J.P. Morgan Investment Management INC.
New York, NY·SEC-registered · CRD #107038
J.P. Morgan Investment Management INC. is an SEC-registered investment advisory firm in New York, NY managing $3.5T across 132k client accounts, with 2.3k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.5T
Client accounts
132k
Advisory staff
2.3k
Fee model
Fee-based
How J.P. Morgan Investment Management INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL J.P. MORGAN INVESTMENT MANAGEMENT INC.
See how J.P. compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with J.P. Morgan Investment Management INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with J.P. Morgan Investment Management INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about J.P. Morgan Investment Management INC.
How much does J.P. Morgan Investment Management INC. manage?
Per its most recent SEC Form ADV filing (06/30/2026), J.P. Morgan Investment Management INC. reports $3.5T in regulatory assets under management across roughly 132k client accounts.
How does J.P. Morgan Investment Management INC. charge?
J.P. Morgan Investment Management INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is J.P. Morgan Investment Management INC. a fiduciary?
Yes. J.P. Morgan Investment Management INC. is registered with the U.S. Securities and Exchange Commission (CRD #107038), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is J.P. Morgan Investment Management INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks J.P. Morgan Investment Management INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from J.P. Morgan Investment Management INC.'s public SEC Form ADV filing (CRD #107038, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of J.P. Morgan Investment Management INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with J.P. Morgan Investment Management INC.? Claim this profile.