JP Morgan Investment Managent

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

$549.5M

Filings (rows)

Direct comp

$1.2M

Indirect comp

Showing only "JP MORGAN INVESTMENT MANAGENT"

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

Investment manager3

Prospecting the plans that use JP Morgan Investment Managent?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee Hallmark Cards Incorporated Master Trust Mid Cap Blend · all filings	KANSAS CITY, MO	Investment manager	—	$185.9M	$293K	$0
Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee Hallmark Cards Incorporated Master Trust Mid Cap Blend · all filings	KANSAS CITY, MO	Investment manager	—	$185.1M	$372K	$0
Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee Hallmark Cards Incorporated Master Trust Mid Cap Blend · all filings	KANSAS CITY, MO	Investment manager	—	$178.6M	$519K	$0