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
J.P. Morgan
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
- Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
3 rows, $2.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | 2024 | 27 28 | NONE | $2.1M |
| County Concrete Corporation Union Pension Plan for Hourly Employees | 2023 | 28 50 | NONE | $15,277 |
| Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees | 2022 | 52 | INVESTMENT PROVIDER |
What changed
- Dec 31, 2024Manager relationship endedinferenceCounty Concrete Corporation Union Pension Plan for Hourly EmployeesJ.P. Morgan no longer appears on County Concrete Corporation Union Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morganaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedCounty Concrete Corporation Union Pension Plan for Hourly EmployeesJ.P. Morgan appears on County Concrete Corporation Union Pension Plan for Hourly Employees's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morganaskebsa.dol.gov