# J.P. Morgan Private Investments Inc.

> J.P. Morgan Private Investments Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 1992, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 110186
- Filed as: J.P. MORGAN PRIVATE INVESTMENTS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110186
- AdvisorCensus page: https://advisorcensus.com/firm/j-p-morgan-private-investments-inc-new-york-ny-110186

## Quick answers

**How is J.P. Morgan Private Investments Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), J.P. Morgan Private Investments Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is J.P. Morgan Private Investments Inc. located?**
J.P. Morgan Private Investments Inc.'s principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is J.P. Morgan Private Investments Inc. registered with the SEC or a state?**
J.P. Morgan Private Investments Inc. is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 110186.

**How much does J.P. Morgan Private Investments Inc. manage?**
J.P. Morgan Private Investments Inc. reports $469,980,115,033 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (88% discretionary).

**How have J.P. Morgan Private Investments Inc.'s assets and staff changed since 2021?**
In the Form ADV data for J.P. Morgan Private Investments Inc.: Regulatory assets under management: $213,720,803,778 in the October 2021 data and $469,980,115,033 in the October 2026 data, up 120%. Total employees: 658 in October 2021 and 758 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J.P. Morgan Private Investments Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (963,550); high net worth individuals (299,091); corporations or other businesses not listed above (14,143).

**Which custodians does J.P. Morgan Private Investments Inc. use?**
J.P. Morgan Private Investments Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does J.P. Morgan Private Investments Inc. report any disciplinary disclosures?**
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/110186

**What changed in J.P. Morgan Private Investments Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 73 to 96. Regulatory assets under management went from $375,626,396,352 to $469,980,115,033 (+25%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $469,980,115,033
- Discretionary: $412,928,367,071
- Non-discretionary: $57,051,747,962

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 963,550 | $150,387,428,486 |
| High net worth individuals | 299,091 | $159,030,328,014 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 12 | $130,740,930,143 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 76 | $19,651,358,338 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1,303 | $985,872,796 |
| Charitable organizations | 79 | $568,828,608 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 14,143 | $8,615,031,483 |
| Other | 1 | $337,165 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1992 (34 years)
- Employees: 758 total, 96 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 8 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(1): In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110186

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Brooklyn, NY
- Hong Kong
- London
- New York, NY
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- jpmorgan.com
- sixcirclesfunds.com/home

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $213,720,803,778 | 658 | September 30, 2021 |
| October 2022 | $281,322,232,889 | 652 | March 30, 2022 |
| October 2023 | $238,864,704,749 | 709 | June 9, 2023 |
| October 2024 | $292,912,547,772 | 745 | September 20, 2024 |
| October 2025 | $375,626,396,352 | 714 | March 31, 2025 |
| October 2026 | $469,980,115,033 | 758 | June 26, 2026 |

Regulatory assets under management: $213,720,803,778 in the October 2021 data and $469,980,115,033 in the October 2026 data, up 120%.
Total employees: 658 in October 2021 and 758 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 73 to 96.
- Regulatory assets under management went from $375,626,396,352 to $469,980,115,033 (+25%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.P. Morgan Private Investments Inc. (CRD 110186): Form ADV filing data as of October 2026.