JP Morgan Broker-Dealer Holding

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

Active participants

224

Total plan assets

$92.2M

Filings (rows)

Direct comp

$62K

Indirect comp

Showing only "JP MORGAN BROKER-DEALER HOLDING"

View all 50 variants aggregated →

JP MORGAN FUNDS313 JP MORGAN INVESTMENT MANAGEMENT311 JP MORGAN242 JP MORGAN CHASE BANK216 JP MORGAN SECURITIES124 JP MORGAN CHASE BANK N A114 JP MORGAN CHASE87

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
APAX Partners US, LLC APAX Partners US, LLC 401(k) Retirement Plan · all filings	NEW YORK, NY	Other service providers	108	$51.8M	$2K	$0
APAX Partners US, LLC APAX Partners US, LLC 401(k) Retirement Plan · all filings	NEW YORK, NY	Advisor / Consultant	116	$40.4M	$60K	$0