CRD: 110186
J.p. Morgan Private Investments Inc.
$375.6B Total AUM
$322.7B Disc. AUM
10.4% 3Y CAGR
714 Employees
1,438,775 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America · BNP Paribas · Citibank · JP Morgan · State Street · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Catalyst matrixFocus pathway
- Established Date
- 05-15-1992
- Office Locations
- 4
Office Locations
277 Park AVE NEW York NY
383 Madison Floor 5 NEW York NY
390 Madison AVE NEW York NY
About J.p. Morgan Private Investments Inc.
J.P. Morgan Private Investments Inc. is part of J.P. Morgan’s global platform, providing asset management alongside tailored solutions across investment and commercial banking and payments processing for investors and corporates. Its published insights highlight themes like private credit and market/sector developments, with podcasts that break down complex transactions—useful for distribution leaders seeking a broad, globally oriented partner.
Team overview
44 AVG AGE
$5.1B AVG AUM / ADVISOR
$261.1K AVG AUM / CLIENT
5.4 yrs AVG TENURE
714 Employees
73 Advisory Reps
27 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Glacier Focus Fusion Pathway Atlas Pathway Eagle Insight meridian Frontier Wave crest Ember insight Fusion delta Ember Wave eagle Unison
Custodian
Harbor signal Insight prime Glacier Value Catalyst beacon Matrix
Investment Themes
Vital bridge Optima alpha Vital zenith Peak Timber frontier Element Peak Peak Eagle frontier
Investment Vehicles
North Legacy
Platform
Momentum Horizon
Services
Optima value Fusion legacy Summit foundation Element value Delta North Insight Alpha value
Technology
Delta Signal eagle
Owner & Executives
A
ANDREAS BENDER
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(356) 351-4671
optima.vector@beaconcapital.com
in linkedin.com/in/wave-ridge
MICHAEL CHOI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(416) 575-3663
legacy.radial@legacycapital.com
in linkedin.com/in/momentum-capital
E
Ember signal
Harbor focus
- CRD
- #11993
- Ownership
- 45.7%
(940) 764-1324
zenith.delta@eaglecapital.com
in linkedin.com/in/radial-beacon
Showing 2 of 9 owners & executives
Unlock allContacts
R
Ramy El-menshawy
Managing Director
- CRD
- #7310257
(204) 497-9739
vital.eagle@alphacapital.com
in linkedin.com/in/value-glacier
J
JEFFREY T GAFFNEY
--
- CRD
- #5594898
(437) 969-3209
legacy.fusion@signalcapital.com
in linkedin.com/in/insight-alpha
W
Wave ember
Catalyst unison matrix
- CRD
- #86692
(823) 629-4601
timber.optima@insightcapital.com
in linkedin.com/in/unison-quantum
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,677,527,240 | $340,178 |
| Non-Discretionary | $52,948,869,112 | $351,633 |
| Total | $375,626,396,352 | $341,747 |
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Separately Managed Accounts
Total SMA Asset: $257,223,091,540
Public Funds:
26.6% Equity - Exchange:
28.2% Cash:
9.2% Equity - OTC:
36.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,919,069,228 | 26.6% |
| Equity - Exchange | $2,034,501,964 | 28.2% |
| Cash | $663,738,229 | 9.2% |
| Equity - OTC | $2,597,236,550 | 36.0% |
| Total | $7,214,545,971 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION QUANTUM DELTA | EAGLE ELEMENT | J0BCUOYDQ | NOEHL | 12.30% | $91,118,973 |
| VALUE CATALYST | PIONEER FOUNDATION | 472F8MXZ0 | VPCYZ | 5.04% | $52,132,069 |
| PEAK VECTOR | CREST MATRIX | DWM1YOWW5 | IWW | 2.46% | $5,124,805 |
| MATRIX RIDGE | OAK BEACON | L7XD0C9EJ | FPOZI | 11.27% | $93,117,174 |
| GLACIER INSIGHT | BEACON SUMMIT | LSFBUM90J | JUY | 3.01% | $64,295,147 |
| CATALYST BRIDGE | NORTH FRONTIER | 1ORFWK92Z | ICV | 1.02% | $29,511,288 |
| TIMBER BRIDGE MERIDIAN | EAGLE DELTA | BAPND2TGQ | OAF | 5.78% | $11,104,697 |
| ZENITH HARBOR | DELTA SIGNAL | 6AX9O8GQD | KHYPX | 2.01% | $23,278,658 |