J.P. Morgan Investment Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY.
Top client segmentRETAIL WRAP CLIENTS represent 97.9% of total clients.
Top client categories% of clientsClients
1
RETAIL WRAP CLIENTS
97.9%
126,256
2
Pension Plans
0.7%
892
3
Corporations
0.4%
461
4
Investment Cos.
0.3%
373
5
Pooled Investment Vehicles
0.2%
305
Additional categories (<0.1%)
Sovereign Wealth41 clients
Banks16 clients
HNWI15 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Tas of March 31, 2026
Discretionary99.3%
$3.5T
99% of total RAUM99.3%
Non-discretionary0.7%
$25.0B
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.5T
Total Accounts132,150
10Y AUM Change+$2.3T (+186.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3,194
Clients per Employee40:1
10Y Employee Change+33 (+1.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.