CRD: 110186
J.p. Morgan Private Investments Inc.
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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
- Available in AdvizorPro
- Established Date
- 05-15-1992
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between October 9, 2025 and June 26, 2026, reported AUM increased 25.1%, from $375.6B to $470.0B.
Across 5 reported observations, AUM increased 67.1% between November 4, 2022 and June 26, 2026, from $281.3B to $470.0B.
Of the latest reported AUM, 87.9% is discretionary and 12.1% is non-discretionary.
The firm reports 96 advisory representatives and 1,727,097 clients, or 17,990.6 clients per representative. That equates to $272.1K in reported AUM per client.
The profile lists 4 reported office locations and 34 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full J.p. Morgan Private Investments Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREAS BENDER
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
MICHAEL CHOI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Ramy El-menshawy
Managing Director
- CRD
- #7310257
JEFFREY T GAFFNEY
--
- CRD
- #5594898
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $412,928,367,071 | $367,091 |
| Non-Discretionary | $57,051,747,962 | $371,939 |
| Total | $469,980,115,033 | $367,673 |
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Separately Managed Accounts
SMA allocation detail is available
J.p. Morgan Private Investments Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
J.p. Morgan Private Investments Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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