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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 19 | $5.26B |
| Non-U.S. persons | 27 | $43.02B |
| Insurance companies | 46 | $43.59B |
| Charitable organizations | 2 | $127.9M |
| Other investment advisers | 2 | $87.5M |
| High net worth individuals | 2 | $1.65B |
| Pooled investment vehicles | 364 | $328.49B |
| Pension and profit sharing plans | 57 | $43.33B |
| State or municipal government entities | 23 | $18.55B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,427 | 1,403 | decreased by24 |
| Apr 1, 2026 | Clients | 514 | 542 | increased by28 |
| Apr 1, 2026 | AUM | $385,994,263,289 | $484,095,737,783 | increased by$98,101,474,494 |
| Apr 1, 2026 | Accounts | 894 | 928 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,460 | 1,427 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 473 | 514 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $417,678,472,310 | $385,994,263,289 | decreased by$31,684,209,021 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 779 | 894 | increased by115 |
| Apr 1, 2022 | Employees | 1,287 | 1,460 | increased by173 |
| Apr 1, 2022 | Clients | 453 | 473 | increased by20 |
| Apr 1, 2022 | AUM | $345,155,372,985 | $417,678,472,310 | increased by$72,523,099,325 |
| Apr 1, 2022 | Accounts | 700 | 779 | increased by79 |
| 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 “JPMORGAN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JPMORGAN ASSET” 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.