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JPMORGAN INVEST HOLDINGS LLC

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Jpmorgan Invest Holdings LLC at a glance

Jpmorgan Invest Holdings LLC appears on 582 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $461.0B in assets for 4,168,262 participants. The median client plan holds $60.3M. Most client plans are sponsored in NY, CA and IL. The largest clients by plan assets are Jpmorgan Chase Bank, National Association, State Farm Mutual Automobile Insurance Company and Trustees of the National Electrical Annuity Plan. Plans reported $104M in direct and indirect compensation paid to Jpmorgan Invest Holdings LLC, a median of $26K per plan.

Participants
4,168,262
Median plan assets
$60.3M
Median plan participants
837
Median fees per plan
$26K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Jpmorgan Chase Bank, National AssociationNJ$52.9B300,272
State Farm Mutual Automobile Insurance CompanyIL$37.7B114,467
Trustees of the National Electrical Annuity PlanMD$20.7B195,719
Jpmorgan Chase Bank, National AssociationNJ$16.1B202,919
Consolidated Edison Company of New York, Inc.NY$15.6B26,696
Southern Company Services, Inc.GA$15.3B58,166
Joint Board of Trustees Western States Carpenters Pension PlanCA$11.3B139,574
Board of Trustees Boilermaker-Blacksmith NationalMO$7.5B80,280
Automatic Data Processing, Inc.NJ$7.3B46,258
Steelworkers Pension TrustPA$7.2B123,674
Cox Enterprises, Inc.GA$7.1B51,142
Deseret Mutual Benefit AdministratorsUT$7.1B32,235
Pepsico, Inc.NY$6.8B55,326
Carpenters Pension Trust FundCA$6.6B50,394
Altria Client Services LLCVA$6.4B25,614
Trustees of the Midwest Operating Engineers Pension Trust FundIL$6.0B31,707
Aetna Inc.CT$5.2B49,504
Mars, IncorporatedNJ$5.1B26,885
Bot of the North Atlantic States Carpenters Pension FundMA$5.1B45,727
United Services Automobile AssociationTX$4.7B49,899
Board of Trustees of the Building Service 32BJ Pension FundNY$4.6B121,234
Travelers Companies, Inc.MN$4.2B45,786
Pepsico, Inc.NY$4.2B85,189
American Electric Power Service CorporationOH$4.1B32,548
Ohio Operating Engineers Pension PlanOH$3.9B20,036

Top client states

  1. NY90 plans
  2. CA43 plans
  3. IL40 plans
  4. TX37 plans
  5. NJ35 plans

Frequently asked questions

Who uses Jpmorgan Invest Holdings LLC?
582 retirement plans list Jpmorgan Invest Holdings LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jpmorgan Chase Bank, National Association, State Farm Mutual Automobile Insurance Company, Trustees of the National Electrical Annuity Plan and Consolidated Edison Company of New York, Inc.. Most client plans are sponsored in NY, CA and IL.
How many plans does Jpmorgan Invest Holdings LLC serve?
Jpmorgan Invest Holdings LLC serves 582 retirement plans with $461.0B in plan assets and 4,168,262 participants, based on the latest Form 5500 filings through 2024.
What does Jpmorgan Invest Holdings LLC charge?
Plans reported $104M in total Schedule C compensation paid to Jpmorgan Invest Holdings LLC. The median plan paid $26K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served582+3 YoYRank #53 of mapped providers
Assets under administration$461.0B0.5%Market share · rank #26
Fees received$104MMedian $26,328/planSum across Schedule C direct + indirect
Net wins YoY+483 won · 79 lostPlan-level switch detection

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