JP Morgan Securites

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

665

Total plan assets

$16.2M

Filings (rows)

Direct comp

$20K

Indirect comp

Showing only "JP MORGAN SECURITES"

View all 50 variants aggregated →

JP MORGAN INVESTMENT MANAGEMENT323 JP MORGAN FUNDS317 JP MORGAN255 JP MORGAN CHASE BANK222 JP MORGAN SECURITIES127 JP MORGAN CHASE BANK N A120 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
Rubicon Global Holdings, LLC Rubicon Global Holdings, LLC 401(k) Plan · all filings	ATLANTA, GA	Advisor / Consultant	365	$9.6M	$9K	$0
Rubicon Global Holdings, LLC Rubicon Global Holdings, LLC 401(k) Plan · all filings	ATLANTA, GA	Advisor / Consultant	300	$6.5M	$11K	$0