J.P. MORGAN SECURITIES LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $429.69B |
| Discretionary | $358.30B83% of AUM |
| Non-Discretionary | $71.40B |
| Client Accounts | 1,246,646 |
| Avg Account Size | $345K |
| Employees | 8,703 |
| Peak AUM | $429.69BMar 2026 |
| AUM CAGR | +22.8% /yrover 25 yrs · 413 filings |
AUM by Client Type
Total AUM
$429.7B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $429.7B | +21.9% | +26.4% | +17.9% | |
| Discretionary AUM | $358.3B | +23.8% | +30.6% | +21.1% | |
| Non-Disc. AUM | $71.4B | +12.8% | +11.0% | +7.1% | |
| Total Accounts | 1.2M | +18.1% | +8.2% | +11.3% | |
| Avg Account Size | $344,680.439 | +3.2% | +16.7% | +5.9% | |
| Employees | 9k | +4.5% | +7.0% | +4.3% | |
| AUM / Employee | $49M | +16.6% | +18.1% | +13.0% | |
Client AUM Segments | |||||
| Wealth AUM | $392.9B | +23.8% | +26.6% | +18.5% | |
| Institutional AUM | $36.8B | +4.1% | +24.4% | +13.2% | |
| Other AUM | $337,165 | +11.9% | +13.8% | +8.1% | |
Client Count Segments | |||||
| HNW Clients | 877k | +12.4% | +2.9% | +10.7% | |
| Institutional | 12k | +24.7% | +21.9% | +18.6% | |
| Individuals | 357k | +34.8% | +27.7% | +17.7% | |
Key Metrics
| Total AUM | $429.69B |
| Discretionary | $358.30B |
| Employees | 8703 |
| Client Accounts | 1246646 |
| Client Range | More than 500 |
Contact & Location
Address
270 PARK AVENUE
NEW YORK NY 10017
Phone
800-999-2000
Filing History
413 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$358.3B
83.4% of AUM
Non-Discretionary
$71.4B
16.6% of AUM
Disc. mix ▲ 1.3pp 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
Pension Plans
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Apr 2001
•Felony conviction
•SRO proceeding/bar
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserFutures Commission MerchantBanking InstitutionPension ConsultantTrust CompanyAccounting FirmLaw Firm