Asset manager · New York, NY
J.P. Morgan Investment Management Inc.
SEC-registered investment adviser · CRD 107038 · SEC 801-21011
At a glance
J.P. Morgan Investment Management Inc. is an SEC-registered investment adviser based in New York, New York, with $3.5 trillion in regulatory assets under management as of its Form ADV filed August 26, 2026. Its largest client group by assets is investment companies, and it reports 15 individual clients. By Form ADV it is a asset manager, ranked 7th of 3,218 asset managers and 7th of 17,210 SEC-registered advisers by assets.
Main office 800-343-1113am.jpmorgan.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.52T
- Rank among asset managers
- #7 of 3,218
- Rank among all SEC RIAs
- #7 of 17,210
- Rank in New York
- #1 of 2,591
- Individual clients
- 15
- High-net-worth clients
- 15
- Accounts
- 132,150
- Discretionary
- 99% of AUM
- Employees
- 3,194
- Advisory staff
- 2,260
- Offices
- 267
Owners and executives on its Form ADV
- Anton C PilDirector / Head of Global Alternative Investment Solutions
- George C. GatchDirector/chairman
- Paul A. QuinseeDirector/head of Global Equities
- Andrew R. PowellDirector / AM CAO / Head of Global Client Service / Senior Business Manager
- John T. DonohueDirector / President / CEO / Head of Global Liquidity
- Joy C. DowdDirector
- Robert C. MicheleDirector /head of Global Fixed Income, Currency & Commodities
- Jedediah Isiah M LaskowitzDirector / Head of Global Private Markets and Customized Solutions
- John L OlivaChief Compliance Officer
- Andrea L LisherDirector / Head of Americas, Client
- Peter V. BonannoGeneral Counsel, Asset Management
- Katherine G. ManghillisSecretary
Custody and brokerage
4 custodians
- J.P. MorganAffiliate of the firm$155B31%
- State Street$125B25%
- BNY$113B23%
- Northern Trust$104B21%
Broker-dealer
Hybrid RIA
J.P. Morgan Investment Management Inc. is a hybrid RIA: 843 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: J.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC and Jpmorgan Distribution Services, Inc..
- J.P. Morgan Institutional Investments Inc. ↗CRD 102920
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- J.P. Morgan Securities LLC ↗CRD 79
- Jpmorgan Distribution Services, Inc. ↗CRD 104234
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 373 | $1.82T | 52% |
| Pooled investment vehicles | 305 | $883B | 25% |
| Corporations or other businesses | 461 | $227B | 6% |
| Pension and profit sharing plans | 892 | $198B | 6% |
| Insurance companies | 154 | $131B | 4% |
| Other | 126,256 | $79B | 2% |
| Sovereign wealth funds and foreign official institutions | 41 | $69B | 2% |
| State or municipal government entities | 155 | $64B | 2% |
| Charitable organizations | 200 | $24B | <1% |
| High-net-worth individuals | 15 | $13B | <1% |
| Other investment advisers | 97 | $6.5B | <1% |
| Banking or thrift institutions | 16 | $1.3B | <1% |
Private funds
J.P. Morgan Investment Management Inc. reports 239 private funds with $166B in gross assets: hedge funds, private equity funds, real estate funds, liquidity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
J.P. Morgan Investment Management Inc. answers yes to 22 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗am.jpmorgan.com ↗
AtlasMembers
The full record on J.P. Morgan Investment Management Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 28 peers of its type and size
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- Owners and executives, with titles and stakes
- 13 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 7Locked
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Background
Questions
How much does J.P. Morgan Investment Management Inc. manage?
J.P. Morgan Investment Management Inc. reports $3.5 trillion in regulatory assets under management across 132,150 accounts, 99% of it on a discretionary basis, on its Form ADV filed August 26, 2026.
What kind of firm is J.P. Morgan Investment Management Inc.?
J.P. Morgan Investment Management Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are J.P. Morgan Investment Management Inc.’s clients?
By assets, its largest client types are investment companies ($1.8 trillion, 373 clients); pooled investment vehicles ($883.0 billion, 305 clients); corporations or other businesses ($226.8 billion, 461 clients).
Does J.P. Morgan Investment Management Inc. manage private funds?
Yes. It reports 239 private funds with $165.8 billion in gross assets, including hedge funds, private equity funds, real estate funds, liquidity funds, other private funds.
Does J.P. Morgan Investment Management Inc. have any disciplinary history?
J.P. Morgan Investment Management Inc. answers yes to 22 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is J.P. Morgan Investment Management Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →