DFX Intelligence

Allocator Intelligence

J.P. Morgan Investment Management

Institutional manager
Institutional managerprobableDC plan focusCRD 107038
Suggest a correction

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.

Advisory clients on the tape
99
Schedule C, ACFR
Public-system clients
0
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

+96 more advisory clients

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

Other roles

10 allocators

+7 more clients

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

Schedule C rows

400 rows, $319M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
32bj/broadway League Pension Fund202527 28 51NONE$310,318
Liuna National (industrial) Pension Fund202528 50 51NONE$207,388
Liuna Staff and Affiliates Pension Fund202528 51NONE$162,311

+397 more Schedule C rows

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

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.