J.P. Morgan Asset Management
Answer a few questions and
get matched with an advisor.
Learn more about J.P. Morgan Asset Management
Overview
J.P. Morgan Asset Management operates as an advisory firm located in New York, New York. J.P. Morgan Asset Management controls $1.4 trillion in total assets over 37,591 accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). The company has a very large group of 3,082 employees, seven hundred thirty-three of whom are financial advisors. J.P. Morgan Asset Management is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as options, bonds and equities.
J.P. Morgan Asset Management administers the majority of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without needing to seek the client's permission. It also has 47 non-discretionary accounts totaling $4.8 billion in assets under management. J.P. Morgan Asset Management manages an average of $37.2 million for each customer account. An average advisor at J.P. Morgan Asset Management manages about 51 client accounts, making it about average in terms of personalization.
J.P. Morgan Asset Management's central office is at 383 Madison Avenue, New York, New York 10179-0001. It is allowed to provide services to investors across 52 U.S. states and territories.
Number of Advisors
Disclosures
Office Location
J.P. Morgan Asset Management by the Numbers

3,082

37,591

$37.3 million
Find a dedicated advisor for your needs
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Products and Services
J.P. Morgan Asset Management offers a number of services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The company is engaged in selling products or offering services other than investment advisory services to its customers. The firm is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant, real estate broker or dealer and commodity pool advisor.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 63% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 23% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually are based on which service is provided. However, fee types charged by the company most likely include the following fee structures: asset-based, fixed or performance-based. The firm participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 75% of firms
Percentage of Assets
-
Offered by 17% of firms
Performance-based
-
Offered by 40% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a number of different investors. The company caters to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisors, insurance companies, sovereign wealth funds, corporations and other types of clients. Out of its 37,591 customers, J.P. Morgan Asset Management's largest client type is other, although it also manages money for two high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0.01%
- Other Individuals - 0%
- Corporations - 99.46%
- Charitable Organizations - 0.53%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
J.P. Morgan Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.