The JPMORGAN GROUP is a publicly held investment adviser that advises $5,864.16Bn in regulatory assets under management held in 8 SEC fund types across 17 investment strategies. JPMORGAN GROUP is a Public/Private Fund Assets increased by 72.78% over the last 5-years.
The Group has been registered with the SEC for 126.66 years and is comprised of 15 filing and 0 relying advisers. They operate out of 50 office locations with their Headquarters at 270 PARK AVENUE, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 134 US and Non-US bodies.
They have 14,961 employees comprised of 11,419 investment and 3,542 non-investment staff. The total number of Employees increased by 11.15% over the last 5-years.
Their $5,864.16Bn in assets advised are owned by 1,007 private funds, 967 public funds and BDCs and 30,621 other accounts. Assets of Investment Companies (IC) clients own $2,675.03Bn or 45.62% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1,473.28Bn or 25.12% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 56.57%, 26.09% and 13.63% of total assets, respectively.
They advise 12 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 54 Fund Administrators, 7 Fund Auditors, 7 Prime Brokers, 56 Custodians and 59 Marketers. It does not report a third-party Fund Administrator in 87 private funds with $306.48Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
JPMORGAN GROUP names 16 sub-advisers ANCORA ALTERNATIVES LLC, BCK CAPITAL MANAGEMENT LP, BLUESHIFT ASSET MANAGEMENT, BRIDGEWATER ASSOCIATES, LP, CAPITAL FUND MANAGEMENT S.A., ELECTRON CAPITAL PARTNERS, LLC, FORT BAKER CAPITAL MANAGEMENT LP, GRAHAM CAPITAL MANAGEMENT, L.P., IONIC CAPITAL MANAGEMENT LLC, JRE ADVISORS LLC, MANA ADVISORS LLC, OASIS MANAGEMENT COMPANY LTD., P. SCHOENFELD ASSET MANAGEMENT LP, SHANNON RIVER FUND MANAGEMENT, LLC, SHERBROOKE PARK ADVISERS LLC, TOWER BAY ASSET MANAGEMENT LP to 11 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.