JP MORGAN BROKERDEALER 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
2
Active participants
48
Total plan assets
$0
Filings (rows)
2
Direct comp
$188K
Indirect comp
$0
Other variants under "JP MORGAN"
JP MORGAN FUNDS311JP MORGAN INVESTMENT MANAGEMENT311JP MORGAN240JP MORGAN CHASE BANK216JP MORGAN SECURITIES124JP MORGAN CHASE BANK N A114JP MORGAN CHASE86JP MORGAN CHASE BANK NA80JP MORGAN ASSET MANAGEMENT66JP MORGAN INVESTMENT58JP MORGAN INVESTMENT MGMT52JP MORGAN INVEST HOLDINGS26JP MORGAN CHASE SECURITIES17JP MORGAN CHASE & CO11JP MORGAN SECURITIES PLC9JP MORGAN INVESTMENT MANAGMENT8JP MORGAN INVESTMENT MGT6JP MORGAN CHASE BANK NATIONAL ASSO6JP MORGAN STRATEGIC5JP MORGAN PRIVATE WEALTH ADVIS5JP MORGAN INV MGMT5JP MORGAN CLEARING5JP MORGAN INVESTMENT MANAGEMENT IN4JP MORGAN CHASE NA4JP MORGAN ASSET INVESTMENT3JP MORGAN CORE BOND FUND3JP MORGAN INVESMENT MANAGEMENT3JP MORGAN INSTITUTIONAL INV3JP MORGAN SEC ASIA PACIFIC3JP MORGAN FUNDS SERVICES3JP MORGAN BANK ONE3JP MORGAN ECFM3JP MORGAN INVEST MANAGEMENT3JP MORGAN CHASE NATIONAL3JP MORGAN INVESTMENT ADVISORS3JP MORGAN BROKER-DEALER HOLDINGS3JP MORGAN INVESTMENTS3JP MORGAN CHASE MERCER INVESTMENTS3JP MORGAN BROKER -DEALER3JP MORGAN INVEST MGMT3JP MORGAN INVESTMENT MANAGENT3JP MORGAN CHASE ASSET MGMNT2JP MORGAN CHASE AND CO2JP MORGAN ALTERNATIVE ASST MGMT2JP MORGAN FLEMING ASSET MGT USA2JP MORGAN INVESTMENT MANAGENENT2JP MORGAN ASST MANAGEMENT2JP MORGAN BROKER-DEALER HOLDING2JP MORGAN SECURITIES ASIA PACIFIC2JP MORGAN INVESTMENT CO2
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PHASE II PRODUCTS, INC. PHASE II PRODUCTS, INC. EMPLOYEE SAVINGS PLAN & TRUST | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 24 | — | $104K |
| PHASE II PRODUCTS, INC. PHASE II PRODUCTS, INC. EMPLOYEE SAVINGS PLAN & TRUST | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 24 | — | $84K |