SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
J.P. Morgan Private Investments Inc.
New York, NY
CRD 110186
Firm filing updated June 26, 2026 ·
- $470BAssets
- 96Advisory staff
- 1,278,255Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Individuals963,550
- High net worth individuals299,091
- Corporations or other businesses14,143
- Pension and profit sharing plans1,303
- Charities79
- and 2 more88
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 963,550 | $150.4 billion |
| High net worth individuals | 299,091 | $159.0 billion |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Investment companies | 12 | $130.7 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 76 | $19.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1,303 | $985.9 million |
| Charitable organizations | 79 | $568.8 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 14,143 | $8.6 billion |
| Other: "LABOR UNION" | Fewer than 5 clients | $337,165 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "MANAGER RESEARCH SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment 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 advisors (including private fund managers)
- Other: "MANAGER RESEARCH SERVICES"
Assets and accounts
- Regulatory assets$470.0 billion
- Accounts1,278,255
- Discretionary$412.9 billion · 1,124,865 accounts
- Non-discretionary$57.1 billion · 153,390 accounts
People
- Employees758
- Advisory staff96
- Broker-dealer reps263
- Licensed insurance agents6
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 110186, SEC file 801-41088.
- Registered with the SEC as an investment advisor (status date on record: May 15, 1992).
Is J.P. Morgan Private Investments Inc. a fiduciary?
Short answer: J.P. Morgan Private Investments Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 263 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
6 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.