How big is JPMorgan Chase Bank, N.A.'s plan?

JPMorgan Chase Bank, N.A.'s plan reported $387.7M in assets for 2025.

Original filing (PDF)20260408134053NAL0014316464001

JPMorgan Chase Bank, N.A.

Name: JPMorgan Chase Bank, N.A. — Commingled Pension Trust, Form 5500 (2025)
Creator: JPMorgan Chase Bank, N.A.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Commingled Pension Trust Fund (Global All Country Research Enhanced Equity) of JPMorgan Chase Bank, N.A.

Employee benefit plan · JPMorgan Chase Bank, N.A.'s Commingled Pension Trust Fund (Global All Country Research Enhanced Equity) of JPMorgan Chase Bank, N.A. reported $387.7M in plan assets in 2025.

Signals · 1

Late filing · 0.8 mo

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$387.7M

Net assets (EOY)

$387.6M

Plan identifiers

JPMorgan Chase Bank, N.A.'s EIN is 99-4295766.

EIN 99-4295766

Plan number 001

Plan year 2025

ACK ID 20260408134053NAL0014316464001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JPMorgan Chase Bank, N.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JPMORGAN CHASE BANK, N.A..

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How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Filed 0.8 months past the 10.5-month grace window.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JPMORGAN CHASE BANK, N.A.

EIN

all filings

Address

390 MADISON AVENUE · NEW YORK, NY · 10017

Phone

(212) 648-0846

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2024-12-04

Tax period

2025-04-30

Filed

2026-04-08

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $41.0M(11% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
EMERGING MKTS RESEARCH ENHANCED EQU JPMORGAN CHASE BANK, N.A. · EIN 83-1362114 / PN 001	Common Collective Trust	$39.9M	10.3%
LIQUIDITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6285055 / PN 001	Common Collective Trust	$1.1M	0.3%