Provider Profiles
J.P. Morgan Asset & Wealth Management
| Profile | |
| Business Model§ | Proprietary/non-proprietary |
| Year Entered Into OCIO Business | 1988 |
| No. of Relationship Managers/Salespeople | Not Reported |
| No. of OCIO Portfolio Managers | 81 |
| OCIO % of Total Firm Revenue | Not Reported |
| No. of Clients, Full Discretion | 612 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $137.6b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $20b |
| 401(k), 403(b), Other DC | $6.6b |
| Endowments/Foundation | $24.9b |
| Healthcare Pools (Board designated, funded depreciation) | $2.7b |
| Other | $83.4b |
| Portfolio Construction |
| Not Provided |
| §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. Other: OCIO Platform is something other than the 4 types listed above. |