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JPMORGAN ASSET MANAGEMENT (UK) LIMITED

CRD 135960File 801-64725
APPROVED
Retail clients
Disclosure events
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$484.10B
Top 10% of cohort (national)
Discretionary AUM
$482.83B
Non-discretionary $1.27B
Clients
542
928 accounts
Employees
1,403

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Sep 29, 2005
Principal office
60 VICTORIA EMBANKMENT, LONDON, EC4Y 0JP
Phone
44-207-742-6000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$484.10B
Discretionary AUM
$482.83B
Non-discretionary AUM
$1.27B
Discretionary accounts
918
Non-discretionary accounts
10
Total accounts
928
AUM per client
$893.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other19$5.26B
Non-U.S. persons27$43.02B
Insurance companies46$43.59B
Charitable organizations2$127.9M
Other investment advisers2$87.5M
High net worth individuals2$1.65B
Pooled investment vehicles364$328.49B
Pension and profit sharing plans57$43.33B
State or municipal government entities23$18.55B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11A1
  • Q11A2
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.