JP MORGAN INVESTMENT MANAGEMENT INC
756 known aliases resolved via the canonical alias map
Market position · 2024
Plans served593-22 YoYRank #51 of mapped providers
Assets under administration$759.2B0.8%Market share · rank #16
Fees received$137MMedian $52,929/planSum across Schedule C direct + indirect
Net wins YoY-1999 won · 118 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 JP MORGAN INVESTMENT MANAGEMENT INC plan look like?
Service mix · median fees per plan
Count of plans where JP MORGAN INVESTMENT MANAGEMENT INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by planCode 28 | 310 | $56,792 | |
Securities brokerage commissions and fees; Investment advisory (plan)Code 27 | 126 | $59,289 | |
Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 41 | $18,878 | |
Other services; Other feesCode 49 | 19 | $6,512 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 18 | $113,617 | |
Trustee (discretionary); Custodial (securities); Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 19 | 12 | $199,167 | |
Other commissionsCode 55 | 12 | $25,023 | |
Trustee (bank, trust company, or similar financial institution); Consulting fees; Recordkeeping fees; Other fees; Consulting (pension); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 9 | $29,973 |
Competitor overlap
Percent of JP MORGAN INVESTMENT MANAGEMENT INC'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 JP MORGAN INVESTMENT MANAGEMENT INC.
| Sponsor | From | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | BROAD DATA SYSTEMS INC | $12.9B |
UBS AGNJ · 980186363-002 | OFI GLOBAL TRUST COMPANY | $10.2B |
NEXTERA ENERGY, INC.FL · 592449419-001 | INDEPENDENT FINANCIAL PARTNERS | $5.3B |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | IIF ERISA LLP | $4.8B |
THE ALLSTATE CORPORATIONTX · 363871531-002 | AON CONSULTING | $4.2B |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002 | ALSTON & BIRD LLP | $4.0B |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | STRATEGIC ADVISORS, INC. | $3.5B |
HIGHMARK HEALTHPA · 453674900-333 | ROCATON INVESTMENT ADVISORS, LLC | $3.1B |
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | THE VANGUARD GROUP, INC. | $2.8B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | MORGAN STANLEY SMITH BARNEY | $2.5B |
Plans lost in 2024
Appeared last year under JP MORGAN INVESTMENT MANAGEMENT INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AB FUNDS | $19.6B |
CITIGROUP INC.CT · 521568099-020 | SIXTH CINVEN FUND LP | $10.6B |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | ARROYO | $5.5B |
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | CAMDEN ASSET MANAGEMENT, LP | $5.3B |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | JPMORGAN INVEST HOLDINGS LLC | $3.7B |
UNITED BENEFITS GROUPMO · 010689331-001 | BLACKROCK | $3.4B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | CAMDEN ASSET MANAGEMENT, LP | $3.0B |
NORTHWELL HEALTH, INC.NY · 113418133-006 | NISA INVESTMENT ADVISORS, LLC | $2.7B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | MORGAN STANLEY SMITH BARNEY | $2.1B |
CC SERVICES, INC.IL · 813990245-334 | NEW HERRITAGE III | $1.9B |
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 | $2M | 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 | 7y | - |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $145,422 | 3y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $779,699 | 8y | 1 |
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $49,177 | 2y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $857,559 | 10y | 1 |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $1M | 10y | - |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $275,665 | 2y | 1 |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $4M | 10y | - |
Flag exposure
91.2%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 (756)
Raw Schedule C names collapsed into JP MORGAN INVESTMENT MANAGEMENT INC.
- 401 NICOLLET LP
- ABS ALLEGIANCE
- ABS ALLEGIANCE REAL ESTATE
- ABS ALLEGIENCE REAL ESTATE
- ABS INVESTMENT MANAGEMENT
- ABS INVESTMENT MANAGEMENT LLC
- ACR ALPINE INVESTMENT MANAGEMENT
- ACROPOLIS INVESTMENT MANAGEMEN
- ACROPOLIS INVESTMENT MANAGEMENT
- ACROPOLIS INVESTMENT MANAGEMENT LLC
- ACROPOLIS INVESTMENT MGMT LLC
- ADVANTAGE INVESTMENT MANAGEMENT
- ADVOCATES INVESTMENT MANAGEMENT
- ALLIANCE INVESTMENT MANAGEMENT
- ALPINE INVESTMENT MANAGEMENT, LLC
- AMI INVESTMENT MANAGEMENT
- ANCHOR INVESTMENT MANAGEMENT
- ANCHOR INVESTMENT MANAGEMENT CO
- ANTHONY INVESTMENT MANAGEMENT
- ANTHONY INVESTMENT MANAGEMENT LLC
- APOGEE INVESTMENT MANAGEMENT
- APS INVESTMENT MANAGEMENT, INC.
- APTITUDE INVESTMENT MANAGEMENT
- ARCADIA INVESTMENT MANAGEMENT CORP
- ARCHER INVESTMENT MANAGEMENT
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 JP MORGAN INVESTMENT MANAGEMENT INC'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 | 6 | 1.01% | 7.76% | -6.75 pp |
| Fidelity bond gap | 15 | 2.53% | 26.94% | -24.41 pp |
| Late contributions | 53 | 8.94% | 1.71% | +7.22 pp |
| Failed to provide benefit | 4 | 0.67% | 0.14% | +0.54 pp |
| Corrective distributions | 71 | 11.97% | 1.76% | +10.21 pp |
| Loss discovered | 2 | 0.34% | 0.00% | +0.33 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JP MORGAN INVESTMENT MANAGEMENT INC. Compare to the incumbent market share (0.9%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.8 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).