J.p. Morgan Investment Management Inc.

270 PARK AVENUE, New York, New York 10017-2014

SEC CRD#107038
Last ADV filed: 01/23/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.80%of assets under management

Detailed Fee Schedule

of the assets under management. Such compensation ranges from 0.07%-0.80% annually, based on the investment mandate and the terms and conditions negotiated with the Sponsor or client. For the MLCD strategies, in addition to the Adviser's asset-based fee, the issuer's offering docu

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMFixed feesPerformance-based fees

Disciplinary Disclosures

This firm has 25 disclosures on record with the SEC.

Criminal disclosures; Regulatory actions

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

J.p. Morgan Investment Management Inc. — Fiduciary Advisor Profile | FiduciaryListings