{
  "crd_number": 111944,
  "slug": "j-p-morgan-natural-capital-portland-or-111944",
  "primary_business_name": "J.P. MORGAN NATURAL CAPITAL",
  "legal_name": "JPMORGAN ASSET MANAGEMENT NATURAL CAPITAL, LLC",
  "dbas": [
    "CAMPBELL GLOBAL",
    "J.P. MORGAN ASSET MANAGMENT NATURAL CAPITAL",
    "J.P. MORGAN NATURAL CAPITAL",
    "J.P.MORGAN ASSET MANAGEMENT NATURAL CAPITAL",
    "J.P.MORGAN NATURAL CAPITAL",
    "JP MORGAN NATURAL CAPITAL",
    "JPMAM NATURAL CAPITAL",
    "JPMORGAN ASSET MANAGEMENT NATURAL CAPITAL",
    "JPMORGAN NATURAL CAPITAL"
  ],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-07-17",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 7023614803.0,
  "raum_discretionary": 2662533685.0,
  "raum_non_discretionary": 4361081118.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 144,
  "advisory_employees": 31,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 8588190.0,
      "count": 0,
      "description": "TIMBERLAND INVESTMENT VEHICLE",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 150000000.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 1631482800.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 2535062.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2823085952.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 1758132036.0,
      "count": 9
    },
    "corporations_other_businesses": {
      "raum": 649790763.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 8,
  "states_registered": [
    "OR"
  ],
  "websites": [
    "https://am.jpmorgan.com",
    "https://campbellglobal.com",
    "https://cglease.com",
    "https://cgrecreationpermit.com",
    "https://linkedin.com/COMPANY/JPM-NATURAL-CAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111944",
  "disclosure_items": [
    {
      "item": "11.A(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?"
    },
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    },
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/j-p-morgan-natural-capital-portland-or-111944",
  "display_name": "J.P. Morgan Natural Capital",
  "summary": "J.P. Morgan Natural Capital is an SEC-registered investment advisory firm in Portland, OR, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. J.P. Morgan Natural Capital (CRD 111944): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is J.P. Morgan Natural Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), J.P. Morgan Natural Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is J.P. Morgan Natural Capital located?",
      "a": "J.P. Morgan Natural Capital's principal office is in Portland, OR, according to its Form ADV."
    },
    {
      "q": "Is J.P. Morgan Natural Capital registered with the SEC or a state?",
      "a": "J.P. Morgan Natural Capital is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111944."
    },
    {
      "q": "How much does J.P. Morgan Natural Capital manage?",
      "a": "J.P. Morgan Natural Capital reports $7,023,614,803 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (38% discretionary)."
    },
    {
      "q": "How have J.P. Morgan Natural Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for J.P. Morgan Natural Capital: Regulatory assets under management: $3,920,549,433 in the October 2021 data and $7,023,614,803 in the October 2026 data, up 79%. Total employees: 160 in October 2021 and 144 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does J.P. Morgan Natural Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Does J.P. Morgan Natural Capital report any disciplinary disclosures?",
      "a": "Reports 8 disclosure items on Form ADV Item 11: yes answers to 2 questions about criminal matters and 6 questions about regulatory matters (11.A(1), 11.A(2), 11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.D(4)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111944"
    },
    {
      "q": "What changed in J.P. Morgan Natural Capital's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added the business name JPMorgan Natural Capital. Added the business name JPMorgan Asset Management Natural Capital. Added the business name Jpmam Natural Capital. Added the business name JP Morgan Natural Capital. Added the business name J.p.morgan Natural Capital. Added the business name J.p.morgan Asset Management Natural Capital. Added the business name J.P. Morgan Natural Capital. Added the business name J.P. Morgan Asset Managment Natural Capital. Changed its legal name from Campbell Global, LLC to JPMorgan Asset Management Natural Capital, LLC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3920549433.0,
      "total_employees": 160,
      "filing_date": "2021-09-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3965496082.0,
      "total_employees": 146,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4120927643.0,
      "total_employees": 145,
      "filing_date": "2023-04-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 5283396280.0,
      "total_employees": 142,
      "filing_date": "2024-05-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6218198357.0,
      "total_employees": 134,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7023614803.0,
      "total_employees": 144,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added the business name JPMorgan Natural Capital.",
        "Added the business name JPMorgan Asset Management Natural Capital.",
        "Added the business name Jpmam Natural Capital.",
        "Added the business name JP Morgan Natural Capital.",
        "Added the business name J.p.morgan Natural Capital.",
        "Added the business name J.p.morgan Asset Management Natural Capital.",
        "Added the business name J.P. Morgan Natural Capital.",
        "Added the business name J.P. Morgan Asset Managment Natural Capital.",
        "Changed its legal name from Campbell Global, LLC to JPMorgan Asset Management Natural Capital, LLC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 31.",
        "Regulatory assets under management went from $6,218,198,357 to $6,955,448,887 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/j-p-morgan-natural-capital-portland-or-111944.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 150000000.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1758132036.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 2823085952.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 1631482800.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 2535062.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 649790763.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": 8588190.0
    }
  ],
  "disclosure_line": "Reports 8 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111944",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}