DFX Intelligence

1 more other client, 38 more Schedule C rows and 9 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.

JP Morgan

unclassified

1 more other client, 38 more Schedule C rows and 9 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

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

3 allocators

Alaska Teamster-Employer Pension Trust Investment adviser (plan)through Jun 30, 2024 Form 5500
Nordson Corporation Hourly-Rated Employees Pension Plan General consultantthrough Oct 31, 2023 Form 5500
Nordson Corporation Salaried Employees Pension Plan General consultantthrough Oct 31, 2023 Form 5500

4 allocators

+1 more client

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

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

41 rows, $3.7M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Westchester Teamsters Local 456 Pension Fund	2025	28 51	INVESTMENT MANAGER	$80,138
Painters Union Pension Plan	2025	21 50	NONE KNOWN	$5,136
Alaska Teamster-Employer Pension Trust	2024	27 50	NONE	$251,692

+38 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.

Jun 10, 2025Consultant changedMissouri Public School Retirement System
Public School and Education Employee Retirement Systems of Missouri (PSRS/PEERS) selects JP Morgan as custodian
with JP Morganpsrs-peers.org
Dec 31, 2024Holding endedinferencePlumbers and Steamfitters Local 486 Pension Fund
Plumbers and Steamfitters Local 486 Pension Fund no longer reports Jpmcb Global Allocation Fund (JP Morgan) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
with JP Morganaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceWarehouse Employees Union Local No. 730 Pension Trust Fund
Warehouse Employees Union Local No. 730 Pension Trust Fund no longer reports Jpmcb Global Allocation Fund (JP Morgan) (last held $8M at 2023-12-31; absent from the 2024-12-31 filing)
with JP Morganaskebsa.dol.gov
Dec 31, 2024Manager relationship startedSheet Metal Workers Local Union No. 80 Pension Fund
JP Morgan appears on Sheet Metal Workers Local Union No. 80 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with JP Morganaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceU.A. Local 13 Pension Fund
JP Morgan no longer appears on U.A. Local 13 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with JP Morganaskebsa.dol.gov

+9 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.