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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

JPMORGAN ALTERNATIVE ASSET MANAGEMENT

J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC., CRD 20989

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7b881cc-e385-bf75-906b-fcecd123dd78

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 67
Dated events: 8
On other graphs: 4
Observed: Nov 30, 2011 to Jul 16, 2026
61 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jpmorgan Alternative Asset Management

Private equity manager · shared crd

Independent Sponsorsidentity

Jpmorgan Alternative Asset Management

Capital provider to sponsors · shared crd

Allocatorsidentity

Jpmorgan Alternative Asset Management

Investment consultant · shared crd

Private Creditidentity

JPMORGAN ALTERNATIVE ASSET MANAGEMENT

Private credit manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.03 fund_share=0.66 institutional_share=0.16 related_bd=true related_bank=true bd_reps=15.0
Regulatory AUM: $30BItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $18B
Private client RAUM: $783MderivedItem 5.D individuals plus high net worth individuals
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 86
Advisory employees: 26
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 375
Individual clients: 0
High net worth clients: 51
Private funds: 15Schedule D 7.B(1)
SEC number: 801-38319
CIK: 822378
CRD: 20989
Filings on the tape: 61
First filed: Nov 30, 2011
Latest filed: Jul 16, 2026
Organised: Corporation, DE
Website: am.jpmorgan.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 49

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OMNI SPC, LTD	Hedge Fund	$4.9B	Mar 28, 2024	366	Mar 30, 2012	reported	021-148647
ELAN FUND LP	Hedge Fund	$821M	Mar 28, 2024	2	Mar 27, 2015	reported	021-227807
OPPORTUNISTIC ACCESS MASTER FUND, LP	Hedge Fund	$362M	Mar 28, 2024	10	Mar 31, 2022	reported	021-397686
475 FUND, LTD.	Hedge Fund	$138M	Mar 28, 2024	1	Mar 31, 2014	reported	021-199361
SELECT CREDIT OPPORTUNITIES OFFSHORE FUND I, L.P.	Private Equity Fund	$100M	Mar 28, 2024	2	Mar 29, 2019	reported	021-324775
OPPORTUNISTIC ACCESS FEEDER FUND, LTD.	Hedge Fund	$99.8M	Mar 28, 2024	99	Mar 31, 2022	reported	021-397692
JPMORGAN HEDGE FUND SPC - CAPITAL CYCLE SEGREGATED PORTFOLIO	Other Private Fund	$34.4M	Feb 28, 2013	4	Mar 30, 2012	dropped	n/a
EMERGING OPPORTUNITIES FUND SPC, LTD. - MS SEGREGATED PORTFOLIO	Hedge Fund	$29.4M	Mar 28, 2024	23	Mar 30, 2023	reported	021-458919
JP MORGAN HEDGE FUND SPC (16 SPCS)	Hedge Fund	$25.0M	Nov 27, 2013	130	Jun 29, 2012	dropped	n/a
EPP DISTRESSED DEBT FUND	Hedge Fund	$23.3M	Mar 28, 2024	1	Mar 29, 2018	reported	021-297596
MULTI-STRATEGY FUND II, LTD.	Hedge Fund	$21.0M	Mar 28, 2024	108	Mar 30, 2012	reported	021-129003
JP MORGAN HEDGE FUND SPC - ACCESS DEC10	Hedge Fund	$7.4M	May 7, 2012	8	Mar 30, 2012	dropped	n/a
OFFSHORE OPPORTUNITY HUB FUND LTD.	Hedge Fund	$4.5M	Nov 27, 2013	2	Mar 30, 2012	dropped	n/a
OFFSHORE OPPORTUNITY FUND SPC	Hedge Fund	$3.7M	Nov 27, 2013	864	Mar 30, 2012	dropped	n/a
MMAC HOLDINGS CS LTD.	Hedge Fund	$3.5M	Dec 18, 2019	1	Jan 30, 2015	dropped	n/a
J.P. MORGAN MULTI-MANAGER STRATEGIES FUND - OPPORTUNISTIC HOLDINGS	Hedge Fund	$3.4M	May 27, 2015	655	Mar 30, 2012	dropped	n/a
MULTI-STRATEGY FUND II, L.P.	Hedge Fund	$3.1M	Mar 28, 2024	22	Mar 30, 2012	reported	021-128976
FUNDS HOLDING SPC, LTD.- MSFII DEC19 SEGREGATED PORTFOLIO	Hedge Fund	$2.4M	Mar 28, 2024	6	Mar 31, 2021	reported	n/a
J.P. MORGAN MULTI-MANAGER STRATEGIES FUND - DIVERSIFIED HOLDINGS	Hedge Fund	$2.2M	May 27, 2015	496	Mar 30, 2012	dropped	n/a
JP MORGAN HEDGE FUND SPC - ACCESS SPV MAR 09	Hedge Fund	$1.9M	May 7, 2012	13	Mar 30, 2012	dropped	n/a
JP MORGAN HEDGE FUND SPC -ACCESS SPV DEC 10	Hedge Fund	$1.7M	May 27, 2015	22	Mar 31, 2014	dropped	n/a
JP MORGAN HEDGE FUND SPC - ACCESS SPV JUN 09	Hedge Fund	$1.7M	May 7, 2012	30	Mar 30, 2012	dropped	n/a
MSF II LP DEC10-A L.L.C	Hedge Fund	$1.1M	May 27, 2015	57	Mar 30, 2012	dropped	n/a
MSFIILP JUN09 LLC	Hedge Fund	$1.0M	May 27, 2015	55	Mar 30, 2012	dropped	n/a
FOCUSED OPPORTUNITY FUND, LTD	Hedge Fund	$902,913	Mar 28, 2024	2	Mar 27, 2015	reported	021-211861

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURKE, BRIAN, JOSEPH	Director	Na	yes	12/2019	Dec 18, 2019	Mar 28, 2024
Debord, Daniel	Director	Na	yes	10/2020	Nov 6, 2020	Mar 28, 2024
DIVUOLO, THOMAS, JOSEPH	CHIEF FINANCIAL OFFICER/MANAGING DIRECTOR/CHIEF ADMINISTRATIVE OFFICER	Na	yes	04/2003	Nov 30, 2011	Mar 28, 2024
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.	Shareholder	E	yes	01/2006	Nov 30, 2011	Mar 28, 2024
JPMORGAN CHASE & CO.	Shareholder	E	yes	04/2017	Nov 30, 2011	Mar 28, 2024
JPMORGAN CHASE HOLDINGS LLC	Shareholder	E	yes	04/2017	May 3, 2017	Mar 28, 2024
ROBINSON, BRANDON, MATHIAS	Director	Na	yes	12/2020	Jan 5, 2021	Mar 28, 2024
RULE, KIRK, DAVID	CHIEF COMPLIANCE OFFICER	Na	yes	03/2016	Mar 28, 2016	Mar 28, 2024
ZUMMO, PAUL, ANTHONY	CHIEF INVESTMENT OFFICER/DIRECTOR	Na	yes	03/2006	Nov 30, 2011	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J.P. MORGAN INVESTMENT MANAGEMENT INC.	n/a	Asset manager	$3519B	N	yes	n/a
JPMORGAN ASSET MANAGEMENT (UK) LIMITED	n/a	Asset manager	$484B	N	yes	n/a
J.P. MORGAN SECURITIES LLC	n/a	Wirehouse	$430B	N	yes	n/a
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.	n/a	Former SEC adviser	$14B	N	yes	n/a
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED	n/a	Other adviser	$3.3B	N	yes	n/a
J.P. MORGAN (SUISSE) SA	n/a	n/a	n/a	N	yes	n/a
J.P. MORGAN ASSET MANAGEMENT (JAPAN) LIMITED	n/a	n/a	n/a	N	yes	n/a
J.P. MORGAN SE	n/a	n/a	n/a	N	yes	n/a
JPMORGAN ASSET MANAGEMENT (CANADA) INC.	n/a	n/a	n/a	N	yes	n/a
JPMORGAN ASSET MANAGEMENT (EUROPE) S.A R.L.	n/a	n/a	n/a	N	yes	n/a
JPMORGAN ASSET MANAGEMENT (SINGAPORE) LIMITED	n/a	n/a	n/a	N	yes	n/a
JPMORGAN CHASE BANK, N.A.	n/a	n/a	n/a	N	yes	Oh
JPMORGAN FUNDS (ASIA) LTD	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	23	no
LOS ANGELES	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$30B	$18B	86	26	2	15	n/a
2024	Mar 28, 2025	$22B	$13B	64	25	2	18	n/a
2023	Mar 28, 2024	$19B	$11B	59	24	2	15	$6.5B
2022	Mar 30, 2023	$18B	$11B	56	24	2	14	$5.5B
2021	Mar 31, 2022	$17B	$10B	51	24	2	13	$5.0B
2020	Mar 31, 2021	$14B	$8.0B	53	21	2	11	$4.5B
2019	Mar 30, 2020	$12B	$7.8B	62	25	2	10	$4.7B
2018	Mar 29, 2019	$11B	$6.6B	60	23	1	10	$5.1B
2017	Mar 29, 2018	$12B	$6.2B	82	30	0	10	$6.5B
2016	Mar 31, 2017	$13B	$6.9B	87	35	n/a	9	$8.0B
2015	Mar 28, 2016	$13B	$7.4B	84	31	n/a	9	$9.9B
2014	Mar 27, 2015	$13B	$7.4B	83	31	n/a	30	$11B
2013	Mar 31, 2014	$11B	$6.6B	72	28	n/a	26	$9.3B
2012	Mar 28, 2013	$9.7B	$6.5B	72	28	n/a	23	$9.7B
2011	Mar 30, 2012	$8.4B	$5.6B	n/a	n/a	n/a	27	$8.3B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$30B	$22B	36.4%	$18B	18.0%	86	64	2	2

Relationships

Affiliated with (9)

← J.P. MORGAN INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← J.P. MORGAN SECURITIES LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ J.P. MORGAN INSTITUTIONAL INVESTMENTSRegistered adviserbroker-dealer, common control
factForm ADV
→ SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATEDRegistered adviserother investment adviser, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ J.P. MORGAN INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ JPMORGAN ASSET MANAGEMENT (UK) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserother investment adviser, broker-dealer, trust company, LP sponsor, CPO/CTA, common control
factForm ADV
← SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV

Advises (49)

→ MULTI-STRATEGY FUND II, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PCS 23 HOLDINGS, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ ELAN FUND LPPrivate fundHedge Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ SELECT CREDIT OPPORTUNITIES OFFSHORE FUND I, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ OPPORTUNISTIC ACCESS MASTER FUND, LPPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ FOCUSED OPPORTUNITY FUND, LTDPrivate fundHedge Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ EPP DISTRESSED DEBT FUNDPrivate fundHedge Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ PRIVATE CREDIT SECONDARIES 23 FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ OMNI SPC, LTDPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ FUNDS HOLDING SPC, LTD.- MSFII DEC19 SEGREGATED PORTFOLIOPrivate fundHedge Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ OPPORTUNISTIC ACCESS FEEDER FUND, LTD.Private fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ PRIVATE CREDIT SECONDARIES 23 FUND (LUXEMBOURG), SCSP.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ MULTI-STRATEGY FUND II, LTD.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ EMERGING OPPORTUNITIES FUND SPC, LTD. - MS SEGREGATED PORTFOLIOPrivate fundHedge Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ 475 FUND, LTD.Private fundHedge Fund, IA
Mar 31, 2014 to presentfactForm ADV
→ GLOBAL LONG/SHORT EQUITY FUND, LTD.Private fundHedge Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ MACHINE LEARNING FUND, LTD.Private fundHedge Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ MMAC HOLDINGS CS LTD.Private fundHedge Fund, IA, no longer reported
Jan 30, 2015 to Dec 18, 2019factForm ADV
→ MULTI-STRATEGY FUND, LTD.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Aug 15, 2018factForm ADV
→ JP MORGAN HEDGE FUND SPC- ACCESS SPV DEC 08Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to May 27, 2015factForm ADV
→ OPPORTUNITY FUND L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ MSFIILP DEC08 LLCPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ J.P. MORGAN INCUBATOR FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ J.P. MORGAN MULTI-MANAGER STRATEGIES FUND - DIVERSIFIED HOLDINGSPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ J.P. MORGAN INCUBATOR (CAYMAN) FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ MSFIILP MAR09 LLCPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ JP MORGAN HEDGE FUND SPC - ALPHA JUN 09Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ JP MORGAN HEDGE FUND SPC - MSF LTD SPV JUN 09Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
→ JP MORGAN HEDGE FUND SPC -ACCESS SPV DEC 10Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to May 27, 2015factForm ADV
→ JP MORGAN HEDGE FUND SPC - MSF LTD SPV MAR 09Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to May 27, 2015factForm ADV
and 19 more

Controls (8)

← DIVUOLO, THOMAS, JOSEPHOwnerCHIEF FINANCIAL OFFICER/MANAGING DIRECTOR/CHIEF ADMINISTRATIVE OFFICER, ownership code NA, individual
Nov 30, 2011 to Mar 28, 2024factForm ADV
← ZUMMO, PAUL, ANTHONYOwnerCHIEF INVESTMENT OFFICER/DIRECTOR, ownership code NA, individual
Nov 30, 2011 to Mar 28, 2024factForm ADV
← RULE, KIRK, DAVIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2016 to Mar 28, 2024factForm ADV
← BURKE, BRIAN, JOSEPHOwnerDIRECTOR, ownership code NA, individual
Dec 18, 2019 to Mar 28, 2024factForm ADV
← ROBINSON, BRANDON, MATHIASOwnerDIRECTOR, ownership code NA, individual
Jan 5, 2021 to Mar 28, 2024factForm ADV
← Debord, DanielOwnerDIRECTOR, ownership code NA, individual
Nov 6, 2020 to Mar 28, 2024factForm ADV
← JPMORGAN ASSET MANAGEMENT HOLDINGS INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 30, 2011 to Mar 28, 2024factForm ADV
← JPMORGAN CHASE & CO.OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 30, 2011 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Jpmorgan Alternative Asset Management reported RAUM $29.7B, up 36% from $21.8B (2025-08-25 to 2026-03-31)
Form ADVobserved 5 days ago
$7.9B
Occurred
Mar 31, 2022
Regulatory AUM changed
Jpmorgan Alternative Asset Management reported RAUM $17.3B, up 26% from $13.7B (2021-03-31 to 2022-03-31)
Form ADVobserved 5 days ago
$3.6B
Occurred
Jan 5, 2021
Control person joined
Mathias Brandon Robinson (Director) appeared on Schedule A of Jpmorgan Alternative Asset Management
Form ADVobserved 5 days ago
Occurred
Jan 5, 2021
Control person left
Elisabeth Jennifer Mcgrew (Director) no longer on Schedule A of Jpmorgan Alternative Asset Management (listed 2020-11-06, absent 2021-01-05)
Form ADVobserved 5 days ago
Occurred
Nov 6, 2020
Control person left
Teresa Lisa Vicital (Director/Global Head Of Product & Platform) no longer on Schedule A of Jpmorgan Alternative Asset Management (listed 2020-10-23, absent 2020-11-06)
Form ADVobserved 5 days ago
Occurred
Nov 6, 2020
Control person joined
Daniel Debord (Director) appeared on Schedule A of Jpmorgan Alternative Asset Management
Form ADVobserved 5 days ago
Occurred
Dec 18, 2019
Control person left
Thomas Richard Madsen (Director) no longer on Schedule A of Jpmorgan Alternative Asset Management (listed 2019-07-17, absent 2019-12-18)
Form ADVobserved 5 days ago
Occurred
Dec 18, 2019
Control person joined
Joseph Brian Burke (Director) appeared on Schedule A of Jpmorgan Alternative Asset Management
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7b881cc-e385-bf75-906b-fcecd123dd78
First observed: Nov 30, 2011
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

JPMORGAN ALTERNATIVE ASSET MANAGEMENT

J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC., CRD 20989

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7b881cc-e385-bf75-906b-fcecd123dd78

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OMNI SPC, LTD

Hedge Fund

$4.9B

Mar 28, 2024

366

Mar 30, 2012

reported

021-148647

ELAN FUND LP

Hedge Fund

$821M

Mar 28, 2024

Mar 27, 2015

reported

021-227807

OPPORTUNISTIC ACCESS MASTER FUND, LP

Hedge Fund

$362M

Mar 28, 2024

Mar 31, 2022

reported

021-397686

475 FUND, LTD.

Hedge Fund

$138M

Mar 28, 2024

Mar 31, 2014

reported

021-199361

SELECT CREDIT OPPORTUNITIES OFFSHORE FUND I, L.P.

Private Equity Fund

$100M

Mar 28, 2024

Mar 29, 2019

reported

021-324775

OPPORTUNISTIC ACCESS FEEDER FUND, LTD.

Hedge Fund

$99.8M

Mar 28, 2024

Mar 31, 2022

reported

021-397692

JPMORGAN HEDGE FUND SPC - CAPITAL CYCLE SEGREGATED PORTFOLIO

Other Private Fund

$34.4M

Feb 28, 2013

Mar 30, 2012

dropped

n/a

EMERGING OPPORTUNITIES FUND SPC, LTD. - MS SEGREGATED PORTFOLIO

Hedge Fund

$29.4M

Mar 28, 2024

Mar 30, 2023

reported

021-458919

JP MORGAN HEDGE FUND SPC (16 SPCS)

Hedge Fund

$25.0M

Nov 27, 2013

130

Jun 29, 2012

dropped

n/a

EPP DISTRESSED DEBT FUND

Hedge Fund

$23.3M

Mar 28, 2024

Mar 29, 2018

reported

021-297596

MULTI-STRATEGY FUND II, LTD.

Hedge Fund

$21.0M

Mar 28, 2024

108

Mar 30, 2012

reported

021-129003

JP MORGAN HEDGE FUND SPC - ACCESS DEC10

Hedge Fund

$7.4M

May 7, 2012

Mar 30, 2012

dropped

n/a

OFFSHORE OPPORTUNITY HUB FUND LTD.

Hedge Fund

$4.5M

Nov 27, 2013

Mar 30, 2012

dropped

n/a

OFFSHORE OPPORTUNITY FUND SPC

Hedge Fund

$3.7M

Nov 27, 2013

864

Mar 30, 2012

dropped

n/a

MMAC HOLDINGS CS LTD.

Hedge Fund

$3.5M

Dec 18, 2019

Jan 30, 2015

dropped

n/a

J.P. MORGAN MULTI-MANAGER STRATEGIES FUND - OPPORTUNISTIC HOLDINGS

Hedge Fund

$3.4M

May 27, 2015

655

Mar 30, 2012

dropped

n/a

MULTI-STRATEGY FUND II, L.P.

Hedge Fund

$3.1M

Mar 28, 2024

Mar 30, 2012

reported

021-128976

FUNDS HOLDING SPC, LTD.- MSFII DEC19 SEGREGATED PORTFOLIO

Hedge Fund

$2.4M

Mar 28, 2024

Mar 31, 2021

reported

n/a

J.P. MORGAN MULTI-MANAGER STRATEGIES FUND - DIVERSIFIED HOLDINGS

Hedge Fund

$2.2M

May 27, 2015

496

Mar 30, 2012

dropped

n/a

JP MORGAN HEDGE FUND SPC - ACCESS SPV MAR 09

Hedge Fund

$1.9M

May 7, 2012

Mar 30, 2012

dropped

n/a

JP MORGAN HEDGE FUND SPC -ACCESS SPV DEC 10

Hedge Fund

$1.7M

May 27, 2015

Mar 31, 2014

dropped

n/a

JP MORGAN HEDGE FUND SPC - ACCESS SPV JUN 09

Hedge Fund

$1.7M

May 7, 2012

Mar 30, 2012

dropped

n/a

MSF II LP DEC10-A L.L.C

Hedge Fund

$1.1M

May 27, 2015

Mar 30, 2012

dropped

n/a

MSFIILP JUN09 LLC

Hedge Fund

$1.0M

May 27, 2015

Mar 30, 2012

dropped

n/a

FOCUSED OPPORTUNITY FUND, LTD

Hedge Fund

$902,913

Mar 28, 2024

Mar 27, 2015

reported

021-211861

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURKE, BRIAN, JOSEPH

Director

yes

12/2019

Dec 18, 2019

Mar 28, 2024

Debord, Daniel

Director

yes

10/2020

Nov 6, 2020

Mar 28, 2024

DIVUOLO, THOMAS, JOSEPH

CHIEF FINANCIAL OFFICER/MANAGING DIRECTOR/CHIEF ADMINISTRATIVE OFFICER

yes

04/2003

Nov 30, 2011

Mar 28, 2024

JPMORGAN ASSET MANAGEMENT HOLDINGS INC.

Shareholder

yes

01/2006

Nov 30, 2011

Mar 28, 2024

JPMORGAN CHASE & CO.

Shareholder

yes

04/2017

Nov 30, 2011

Mar 28, 2024

JPMORGAN CHASE HOLDINGS LLC

Shareholder

yes

04/2017

May 3, 2017

Mar 28, 2024

ROBINSON, BRANDON, MATHIAS

Director

yes

12/2020

Jan 5, 2021

Mar 28, 2024

RULE, KIRK, DAVID

CHIEF COMPLIANCE OFFICER

yes

03/2016

Mar 28, 2016

Mar 28, 2024

ZUMMO, PAUL, ANTHONY

CHIEF INVESTMENT OFFICER/DIRECTOR

yes

03/2006

Nov 30, 2011

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

J.P. MORGAN INVESTMENT MANAGEMENT INC.

n/a

Asset manager

$3519B

yes

n/a

JPMORGAN ASSET MANAGEMENT (UK) LIMITED

n/a

Asset manager

$484B

yes

n/a

J.P. MORGAN SECURITIES LLC

n/a

Wirehouse

$430B

yes

n/a

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

n/a

Former SEC adviser

$14B

yes

n/a

SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

n/a

Other adviser

$3.3B

yes

n/a

J.P. MORGAN (SUISSE) SA

n/a

yes

n/a

J.P. MORGAN ASSET MANAGEMENT (JAPAN) LIMITED

n/a

yes

n/a

J.P. MORGAN SE

n/a

yes

n/a

JPMORGAN ASSET MANAGEMENT (CANADA) INC.

n/a

yes

n/a

JPMORGAN ASSET MANAGEMENT (EUROPE) S.A R.L.

n/a

yes

n/a

JPMORGAN ASSET MANAGEMENT (SINGAPORE) LIMITED

n/a

yes

n/a

JPMORGAN CHASE BANK, N.A.

n/a

yes

JPMORGAN FUNDS (ASIA) LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

LOS ANGELES

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$30B

$18B

n/a

2024

Mar 28, 2025

$22B

$13B

n/a

2023

Mar 28, 2024

$19B

$11B

$6.5B

2022

Mar 30, 2023

$18B

$11B

$5.5B

2021

Mar 31, 2022

$17B

$10B

$5.0B

2020

Mar 31, 2021

$14B

$8.0B

$4.5B

2019

Mar 30, 2020

$12B

$7.8B

$4.7B

2018

Mar 29, 2019

$11B

$6.6B

$5.1B

2017

Mar 29, 2018

$12B

$6.2B

$6.5B

2016

Mar 31, 2017

$13B

$6.9B

n/a

$8.0B

2015

Mar 28, 2016

$13B

$7.4B

n/a

$9.9B

2014

Mar 27, 2015

$13B

$7.4B

n/a

$11B

2013

Mar 31, 2014

$11B

$6.6B

n/a

$9.3B

2012

Mar 28, 2013

$9.7B

$6.5B

n/a

$9.7B

2011

Mar 30, 2012

$8.4B

$5.6B

n/a

$8.3B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$30B

$22B

36.4%

$18B

18.0%