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.

Manager

JP Morgan Asset Mgmt

EIN 823282328

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

0 dated closings

Disclosed commitments

n/a

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 0

the plans' own words

Corporate plans

Schedule C investment manager rows

Who backs this manager

3 allocators

Allocator	Rows	Buckets	First	Latest
Unum Group Pension Plan	3	Public equity	Dec 31, 2022	Dec 31, 2024
Flowserve Corporation Pension Plan	3	Public equity	Dec 31, 2022	Dec 31, 2024
Uno-Ven Retirement Plan	3	Public equity	Dec 31, 2022	Dec 31, 2024

Funds on the tape

1 vehicles

Jpmcb Emerging Markets Aggregate9 rows

Corporate and Taft-Hartley plans (Schedule C)

2 plans

Citgo Petroleum Corporation Salaried Employees' Pension Planplan years 2022
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companiesplan years 2022

Commitment rows

9 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Unum Group Pension Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$32.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Flowserve Corporation Pension Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$17.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Uno-Ven Retirement Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$820,136 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Flowserve Corporation Pension Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$14.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Unum Group Pension Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$27.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Uno-Ven Retirement Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$855,663 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Unum Group Pension Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$54.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Uno-Ven Retirement Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$646,551 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Flowserve Corporation Pension Plan	Jpmcb Emerging Markets Aggregatecollective trust	Public equity	$12.7M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2023Manager relationship endedinferenceRetirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies
Jpmorgan Asset Mgmt no longer appears on Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies's Schedule C as investment manager (plan year 2023 vs 2022)
with JP Morgan Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceCitgo Petroleum Corporation Salaried Employees' Pension Plan
JP Morgan Asset Mgmt no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with JP Morgan Asset Mgmtaskebsa.dol.gov