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J.P. MORGAN PRIVATE INVESTMENTS INC.
CRD 110186 · SEC 801-41088
270 PARK AVENUE, NEW YORK, NY, 10017-2014, United States
Phone
212-464-2070
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$469.98B
Discretionary AUM
$412.93B
Team
758 total employees; 96 advisory reps; 448842 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersMANAGER RESEARCH SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 963550 | $150.39B |
| High net worth individuals | 299091 | $159.03B |
| Investment companies | 12 | $130.74B |
| Pooled investment vehicles | 76 | $19.65B |
| Pension/profit sharing plans | 1303 | $985.9M |
| Charitable organizations | 79 | $568.8M |
| Corporations/business entities | 14143 | $8.62B |
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