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J.P. MORGAN NATURAL CAPITAL
Legal name: JPMORGAN ASSET MANAGEMENT NATURAL CAPITAL, LLC
CRD 111944File 801-57589
APPROVED
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.02B
Top 25% of cohort (national)
Discretionary AUM
$2.66B
Non-discretionary $4.36B
Clients
15
20 accounts
Employees
144
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 17, 2000
- Principal office
- 1300 SW 5TH AVENUE, SUITE 3200, PORTLAND, OR, 97201
- Phone
- 503-275-9675
- Website
- HTTPS://AM.JPMORGAN.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.02B
- Discretionary AUM
- $2.66B
- Non-discretionary AUM
- $4.36B
- Discretionary accounts
- 11
- Non-discretionary accounts
- 9
- Total accounts
- 20
- AUM per client
- $468.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $649.8M |
| Insurance companies | Fewer than 5 | $2.5M |
| Pooled investment vehicles | 9 | $1.76B |
| Banking or thrift institutions | Fewer than 5 | $150.0M |
| Pension and profit sharing plans | Fewer than 5 | $2.82B |
| State or municipal government entities | Fewer than 5 | $1.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 |
|---|---|---|---|---|
| May 1, 2026 | AUM | $6,955,448,887 | $7,023,614,803 | increased by$68,165,916 |
| Apr 1, 2026 | Employees | 134 | 144 | increased by10 |
| Apr 1, 2026 | AUM | $6,218,198,357 | $6,955,448,887 | increased by$737,250,530 |
| Apr 1, 2026 | Accounts | 23 | 20 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 146 | 134 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 15 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,965,496,082 | $6,218,198,357 | increased by$2,252,702,275 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 23 | increased by10 |
| Apr 1, 2022 | Employees | 160 | 146 | decreased by14 |
| Apr 1, 2022 | AUM | $3,920,549,433 | $3,965,496,082 | increased by$44,946,649 |
| Apr 1, 2022 | Accounts | 11 | 13 | increased by2 |
| Oct 1, 2021 | Disclosures | No | Yes | |
| 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 NATURAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORGAN NATURAL” 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.