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J.P. MORGAN PRIVATE INVESTMENTS INC.
CRD 110186File 801-41088
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$469.98B
Top 10% of cohort (national)
Discretionary AUM
$412.93B
Non-discretionary $57.05B
Clients
1,278,254
1,278,255 accounts
Employees
758
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 15, 1992
- Principal office
- 270 PARK AVENUE, NEW YORK, NY, 10017-2014
- Phone
- 212-464-2070
- Website
- https://www.jpmorgan.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $469.98B
- Discretionary AUM
- $412.93B
- Non-discretionary AUM
- $57.05B
- Discretionary accounts
- 1,124,865
- Non-discretionary accounts
- 153,390
- Total accounts
- 1,278,255
- AUM per client
- $368K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14,143 | $8.62B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 12 | $130.74B |
| Charitable organizations | 79 | $568.8M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 299,091 | $159.03B |
| Pooled investment vehicles | 76 | $19.65B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 1,303 | $985.9M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 963,550 | $150.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1278255 | 1278254 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.