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JPMORGAN FUNDS LIMITED
CRD 172045File 801-80071
APPROVED
Disclosure events
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$72.40B
Top 10% of cohort (national)
Discretionary AUM
$72.40B
Clients
23
66 accounts
Employees
0
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 12, 2014
- Principal office
- 60 VICTORIA EMBANKMENT, LONDON, EC4Y 0JP
- Phone
- +44 207 742 6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $72.40B
- Discretionary AUM
- $72.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 66
- Non-discretionary accounts
- 0
- Total accounts
- 66
- AUM per client
- $3.15B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 23 | $72.40B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
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 |
|---|---|---|---|
| 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.