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AllocatorsInvestment consultantnot allocator

Jpmorgan Chase Bank, N.A.

Allocators

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Search this name across graphsid dfx:al:ed84ac2d-5c3d-4dc5-b273-c6f8f5f8155b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 218
Dated events: 40
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 165Form 5500 Schedule C
Public clients: 0
Advisory clients: 11
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports; showing 30 of 166

Plan	Role	From	To	Current	Evidence
Premera Pension Equity Plan	Discretionary trustee	Jan 1, 2025	Dec 31, 2025	no	fact
Carpenters Labor-Management Pension Plan	Discretionary trustee	Jan 1, 2025	Dec 31, 2025	no	fact
Hill-Rom, Inc. Pension Plan	trustee	Jan 1, 2025	Dec 31, 2025	no	fact
ST. Luke's Hospital Retirement Plan	Investment adviser	Jan 1, 2025	Oct 29, 2025	no	fact
Buffalo Laborers Pension Fund	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact
Plumbers and Steamfitters Local No. 42 Pension Plan	Discretionary trustee	Jul 1, 2024	Jun 30, 2025	no	fact
Local 805 Pension & Retirement Fund	trustee	Apr 1, 2024	Mar 31, 2025	no	fact
Young & Rubicam LLC Career Cash Balance Continuation Plan	custodian	Jan 1, 2024	Dec 31, 2024	no	fact
Western States Carpenters Pension Plan	Discretionary trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Unum Group Pension Plan	Discretionary trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Siemens Energy, Inc. Pension Plan	custodian	Jan 1, 2024	Dec 31, 2024	no	fact
Valero Energy Corporation Pension Plan	Discretionary trustee	Jan 1, 2024	Dec 31, 2024	no	fact
Chicago Painters and Decorators Pension Fund	Discretionary trustee	Apr 1, 2023	Mar 31, 2024	no	fact
Muviq USA Defined Benefit Pension Plan	trustee	Mar 1, 2023	Feb 29, 2024	no	fact
Heat & Frost Insulators and Allied Workers Local 6 Pension Fund	Discretionary trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Advance Pension Plan	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Ernst & Young Defined Benefit Retirement Plan	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Directv Bargained Pension Plan	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Tri-State Carpenters and Joiners Pension Trust Fund	custodian	Jan 1, 2023	Dec 31, 2023	no	fact
Teamsters Local 814 Pension Fund	Discretionary trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Ernst & Young Partnership Defined Benefit Retirement Plan	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Saint-Gobain Retirement Income Plan	Discretionary trustee	Jan 1, 2023	Dec 31, 2023	no	fact
I. a. T. S. E. National Pension Fund	Discretionary trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Boilermaker-Blacksmith National Pension Trust	Discretionary trustee	Jan 1, 2023	Dec 31, 2023	no	fact
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware	Discretionary trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Ingersoll Rand Industrial U.S., Inc. Pension Plan	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Media Guild Retirement Plan	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
The Rep. Co. Pens. Pl. for Ees Rep. by the Springfield News	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
Alstom Transportation Retirement Plan	custodian	Jan 1, 2023	Dec 31, 2023	no	fact
Baylor Scott & White Health Consolidated Frozen Benefit Plan	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

showing 80 of 218

Sponsors (1)

→ Jpmorgan Chase Retirement PlanPlanPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Manages for (16)

→ I.B.E.W. Local No. 728 Pension FundPlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Hormel Foods Corporation Pension PlanPlanInvestment management
Oct 31, 2022 to Oct 29, 2023factForm 5500
→ The Maritime Association - I.L.A. Pension FundPlanInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Hormel Foods Corporation Hourly Employees' Pension PlanPlanInvestment management
Oct 31, 2022 to Oct 29, 2023factForm 5500
→ Iron Workers Regional Shop Local Union No 855 Pension TrustPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - IatsePlanInvestment management
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ Thedacare, Inc. Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Pentegra Defined Benefit Plan for Financial InstPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Central Pension Fund of the Iuoe & Participating EmployersPlanInvestment management
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust FundPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ A.F.OF L.-A.g.c. Building Trades Pension PlanPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ International Brotherhood of Teamsters Retirement & Family ProtectionPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Sheet Metal Workers' Local 100 Washington, D.C. Area Pension FundPlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Adjustable Plan of the National Retirement FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Local 1034 Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Ibew Local 325 Pension FundPlanInvestment management
Sep 1, 2022 to Aug 31, 2023factForm 5500

Advised by (62)

← ST. Luke's Hospital Retirement PlanPlanInvestment adviser
Jan 1, 2025 to Oct 29, 2025factForm 5500
← Carpenters Labor-Management Pension PlanPlanDiscretionary trustee
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Premera Pension Equity PlanPlanDiscretionary trustee
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Hill-Rom, Inc. Pension PlanPlantrustee
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Vought Aircraft Industries, Inc. Hourly Retirement PlanPlanDirected trustee
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Frontier Communications Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Western States Office & Professional Employees PenPlanDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central WisconsinPlanDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pennsylvania State Education Association Pension PlanPlanDiscretionary trustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Young & Rubicam Inc. Career Cash Balance PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Upstate New York Bakery Drivers and Industry Pension FundPlanDiscretionary trustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
← United California Bank Retirement PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Aftra Retirement PlanPlantrustee
Dec 1, 2022 to Nov 30, 2023factForm 5500
← Retirement Plan for Employees of Uja-FederationPlancustodian
Oct 1, 2022 to Sep 30, 2023factForm 5500
← NYU Langone Hospital-Brooklyn Uft Retirement PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Retirement Plan for Non-Academic EmployeesPlanDiscretionary trustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Weill Cornell Medical College Non-Exempt and Frozen Retirement PlanPlantrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Shands Healthcare Pension Plan IIPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← International Association of Firefighters Staff Representatives Pension PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Retirement Income Plan for Employees of Armstrong Flooring, Inc.Plantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Journeymen & Apprentices of Local 188 Pension FundPlanDiscretionary trustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
← The Metropolitan Museum of Art Retirement Plan for Covered Union EmployeesPlantrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
← International Association of Firefighters Employees Pension PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Orange Bank & Trust Company Pension Plan As a Member of the New York State Bankers Retirement SystemPlanDiscretionary trustee
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Detroit Typo. No. 18 With Det. Newspaper Pub. Ret. Inc. PlanPlancustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Plumbers & Pipefitters Local 172 Pension FundPlancustodian
Mar 1, 2022 to Feb 28, 2023factForm 5500
← Plumbers' Pension Fund, Local 130, U.A.PlanDiscretionary trustee
Jun 1, 2022 to May 31, 2023factForm 5500
← Financial Institutions, Inc. Pension Plan As a Member of the New York State Bankers Retirement SystemPlanDiscretionary trustee
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Georgia Stevedore Association International Longshoremen's Association Pension PlanPlanDiscretionary trustee
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanPlanDiscretionary trustee
Jun 1, 2022 to May 31, 2023factForm 5500
and 32 more

Dated events

Occurred
Dec 31, 2025
Manager relationship started
JP Morgan Chase Bank, National Asso appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
J.P. Morgan Chase Bank, Nat'l Assoc no longer appears on Teamster Affiliates Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
JP Morgan appears on Pension Plan of Allen & Company's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
JP Morgan Chase Bank, N.A. appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Jpmorgan Chase Bank appears on Mission Support and Test Services LLC (msts) Employee Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
Jpmorgan Chase Bank, Na no longer appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Jpmorgan Chase Bank, Na appears on Valero Energy Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Jpmorgan Chase Bank no longer appears on Time Warner Cable Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Jpmorgan Chase Bank, National Assoc appears on Western States Carpenters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Jpmorgan Chase Bank, N.A. no longer appears on Jpmorgan Chase Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
JP Morgan appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Jpmorgan Chase Bank, National Assoc no longer appears on Pacific Gas and Electric Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
JP Morgan no longer appears on NEW York Eye and Ear Infirmary Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Jpmorgan Chase Bank, National Assoc appears on Plumbers and Steamfitters Local 486 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Jpmorgan Chase Bank, National Assoc appears on Plumbers and Steamfitters Local No. 42 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Jpmorgan Chase Bank, N.A. no longer appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Jpmorgan Chase Bank, N.A. no longer appears on Siemens Energy, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Jpmorgan Chase Bank, N.A. appears on Buffalo Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Jpmorgan Chase appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
JP Morgan Chase Bank, N.A. no longer appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
JP Morgan Investment Management,inc appears on Pentegra Defined Benefit Plan for Financial Inst's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
JP Morgan Chase Bank, N.A. no longer appears on International Association of Firefighters Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Pension Trust Fund for Operating Engineers no longer reports Jpmcb Strategic Property Fund (Jpmorgan Chase Bank, N.A.) (last held $128M at 2023-12-31; absent from the 2024-12-31 filing)
Form 5500observed 3 days ago
$128M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Tri-State Carpenters and Joiners Pension Trust Fund first reports an interest in Jpmcb Strategic Property Fund (Jpmorgan Chase Bank, N.A.): $22M at 2023-12-31
Form 5500observed 3 days ago
$22.0M
Occurred
Dec 31, 2023
Manager relationship started
JP Morgan Chase Bank Na appears on I. a. T. S. E. National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Jpmorgan Chase Bank, National Assoc appears on Saint-Gobain Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
JP Morgan Chase Bank appears on Warehouse Employees Union Local No. 730 Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
JP Morgan Chase Bank, N.A. no longer appears on United California Bank Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
JP Morgan Chase Bank appears on Montefiore Medical Center Hsrp Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Jpmcb Special Situation Prop. Fund appears on Chicago Painters and Decorators Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Jpm appears on Hawaii Sheet Metal Workers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Jpmorgan Chase Bank, Na no longer appears on Transamerica Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
J.p.morgan Chase Bank, N.A. appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
JP Morgan Asset Management appears on Milk Drivers and Dairy Employees Local 246 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
Jpmorgan Chase Bank, Na appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Jpmorgan Chase Bank, N.A. appears on International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
JP Morgan Chase Bank appears on Mo-Kan Teamsters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Jpmorgan no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Jpmorgan Chase Bank, Na appears on Teamsters Local 814 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Jpmorgan Chasebank, N.A. no longer appears on Directv Bargained Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 3 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:ed84ac2d-5c3d-4dc5-b273-c6f8f5f8155b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.