Wealth manager, bank-affiliated · New York, NY
J.P. Morgan Private Investments Inc.
SEC-registered investment adviser · CRD 110186 · SEC 801-41088
At a glance
J.P. Morgan Private Investments Inc. is an SEC-registered investment adviser based in New York, New York, with $470.0 billion in regulatory assets under management as of its Form ADV filed June 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,262,641 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 4th of 8,915 wealth managers and 53rd of 17,210 SEC-registered advisers by assets.
Main office 212-464-2070jpmorgan.comAs filed on Form ADV
- Regulatory AUM
- $470B
- Rank among wealth managers
- #4 of 8,915
- Rank among all SEC RIAs
- #53 of 17,210
- Rank in New York
- #11 of 2,591
- Individual clients
- 1,262,641
- High-net-worth clients
- 299,091
- Accounts
- 1,278,255
- Discretionary
- 88% of AUM
- Employees
- 758
- Advisory staff
- 96
- Offices
- 6
Owners and executives on its Form ADV
- Glenn HillPresident and Director
- Yejoteworq KassaDirector
- Laura A. PantaleoDirector
- Michael ChoiChief Compliance Officer
- Mary E. SavinoDirector and Head of Investment Advisory
- Christopher J. FaricelliDirector
- Andreas BenderDirector
- Christopher SkoldbergChief Financial Officer
- Menachem WeissChief Legal Officer
- Annabelle De AraujoDirector
Custody and brokerage
Broker-dealer
Hybrid RIA
J.P. Morgan Private Investments Inc. is a hybrid RIA: 263 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: J.P. Morgan Securities LLC and Jpmorgan Distribution Services, Inc..
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 299,091 | $159B | 34% |
| Individuals | 963,550 | $150B | 32% |
| Investment companies | 12 | $131B | 28% |
| Pooled investment vehicles | 76 | $20B | 4% |
| Corporations or other businesses | 14,143 | $8.6B | 2% |
| Pension and profit sharing plans | 1,303 | $986M | <1% |
| Charitable organizations | 79 | $569M | <1% |
| Other | 1 | $0M | <1% |
Private funds
J.P. Morgan Private Investments Inc. reports 75 private funds with $19B in gross assets: hedge funds, private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
J.P. Morgan Private Investments Inc. answers yes to 15 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
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗jpmorgan.com ↗
AtlasMembers
The full record on J.P. Morgan Private Investments 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 26 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does J.P. Morgan Private Investments Inc. manage?
J.P. Morgan Private Investments Inc. reports $470.0 billion in regulatory assets under management across 1,278,255 accounts, 88% of it on a discretionary basis, on its Form ADV filed June 26, 2026.
What kind of firm is J.P. Morgan Private Investments Inc.?
J.P. Morgan Private Investments Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are J.P. Morgan Private Investments Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($159.0 billion, 299,091 clients); individuals ($150.4 billion, 963,550 clients); investment companies ($130.7 billion, 12 clients).
Does J.P. Morgan Private Investments Inc. manage private funds?
Yes. It reports 75 private funds with $19.3 billion in gross assets, including hedge funds, private equity funds, real estate funds.
Does J.P. Morgan Private Investments Inc. have any disciplinary history?
J.P. Morgan Private Investments Inc. answers yes to 15 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 Private Investments 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 (2026-06-26), 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 →