J.P. MORGAN INVESTMENT MANAGEMENT INC.
CRD #107038 SEC #801-21011 NEW YORK, NY (800) 343-1113
SEC Registered Private Funds Disclosures
Total AUM
$3T
Discretionary
$3T
Employees
3,186
Clients
--
Accounts
114,499
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3T | $3T | $24.4B | 3,186 | 51 |
| Oct 2025 | $3T | $3T | $24.4B | 3,186 | 51 |
| Jul 2025 | $3T | $3T | $24.4B | 3,186 | 51 |
| Jun 2025 | $3T | $3T | $24.4B | 3,186 | 51 |
| Mar 2025 | $3T | $3T | $24.4B | 3,186 | 51 |
| Nov 2024 | $2.5T | $2.5T | $22.8B | 3,167 | 48 |
| Nov 2024 | $2.5T | $2.5T | $22.8B | 3,167 | 48 |
| Aug 2024 | $2.5T | $2.5T | $22.8B | 3,167 | 48 |
| Jun 2024 | $2.5T | $2.5T | $22.8B | 3,167 | 48 |
| May 2024 | $2.5T | $2.5T | $22.8B | 3,167 | 48 |
| Mar 2024 | $2.5T | $2.5T | $22.8B | 3,167 | 48 |
| Nov 2023 | $2T | $2T | $13.8B | 3,116 | 47 |
| Nov 2023 | $2T | $2T | $13.8B | 3,116 | 47 |
| Jun 2023 | $2T | $2T | $13.8B | 3,116 | 47 |
| Jun 2023 | $2T | $2T | $13.8B | 3,116 | 47 |
| Mar 2023 | $2T | $2T | $13.8B | 3,116 | 47 |
| Jan 2023 | $2.3T | $2.3T | $9.1B | 3,036 | 40 |
| Jan 2023 | $2.3T | $2.3T | $9.1B | 3,036 | 40 |
| Nov 2022 | $2.3T | $2.3T | $9.1B | 3,036 | 40 |
| Sep 2022 | $2.3T | $2.3T | $9.1B | 3,036 | 40 |
| Jun 2022 | $2.3T | $2.3T | $9.1B | 3,036 | 40 |
| Mar 2022 | $2.3T | $2.3T | $9.1B | 3,036 | 40 |
| Mar 2022 | $2T | $2T | $8.9B | 2,965 | 31 |
| Feb 2022 | $2T | $2T | $8.9B | 2,965 | 31 |
| Feb 2022 | $2T | $2T | $8.9B | 2,965 | 31 |
| Dec 2021 | $2T | $2T | $8.9B | 2,965 | 31 |
| Oct 2021 | $2T | $2T | $8.9B | 2,965 | 31 |
| Jul 2021 | $2T | $2T | $8.9B | 2,965 | 31 |
| Mar 2021 | $2T | $2T | $8.9B | 2,965 | 31 |
| Jan 2021 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Dec 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Dec 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Nov 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Oct 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Aug 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Jun 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Apr 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Mar 2020 | $1.7T | $1.7T | $10.3B | 3,124 | 25 |
| Feb 2020 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Feb 2020 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Feb 2020 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Jan 2020 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Dec 2019 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Nov 2019 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Oct 2019 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Oct 2019 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Jul 2019 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| May 2019 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Mar 2019 | $1.4T | $1.4T | $4.8B | 3,082 | 20 |
| Dec 2018 | $1.4T | $1.3T | $3.9B | 3,290 | 18 |
| Jun 2018 | $1.4T | $1.3T | $3.9B | 3,290 | 18 |
| Apr 2018 | $1.4T | $1.3T | $3.9B | 3,290 | 18 |
| Mar 2018 | $1.4T | $1.3T | $3.9B | 3,290 | 18 |
| Mar 2018 | $1.2T | $1.2T | $13B | 3,161 | 0 |
| Feb 2018 | $1.2T | $1.2T | $13B | 3,161 | 0 |
| Sep 2017 | $1.2T | $1.2T | $13B | 3,161 | 1,428 |
| Aug 2017 | $1.2T | $1.2T | $13B | 3,161 | 1,428 |
| Jul 2017 | $1.2T | $1.2T | $13B | 3,161 | 1,428 |
| May 2017 | $1.2T | $1.2T | $13B | 3,161 | 1,428 |
| May 2017 | $1.2T | $1.2T | $13B | 3,161 | 1,428 |
| Apr 2017 | $1.2T | $1.2T | $13B | 3,161 | 1,428 |
| Mar 2017 | $1.2T | $1.2T | $13B | 3,161 | 1,428 |
| Feb 2017 | $1.1T | $1.1T | $13.8B | 2,919 | 1,466 |
| Feb 2017 | $1.1T | $1.1T | $13.8B | 2,919 | 1,466 |
| Jan 2017 | $1.1T | $1.1T | $13.8B | 2,919 | 1,466 |
| Jan 2017 | $1.1T | $1.1T | $13.8B | 2,919 | 1,466 |
| Jul 2016 | $1.1T | $1.1T | $13.8B | 2,919 | 1,466 |
| Mar 2016 | $1.1T | $1.1T | $13.8B | 2,919 | 1,466 |
| Mar 2016 | $1.1T | $1.1T | $13.8B | 2,919 | 1,466 |
| Mar 2016 | $1.1T | $1.1T | $9.7B | 2,751 | 1,500 |
| Feb 2016 | $1.1T | $1.1T | $9.7B | 2,751 | 1,500 |
| Nov 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,500 |
| Oct 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,500 |
| Jun 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,496 |
| May 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,496 |
| May 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,496 |
| Apr 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,496 |
| Apr 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,496 |
| Mar 2015 | $1.1T | $1.1T | $9.7B | 2,751 | 1,496 |
| Feb 2015 | $1.1T | $1T | $8B | 2,540 | 1,590 |
| Nov 2014 | $1.1T | $1T | $8B | 2,540 | 1,590 |
| Oct 2014 | $1.1T | $1T | $8B | 2,540 | 1,590 |
| Jul 2014 | $1.1T | $1T | $8B | 2,540 | 1,590 |
| Mar 2014 | $1.1T | $1T | $8B | 2,540 | 1,590 |
| Jan 2014 | $774B | $767.8B | $6.2B | 1,977 | 1,636 |
| Oct 2013 | $774B | $767.8B | $6.2B | 1,977 | 1,636 |
| Mar 2013 | $774B | $767.8B | $6.2B | 1,977 | 1,636 |
| Mar 2013 | $729.8B | $723.5B | $6.3B | 1,877 | 1,596 |
| Mar 2013 | $729.8B | $723.5B | $6.3B | 1,877 | 1,596 |
| Mar 2013 | $729.8B | $723.5B | $6.3B | 1,877 | 1,596 |
| Dec 2012 | $729.8B | $723.5B | $6.3B | 1,877 | 1,596 |
| Nov 2012 | $729.8B | $723.5B | $6.3B | 1,877 | 1,596 |
| Jun 2012 | $729.8B | $723.5B | $6.3B | -- | 1,596 |
| May 2012 | $718.3B | $714.3B | $4B | -- | 1,596 |
| May 2012 | $718.3B | $714.3B | $4B | -- | 1,596 |
| Apr 2012 | $718.3B | $714.3B | $4B | -- | 1,596 |
| Mar 2012 | $707B | $703.2B | $3.8B | -- | 1,594 |
| Dec 2011 | $678.6B | $674.9B | $3.8B | -- | 2,792 |
| Nov 2011 | $678.6B | $674.9B | $3.8B | -- | 2,792 |
| Aug 2011 | $679B | $675B | $3.8B | -- | -- |
| Aug 2011 | $679B | $675B | $3.8B | -- | -- |
| Aug 2011 | $679B | $675B | $3.8B | -- | -- |
| Aug 2011 | $679B | $675B | $3.8B | -- | -- |
| Aug 2011 | $679B | $675B | $3.8B | -- | -- |
| Jul 2011 | $679B | $675B | $3.8B | -- | -- |
| Jun 2011 | $679B | $675B | $3.8B | -- | -- |
| Jun 2011 | $679B | $675B | $3.8B | -- | -- |
| Mar 2011 | $679B | $675B | $3.8B | -- | -- |
| Feb 2011 | $499B | $492B | $6.7B | -- | -- |
| Dec 2010 | $499B | $492B | $6.7B | -- | -- |
| Oct 2010 | $499B | $492B | $6.7B | -- | -- |
| Aug 2010 | $499B | $492B | $6.7B | -- | -- |
| Jun 2010 | $499B | $492B | $6.7B | -- | -- |
| Jun 2010 | $499B | $492B | $6.7B | -- | -- |
| Apr 2010 | $499B | $492B | $6.7B | -- | -- |
| Mar 2010 | $499B | $492B | $6.7B | -- | -- |
| Oct 2009 | $434B | $427B | $7.7B | -- | -- |
| Sep 2009 | $434B | $427B | $7.7B | -- | -- |
| Jul 2009 | $434B | $427B | $7.7B | -- | -- |
| Mar 2009 | $434B | $427B | $7.7B | -- | -- |
| Jan 2008 | $381B | $369B | $11.5B | -- | -- |
| Dec 2007 | $381B | $369B | $11.5B | -- | -- |
| Nov 2007 | $381B | $369B | $11.5B | -- | -- |
| Oct 2007 | $381B | $369B | $11.5B | -- | -- |
| Sep 2007 | $381B | $369B | $11.5B | -- | -- |
| Apr 2007 | $381B | $369B | $11.5B | -- | -- |
| Mar 2007 | $381B | $369B | $11.5B | 501 | -- |
| Jan 2007 | $346B | $335B | $10.8B | 501 | -- |
| Feb 2006 | $170B | $161B | $9.4B | 501 | -- |
| Feb 2006 | $170B | $161B | $9.4B | 501 | -- |
| Sep 2005 | $170B | $161B | $9.4B | 501 | -- |
| Jan 2005 | $155B | $138B | $17.2B | 501 | -- |
| Aug 2004 | $155B | $138B | $17.2B | 501 | -- |
| Jul 2004 | $155B | $138B | $17.2B | 501 | -- |
| Mar 2004 | $155B | $138B | $17.2B | 501 | -- |
| Oct 2003 | $144B | $138B | $6.2B | 501 | -- |
| Apr 2002 | $181B | $176B | $4.9B | -- | -- |
| Mar 2002 | $181B | $176B | $4.9B | -- | -- |
| Sep 2001 | $390B | $386B | $3.9B | 501 | -- |
DateNov 2025
Total AUM$3T
Discretionary$3T
Non-Disc.$24.4B
Employees3,186
Clients51
DateOct 2025
Total AUM$3T
Discretionary$3T
Non-Disc.$24.4B
Employees3,186
Clients51
DateJul 2025
Total AUM$3T
Discretionary$3T
Non-Disc.$24.4B
Employees3,186
Clients51
DateJun 2025
Total AUM$3T
Discretionary$3T
Non-Disc.$24.4B
Employees3,186
Clients51
DateMar 2025
Total AUM$3T
Discretionary$3T
Non-Disc.$24.4B
Employees3,186
Clients51
DateNov 2024
Total AUM$2.5T
Discretionary$2.5T
Non-Disc.$22.8B
Employees3,167
Clients48
DateNov 2024
Total AUM$2.5T
Discretionary$2.5T
Non-Disc.$22.8B
Employees3,167
Clients48
DateAug 2024
Total AUM$2.5T
Discretionary$2.5T
Non-Disc.$22.8B
Employees3,167
Clients48
DateJun 2024
Total AUM$2.5T
Discretionary$2.5T
Non-Disc.$22.8B
Employees3,167
Clients48
DateMay 2024
Total AUM$2.5T
Discretionary$2.5T
Non-Disc.$22.8B
Employees3,167
Clients48
DateMar 2024
Total AUM$2.5T
Discretionary$2.5T
Non-Disc.$22.8B
Employees3,167
Clients48
DateNov 2023
Total AUM$2T
Discretionary$2T
Non-Disc.$13.8B
Employees3,116
Clients47
DateNov 2023
Total AUM$2T
Discretionary$2T
Non-Disc.$13.8B
Employees3,116
Clients47
DateJun 2023
Total AUM$2T
Discretionary$2T
Non-Disc.$13.8B
Employees3,116
Clients47
DateJun 2023
Total AUM$2T
Discretionary$2T
Non-Disc.$13.8B
Employees3,116
Clients47
DateMar 2023
Total AUM$2T
Discretionary$2T
Non-Disc.$13.8B
Employees3,116
Clients47
DateJan 2023
Total AUM$2.3T
Discretionary$2.3T
Non-Disc.$9.1B
Employees3,036
Clients40
DateJan 2023
Total AUM$2.3T
Discretionary$2.3T
Non-Disc.$9.1B
Employees3,036
Clients40
DateNov 2022
Total AUM$2.3T
Discretionary$2.3T
Non-Disc.$9.1B
Employees3,036
Clients40
DateSep 2022
Total AUM$2.3T
Discretionary$2.3T
Non-Disc.$9.1B
Employees3,036
Clients40
DateJun 2022
Total AUM$2.3T
Discretionary$2.3T
Non-Disc.$9.1B
Employees3,036
Clients40
DateMar 2022
Total AUM$2.3T
Discretionary$2.3T
Non-Disc.$9.1B
Employees3,036
Clients40
DateMar 2022
Total AUM$2T
Discretionary$2T
Non-Disc.$8.9B
Employees2,965
Clients31
DateFeb 2022
Total AUM$2T
Discretionary$2T
Non-Disc.$8.9B
Employees2,965
Clients31
DateFeb 2022
Total AUM$2T
Discretionary$2T
Non-Disc.$8.9B
Employees2,965
Clients31
DateDec 2021
Total AUM$2T
Discretionary$2T
Non-Disc.$8.9B
Employees2,965
Clients31
DateOct 2021
Total AUM$2T
Discretionary$2T
Non-Disc.$8.9B
Employees2,965
Clients31
DateJul 2021
Total AUM$2T
Discretionary$2T
Non-Disc.$8.9B
Employees2,965
Clients31
DateMar 2021
Total AUM$2T
Discretionary$2T
Non-Disc.$8.9B
Employees2,965
Clients31
DateJan 2021
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateDec 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateDec 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateNov 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateOct 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateAug 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateJun 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateApr 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateMar 2020
Total AUM$1.7T
Discretionary$1.7T
Non-Disc.$10.3B
Employees3,124
Clients25
DateFeb 2020
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateFeb 2020
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateFeb 2020
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateJan 2020
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateDec 2019
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateNov 2019
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateOct 2019
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateOct 2019
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateJul 2019
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateMay 2019
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateMar 2019
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$4.8B
Employees3,082
Clients20
DateDec 2018
Total AUM$1.4T
Discretionary$1.3T
Non-Disc.$3.9B
Employees3,290
Clients18
DateJun 2018
Total AUM$1.4T
Discretionary$1.3T
Non-Disc.$3.9B
Employees3,290
Clients18
DateApr 2018
Total AUM$1.4T
Discretionary$1.3T
Non-Disc.$3.9B
Employees3,290
Clients18
DateMar 2018
Total AUM$1.4T
Discretionary$1.3T
Non-Disc.$3.9B
Employees3,290
Clients18
DateMar 2018
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients0
DateFeb 2018
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients0
DateSep 2017
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients1,428
DateAug 2017
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients1,428
DateJul 2017
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients1,428
DateMay 2017
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients1,428
DateMay 2017
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients1,428
DateApr 2017
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients1,428
DateMar 2017
Total AUM$1.2T
Discretionary$1.2T
Non-Disc.$13B
Employees3,161
Clients1,428
DateFeb 2017
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$13.8B
Employees2,919
Clients1,466
DateFeb 2017
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$13.8B
Employees2,919
Clients1,466
DateJan 2017
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$13.8B
Employees2,919
Clients1,466
DateJan 2017
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$13.8B
Employees2,919
Clients1,466
DateJul 2016
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$13.8B
Employees2,919
Clients1,466
DateMar 2016
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$13.8B
Employees2,919
Clients1,466
DateMar 2016
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$13.8B
Employees2,919
Clients1,466
DateMar 2016
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,500
DateFeb 2016
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,500
DateNov 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,500
DateOct 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,500
DateJun 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,496
DateMay 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,496
DateMay 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,496
DateApr 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,496
DateApr 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,496
DateMar 2015
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$9.7B
Employees2,751
Clients1,496
DateFeb 2015
Total AUM$1.1T
Discretionary$1T
Non-Disc.$8B
Employees2,540
Clients1,590
DateNov 2014
Total AUM$1.1T
Discretionary$1T
Non-Disc.$8B
Employees2,540
Clients1,590
DateOct 2014
Total AUM$1.1T
Discretionary$1T
Non-Disc.$8B
Employees2,540
Clients1,590
DateJul 2014
Total AUM$1.1T
Discretionary$1T
Non-Disc.$8B
Employees2,540
Clients1,590
DateMar 2014
Total AUM$1.1T
Discretionary$1T
Non-Disc.$8B
Employees2,540
Clients1,590
DateJan 2014
Total AUM$774B
Discretionary$767.8B
Non-Disc.$6.2B
Employees1,977
Clients1,636
DateOct 2013
Total AUM$774B
Discretionary$767.8B
Non-Disc.$6.2B
Employees1,977
Clients1,636
DateMar 2013
Total AUM$774B
Discretionary$767.8B
Non-Disc.$6.2B
Employees1,977
Clients1,636
DateMar 2013
Total AUM$729.8B
Discretionary$723.5B
Non-Disc.$6.3B
Employees1,877
Clients1,596
DateMar 2013
Total AUM$729.8B
Discretionary$723.5B
Non-Disc.$6.3B
Employees1,877
Clients1,596
DateMar 2013
Total AUM$729.8B
Discretionary$723.5B
Non-Disc.$6.3B
Employees1,877
Clients1,596
DateDec 2012
Total AUM$729.8B
Discretionary$723.5B
Non-Disc.$6.3B
Employees1,877
Clients1,596
DateNov 2012
Total AUM$729.8B
Discretionary$723.5B
Non-Disc.$6.3B
Employees1,877
Clients1,596
DateJun 2012
Total AUM$729.8B
Discretionary$723.5B
Non-Disc.$6.3B
Employees--
Clients1,596
DateMay 2012
Total AUM$718.3B
Discretionary$714.3B
Non-Disc.$4B
Employees--
Clients1,596
DateMay 2012
Total AUM$718.3B
Discretionary$714.3B
Non-Disc.$4B
Employees--
Clients1,596
DateApr 2012
Total AUM$718.3B
Discretionary$714.3B
Non-Disc.$4B
Employees--
Clients1,596
DateMar 2012
Total AUM$707B
Discretionary$703.2B
Non-Disc.$3.8B
Employees--
Clients1,594
DateDec 2011
Total AUM$678.6B
Discretionary$674.9B
Non-Disc.$3.8B
Employees--
Clients2,792
DateNov 2011
Total AUM$678.6B
Discretionary$674.9B
Non-Disc.$3.8B
Employees--
Clients2,792
DateAug 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateAug 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateAug 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateAug 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateAug 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateJul 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateJun 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateJun 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateMar 2011
Total AUM$679B
Discretionary$675B
Non-Disc.$3.8B
Employees--
Clients--
DateFeb 2011
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateDec 2010
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateOct 2010
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateAug 2010
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateJun 2010
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateJun 2010
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateApr 2010
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateMar 2010
Total AUM$499B
Discretionary$492B
Non-Disc.$6.7B
Employees--
Clients--
DateOct 2009
Total AUM$434B
Discretionary$427B
Non-Disc.$7.7B
Employees--
Clients--
DateSep 2009
Total AUM$434B
Discretionary$427B
Non-Disc.$7.7B
Employees--
Clients--
DateJul 2009
Total AUM$434B
Discretionary$427B
Non-Disc.$7.7B
Employees--
Clients--
DateMar 2009
Total AUM$434B
Discretionary$427B
Non-Disc.$7.7B
Employees--
Clients--
DateJan 2008
Total AUM$381B
Discretionary$369B
Non-Disc.$11.5B
Employees--
Clients--
DateDec 2007
Total AUM$381B
Discretionary$369B
Non-Disc.$11.5B
Employees--
Clients--
DateNov 2007
Total AUM$381B
Discretionary$369B
Non-Disc.$11.5B
Employees--
Clients--
DateOct 2007
Total AUM$381B
Discretionary$369B
Non-Disc.$11.5B
Employees--
Clients--
DateSep 2007
Total AUM$381B
Discretionary$369B
Non-Disc.$11.5B
Employees--
Clients--
DateApr 2007
Total AUM$381B
Discretionary$369B
Non-Disc.$11.5B
Employees--
Clients--
DateMar 2007
Total AUM$381B
Discretionary$369B
Non-Disc.$11.5B
Employees501
Clients--
DateJan 2007
Total AUM$346B
Discretionary$335B
Non-Disc.$10.8B
Employees501
Clients--
DateFeb 2006
Total AUM$170B
Discretionary$161B
Non-Disc.$9.4B
Employees501
Clients--
DateFeb 2006
Total AUM$170B
Discretionary$161B
Non-Disc.$9.4B
Employees501
Clients--
DateSep 2005
Total AUM$170B
Discretionary$161B
Non-Disc.$9.4B
Employees501
Clients--
DateJan 2005
Total AUM$155B
Discretionary$138B
Non-Disc.$17.2B
Employees501
Clients--
DateAug 2004
Total AUM$155B
Discretionary$138B
Non-Disc.$17.2B
Employees501
Clients--
DateJul 2004
Total AUM$155B
Discretionary$138B
Non-Disc.$17.2B
Employees501
Clients--
DateMar 2004
Total AUM$155B
Discretionary$138B
Non-Disc.$17.2B
Employees501
Clients--
DateOct 2003
Total AUM$144B
Discretionary$138B
Non-Disc.$6.2B
Employees501
Clients--
DateApr 2002
Total AUM$181B
Discretionary$176B
Non-Disc.$4.9B
Employees--
Clients--
DateMar 2002
Total AUM$181B
Discretionary$176B
Non-Disc.$4.9B
Employees--
Clients--
DateSep 2001
Total AUM$390B
Discretionary$386B
Non-Disc.$3.9B
Employees501
Clients--