JPMCB STRATEGIC PROPERTY FUND
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1552 of mapped providers
Assets under administration$30.8B0.0%Market share · rank #446
Fees received$2MMedian $96,429/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 JPMCB STRATEGIC PROPERTY FUND plan look like?
Service mix · median fees per plan
Count of plans where JPMCB STRATEGIC PROPERTY FUND ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 6 | $128,177 | |
Investment advisory (plan); Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Trustee (discretionary)Code 24 | 1 | $43,978 |
Competitor overlap
Percent of JPMCB STRATEGIC PROPERTY FUND'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 JPMCB STRATEGIC PROPERTY FUND.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | BANSLEY AND KIENER, LLP | $1.2B |
SUNCOR ENERGY (U.S.A.) INC.CO · 510403125-003 | JP MORGAN INVESTMENT MANAGEMENT INC | $94M |
Plans lost in 2024
Appeared last year under JPMCB STRATEGIC PROPERTY FUND; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $1M | 4y | - |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | $1.6B | 15,360 | $181,545 | 2y | - |
MESSER INC.OH · 201963972-001 | $622M | 1,010 | $96,429 | 8y | - |
AVISTA CORPORATIONWA · 910462470-001 | $614M | 2,485 | $159,925 | 3y | - |
NY SOCIETY FOR THE RELIEF OF THE RUPTURED & CRIPPLEDNY · 131624135-001 | $377M | 2,242 | $39,199 | 4y | - |
SUNCOR ENERGY (U.S.A.) INC.CO · 510403125-003 | $94M | 752 | $48,468 | 1y | - |
MESSER CONSTRUCTION CO.OH · 310740877-002 | $38M | 1,182 | $43,978 | 8y | - |
Flag exposure
100.0%Market: 89.2%
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 (9)
Raw Schedule C names collapsed into JPMCB STRATEGIC PROPERTY FUND.
- JPMCB
- JPMCB LONG TREASURY FUND
- JPMCB MGMT
- JPMCB MGMT FEE
- JPMCB SPECIAL SITUATION PROP. FUND
- JPMCB STRATEGIC PROPERTIES
- JPMCB STRATEGIC PROPERTY FUND
- JPMCB STRATEGICPROPERTY FUND
- JPMCB STRATEGIES PROPERTIES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 JPMCB STRATEGIC PROPERTY FUND'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JPMCB STRATEGIC PROPERTY FUND. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent