J.P. MORGAN INVESTMENT MANAGEMENT INC.

NEW YORK, NY

(800) 343-1113

SEC #801-21011

Total AUM

$3.5T

Employees

3,194

Clients

128,965

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

270 PARK AVENUE
NEW YORK
NY 10017-2014
United States

Operating Hours

9:00AM - 5:00PM
Monday - Friday

Phone

(800) 343-1113

Other Offices

266

Financials

Total AUM

$3.5T

Accounts

132,150

Discretionary

$3.5T

Accounts

132,057

Non-Discretionary

$25B

Accounts

Clients

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HNW Individual Clients

AUM

$12.8B

Banking Clients

AUM

$1.3B

Investment Company Clients

373

AUM

$1.8T

Pooled Vehicle Clients

305

AUM

$883B

Pension/Profit Sharing Plan Clients

892

AUM

$198B

Charitable Organization Clients

200

AUM

$24.3B

Government Entity Clients

155

AUM

$63.7B

Investment Advisor Clients

AUM

$6.5B

Insurance Company Clients

154

AUM

$131.3B

Sovereign Wealth Fund Clients

AUM

$69.3B

Corporation or Business Clients

461

AUM

$226.8B

Other Clients

126,256

AUM

$79.1B

Description of Other Clients

RETAIL WRAP CLIENTS

Services

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Services Offered

Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management

Compensation Types

Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Compliance

Disclosures

Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding

State Registrations

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Affiliates

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Affiliates

Reported 63 business affiliates.

Claimed Affiliates

Reported as an affiliate by 38 other businesses.