DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Jpmorgan Chase
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- AGC Chemicals Americas, Inc. Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Other roles
2 allocators
- Central National Gottesman Pension Plan Custodianthrough Dec 31, 2025
- Louisiana State Employees Retirement System Custodianthrough Jun 30, 2025
Schedule C rows
7 rows, $203,069 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Central National Gottesman Pension Plan | 2025 | 19 50 | NONE | $25,862 |
| Central National Gottesman Pension Plan | 2024 | 19 50 | NONE | $25,077 |
| AGC Chemicals Americas, Inc. Pension Plan | 2024 | 13 17 50 | NONE | $16,011 |
| Pension Fund of Operating Engineers Local 513 | 2023 | 28 51 | NONE | $73,821 |
| Central National Gottesman Pension Plan | 2023 | 19 50 | NONE | $23,728 |
| Central National Gottesman Pension Plan | 2022 | 19 50 | NONE | $20,876 |
| Pension Fund of Operating Engineers Local 513 | 2022 | 28 51 | NONE | $17,694 |
What changed
- Jpmorgan Chase no longer appears on Pension Fund of Operating Engineers Local 513's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chaseaskebsa.dol.gov
- Jpmorgan Chase appears on AGC Chemicals Americas, Inc. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Jpmorgan Chaseaskebsa.dol.gov