JP Morgan Broker-Dealer Holdings

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

956

Total plan assets

$46.5M

Filings (rows)

Direct comp

$179K

Indirect comp

Showing only "JP MORGAN BROKER-DEALER HOLDINGS"

View all 50 variants aggregated →

JP MORGAN FUNDS330 JP MORGAN INVESTMENT MANAGEMENT328 JP MORGAN259 JP MORGAN CHASE BANK222 JP MORGAN SECURITIES130 JP MORGAN CHASE BANK N A121 JP MORGAN CHASE98

SERVICES PROVIDED

Advisor / Consultant4

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fox Head, Inc. Fox Head, Inc. Retirement Trust · all filings	IRVINE, CA	Advisor / Consultant	227	$20.5M	$95K	$0
Medvantx, Inc. Medvantx 401(k) Retirement Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	209	$10.2M	$42K	$0
Medvantx, Inc. Medvantx 401(k) Retirement Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	228	$8.0M	$27K	$0
UOVO Management LLC and Storage Deluxe Management LLC UOVO Management LLC and Storage Deluxe Management LLC 401 (K) Plan · all filings	NEW YORK, NY	Advisor / Consultant	292	$7.9M	$15K	$0