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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,278,255 | 1,278,254 | decreased by1 |
| Apr 1, 2026 | Employees | 714 | 758 | increased by44 |
| Apr 1, 2026 | Clients | 1,099,136 | 1,278,255 | increased by179,119 |
| Apr 1, 2026 | AUM | $375,626,396,352 | $469,980,115,033 | increased by$94,353,718,681 |
| Apr 1, 2026 | Accounts | 1,099,136 | 1,278,255 | increased by179,119 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 652 | 714 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 857,521 | 1,099,136 | increased by241,615 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $281,322,232,889 | $375,626,396,352 | increased by$94,304,163,463 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 857,521 | 1,099,136 | increased by241,615 |
| Apr 1, 2022 | Employees | 658 | 652 | decreased by6 |
| Apr 1, 2022 | Clients | 715,690 | 857,521 | increased by141,831 |
| Apr 1, 2022 | AUM | $213,720,803,778 | $281,322,232,889 | increased by$67,601,429,111 |
| Apr 1, 2022 | Accounts | 715,690 | 857,521 | increased by141,831 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MORGAN PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORGAN PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.