RIA Intel›Advisers›New York›J.P. MORGAN PRIVATE INVESTMENTS INC.

J.P. MORGAN PRIVATE INVESTMENTS INC.

Advisory

N·NEW YORK, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$470.0B
1-Year AUM Growth
+22.6%
3-Year CAGR
+11.0%
Employees
96
Assets Under Management
Total AUM$470.0B
Discretionary AUM$412.9B
Non-Discretionary AUM$57.1B
Discretionary %87.9%
Total Clients1,099,136
Team
Total Employees96
Investment Advisers758
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record129
First FilingMar 5, 2001
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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