J.P. Morgan Investment Management INC.

Fee-Only (% of Portfolio)Fixed/Hourly

J.P. Morgan Investment Management (JPMIM) provides a range of investment strategies to meet diverse client needs. Services are offered on both a discretionary and non-discretionary basis through various investment vehicles, including separately managed accounts, sub-advisory accounts, investment companies, and model portfolios. JPMIM offers strategies across major asset classes, including global equities, fixed income, liquidity, derivatives, private markets, and multi-asset solutions. Some strategies integrate environmental, social, and governance (ESG) factors.

Assets Under Management$3000B
Clients111,647
Advisors49
Avg. per Client$27M
Avg. per Advisor$61B

Fee Structure

J.P. Morgan Investment Management (JPMIM) is primarily focused on institutional clients. The firm offers its services to individual investors through wrap fee programs, where fees are determined by the program sponsor. JPMIM receives a portion of the asset-based fee charged by the sponsor, ranging from 0.035% to 0.80% annually, depending on the investment mandate and terms negotiated with the sponsor or client.

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Location

49 Advisors at this firm

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J.P. Morgan Investment Management INC. | TrueAdvisor