DFX Intelligence
JP Morgan Asset Management
unclassified· NY
unclassified
7 more Schedule C rows
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
1
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
1 allocator
- Alliance Coal, LLC & Aff. Pension Plan for Coal Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- Amica Pension Fund Custodianthrough Dec 31, 2024
- Premera Pension Equity Plan Discretionary trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $2.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Alliance Coal, LLC & Aff. Pension Plan for Coal Employees | 2024 | 27 28 | NONE | $184,723 |
| Herc Rentals Pension Plan | 2024 | 28 | NONE | $64,335 |
| Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan | 2024 | 52 | NONE | $62,914 |
+7 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
- JP Morgan Asset Management appears on Amica Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with JP Morgan Asset Managementaskebsa.dol.gov