DFX Intelligence

96 more advisory clients, 7 more other clients, 397 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

J.P. Morgan Investment Management

Institutional manager

Institutional managerprobableDC plan focusCRD 107038

96 more advisory clients, 7 more other clients, 397 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

1,247

filed Aug 26, 2026

ADV institutional RAUM

$487B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$3.49T

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.14; discretionary RAUM $3.49T. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

99 allocators

32bj North Pension Fund Investment adviser (plan)through Dec 31, 2025 Form 5500
32bj/broadway League Pension Fund Investment adviser (plan)Custodianthrough Dec 31, 2025 Form 5500
Metal Trades Branch Local 638 Pension Fund Discretionary trusteeInvestment adviser (plan)through Jun 30, 2025 Form 5500

+96 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Other roles

10 allocators

Plumbers & Steamfitters Local 150 Pension Fund Custodianthrough Dec 31, 2024
The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2024
Zurich American Insurance Company Retirement Account Plan Discretionary trusteethrough Dec 31, 2024

+7 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

400 rows, $319M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
32bj/broadway League Pension Fund	2025	27 28 51	NONE	$310,318
Liuna National (industrial) Pension Fund	2025	28 50 51	NONE	$207,388
Liuna Staff and Affiliates Pension Fund	2025	28 51	NONE	$162,311

+397 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Form ADV readings

charity clients 200 Aug 26, 2026 reported
government clients 155 Aug 26, 2026 reported
institutional clients 1,247 Aug 26, 2026 reported
pension plan clients 892 Aug 26, 2026 reported
raum discretionary $3.49T Aug 26, 2026 reported
raum institutional $487B Aug 26, 2026 reported
raum total $3.52T Aug 26, 2026 reported

What changed

Dec 31, 2024Holding endedinferenceQBE Pension Equity Plan
QBE Pension Equity Plan no longer reports JP Morgan Core Bond Fund (J.P. Morgan Investment Management) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
with J.P. Morgan Investment Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNordson Corporation Salaried Employees Pension Plan
JP Morgan Investment Management Inc appears on Nordson Corporation Salaried Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with J.P. Morgan Investment Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNordson Corporation Hourly-Rated Employees Pension Plan
JP Morgan Investment Mgmt, Inc. appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with J.P. Morgan Investment Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNEW England Teamsters Pension Fund
J.P. Morgan appears on NEW England Teamsters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with J.P. Morgan Investment Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNational Elevator Industry Pension Plan
JP Morgan Stock Distribution appears on National Elevator Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with J.P. Morgan Investment Managementaskebsa.dol.gov

+35 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.