J.P. MORGAN INVESTMENT MANAGEMENT INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.52T |
| Discretionary | $3.49T99% of AUM |
| Non-Discretionary | $25.04B |
| Client Accounts | 132,150 |
| Avg Account Size | $26.6M |
| Employees | 3,194 |
| Peak AUM | $3.52TMar 2026 |
| AUM CAGR | +9.4% /yrover 25 yrs · 193 filings |
AUM by Client Type
Total AUM
$3.5T
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.5T | +17.9% | +20.5% | +12.0% | |
| Discretionary AUM | $3.5T | +18.0% | +20.5% | +12.0% | |
| Non-Disc. AUM | $25.0B | +2.6% | +21.9% | +23.5% | |
| Total Accounts | 132k | +15.4% | +36.3% | +15.5% | |
| Avg Account Size | $27M | +2.1% | 11.6% | 3.0% | |
| Employees | 3k | +0.3% | +0.8% | +1.5% | |
| AUM / Employee | $1.1B | +17.6% | +19.5% | +10.4% | |
Client AUM Segments | |||||
| Wealth AUM | $12.8B | +172.7% | +35.9% | +34.4% | |
| Institutional AUM | $713.4B | +18.7% | +16.1% | +10.1% | |
| Fund / Pooled AUM | $2.7T | +17.2% | +21.4% | +12.4% | |
| Other AUM | $85.6B | +29.1% | +42.8% | +23.2% | |
Client Count Segments | |||||
| Institutional | 2k | +5.3% | +5.2% | +8.3% | |
| Pooled / Fund | 678 | +1.6% | +5.0% | +5.9% | |
| Individuals | 15 | +7.1% | 0.0% | +8.6% | |
Key Metrics
| Total AUM | $3.52T |
| Discretionary | $3.49T |
| Employees | 3194 |
| Client Accounts | 132150 |
Contact & Location
Address
270 PARK AVENUE
NEW YORK NY 10017-2014
Phone
(800) 343-1113
Filing History
193 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.5T
99.3% of AUM
Non-Discretionary
$25.0B
0.7% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted May 2015
•Felony conviction
•SRO proceeding/bar
Custody
Bank CustodyBroker-Dealer CustodySurprise ExamAudited Financials
Related Entities (Item 7)
Broker-DealerInvestment AdviserFutures Commission MerchantBanking InstitutionPension ConsultantTrust CompanyAccounting FirmLaw Firm