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

Jpmorgan Special Situations

EIN 133980309
Public LPs on the tape
30
distinct allocators disclosing a fund
Commitment rows
86
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
2
Schedule C investment manager rows
Who backs this manager
30 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Automotive Machinists Pension Plan30Pooled vehiclesSep 30, 2023Sep 30, 2025
Georgia Stevedore Association International Longshoremen's Association Pension Plan30Pooled vehiclesSep 30, 2023Sep 30, 2025
Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund30Pooled vehiclesJun 30, 2023Jun 30, 2025
Sheet Metal Workers' Local 73 Pension Fund30Pooled vehiclesJun 30, 2023Jun 30, 2025
Plumbers' Pension Fund, Local 130, U.A.30Pooled vehiclesMay 31, 2023May 31, 2025
Massachusetts Bricklayers & Masons Pension Plan30Pooled vehiclesMar 31, 2023Mar 31, 2025
Chicago Painters and Decorators Pension Fund30Pooled vehiclesMar 31, 2023Mar 31, 2025
Ufcw No. California Employers Joint Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Western States Office & Professional Employees Pen30Pooled vehiclesDec 31, 2022Dec 31, 2024
Laborers District Council of W PA Pension Fund30Pooled vehiclesDec 31, 2022Dec 31, 2024
SW Oh Regional Council of Carpenters Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Teamsters Local 814 Pension Fund30Pooled vehiclesDec 31, 2022Dec 31, 2024
American Electric Power System Retirement Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Consolidated Edison Retirement Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Deseret Mutual Master Retirement Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Ibew Local 1249 Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
National Integrated Group Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
International Union of Operating Engineers Local 4 Pension Fund30Pooled vehiclesDec 31, 2022Dec 31, 2024
Producer-Writers Guild of America Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Boilermaker-Blacksmith National Pension Trust30Pooled vehiclesDec 31, 2022Dec 31, 2024
Retail Food Employers & Ufcw Local 711 Pension30Pooled vehiclesDec 31, 2022Dec 31, 2024
Blue Bell Creameries, Inc. Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Pension Fund of Local No. One of I. a. T. S. E.30Pooled vehiclesDec 31, 2022Dec 31, 2024
Ecolab Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Desert States Employers & Ufcw Unions Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
1199seiu Health Care Employees Pension Fund20Pooled vehiclesDec 31, 2023Dec 31, 2024
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.20Pooled vehiclesDec 31, 2023Dec 31, 2024
Aftra Retirement Plan20Pooled vehiclesNov 30, 2023Nov 30, 2024
Plumbers Union Local No. 55 Pension Plan20Pooled vehiclesApr 30, 2023Apr 30, 2024
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
2 plans
Commitment rows
86 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Automotive Machinists Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Georgia Stevedore Association International Longshoremen's Association Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Iron Workers Local No. 5 & Iwea Employees Pension Trust FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Sheet Metal Workers' Local 73 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$20.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Plumbers' Pension Fund, Local 130, U.A.Commingled Pension Trust Fund (speccollective trustPooled vehicles$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Massachusetts Bricklayers & Masons Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Chicago Painters and Decorators Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ufcw No. California Employers Joint Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western States Office & Professional Employees PenCommingled Pension Trust Fund (speccollective trustPooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Laborers District Council of W PA Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SW Oh Regional Council of Carpenters Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Teamsters Local 814 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American Electric Power System Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$1 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Consolidated Edison Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$201M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Deseret Mutual Master Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$31.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$36.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20241199seiu Health Care Employees Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ibew Local 1249 Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$23.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024National Integrated Group Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Union of Operating Engineers Local 4 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Producer-Writers Guild of America Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$33.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.Commingled Pension Trust Fund (speccollective trustPooled vehicles$41.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Boilermaker-Blacksmith National Pension TrustCommingled Pension Trust Fund (speccollective trustPooled vehicles$137M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retail Food Employers & Ufcw Local 711 PensionCommingled Pension Trust Fund (speccollective trustPooled vehicles$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blue Bell Creameries, Inc. Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Fund of Local No. One of I. a. T. S. E.Commingled Pension Trust Fund (speccollective trustPooled vehicles$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ecolab Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Desert States Employers & Ufcw Unions Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Aftra Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Automotive Machinists Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Georgia Stevedore Association International Longshoremen's Association Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Sheet Metal Workers' Local 73 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Iron Workers Local No. 5 & Iwea Employees Pension Trust FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Plumbers' Pension Fund, Local 130, U.A.Commingled Pension Trust Fund (speccollective trustPooled vehicles$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Plumbers Union Local No. 55 Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Massachusetts Bricklayers & Masons Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Chicago Painters and Decorators Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$40.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023American Electric Power System Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$1 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Deseret Mutual Master Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$46.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Desert States Employers & Ufcw Unions Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ecolab Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Laborers District Council of W PA Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023National Integrated Group Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Fund of Local No. One of I. a. T. S. E.Commingled Pension Trust Fund (speccollective trustPooled vehicles$22.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blue Bell Creameries, Inc. Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Consolidated Edison Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$233M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SW Oh Regional Council of Carpenters Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.Commingled Pension Trust Fund (speccollective trustPooled vehicles$47.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Teamsters Local 814 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Union of Operating Engineers Local 4 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$23.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew Local 1249 Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ufcw No. California Employers Joint Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20231199seiu Health Care Employees Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Producer-Writers Guild of America Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$37.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retail Food Employers & Ufcw Local 711 PensionCommingled Pension Trust Fund (speccollective trustPooled vehicles$24.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Boilermaker-Blacksmith National Pension TrustCommingled Pension Trust Fund (speccollective trustPooled vehicles$158M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Office & Professional Employees PenCommingled Pension Trust Fund (speccollective trustPooled vehicles$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Aftra Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Georgia Stevedore Association International Longshoremen's Association Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Automotive Machinists Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Sheet Metal Workers' Local 73 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Iron Workers Local No. 5 & Iwea Employees Pension Trust FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Plumbers' Pension Fund, Local 130, U.A.Commingled Pension Trust Fund (speccollective trustPooled vehicles$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Plumbers Union Local No. 55 Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Chicago Painters and Decorators Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Massachusetts Bricklayers & Masons Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew Local 1249 Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$35.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022National Integrated Group Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Producer-Writers Guild of America Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$49.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022American Electric Power System Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$1 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Teamsters Local 814 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Desert States Employers & Ufcw Unions Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Laborers District Council of W PA Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ufcw No. California Employers Joint Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$28.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retail Food Employers & Ufcw Local 711 PensionCommingled Pension Trust Fund (speccollective trustPooled vehicles$34.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Office & Professional Employees PenCommingled Pension Trust Fund (speccollective trustPooled vehicles$18.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Boilermaker-Blacksmith National Pension TrustCommingled Pension Trust Fund (speccollective trustPooled vehicles$221M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blue Bell Creameries, Inc. Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Deseret Mutual Master Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$64.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$52.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Fund of Local No. One of I. a. T. S. E.Commingled Pension Trust Fund (speccollective trustPooled vehicles$29.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SW Oh Regional Council of Carpenters Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Consolidated Edison Retirement PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$325M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ecolab Pension PlanCommingled Pension Trust Fund (speccollective trustPooled vehicles$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Union of Operating Engineers Local 4 Pension FundCommingled Pension Trust Fund (speccollective trustPooled vehicles$31.1M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Manager relationship startedNational Integrated Group Pension Plan
    JP Morgan Special Situation Propert appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jpmorgan Special Situationsaskebsa.dol.gov