Provider Profiles
J.P. Morgan Asset & Wealth Management
| Profile | |
| Business Model/Type§ | Proprietary/ non-proprietary |
| Year Entered Into OCIO Business | 1988 |
| No. of Relationship Managers/Salespeople | 925 |
| No. of OCIO Portfolio Managers | 65 |
| OCIO % of Total Firm Revenue | |
| No. of Clients, Full Discretion | 388 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $66.9B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $23.3B |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $18B |
| Health Care | $264MM |
| Other | $25.3B |
| Portfolio Construction |
Not reported at time of publication. Please contact provider for more details. |
| § | OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. |
| OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. | |
| Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. | |
| Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |