Jpmorgan Alternative Asset Management
SEC RegisteredHarnessing the power of perspective to build stronger portfolios
About the firm
J.P. Morgan Asset Management is an investment management firm that has served individuals, families, businesses, and institutions for more than a century through changing market cycles, providing perspective to help clients build stronger portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Mutual Funds, ETFs, SmartRetirement Funds, 529 Portfolios, Alternatives, Separately Managed Accounts, Money Market Funds, Commingled Funds, Fixed Income, Equity, Multi-Asset Solutions, Global Liquidity, Tax Active Solutions, Model Portfolios, Sustainable Investing, Education Savings, Defined Contribution Retirement Plan Solutions, Target Date Strategies, Retirement Income, and Annuities
Who they serve
Individuals, families, businesses, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 51 | $783M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 30 | $10.0B |
| Charitable Organizations | 12 | $1.5B |
| State/Municipal Entities | 23 | — |
| Insurance Companies | 4 | — |
| Sovereign Wealth Funds | 2 | — |
| Corporations | 3 | $1.9B |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jpmorgan Alternative Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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