Wealth Manager
    SEC Registered

    J.P. Morgan Investment Management Inc.

    Registered investment advisor · New York, New York · CRD #107038

    Assets Under Management
    $3.5T
    Client Accounts
    132,150
    Employees
    3,194
    CRD Number
    107038
    Registration
    SEC Registered
    Custodian
    Jpmorgan Chase Bank, N.a., State Street Corporation, Bank Of New York, Northern Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About J.P. Morgan Investment Management Inc.

    J.P. Morgan is a prominent financial institution specializing in investment banking, commercial banking, financial transaction processing, and asset management. As a subsidiary of JPMorgan Chase & Co., the largest banking institution globally, J.P. Morgan has a rich history dating back to 1799. The firm was officially established in 1871 by J. Pierpont Morgan and Anthony Drexel. Throughout its history, J.P. Morgan has played a significant role in American finance, including notable achievements

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for J.P. Morgan Investment Management Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is J.P. Morgan Investment Management Inc.'s AUM?

    J.P. Morgan Investment Management Inc. reports approximately $3.5T in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is J.P. Morgan Investment Management Inc. headquartered?

    J.P. Morgan Investment Management Inc. is headquartered in New York, New York.

    What is J.P. Morgan Investment Management Inc.'s CRD number?

    J.P. Morgan Investment Management Inc.'s CRD number is 107038. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does J.P. Morgan Investment Management Inc. manage?

    J.P. Morgan Investment Management Inc. manages approximately 132,150 client accounts according to its latest SEC filing.

    Is J.P. Morgan Investment Management Inc. SEC registered?

    Yes, J.P. Morgan Investment Management Inc. is registered with the SEC as an investment adviser with an approved registration status.

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