· 2022–2024 · DOL EFAST2
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J P MORGAN WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
46
Total plan assets
$27.4M
Filings (rows)
1
Direct comp
$21K
Indirect comp
$0
Showing only "J P MORGAN WEALTH MANAGEMENT"
View all 50 variants aggregated →
J P MORGAN INVESTMENT MANAGEMENT
113
J P MORGAN SECURITIES
80
J P MORGAN INVESTMENT MGMT
50
J P MORGAN
27
J P MORGAN INVESTMENT MANAGEMENT I
25
J P MORGAN INVESTMENT
25
J P MORGAN CHASE BANK N A
21
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
MORGAN SERVICES, INC.
MORGAN SERVICES, INC. RETIREMENT PLAN
CHICAGO, IL
Other service providers
46
$27.4M
$21K
$0
J P MORGAN ASSET MANAGEMENT
18
J P MORGAN BROKER-DEALER HOLDINGS I
15
J P MORGAN SECURITIES PLC
13
J P MORGAN CHASE
12
J P MORGAN INVESTMENT MANAGEMENT IN
10
J P MORGAN CHASE BANK
9
J P MORGAN BROKER-DEALER HOLDINGS
8
J P MORGAN CHASE & CO
6
J P BURKE
6
J P MORGAN CHASE BANK NATL ASSOC
4
J PETRINI
4
J P MORGAN INVMT MANAGEMENT
3
J P MORGAN INV MANAGEMENT
3
J P MORGAN INVESTEMENT MGMT
3
J P MORGAN INVESTMENTS MANAGEMENT
3
J P KING ADVISORS
2
J PERFECT
2
J P MORGAN FUTURES
2
J P MORGAN BROKER-DEALER
2
J PALACIOS HERRERA
2
J P MORGAN INVESTMENT ADVISORS
2
J PEAT & ASSOCIATES
2
J PATRICIA KELLY
2
J P JEANNERET ASSOCIATES
2
J P MORGAN CHASE BANK NAT L ASSOC
2
J P MORGAN BROKER DEALER HOLDINGS
2
J P MORGAN FUNDS
2
J P MORGAN INVESTMENT MANAGER
2
J P MORGAN INFRASTRUCTURE
2
J P MORGAN INVESTMENT MGMNT
2
J P MORGAN INVEST MANAGEMENT
1
J P MORGAN SECURITIES NEW YORK
1
J P MORGAN WEALTH MANAGEMENT
1
J P MORGAN IMVESTMENT MANAGEMENT
1
J PAUL
1
J P MORGAN SECURITEIS
1
J P MORGAN SECURITIES HONG KONG
1
J P GUTFREUND
1
J PELC
1
J P MORGAN INVESTMENTS
1
J P MORGAN CLEARING
1
J P MORGAN SECURITIES IN
1
J P MORGAN PEG GLOBAL FUNDS
1
J P MORGAN WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search