DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
JP Morgan Chase Bank
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- Mary Washington Healthcare Defined Benefit Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
6 allocators
- Factory Mutual Insurance Company Pension Plan Custodianthrough Dec 31, 2023
- Carle Health Central Illinois Pension Plan Actuarythrough Nov 30, 2023
- Pepsico Employees Retirement Plan a Trusteethrough Dec 31, 2022
- SGS North America Inc. Pension Plan Trusteethrough Dec 31, 2022
- Pepsico Employees Retirement Plan I Trusteethrough Dec 31, 2022
- Pepsico, Inc. Employees Retirement Plan H Trusteethrough Dec 31, 2022
Schedule C rows
21 rows, $6.0M direct compensation as filed
What changed
- May 31, 2025Holding endedinferenceConstruction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanConstruction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan no longer reports Jpmcb Global Emerging Mkts Discover (JP Morgan Chase Bank) (last held $10M at 2024-05-31; absent from the 2025-05-31 filing)with JP Morgan Chase Bankaskebsa.dol.gov
- Enbridge Employee Services, Inc. Employees' Pension Plan no longer reports Jpmcb Global Emerging Mkts Discover (JP Morgan Chase Bank) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with JP Morgan Chase Bankaskebsa.dol.gov
- JP Morgan Chase Bank appears on Bekaert Corporation Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with JP Morgan Chase Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceEnbridge Employee Services, Inc. Employees' Pension PlanJP Morgan Chase Bank, N.A. no longer appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with JP Morgan Chase Bankaskebsa.dol.gov
- JP Morgan Chase Bank NY no longer appears on Mary Washington Healthcare Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with JP Morgan Chase Bankaskebsa.dol.gov