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

Active participants

Total plan assets

Filings (rows)

Direct comp

$188K

Indirect comp

Showing only "JP MORGAN BROKERDEALER 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 / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Phase II Products, Inc. Phase II Products, Inc. Employee Savings Plan & Trust · all filings	SAN DIEGO, CA	Advisor / Consultant	24	—	$104K	$0
Phase II Products, Inc. Phase II Products, Inc. Employee Savings Plan & Trust · all filings	SAN DIEGO, CA	Advisor / Consultant	24	—	$84K	$0