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J.P. MORGAN PRIVATE INVESTMENTS INC.

NEW YORK, NY · CRD 110186 · IAPD ↗ · jpmorgan.com · 212-464-2070

$469.98BRegulatory AUM
96Advisory reps
758Employees
448842Clients
0Planning clients
75Private funds
53States
15Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — J.P. MORGAN PRIVATE INVESTMENTS INC. reported RAUM up 25% ($375.63B -> $469.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — J.P. MORGAN PRIVATE INVESTMENTS INC. grew from 73 to 96 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2025 — J.P. MORGAN PRIVATE INVESTMENTS INC. reported RAUM up 28% ($292.91B -> $375.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2024 — J.P. MORGAN PRIVATE INVESTMENTS INC.'s Item 11 disclosure-reporting entries rose by 3 (14 -> 17).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — J.P. MORGAN PRIVATE INVESTMENTS INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.