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
Other roles
6 allocators
Schedule C rows
21 rows, $6.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Carle Health Central Illinois Pension Plan202511 13 50ACTUARIAL/CONTRACT$273,107
Bekaert Corporation Retirement Income Plan202428 50NONE$431,356
Factory Mutual Insurance Company Pension Plan202418 49 62 99NONE$412,192
Pepsico, Inc. Employees Retirement Plan H202421NONE$381,017
Pepsico Employees Retirement Plan I202421NONE$300,994
Shelter Insurance Employees Retirement Plan202428RETAINED BY EMPLOYER$220,802
SGS North America Inc. Pension Plan202421 28 50 51 62TRUSTEE$150,000
Pepsico, Inc. Employees Retirement Plan H202321NONE$432,837
Pepsico Employees Retirement Plan I202321NONE$397,364
Factory Mutual Insurance Company Pension Plan202318 49 62 99NONE$360,083
Shelter Insurance Employees Retirement Plan202328RETAINED BY EMPLOYER$231,076
SGS North America Inc. Pension Plan202321 28 50 51 62TRUSTEE$150,878
Enbridge Employee Services, Inc. Employees' Pension Plan202328NONE$9,000
Saint Luke's Health System, Inc. Retirement Plan202228 50INVESTMENT MANAGER$538,459
Pepsico, Inc. Employees Retirement Plan H202221NONE$488,373
Pepsico Employees Retirement Plan I202221NONE$452,622
Shelter Insurance Employees Retirement Plan202228RETAINED BY EMPLOYER$301,713
Enbridge Employee Services, Inc. Employees' Pension Plan202228NONE$213,000
SGS North America Inc. Pension Plan202221 28 50 51 62TRUSTEE$152,108
Pepsico Employees Retirement Plan a202221NONE$57,420
Mary Washington Healthcare Defined Benefit Retirement Plan202227 50INVESTMENT MANAGER$33,334
What changed