J.P. Morgan
Private fund custodian · 14,150 private funds on SEC Form ADV
Advisers' Form ADV filings name J.P. Morgan as custodian to 12,794, prime broker to 2,031, administrator to 910 and marketer or placement agent to 641 private funds, 14,150 funds in all. It ranks No. 2 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds6,878
- Hedge funds2,979
- Venture capital funds2,121
- Real estate funds1,148
- Other private funds861
- Securitized asset funds143
- Liquidity funds20
Where its clients are
State of the funds' U.S. advisers.
- New York5,897
- California2,345
- Texas798
- Illinois721
- Massachusetts680
- Florida566
- Connecticut545
- Pennsylvania264
- Colorado187
- New Jersey154
- District of Columbia151
- Virginia90
Where the funds are organized
- United States9,786
- Cayman Islands3,290
- Luxembourg356
- Canada313
- United Kingdom99
- Bermuda83
- Ireland76
- British Virgin Islands37
Private funds that name J.P. Morgan (5,661 listed here)
Showing the 150 largest by gross assets.
8,489 more funds name J.P. Morgan: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
J.P. Morgan Securities LLC; Jpmorgan Chase Bank, N.A.; JP Morgan Chase Bank NA; JP Morgan Chase Bank, N.A.; Jpmorgan Chase Bank, National Association; J.P. Morgan Chase Bank, N.A.; J.P. Morgan Clearing Corp.; JP Morgan Chase; JP Morgan; JP Morgan Chase & Co.; JP Morgan Chase Bank, NA; Jpmorgan Chase & Co.
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.