AUMdb

J.P. Morgan

$3.3T reported client assets across 518 advisory firms in FY2025 annual amendments

Reported client assets over time

$1.2T $3.1T
2017 2025

Same-firm comparison: 426 firms that reported J.P. Morgan in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 138 cohort firms, FY2018: 178 cohort firms, FY2019: 211 cohort firms, FY2020: 241 cohort firms, FY2021: 265 cohort firms, FY2022: 292 cohort firms, FY2023: 338 cohort firms.

Advisory firmRAUM at custodianFirm total AUMShareAs of
J.P. Morgan Securities Llc $321B $430B 74.7% 03/27/2026
J.P. Morgan Private Investments Inc. $319B $470B 67.9% 03/27/2026
Pgim, Inc. $282B $1.1T 24.9% 03/27/2026
Metlife Investment Management, Llc $248B $564B 44.0% 03/31/2026
Nyl Investors Llc $169B $329B 51.5% 03/31/2026
J.P. Morgan Investment Management Inc. $155B $3.5T 4.4% 03/31/2026
Alliancebernstein L.P. $139B $763B 18.2% 03/30/2026
Blackrock Financial Management, Inc $125B $1.6T 7.8% 03/31/2026
Columbia Management Investment Advisers, Llc $79.4B $502B 15.8% 03/26/2026
Park Avenue Institutional Advisers Llc $64.2B $82.0B 78.3% 03/27/2026
Bam Credit And Insurance Solutions Advisor Llc $58.0B $107B 54.1% 03/31/2026
Wellington Management Company Llp $56.4B $1.4T 4.0% 03/31/2026
Hartford Investment Management Company $55.0B $124B 44.5% 03/27/2026
Goldman Sachs Asset Management International $54.5B $621B 8.8% 03/31/2026
Symetra Investment Management Company $51.4B $88.8B 57.9% 03/30/2026
Janus Henderson Investors Us Llc $49.7B $380B 13.1% 03/31/2026
Teachers Advisors, Llc $45.6B $436B 10.5% 03/28/2026
Jpmorgan Asset Management (Uk) Limited $42.6B $484B 8.8% 03/27/2026
Dws Investment Management Americas, Inc. $42.5B $200B 21.3% 03/31/2026
Nlg Capital Llc $39.1B $46.5B 83.9% 03/30/2026
Nisa Investment Advisors, Llc $33.6B $344B 9.8% 03/26/2026
Conning, Inc. $31.8B $107B 29.8% 03/30/2026
Blackrock Asset Management North Asia Limited $29.1B $140B 20.8% 03/31/2026
Brookfield Public Securities Group Llc $28.1B $66.5B 42.2% 03/31/2026
Invesco Advisers, Inc. $24.6B $750B 3.3% 03/30/2026
Sanders Capital, Llc $24.4B $122B 19.9% 03/30/2026
Hamilton Lane Advisors, L.L.C. $21.9B $138B 15.8% 06/27/2025
Aegon Usa Investment Management, Llc $21.3B $88.8B 24.0% 03/27/2026
Churchill Asset Management Llc $18.9B $55.7B 34.0% 03/31/2026
Pgim Private Placement Investors, L.P. $16.9B $24.4B 69.2% 03/27/2026
New England Asset Management, Inc. $16.4B $112B 14.7% 03/31/2026
Tcw Asset Management Company Llc $16.2B $81.2B 20.0% 03/27/2026
Blue Owl Insurance Advisors Llc $16.1B $25.8B 62.4% 03/31/2026
Ameritas Investment Partners, Inc. $13.3B $29.0B 45.8% 03/25/2026
J.P. Morgan Alternative Asset Management, Inc. $13.2B $29.7B 44.3% 03/27/2026
Northern Trust Global Investments Ltd $12.6B $208B 6.1% 03/27/2026
Arrowstreet Capital, Limited Partnership $12.0B $351B 3.4% 03/30/2026
Acadian Asset Management Llc $11.6B $177B 6.5% 03/26/2026
Fiduciary Counselors Inc. $10.9B $20.3B 53.5% 03/31/2026
Ninety One Uk Limited $10.8B $108B 10.0% 06/27/2025
Lazard Asset Management Llc $10.0B $121B 8.3% 03/30/2026
Cigna Investments, Inc. $9.9B $25.8B 38.4% 03/26/2026
Mariner Investment Group, Llc $9.6B $150B 6.4% 03/31/2026
Mfs Institutional Advisors Inc. $9.4B $114B 8.3% 03/31/2026
Baillie Gifford Overseas Ltd $9.2B $163B 5.7% 06/27/2025
Lee Overlay Partners Ltd $9.1B $21.3B 43.0% 09/25/2025
Rbc Global Asset Management (U.S.) Inc. $8.8B $104B 8.5% 01/29/2026
Bnp Paribas Asset Management Usa, Inc. $8.8B $48.4B 18.2% 03/30/2026
Greenhaven Associates Inc $8.4B $11.7B 72.5% 01/09/2026
Milliman Financial Risk Management Llc $8.3B $40.3B 20.6% 03/31/2026
Global Infrastructure Management, Llc $8.0B $142B 5.6% 03/30/2026
American Beacon Advisors, Inc. $8.0B $59.9B 13.3% 03/26/2026
Russell Investments Implementation Services, Llc $7.9B $81.1B 9.7% 03/31/2026
Gqg Partners Llc $7.6B $164B 4.6% 03/30/2026
Oaktree Capital Management, L.P. $7.5B $183B 4.1% 03/31/2026
Capital International, Inc. $7.4B $51.9B 14.2% 09/26/2025
Blackrock (Singapore) Limited $7.4B $70.3B 10.5% 03/31/2026
Blackstone Liquid Credit Advisors I Llc $7.3B $51.6B 14.1% 03/30/2026
26 North Partners Lp $7.2B $32.7B 22.0% 03/31/2026
Invesco Asset Management Ltd. $6.8B $188B 3.6% 03/31/2026
Lsv Asset Management $6.4B $104B 6.1% 03/30/2026
Jpmorgan Asset Management (Asia Pacific) Limited $6.4B $170B 3.7% 03/27/2026
Mondrian Investment Partners Limited $5.9B $49.3B 12.0% 03/26/2026
Invesco Management S.A. $5.8B $48.7B 11.9% 03/31/2026
American Assets Investment Management, Llc $5.8B $5.9B 98.3% 03/25/2026
Epoch Investment Partners, Inc. $5.6B $29.7B 18.9% 01/29/2026
Napier Park Global Capital (Us) Lp $5.6B $14.6B 38.3% 03/27/2026
Magellan Asset Management Limited $5.5B $21.7B 25.5% 09/25/2025
Wcm Investment Management, Llc $5.5B $96.8B 5.6% 03/12/2026
Samsung Asset Management (New York), Inc. $5.3B $8.2B 65.5% 03/25/2026
Pgim Limited $5.2B $76.5B 6.8% 03/27/2026
Miller Investment Management, Lp $5.2B $7.1B 73.3% 03/31/2026
Geode Capital Management, Llc $5.0B $1.7T 0.3% 03/31/2026
Cv Advisors Llc $4.9B $15.1B 32.5% 03/30/2026
Franklin Advisers, Inc. $4.6B $509B 0.9% 12/23/2025
Sarofim Trust Co., Lta $4.6B $13.0B 35.3% 03/20/2026
Cusource, Llc $4.4B $52.4B 8.4% 03/27/2026
Gamco Asset Management Inc. $4.2B $11.7B 36.1% 03/31/2026
Harvest Fund Advisors Llc $4.2B $8.1B 51.4% 03/30/2026
Ares Systematic Credit Limited $4.0B $9.9B 40.4% 03/31/2026
Blackrock International Limited $3.8B $30.8B 12.4% 03/31/2026
Altrinsic Global Advisors, Llc $3.8B $12.2B 30.7% 03/31/2026
Sprucegrove Investment Management Ltd $3.8B $11.5B 32.5% 03/30/2026
Templeton Asset Management Ltd. $3.7B $24.0B 15.5% 12/22/2025
Hanwha Asset Management (Usa) Ltd. $3.4B $4.0B 85.9% 03/19/2026
C Worldwide Asset Management Fondsmaeglerselskab A/S $3.4B $15.3B 22.4% 03/27/2026
Rreef America L.L.C. $3.3B $34.3B 9.5% 03/31/2026
Townsend Holdings Llc $3.2B $19.6B 16.2% 03/30/2026
Goldentree Asset Management Lp $3.1B $70.1B 4.4% 03/30/2026
Voleon Capital Management Lp $3.1B $29.4B 10.6% 03/31/2026
Pgim Quantitative Solutions Llc $3.0B $111B 2.7% 03/26/2026
Ardea Investment Management Pty Limited $2.9B $6.3B 46.7% 09/26/2025
Wellington Management Hong Kong Limited $2.9B $14.2B 20.3% 03/31/2026
Empower Capital Management, Llc $2.8B $78.0B 3.6% 03/31/2026
Aquarian Holdings Investment Management Llc $2.8B $26.7B 10.6% 03/30/2026
Complus Asset Management (Singapore) Pte. Ltd. $2.8B $5.9B 47.9% 03/31/2026
Complus Asset Management Limited $2.8B $5.9B 47.9% 03/31/2026
Complus Asset Management (Uk) Limited $2.8B $5.9B 47.9% 03/31/2026
Neuberger Berman Europe Limited $2.8B $98.0B 2.9% 03/27/2026
Numeric Investors Llc $2.8B $94.4B 2.9% 03/31/2026

From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.