JPMORGAN INVEST HOLDINGS LLC
197 known aliases resolved via the canonical alias map
Market position · 2024
Plans served579+1 YoYRank #53 of mapped providers
Assets under administration$459.0B0.5%Market share · rank #26
Fees received$103MMedian $25,000/planSum across Schedule C direct + indirect
Net wins YoY+483 won · 79 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 INVEST HOLDINGS LLC plan look like?
Service mix · median fees per plan
Count of plans where JPMORGAN INVEST HOLDINGS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Other feesCode 64 | 247 | $5,393 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 107 | $47,402 | |
Trustee (discretionary); Investment management; Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by planCode 24 | 62 | $141,435 | |
Trustee (bank, trust company, or similar financial institution); Securities brokerage commissions and fees; Investment management; Investment management fees paid indirectly by planCode 21 | 56 | $135,413 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities); Float revenueCode 19 | 32 | $36,117 | |
Investment management; Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the planCode 27 | 27 | $52,946 | |
Trustee (individual); Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by planCode 20 | 11 | $37,513 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities); Float revenue; Custodial (other than securities)Code 18 | 7 | $126,576 |
Competitor overlap
Percent of JPMORGAN INVEST HOLDINGS LLC'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 INVEST HOLDINGS LLC.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | TURNER, STOEVE & GAGLIARDI, P.S. | $11.3B |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | ENTRUST PERMAL PARTNERS LP | $6.0B |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | FIDUCIARY INVESTMENT ADVISORS | $3.5B |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | US BANK | $3.3B |
VALERO ENERGY CORPORATIONTX · 741828067-005 | SEI INVESTMENTS | $2.6B |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | BENESYS, INC. | $1.9B |
PACIFICORPOR · 930246090-009 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.8B |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | DELAWARE INVESTMENTS | $1.6B |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | BASYS | $1.5B |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | MORGAN STANLEY SMITH BARNEY | $1.3B |
Plans lost in 2024
Appeared last year under JPMORGAN INVEST HOLDINGS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AB FUNDS | $19.6B |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | APEX CAPITAL MANAGEMENT | $18.0B |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-002 | THE VANGUARD GROUP, INC. | $16.9B |
SHELL USA, INC.TX · 131299890-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $15.1B |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | ARES MANAGEMENT LLC | $9.1B |
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
BMO FINANCIAL CORP.IL · 510275712-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $4.5B |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | STATE STREET GLOBAL ADVISORS | $2.6B |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.6B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | WELFARE & PENSION ADMIN SERVICE INC | $1.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $1M | 10y | 2 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-001 | $37.7B | 114,467 | $854,356 | 10y | 1 |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $2M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $5M | 9y | - |
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 | $1M | 10y | - |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $352,462 | 1y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $2M | 7y | - |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $0 | 4y | 1 |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $648,416 | 9y | - |
Flag exposure
82.9%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 (197)
Raw Schedule C names collapsed into JPMORGAN INVEST HOLDINGS LLC.
- BEAR STEARNS
- BEAR STEARNS & COMPANY
- BEAR STEARNS AND CO INC
- BEAR STERNS & CO INC.
- BEAR STREANS AND CO INC
- BENEFIT DESIGN & ADMIN INC, DBA CBA
- BENEFIT DESIGN & ADMIN, INC DBA CBA
- CHASE
- CHASE BANK
- CHASE BANK OF TEXAS
- CHASE BENEFIT ADVISORS
- CHASE BUSINESS FORMS
- CHASE INK
- CHASE INSURANCE AGENCY
- CHASE INSURANCE AGENCY, INC.
- CHASE INVESTMENT COUNSEL
- CHASE INVESTMENT COUNSEL CORP
- CHEVY CHASE
- CHEVY CHASE - ASB
- CHEVY CHASE - ASB CAPITAL
- CHEVY CHASE ASB
- CHEVY CHASE INVESTMENT
- CHEVY CHASE INVESTMENT MANAGER
- CHEVY CHASE TRUST
- CHEVY CHASE TRUST (ASB ALLEGIANCE)
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 JPMORGAN INVEST HOLDINGS LLC'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 | 12 | 2.07% | 7.76% | -5.69 pp |
| Fidelity bond gap | 6 | 1.04% | 26.94% | -25.90 pp |
| Late contributions | 65 | 11.23% | 1.71% | +9.51 pp |
| Failed to provide benefit | 2 | 0.35% | 0.14% | +0.21 pp |
| Corrective distributions | 87 | 15.03% | 1.76% | +13.27 pp |
| Loss discovered | 1 | 0.17% | 0.00% | +0.17 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JPMORGAN INVEST HOLDINGS LLC. Compare to the incumbent market share (0.9%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.9 pp vs incumbent
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).