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J.P. Morgan Investment Management Inc.

● SEC registered since 1984CRD 107038SEC# 801-21011New York, NY
Export (members)
Ranks #3 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3,519.41B
Fund GAV
$164.73B
Private funds
235
Employees
3,194
Accounts
132,150
Location
New York, NY

J.P. Morgan Investment Management Inc. assets under management

J.P. Morgan Investment Management Inc. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1984. It reports $3,519.4 billion in regulatory assets under management and employs 3,194 people. J.P. Morgan Investment Management Inc. manages 235 private funds with combined gross assets of $164.7 billion, including Iif Int'l Holding Scsp. By regulatory assets, it ranks 3 of 6,004 private fund managers.

J.P. Morgan Investment Management Inc. private funds

235 funds · $164.73B GAV
FundTypeGross assetsMin.
Iif Int'l Holding ScspOther Private$27.1B
Iif US Holding 2 LPOther Private$23.92B
Iif UK 1 Hedged LPOther Private$6.36B$10M
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J.P. Morgan Investment Management Inc. owners & executives

16 reported
NameTitleOwnershipSince
Andrea L Lisher ControlDirector / Head Of Americas, ClientUnder 5%2021
Andrew Richard Powell ControlDirector / Am Cao / Head Of Global Client Service / Senior Business ManagerUnder 5%2015
Anton C Pil ControlDirector / Head Of Global Alternative Investment SolutionsUnder 5%2017
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Frequently asked questions

How much does J.P. Morgan Investment Management Inc. manage?

J.P. Morgan Investment Management Inc. reports $3,519.4 billion in regulatory assets under management on its Form ADV.

How many private funds does J.P. Morgan Investment Management Inc. manage?

J.P. Morgan Investment Management Inc. manages 235 private funds with combined gross assets of $164.7 billion.

How many employees does J.P. Morgan Investment Management Inc. have?

J.P. Morgan Investment Management Inc. reports 3,194 employees.

Where is J.P. Morgan Investment Management Inc. located?

J.P. Morgan Investment Management Inc. is based in New York, NY and has been SEC-registered since 1984.

Does J.P. Morgan Investment Management Inc. disclose fund performance?

J.P. Morgan Investment Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 Park Avenue, New York, NY 10017-2014
Phone(800) 343-1113
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK741611
Discloses disciplinary historyYes

Regulatory AUM

$3,519.41B▲ 11789162%
Mar '25 — $29.9MApr '25 — $29.9MMay '25 — $29.9MJun '25 — $29.9MJul '25 — $29.9MAug '25 — $29.9MSep '25 — $29.9MOct '25 — $2,985.27BNov '25 — $2,985.27BDec '25 — $2,985.27BJan '26 — $2,985.27BFeb '26 — $2,985.27BMar '26 — $3,519.41BApr '26 — $3,519.41BMay '26 — $3,519.41BJun '26 — $3,519.41B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$3,519.41Bregulatory AUM
Discretionary $3,494.37BNon-discretionary $25.04B

Fund type mix

Other Private169
Private Equity27
Real Estate26
Hedge12
Liquidity1

Service providers