DFX Intelligence
J.P. Morgan Chase
unclassified
unclassified
30 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
3
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
3 allocators
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates Investment adviser (plan)through Jun 30, 2023 Form 5500
- Plumbers Local 9 Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- Norton Rose Fulbright US LLP Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
33 rows, $7.7M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Operating Engineers Local 428 Pension Trust | 2025 | 28 | NONE OTHER THAN CONTRACT | $8,255 |
| Cleveland-Cliffs Combined Pension Plan | 2024 | 51 | NONE | $1.7M |
| Idaho National Laboratory Employee Retirement Plan | 2024 | 28 51 | NONE | $255,563 |
+30 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.
What changed
- Parker Defined Benefit Pension Plan no longer reports Jpmcb Strategic Property Fund (J.P. Morgan Chase) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with J.P. Morgan Chaseaskebsa.dol.gov
- Zurich American Insurance Company Retirement Account Plan first reports an interest in Jpmcb Strategic Property Fund (J.P. Morgan Chase): $68M at 2024-12-31with J.P. Morgan Chaseaskebsa.dol.gov
- Northern California Electrical Workers Pension Plan first reports an interest in Jpmcb Strategic Property Fund (J.P. Morgan Chase): $24M at 2024-12-31with J.P. Morgan Chaseaskebsa.dol.gov
- American Speech-Language-Hearing Association Retirement Income Plan first reports an interest in Jpmcb Strategic Property Fund (J.P. Morgan Chase): $3M at 2024-12-31with J.P. Morgan Chaseaskebsa.dol.gov
- Oregon Laborers-Employers Pension Plan first reports an interest in Jpmcb Strategic Property Fund (J.P. Morgan Chase): $9M at 2024-12-31with J.P. Morgan Chaseaskebsa.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.