JP MORGAN WEALTH MANAGEMENT

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

241

Total plan assets

$235.8M

Filings (rows)

Direct comp

$6K

Indirect comp

Other variants under "JP MORGAN"

JP MORGAN FUNDS311 JP MORGAN INVESTMENT MANAGEMENT311 JP MORGAN240 JP MORGAN CHASE BANK216 JP MORGAN SECURITIES124 JP MORGAN CHASE BANK N A114 JP MORGAN CHASE86 JP MORGAN CHASE BANK NA

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN	SANTA BARBARA, CA	Other service providers	241	$235.8M	$6K	$0