J.P. Morgan Investment Management Inc.

Manager
Public LPs on the tape
9
distinct allocators disclosing a fund
Commitment rows
20
0 dated closings
Disclosed commitments
$344M
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
2
Schedule C investment manager rows

5 more allocators, 10 more funds, 16 more commitment rows and 4 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.

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Who backs this manager

8 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Wakemed Pension Plan40Fixed incomeDec 31, 2022Dec 31, 2023
Herbert H & Grace a Dow Foundation30Private equityDec 31, 2024Dec 31, 2024
NEW York State Nurses Association Pension Plan30CashDec 31, 2022Dec 31, 2024

+5 more allocators back this manager

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Funds on the tape

13 vehicles

+10 more funds on the tape

Every name, record and relationship behind this count, with the source on each.

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Corporate and Taft-Hartley plans (Schedule C)

2 plans

Commitment rows

19 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024The Ralph C Wilson Jr FoundationPEG GLOBAL PRIVATE EQUITY VIIPrivate equity$54.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Herbert H & Grace a Dow FoundationPEG GLOBAL PRIVATE EQUITY IXPrivate equity$6.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Tres Grace Family FoundationPEG Global Private Equity IX Offshore Special LPPrivate equity$8.9M heldDisclosed holdingapps.irs.gov

+16 more commitment rows

Every name, record and relationship behind this count, with the source on each.

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What changed

  • Sep 24, 2026re up prospect resolvedreport dateinferenceMoody Foundation
    Re-up prospect for PEG Global Private Equity XII L.P.: condition no longer holds; not judged
    with J.P. Morgan Investment Management Inc.
  • Sep 24, 2026re up prospect resolvedreport dateinferenceHerbert H & Grace a Dow Foundation
    Re-up prospect for PEG Global Private Equity XII L.P.: condition no longer holds; not judged
    with J.P. Morgan Investment Management Inc.
  • Sep 24, 2026re up prospect resolvedreport dateinferenceBurke Foundation Inc
    Re-up prospect for PEG Global Private Equity XII SCSp SICAV-RAIF: condition no longer holds; not judged
    with J.P. Morgan Investment Management Inc.
  • Sep 24, 2026re up prospect resolvedreport dateinferenceThe Ralph C Wilson Jr Foundation
    Re-up prospect for PEG Global Private Equity XII L.P.: condition no longer holds; not judged
    with J.P. Morgan Investment Management Inc.
  • Dec 20, 2024Re-up prospectinferenceMoody Foundation
    Moody Foundation holds PEG Global Private Equity IX; the manager is raising: PEG Global Private Equity XII L.P. (fundraising, Form D first sale 2024-12-20); no commitment to it on the graph; 2 fund(s) of the series between them not held either
    with J.P. Morgan Investment Management Inc.

+4 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Across the graphs

J.P. Morgan Investment Management Inc. is the same institution as 1 record in Private Equity.

Private Equity1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

J.P. Morgan Investment Management Inc. sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

every published relationship on the graph

+9 connections on the graph

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