DFX Intelligence

Allocator Intelligence

JP Morhan Chase and Co.

unclassified· NY
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

1 allocator

Schedule C rows

1 row, $3,489 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Aleris Cash Balance Plan202217 28 50 51NONE$3,489

What changed

  • Dec 31, 2023Manager relationship endedinferenceAleris Cash Balance Plan
    JP Morhan Chase and Co. no longer appears on Aleris Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with JP Morhan Chase and Co.askebsa.dol.gov