J P Morgan Chase Bank Na
$163M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported J P Morgan Chase Bank Na in both FY2023 and FY2024 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. 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Haven Global Partners, Llc | $136M | $1.2B | 11.4% | 02/15/2025 |
| Osmosis Investment Management Us Llc | $26.9M | $426M | 6.3% | 06/21/2024 |
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.