J.P. Morgan Investment Management Inc.

Overview

J.P. Morgan Investment Management Inc. is an SEC registered investment adviser based in New York, NY, registered since 1984. It reports $3.5T in assets under management across 132,150 accounts, with 3,194 employees. It has 49 investment adviser representatives.

Reported AUM

$3.5T

Discretionary

99%

Accounts

132,150

Average account

$26.6M

Employees

3,194

Advisory reps

49

Registered since

1984

Jurisdictions

53

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Management for Investment Companies
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Insurance Companies
• Investment Companies
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 13

• John Thomas Donohue Director, President, Chief Executive Officer CRD 2372302
• George Crosby White Gatch Director, Chairman CRD 4320888
• Andrew Richard Powell Director, Chief Administative Officer, Head of Global Client Service CRD 6448006

10 more executive officers, with direct contact details

Advisory reps 3 of 49

• Christopher P Bailey Investment Adviser Rep CRD 5020171
• Shujuan Susan Bao Investment Adviser Rep CRD 7292439
• Kris John Beachnau Investment Adviser Rep CRD 7286720

46 more advisory reps, with emails, phones and branch locations

Location

Headquarters

270 Park Ave
New York, NY 10017

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: am.jpmorgan.com/us/en/asset-management

Every state, with registration dates

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