RIA Intel›Advisers›New York›J.P. MORGAN INVESTMENT MANAGEMENT INC.

J.P. MORGAN INVESTMENT MANAGEMENT INC.

Institutional

N·NEW YORK, NY

Data as of Jan 23, 2026 · Source: SEC Form ADV

Total AUM
$3.0T
1-Year AUM Growth
+26.7%
3-Year CAGR
+7.9%
Employees
2,143
Assets Under Management
Total AUM$3.0T
Discretionary AUM$3.0T
Non-Discretionary AUM$24.4B
Discretionary %99.2%
Total Clients111,647
Team
Total Employees2,143
Investment Advisers3,186
Employee Growth (1Y)0.0%
Private Funds
Number of Private Funds212
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Filing History
Total Filings on Record170
First FilingFeb 1, 2001
Latest FilingJan 23, 2026
🔒 Full AUM trend chart and 170 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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