DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
J••••••• A•••• M••••••••• ••• L••••••
Latest filing Apr 14, 2026
First filing on the tape Nov 30, 2011 · 62 filings
SEC status approved since Sep 29, 2005
RAUM
$484B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.3%
$1.6B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1,403
319 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
14
reported on Schedule D
History
62 filings and snapshots on the tape
RAUM$484B as of Apr 14, 2026
Mar 30, 2012$239B then
HNW client RAUM$1.6B as of Apr 14, 2026
Mar 30, 2020$1.3B then
State-registered IARs (5.B.3)0 as of Apr 14, 2026
Mar 30, 20120 then
Employees (5.A)1,403 as of Apr 14, 2026
Mar 28, 20131,156 then
Private funds14 as of Apr 14, 2026
Mar 30, 201223 then
RAUM +25% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 14, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $823MderivedHNW RAUM over HNW clients
- Average account
- $522MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 31%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$328B68%
- Insurance companies$44B9.0%
- Pension and profit-sharing plans$43B9.0%
- Sovereign wealth funds$43B8.9%
- State and municipal entities$19B3.8%
- Corporations and businesses$5.3B1.1%
- High-net-worth individuals$1.6B0.3%
- Charitable organizations$128M0.0%
- Other investment advisers$87.5M0.0%
- Individual clients
- n/areported
- HNW clients
- 2reported
- Pension plan clients
- 57reported
- Charitable clients
- 2reported
- Accounts
- 928reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.68 institutional_share=0.31 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
38 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••• T•••••••• I••••• F••• M••••• P••••••••• S••• | Other Private Fund | $4.3B | 93 | Mar 30, 2018 |
| G••••• T•••••••• I••••• F••• F••••• P••••••••• S••• | Other Private Fund | $2.2B | 26 | Mar 30, 2018 |
| 8•• I••••••••• L•no longer reported | Real Estate Fund | $1.6B | 1 | Mar 30, 2012 |
| E••••••• O••••••••• P••••••• F••• V• S••• | Real Estate Fund | $1.5B | 55 | Mar 31, 2022 |
| E••••••• O••••••••• P••••••• F••• I• M••••• L• | Real Estate Fund | $1.1B | 56 | Mar 30, 2018 |
| E••••••• O••••••••• P••••••• F••• V• R••• S••••••••• | Real Estate Fund | $1.0B | 13 | Mar 31, 2022 |
| J•• C••••• O••••••••• F••• ••• L••no longer reported | Hedge Fund | $495M | 2 | Mar 30, 2012 |
| S•••••••• P••••••• F••• E••••• S••• | Real Estate Fund | $492M | 8 | Mar 31, 2021 |
| S•••••••• P••••••• F••• E••••• R••• S••••••••• | Real Estate Fund | $479M | 7 | Mar 31, 2021 |
| E••••••• O••••••••• P••••••• F••• I• F••••• L• | Real Estate Fund | $441M | 10 | Mar 30, 2018 |
| G••••• M••••••• I••••••••• F••• I• M••••• L•no longer reported | Other Private Fund | $416M | 9 | Mar 30, 2018 |
| E••••••• O••••••••• P••••••• F••• V• F••••• R••• S••••••••• | Real Estate Fund | $304M | 1 | Mar 31, 2022 |
| E••••••• O••••••••• P••••••• F••• I•• M••••• L• | Real Estate Fund | $221M | 49 | Mar 31, 2015 |
| J••••••• A•••• I••••••••• • R•••••• R•••••••• O••••••••• F••• U• L•no longer reported | Other Private Fund | $204M | 7 | Mar 30, 2012 |
| G••••• M••••••• I••••••••• F••• I• M••••• L•no longer reported | Other Private Fund | $190M | 16 | Mar 31, 2017 |
| G••••• M••••••• I••••••••• F••• I• I••••••••• L•no longer reported | Other Private Fund | $166M | 6 | Mar 30, 2018 |
| G••••• T•••••••• I••••• F••• F••••• R••• S•••••••• | Other Private Fund | $157M | 1 | Mar 31, 2023 |
| E••••••• O••••••••• P••••••• F••• I•• I••••••••• L• | Real Estate Fund | $135M | 11 | Mar 31, 2015 |
| G•••••• E••••• O••••••••• P••••••• F••• •• L••• | Real Estate Fund | $57.4M | 13 | Mar 30, 2012 |
| G•••••• E••••• O••••••••• P••••••• F••• • F•••••• L••• | Real Estate Fund | $54.2M | 5 | Mar 30, 2012 |
| G••••• M••••••• I••••••••• F••• L• | Other Private Fund | $27.7M | 40 | Mar 30, 2012 |
| P•••••• I••••••••• R••• E••••• P•••••••• L•••no longer reported | Real Estate Fund | $18.9M | 30 | Mar 30, 2012 |
| G••••• M••••••• I••••••••• F••• I••••••••• L• | Other Private Fund | $16.4M | 19 | Mar 30, 2012 |
| P•••••• G••••• R••• E••••• P•••••••• L•••no longer reported | Real Estate Fund | $14.3M | 40 | Mar 30, 2012 |
| G••••• M••••••• I••••••••• F••• F••••• L• | Other Private Fund | $7.8M | 14 | Mar 30, 2012 |
| G••••• M••••••• I••••••••• F••• I• F••••• L•no longer reported | Other Private Fund | $7.6M | 1 | Mar 30, 2018 |
| E••••••• P••••••• F••• S•• F••• D•no longer reported | Real Estate Fund | $4.8M | 1 | Mar 30, 2012 |
| E•• F•• • S•• F••• C• | Real Estate Fund | $3.8M | 90 | Mar 30, 2012 |
| J•••• R• C•• 2• L••• | Other Private Fund | $2.2M | 26 | Mar 30, 2018 |
| E• I•• G•• F••••• L• | Real Estate Fund | $1.8M | 31 | Mar 31, 2019 |
| E••••••• P••••••• F••• S•• F••• B•no longer reported | Real Estate Fund | $1.7M | 1 | Mar 30, 2012 |
| E•• F•• • S•• F••• A• | Real Estate Fund | $926,292 | 17 | Mar 30, 2012 |
| E••••••• P••••••• F••• • S•• F••• C• F••••• L••• | Real Estate Fund | $917,449 | 15 | Mar 30, 2012 |
| P•••••• I••••••••• R••• E••••• O••••••• P•••••• P•••••••• L•••no longer reported | Real Estate Fund | $557,340 | 7 | Mar 30, 2012 |
| P•••••• G••••• R••• E••••• P•••••• P•••••••• L••no longer reported | Real Estate Fund | $476,833 | 0 | Mar 30, 2012 |
| P•••••• G••••• R••• E••••• O••••••• P•••••• P•••••••• L•••no longer reported | Real Estate Fund | $272,448 | 0 | Mar 30, 2012 |
| P•••••• I••••••••• R••• E••••• P•••••• P•••••••• L••no longer reported | Real Estate Fund | $225,929 | 5 | Mar 30, 2012 |
| E••••••• P••••••• F••• • S•• F••• A• F••••• L•••••• | Real Estate Fund | $0 | 94 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• D•••• M••••••• · Directorcontrolsince 07/2019 · owns less than 5%
- N••••••••• S••••• H•••••• · Non-Executive Directorcontrolsince 06/2019 · owns less than 5%
- P•••• S••••••• E••••• · Director / Chief Financial Officercontrolsince 06/2018 · owns less than 5%
- R••••• D•••••• · Independent Non-Executive Directorcontrolsince 12/2020 · owns less than 5%
- S••••• A•••••• M••• R••••• · Independent Non-Executive Director/Chairmancontrolsince 06/2019 · owns less than 5%
- T••••••• P••••••• M•••••••• · Director/Chief Executive Officercontrolsince 05/2018 · owns less than 5%
- F••••••••• J••••• · Chief Legal Officersince 06/2022 · owns less than 5%
- S••••••••• R•••••• · Chief Compliance Officersince 03/2019 · owns less than 5%
- T••••••••• K••• · Executive Directorsince 03/2023 · owns less than 5%
Entity owners
- J••••••• A•••• M••••••••• I••••••••• L•••••• · Shareholderdirect · owns 75% or more
- J••••••• A•••• M••••••••• H••••••• I••• · Shareholderindirect · owns 75% or more of J••••••• A•••• M••••••••• I••••••••• L••••••
- J••••••• C•••• • C•• · Shareholderindirect · owns 75% or more of J••••••• C•••• H••••••• L•• · public reporting company
- J••••••• C•••• H••••••• L•• · Shareholderindirect · owns 75% or more of J••••••• A•••• M••••••••• H••••••• I•••
Related persons
Schedule D 7.A
- B••• S•••••• A•••• M••••••••• I•••investment adviserpooled vehicle sponsorn
- J••• M••••• ••••••• S•n
- J••• M••••• I••••••••• M••••••••• I•••investment adviserbankpooled vehicle sponsorLP sponsornRAUM $3519B
- J••• M••••• S••••••••• L••broker-dealerinvestment advisertrust companyLP sponsorCPO or CTAreal estatenRAUM $430B
- J••• M••••• S••••••••• P••broker-dealertrust companyCPO or CTAn
- J••••••• A•••• M••••••••• ••••••• S•• R•••investment adviserpooled vehicle sponsorn
- J••••••• C•••• B•••• N•••investment adviserbankpooled vehicle sponsorCPO or CTAn
- J••••••• F•••• L••••••investment adviserbankpooled vehicle sponsornRAUM $72B
Advisers that list J••••••• A•••• M••••••••• ••• L•••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Glasgow, Gb-Glg, United Kingdom
- London, Gb-Lnd, United Kingdom
What changed
consecutive filings, newest first
- Accounts · 894 to 928Jan 14, 2026 to Mar 31, 2026
- Advisory employees · 301 to 319Jan 14, 2026 to Mar 31, 2026
- Charity clients · 3 to 2Jan 14, 2026 to Mar 31, 2026
- Corporate clients · 29 to 19Jan 14, 2026 to Mar 31, 2026
- Pension plan clients · 70 to 57Jan 14, 2026 to Mar 31, 2026
- Pooled vehicle clients · 343 to 364Jan 14, 2026 to Mar 31, 2026
- Employees · 1,427 to 1,403Jan 14, 2026 to Mar 31, 2026
- Private funds · 15 to 14Jan 14, 2026 to Mar 31, 2026
- Discretionary RAUM · $385B to $483BJan 14, 2026 to Mar 31, 2026
- HNW RAUM · $1.3B to $1.6BJan 14, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $1.3B to $1.3BJan 14, 2026 to Mar 31, 2026
- Pension RAUM · $48B to $43BJan 14, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $247B to $328BJan 14, 2026 to Mar 31, 2026
- RAUM · $386B to $484BJan 14, 2026 to Mar 31, 2026
- Financial planning clients · unset to Jun 13, 2025 to Jul 23, 2025
- Private funds · 14 to 15Mar 28, 2025 to Jun 13, 2025
- Accounts · 880 to 894Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 297 to 301Mar 28, 2024 to Mar 28, 2025
- Corporate clients · 26 to 29Mar 28, 2024 to Mar 28, 2025
- Pension plan clients · 76 to 70Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 338 to 343Mar 28, 2024 to Mar 28, 2025
- Employees · 1,431 to 1,427Mar 28, 2024 to Mar 28, 2025
- HQ state · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 18 to 14Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $365B to $385BMar 28, 2024 to Mar 28, 2025
- HNW RAUM · $1.0B to $1.3BMar 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.1B to $1.3BMar 28, 2024 to Mar 28, 2025
- Pension RAUM · $45B to $48BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $239B to $247BMar 28, 2024 to Mar 28, 2025
- RAUM · $366B to $386BMar 28, 2024 to Mar 28, 2025
- Accounts · 833 to 880Dec 19, 2023 to Mar 28, 2024
- Advisory employees · 298 to 297Dec 19, 2023 to Mar 28, 2024
- Corporate clients · 25 to 26Dec 19, 2023 to Mar 28, 2024
- Pension plan clients · 71 to 76Dec 19, 2023 to Mar 28, 2024
- Pooled vehicle clients · 328 to 338Dec 19, 2023 to Mar 28, 2024
- Employees · 1,410 to 1,431Dec 19, 2023 to Mar 28, 2024
- Private funds · 23 to 18Dec 19, 2023 to Mar 28, 2024
- Discretionary RAUM · $340B to $365BDec 19, 2023 to Mar 28, 2024
- HNW RAUM · $867M to $1.0BDec 19, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $86.6M to $1.1BDec 19, 2023 to Mar 28, 2024
Signals
8 dated events
- J••••••• A•••• M••••••••• ••• L•••••• reported RAUM $484.1B, up 25% from $386.0B (2026-01-14 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A••• M••••• M••••• (Director / Chief Operating Officer) no longer on Schedule A of J••••••• A•••• M••••••••• ••• L•••••• (listed 2022-11-04, absent 2023-01-20)Jan 20, 2023 · Control person left · inference
- Andrew Taylor (Co-Chief Administration Officer) no longer on Schedule A of J••••••• A•••• M••••••••• ••• L•••••• (listed 2021-12-09, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Andrew Taylor (Co-Chief Administration Officer) appeared on Schedule A of J••••••• A•••• M••••••••• ••• L••••••Dec 9, 2021 · Control person joined · fact
- D•••••• R•••• (Independent Non-Executive Director) appeared on Schedule A of J••••••• A•••• M••••••••• ••• L••••••Feb 8, 2021 · Control person joined · fact
- Michelle Dana Haimoff (Managing Director) appeared on Schedule A of J••••••• A•••• M••••••••• ••• L••••••Jul 10, 2020 · Control person joined · fact
- James Daniel Watkins (Director / Managing Director) no longer on Schedule A of J••••••• A•••• M••••••••• ••• L•••••• (listed 2019-03-31, absent 2019-06-28)Jun 28, 2019 · Control person left · inference
- John Nicholas Gartside (Director / Head Of Fixed Income) no longer on Schedule A of J••••••• A•••• M••••••••• ••• L•••••• (listed 2018-11-19, absent 2019-03-31)Mar 31, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- J••• M••••• A•••• M••••••••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jpmorganassetmanagementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- am.jpmorgan.com/us/en/asset-managementreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 44-207-742-6000reportedpublic record, Form ADV, Apr 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
J••••••• A•••• M••••••••• ••• L•••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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