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 Investment Management Inc.
unclassified
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
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
2 allocators
- Gchi Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Frontier Communications Pension Plan Investment adviser (plan)through Dec 31, 2020 Form 5500
Schedule C rows
5 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Frontier Communications Pension Plan | 2024 | 27 28 51 | N/A | $745,143 |
| UA Plumbers Local 24 Pension Fund | 2024 | 51 | NONE | $119,295 |
| UA Plumbers Local 24 Pension Fund | 2023 | 51 | NONE | $140,213 |
| Gchi Retirement Plan | 2023 | 27 50 | NONE | $10,571 |
| Gchi Retirement Plan | 2022 | 27 50 | NONE | $10,518 |
What changed
- JP Morgan no longer appears on Gchi Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Jpmorgan Investment Management Inc.askebsa.dol.gov