Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $470.0 billion
- Average High-Net-Worth Client Portfolio Size
- $0.5 million
Fee Disclosure
Source: J.P. MORGAN PRIVATE INVESTMENTS INC. (2026-03-27)
· View brochure text
Latest filing: J.P. MORGAN PRIVATE INVESTMENTS INC. - WRAP PROGRAMS (2026-06-26)
· View brochure text
Latest filing: J.P. MORGAN PRIVATE INVESTMENTS - MANAGED INVESTMENT SERVICES PROGRAM ADV 2A (2026-06-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 33.84%
- Number of High-Net-Worth Clients
- 299,091
- Total Client Accounts
- 1,278,255
- Discretionary Accounts
- 1,124,865
- Non-Discretionary Accounts
- 153,390
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 110186
- J.P. MORGAN PRIVATE INVESTMENTS INC. - WRAP PROGRAMS (2026-06-26) · View brochure text
- J.P. MORGAN PRIVATE INVESTMENTS - MANAGED INVESTMENT SERVICES PROGRAM ADV 2A (2026-06-26) · View brochure text
- J.P. MORGAN PRIVATE INVESTMENTS INC. (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗