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J.P. MORGAN INVESTMENT MANAGEMENT INC.

383 Madison Avenue
New York, New York, 10179-0001
Tel: 800-343-1113

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About the Firm:

J.P. MORGAN INVESTMENT MANAGEMENT INC. is a New York, New York based Fee-only advisory firm with nearly $2,278,203,833,724 in assets under management and provides investment advisory services for 88148 clients. There are currently 3036 advisors at the firm.


Firm information:

SEC Current Status:

Approved

Firm CRD#:

107038

SEC#:

801-21011

Assets Managed by Firm:

$2,278,203,833,724

Advisory Services Provided:

Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for Pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational seminars/workshops


Firm Employees Information:

  • Total no. of Employees: 3036
  • No. of Employees performing investment advisory functions: 1980

Firm Client Information:

No. of ClientsAUM
Firm Total88148$2,278,203,833,724
High net worth individuals21$5,058,417,185
Pension and profit sharing plans865$166,564,944,995
Charitable organizations 174$17,217,496,654
Other investment advisers 39$5,264,422,012
Corporations or other businesses 248$92,319,176,716

Compensation and Fees:

Compensation Methods:

A percentage of AUM, Fixed fees, Performance Based

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