J.P. Morgan Private Investments Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.4% of total clients.
Top client categories% of clientsClients
1
Individuals
75.4%
963,550
2
HNWI
23.4%
299,091
3
Corporations
1.1%
14,143
4
Pension Plans
0.1%
1,303
Additional categories (<0.1%)
Charitable79 clients
Pooled Investment Vehicles76 clients
Investment Cos.12 clients
LABOR UNION<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$470.0Bas of March 31, 2026
Discretionary87.9%
$412.9B
88% of total RAUM87.9%
Non-discretionary12.1%
$57.1B
12% of total RAUM12.1%
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$470.0B
Total Accounts1,278,255
10Y AUM Change+$395.3B (+529.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees758
Clients per Employee1686:1
10Y Employee Change+248 (+48.6%)
* 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.