Jpmorgan Chase Bank, N.A.
8 more advisory clients, 151 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- ST. Luke's Hospital Retirement Plan Investment adviser (plan)through Oct 29, 2025 Form 5500
- Buffalo Laborers Pension Fund Investment adviser (plan)through Jun 30, 2025 Form 5500
- Anywhere Real Estate Group LLC Pension Plan General consultantthrough Dec 31, 2023 Form 5500
+8 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- Carpenters Labor-Management Pension Plan Discretionary trusteethrough Dec 31, 2025
- Hill-Rom, Inc. Pension Plan Trusteethrough Dec 31, 2025
- Premera Pension Equity Plan Discretionary trusteethrough Dec 31, 2025
+151 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Premera Pension Equity Plan | 2025 | 24 27 28 50 51 | INVESTMENT MANAGER | $294,425 |
| ST. Luke's Hospital Retirement Plan | 2025 | 27 | NONE | $96,013 |
| Hill-Rom, Inc. Pension Plan | 2025 | 21 25 50 | TRUSTEE | $25,000 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- JP Morgan Chase Bank, National Asso appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Pension Trust Fund for Operating Engineers no longer reports Jpmcb Strategic Property Fund (Jpmorgan Chase Bank, N.A.) (last held $128M at 2023-12-31; absent from the 2024-12-31 filing)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceInternational Association of Firefighters Employees Pension PlanJP Morgan Chase Bank, N.A. no longer appears on International Association of Firefighters Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- JP Morgan Investment Management,inc appears on Pentegra Defined Benefit Plan for Financial Inst's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceInternational Association of Firefighters Staff Representatives Pension PlanJP Morgan Chase Bank, N.A. no longer appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.