
| Corporations/business entities | 461 | $226.82B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD