J.P. MORGAN PRIVATE INVESTMENTS INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $469.98B |
| Discretionary | $412.93B88% of AUM |
| Non-Discretionary | $57.05B |
| Client Accounts | 1,278,255 |
| Avg Account Size | $368K |
| Employees | 758 |
| Peak AUM | $469.98BMar 2026 |
| AUM CAGR | +25.5% /yrover 25 yrs · 144 filings |
AUM by Client Type
Total AUM
$470.0B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $470.0B | +25.1% | +25.3% | +16.2% | |
| Discretionary AUM | $412.9B | +28.0% | +28.1% | +17.9% | |
| Non-Disc. AUM | $57.1B | +7.7% | +10.5% | +7.1% | |
| Total Accounts | 1.3M | +16.3% | +13.6% | +11.7% | |
| Avg Account Size | $367,673.207 | +7.6% | +10.3% | +4.0% | |
| Employees | 758 | +6.2% | +2.3% | +2.7% | |
| AUM / Employee | $620M | +17.9% | +22.5% | +13.1% | |
Client AUM Segments | |||||
| Wealth AUM | $309.4B | +23.9% | +23.1% | +13.4% | |
| Institutional AUM | $10.2B | +37.5% | +36.8% | +25.9% | |
| Fund / Pooled AUM | $150.4B | +27.0% | +29.5% | +23.0% | |
| Other AUM | $337,165 | +11.9% | +13.8% | — | |
Client Count Segments | |||||
| HNW Clients | 964k | +12.6% | +10.1% | +11.8% | |
| Institutional | 16k | +42.7% | +43.5% | +30.4% | |
| Pooled / Fund | 88 | 5.4% | +0.4% | +3.9% | |
| Individuals | 299k | +28.8% | +27.3% | +10.9% | |
Key Metrics
| Total AUM | $469.98B |
| Discretionary | $412.93B |
| Employees | 758 |
| Client Accounts | 1278255 |
| Client Range | 0 |
Contact & Location
Address
270 PARK AVENUE
NEW YORK NY 10017-2014
Phone
212-464-2070
Filing History
144 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$412.9B
87.9% of AUM
Non-Discretionary
$57.1B
12.1% of AUM
Disc. mix ▲ 2.0pp 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
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted May 2003
•Felony conviction
•SRO proceeding/bar
Custody
Bank CustodyBroker-Dealer CustodySurprise ExamAudited Financials
Related Entities (Item 7)
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