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 May 8, 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.
Total AUM$3.5T
Total Accounts132,150
10Y AUM Change+$2.3T (+186.5%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.