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Asset manager · Portland, OR

J.P. Morgan Natural Capital

Jpmorgan Asset Management Natural Capital, LLC · SEC-registered investment adviser · CRD 111944 · SEC 801-57589

At a glance

J.P. Morgan Natural Capital is an SEC-registered investment adviser based in Portland, Oregon, with $7.0 billion in regulatory assets under management as of its Form ADV filed September 29, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 593rd of 3,218 asset managers and 1,694th of 17,210 SEC-registered advisers by assets.

Main office 503-275-9675am.jpmorgan.comLinkedInAs filed on Form ADV

Regulatory AUM
$7.0B
Rank among asset managers
#593 of 3,218
Rank among all SEC RIAs
#1,694 of 17,210
Rank in Oregon
#7 of 156
Clients
15
Accounts
20
Discretionary
38% of AUM
Employees
144
Advisory staff
31
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

J.P. Morgan Natural Capital’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

J.P. Morgan Natural Capital is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: J.P. Morgan Institutional Investments Inc. and J.P. Morgan Securities LLC.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pension and profit sharing plans–$2.8B40%
Pooled investment vehicles9$1.8B25%
State or municipal government entities–$1.6B23%
Corporations or other businesses6$650M9%
Banking or thrift institutions–$150M2%
Other–$9M<1%
Insurance companies–$3M<1%

Private funds

J.P. Morgan Natural Capital reports 3 private funds with $310M in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

J.P. Morgan Natural Capital answers yes to 12 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 pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗am.jpmorgan.com ↗

AtlasMembers

The full record on J.P. Morgan Natural Capital

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 620 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does J.P. Morgan Natural Capital manage?

J.P. Morgan Natural Capital reports $7.0 billion in regulatory assets under management across 20 accounts, 38% of it on a discretionary basis, on its Form ADV filed September 29, 2026.

What kind of firm is J.P. Morgan Natural Capital?

J.P. Morgan Natural Capital 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 Natural Capital’s clients?

By assets, its largest client types are pension and profit sharing plans ($2.8 billion); pooled investment vehicles ($1.8 billion, 9 clients); state or municipal government entities ($1.6 billion).

Does J.P. Morgan Natural Capital manage private funds?

Yes. It reports 3 private funds with $310 million in gross assets, including hedge funds.

Does J.P. Morgan Natural Capital have any disciplinary history?

J.P. Morgan Natural Capital answers yes to 12 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 Natural Capital’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 (2026-09-29), 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 →