{
  "crd_number": 300114,
  "slug": "jpmorgan-asset-management-asia-pacific-limited-hong-kong-300114",
  "primary_business_name": "JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED",
  "legal_name": "JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED",
  "dbas": [],
  "city": "Hong Kong",
  "state": null,
  "country": "Hong Kong",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 169623641942.0,
  "raum_discretionary": 169623641942.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 419,
  "advisory_employees": 62,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 251045513.0,
      "count": 3,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 1493772751.0,
      "count": 4,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 6226026842.0,
      "count": 12
    },
    "investment_companies": {
      "raum": 175667726.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 3737864530.0,
      "count": 21
    },
    "other_investment_advisers": {
      "raum": 467808217.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 149259253227.0,
      "count": 149
    },
    "corporations_other_businesses": {
      "raum": 5606636397.0,
      "count": 14
    },
    "sovereign_wealth_foreign_official": {
      "raum": 2405566739.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 8,
  "states_registered": [],
  "websites": [
    "https://am.jpmorgan.com/us/en/asset-management",
    "https://douyin.com",
    "https://facebook.com/jpmrich.family",
    "https://instagram.com/jpmorganassetmanagement",
    "https://line.me/ti/p/%40jpmorganfunds",
    "https://linkedin.com/company/jpmorganassetmanagement",
    "https://mp.weixin.qq.com/mp/profile_ext?__biz=MzA4MDQ4MzcxMw%3D%3D&action=home&scene=123",
    "https://twitter.com/JPMorganAM",
    "https://web.gim.jpmorgan.com/whatsapp-opt-in?country=hk",
    "https://xiaohongshu.com",
    "https://youtube.com/@jpmorganassetmanagement",
    "https://youtube.com/channel/UCqg8LNFkgTSwbJlfqDOtaPg",
    "https://youtube.com/jpmamjp",
    "https://youtube.com/user/JPMorganTouch",
    "https://youtube.com/user/jpmamhk"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300114",
  "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": "HONG KONG",
  "url": "https://advisorcensus.com/firm/jpmorgan-asset-management-asia-pacific-limited-hong-kong-300114",
  "display_name": "JPMorgan Asset Management (Asia Pacific) Limited",
  "summary": "JPMorgan Asset Management (Asia Pacific) Limited is an SEC-registered investment advisory firm in Hong Kong, Hong Kong, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. JPMorgan Asset Management (Asia Pacific) Limited (CRD 300114): 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"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is JPMorgan Asset Management (Asia Pacific) Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JPMorgan Asset Management (Asia Pacific) Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is JPMorgan Asset Management (Asia Pacific) Limited located?",
      "a": "JPMorgan Asset Management (Asia Pacific) Limited's principal office is in Hong Kong, Hong Kong, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is JPMorgan Asset Management (Asia Pacific) Limited registered with the SEC or a state?",
      "a": "JPMorgan Asset Management (Asia Pacific) Limited is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300114."
    },
    {
      "q": "How much does JPMorgan Asset Management (Asia Pacific) Limited manage?",
      "a": "JPMorgan Asset Management (Asia Pacific) Limited reports $169,623,641,942 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have JPMorgan Asset Management (Asia Pacific) Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for JPMorgan Asset Management (Asia Pacific) Limited: Regulatory assets under management: $86,236,464,133 in the October 2021 data and $169,623,641,942 in the October 2026 data, up 97%. Total employees: 397 in October 2021 and 419 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JPMorgan Asset Management (Asia Pacific) Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (149); pension and profit sharing plans (but not the plan participants or government pension plans) (21); corporations or other businesses not listed above (14)."
    },
    {
      "q": "Which custodians does JPMorgan Asset Management (Asia Pacific) Limited use?",
      "a": "JPMorgan Asset Management (Asia Pacific) Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc., JPMorgan Chase Bank, NA (affiliated with the firm) and State Street Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does JPMorgan Asset Management (Asia Pacific) Limited 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/300114"
    },
    {
      "q": "What changed in JPMorgan Asset Management (Asia Pacific) Limited's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 66 to 62. Regulatory assets under management went from $126,662,962,745 to $169,623,641,942 (+34%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 86236464133.0,
      "total_employees": 397,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 101114290917.0,
      "total_employees": 401,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 79432184856.0,
      "total_employees": 387,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 85542409747.0,
      "total_employees": 387,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 126662962745.0,
      "total_employees": 387,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 169623641942.0,
      "total_employees": 419,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 66 to 62.",
        "Regulatory assets under management went from $126,662,962,745 to $169,623,641,942 (+34%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citigroup Global Markets Inc.",
      "name_as_filed": "CITIGROUP GLOBAL MARKETS INC.",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase Bank, NA",
      "name_as_filed": "JPMORGAN CHASE BANK, NA",
      "affiliated": true
    },
    {
      "name": "State Street Corporation",
      "name_as_filed": "STATE STREET CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/jpmorgan-asset-management-asia-pacific-limited-hong-kong-300114.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 175667726.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 149,
      "fewer_than_5": false,
      "raum": 149259253227.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 3737864530.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 251045513.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 1493772751.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": true,
      "raum": 467808217.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 12,
      "fewer_than_5": false,
      "raum": 6226026842.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2405566739.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 5606636397.0
    }
  ],
  "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/300114",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}