JPMorgan Chase
custodian387 known aliases resolved via the canonical alias map
Market position · 2024
Plans served859+34 YoYRank #31 of mapped providers
Assets under administration$828.9B0.9%Market share · rank #14
Fees received$169MMedian $20,000/planSum across Schedule C direct + indirect
Net wins YoY+40143 won · 103 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical JPMorgan Chase plan look like?
Service mix · median fees per plan
Count of plans where JPMorgan Chase ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment management; LegalCode 28 | 274 | $0 | |
Recordkeeping fees; Other feesCode 64 | 258 | $5,896 | |
Soft dollars commissions; Investment management; Investment advisory (plan)Code 27 | 158 | $101,477 | |
Trustee (discretionary); Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan)Code 24 | 37 | $162,723 | |
Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Other investment fees and expenses; Distribution (12b-1) fees; Non-monetary compensation; Direct payment from the plan; Float revenue; Securities brokerage; Investment management fees paid indirectly by planCode 21 | 35 | $150,000 | |
Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Participant loan processing; Trustee (directed); Other services; Distribution (12b-1) fees; Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Redemption fees; Float revenue; Investment management; Investment management fees paid indirectly by plan; Participant communicationCode 15 | 16 | $11,102 | |
Other fees; Investment advisory (participants); Investment advisory (plan)Code 26 | 16 | $9,422 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities); Direct payment from the planCode 19 | 15 | $150,502 |
Competitor overlap
Percent of JPMorgan Chase's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under JPMorgan Chase.
| Sponsor | From | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | UNITED ACTUARIAL SERVICES | $9.8B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | Alpha Cubed Investments LLC | $7.9B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | First Republic Investment Management | $6.5B |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | EntrustPermal | $6.0B |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | IIF ERISA LP | $4.8B |
WESTROCK COMPANYGA · 473335141-027 | Mondrian Investment Group | $4.4B |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | DYAL CAPITAL PARTNERS | $3.2B |
HIGHMARK HEALTHPA · 453674900-333 | Rocaton Investment Advisors LLC | $3.1B |
ERNST & YOUNG U.S. LLPNJ · 346565596-001 | UNITED ACTUARIAL SERVICES | $2.5B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | Arrowstreet Capital | $2.0B |
Plans lost in 2024
Appeared last year under JPMorgan Chase; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AllianceBernstein | $19.6B |
SHELL USA, INC.TX · 131299890-001 | Prudential | $15.1B |
AON CORPORATIONGA · 363051915-020 | Vanguard | $6.2B |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | Arroyo Insurance Services Inc | $5.5B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | STEPSTONE GROUP | $5.3B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | BlackRock | $4.7B |
BMO FINANCIAL CORP.IL · 510275712-001 | Empower | $4.5B |
NORDSTROM, INC.WA · 910515058-001 | Alight | $3.9B |
THE HARTFORD FINANCIAL SERVICES GROUP, INC.CT · 133317783-001 | Fidelity Investments | $3.6B |
UNITED BENEFITS GROUPMO · 010689331-001 | BlackRock | $3.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $978,703 | 10y | - |
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $302,335 | 10y | - |
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $3M | 2y | - |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-001 | $37.7B | 114,467 | $584,456 | 10y | 1 |
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $700,000 | 3y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $16,456 | 1y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $3M | 10y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $8M | 10y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $4M | 10y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $3M | 2y | - |
Flag exposure
85.1%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (387)
Raw Schedule C names collapsed into JPMorgan Chase.
- DAVIDSON & GARRARD
- DAVIDSON & GARRARD, INC.
- DAVIDSON FREEDLE ESPENHOVER & OVERB
- DAVIDSON FREEDLE ESPENHOVER OVERBY
- DAVIDSON GOLDEN LUNDY & FOREHAND PC
- DAVIDSON HOLLAND WHITESELL CO PLLC
- DAVIDSON INSURANCE AGENCY
- DAVIDSON INVESTMENT ADVISORS
- DAVIDSON KEMPER
- DAVIDSON KEMPNER CAPITAL MGT LP
- DAVIDSON KEMPNER INTERNATIONAL, LTD
- DAVIDSON KEMPNER LT MANAGEMENT
- DAVIDSON PARGMAN & COMPANY, LLC
- DAVIDSON WEALTH MANAGEMENT LLC
- DAVIDSON, DOYLE & HYLTON
- DAVIE KAPLAN
- DAVIE KAREN
- DAVIMAN FINANCIAL, LLC
- DAVIS & ASSOCIATES CPA FIRM
- DAVIS-BACON PENSON PLANS INC
- DIGITAL PRINTING & IMAGING
- DIGITAL PRINTING & IMAGING OF LR, I
- DIGITIAL INSURANCE
- DIGITIAL INSURANCE INC.
- DILIGEND, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for JPMorgan Chase's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 19 | 2.21% | 7.76% | -5.55 pp |
| Fidelity bond gap | 21 | 2.44% | 26.94% | -24.50 pp |
| Late contributions | 123 | 14.32% | 1.71% | +12.61 pp |
| Failed to provide benefit | 2 | 0.23% | 0.14% | +0.09 pp |
| Corrective distributions | 138 | 16.07% | 1.76% | +14.31 pp |
| Loss discovered | 1 | 0.12% | 0.00% | +0.11 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JPMorgan Chase. Compare to the incumbent market share (1.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.3 pp vs incumbent
Frequent partners by role
Who else shows up on JPMorgan Chase's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| PIMCO | 100 | 11.6% |
| MFS Funds | 78 | 9.1% |
| WTW | 78 | 9.1% |
| The Segal Company | 61 | 7.1% |
| Dimensional Fund Advisors | 59 | 6.9% |
| Dodge & Cox | 58 | 6.8% |
| Goldman Sachs Asset Management | 50 | 5.8% |
| Loomis Sayles | 47 | 5.5% |
| ULLICO Inc | 44 | 5.1% |
| Mercer | 43 | 5.0% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).