DFX Intelligence

6 more allocators, 14 more funds, 21 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.

J.P. Morgan Investment Management Inc.

Manager

private equity profile

Suggest a correction

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

5 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

Schedule C investment manager rows

6 more allocators, 14 more funds, 21 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.

Who backs this manager

9 allocators

Allocator	Rows	Disclosed $	Buckets	First	Latest
Ohio SERS Traditional DB Pension Plan	5	$344M	Infrastructure, Private equity	Dec 31, 2005	Jun 18, 2018
Wakemed Pension Plan	4		Fixed income	Dec 31, 2022	Dec 31, 2023
Herbert H & Grace a Dow Foundation	3		Private equity	Dec 31, 2024	Dec 31, 2024

+6 more allocators back this manager

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

Funds on the tape

17 vehicles

Jpmcb Liquidity Fund3 rows
Commingled Pension Trust-Short Bond2 rows
Global Transport Income Fund Feeder LLC2 rows

+14 more funds on the tape

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

Corporate and Taft-Hartley plans (Schedule C)

2 plans

NEW York State Nurses Association Pension Planplan years
Wakemed Pension Planplan years

Commitment rows

24 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Herbert H & Grace a Dow Foundation	PEG GLOBAL PRIVATE EQUITY IX	Private equity	$6.3M held	Disclosed holding	apps.irs.gov
as of Dec 31, 2024	The Ralph C Wilson Jr Foundation	PEG GLOBAL PRIVATE EQUITY VII	Private equity	$54.1M held	Disclosed holding	apps.irs.gov
as of Dec 31, 2024	The Ralph C Wilson Jr Foundation	GLOBAL TRANSPORT INCOME FUND FEEDER	Fixed income	$10.7M held	Disclosed holding	apps.irs.gov

+21 more commitment rows

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

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.

Across the graphs

J.P. Morgan Investment Management Inc. is the same institution as 5 records in Private Equity, Real Estate Funds, Private Credit, RIA and Wealth and Independent Sponsors.

Private Equity1Real Estate Funds1Private Credit1RIA and Wealth1Independent Sponsors1

DFX found 5 relationships across 5 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Checking your plan…

Capital chain

J.P. Morgan Investment Management Inc. sits on 6 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 6 paths of capital through this record

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

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

Checking your plan…

›Connections

every published relationship on the graph

+9 connections on the graph