JP MORGAN PRIVATE WEALTH ADVISOR
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
1
Active participants
18,579
Total plan assets
$6.5B
Filings (rows)
1
Direct comp
$13K
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 CHASE BANK NATIONAL ASSO6JP MORGAN INVESTMENT MGT6JP MORGAN INV MGMT5JP MORGAN PRIVATE WEALTH ADVIS5JP MORGAN CLEARING5JP MORGAN STRATEGIC5JP MORGAN INVESTMENT MANAGEMENT IN4JP MORGAN CHASE NA4JP MORGAN CHASE MERCER INVESTMENTS3JP MORGAN CHASE NATIONAL3JP MORGAN INVESTMENT ADVISORS3JP MORGAN INVEST MGMT3JP MORGAN INVESTMENT MANAGENT3JP MORGAN CORE BOND FUND3JP MORGAN INVESTMENTS3JP MORGAN FUNDS SERVICES3JP MORGAN ECFM3JP MORGAN BROKER -DEALER3JP MORGAN BROKER-DEALER HOLDINGS3JP MORGAN BANK ONE3JP MORGAN SEC ASIA PACIFIC3JP MORGAN INVESMENT MANAGEMENT3JP MORGAN INVEST MANAGEMENT3JP MORGAN ASSET INVESTMENT3JP MORGAN INSTITUTIONAL INV3JP MORGAN CHASE AND CO2JP MORGAN ASST MANAGEMENT2JP MORGAN CHASE BANK NTL ASSOC2JP MORGAN CORE BOND R62JP MORGAN BROKER-DEALER HOLDING2JP MORGAN US ACTIVE CORE PLUS EQUIT2JP MORGAN FLEMING ASSET MGT USA2JP MORGAN INVESTMENT MANAGENENT2JP MORGAN ALTERNATIVE ASST MGMT2
SERVICES PROVIDED
Other1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 18,579 | $6.5B | $13K |