Overview
Assets Under Management: $375.6 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 73
Average Client Assets: $1.8 billion
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
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.41
Average High-Net-Worth Client Assets: $1.8 billion
Total Client Accounts: 1,099,136
Discretionary Accounts: 948,556
Non-Discretionary Accounts: 150,580
Regulatory Filings
CRD Number: 110186
Filing ID: 1961702
Last Filing Date: 2025-03-31 10:00:00
Website: https://jpmorgan.com