J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CRD #108559 SEC #801-56293 SAN FRANCISCO, CA 415-392-1400
SEC Registered Private Funds Disclosures
Total AUM
$86.3B
Discretionary
$82.9B
Employees
690
Clients
101
Accounts
56,585
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $86.3B | $82.9B | $3.3B | 690 | 172 |
| Nov 2024 | $86.3B | $82.9B | $3.3B | 690 | 172 |
| Aug 2024 | $86.3B | $82.9B | $3.3B | 690 | 172 |
| Jul 2024 | $86.3B | $82.9B | $3.3B | 690 | 172 |
| Mar 2024 | $86.3B | $82.9B | $3.3B | 690 | 172 |
| Nov 2023 | $139.5B | $106.2B | $33.3B | 1,165 | 168 |
| Oct 2023 | $139.5B | $106.2B | $33.3B | 1,165 | 168 |
| Oct 2023 | $139.5B | $106.2B | $33.3B | 1,165 | 168 |
| Aug 2023 | $139.5B | $106.2B | $33.3B | 1,165 | 168 |
| Aug 2023 | $139.5B | $106.2B | $33.3B | 1,165 | 168 |
| Jun 2023 | $139.5B | $106.2B | $33.3B | 1,165 | 168 |
| Mar 2023 | $139.5B | $106.2B | $33.3B | 1,165 | 168 |
| Jan 2023 | $136.8B | $104.8B | $32.1B | 838 | 129 |
| Jan 2023 | $136.8B | $104.8B | $32.1B | 838 | 129 |
| Nov 2022 | $136.8B | $104.8B | $32.1B | 838 | 129 |
| Aug 2022 | $136.8B | $104.8B | $32.1B | 838 | 129 |
| Jul 2022 | $136.8B | $104.8B | $32.1B | 838 | 129 |
| Jun 2022 | $136.8B | $104.8B | $32.1B | 838 | 129 |
| Mar 2022 | $136.8B | $104.8B | $32.1B | 838 | 129 |
| Jun 2021 | $106.5B | $80.1B | $26.4B | 788 | 0 |
| Mar 2021 | $106.5B | $80.1B | $26.4B | 788 | 0 |
| Nov 2020 | $87.3B | $64.7B | $22.5B | 641 | 0 |
| Oct 2020 | $87.3B | $64.7B | $22.5B | 641 | 0 |
| Jul 2020 | $87.3B | $64.7B | $22.5B | 641 | 0 |
| Jun 2020 | $87.3B | $64.7B | $22.5B | 641 | 0 |
| Mar 2020 | $87.3B | $64.7B | $22.5B | 641 | 0 |
| Dec 2019 | $78.3B | $56.1B | $22.2B | 604 | 0 |
| Jul 2019 | $78.3B | $56.1B | $22.2B | 604 | 0 |
| Jun 2019 | $78.3B | $56.1B | $22.2B | 604 | 0 |
| Mar 2019 | $78.3B | $56.1B | $22.2B | 604 | 0 |
| Jan 2019 | $74B | $51.8B | $22.2B | 495 | 0 |
| Jul 2018 | $74B | $51.8B | $22.2B | 495 | 0 |
| Mar 2018 | $74B | $51.8B | $22.2B | 495 | 0 |
| Aug 2017 | $65.4B | $45.1B | $20.3B | 422 | 10,200 |
| May 2017 | $58.1B | $40.3B | $17.8B | 422 | 10,200 |
| Apr 2017 | $58.1B | $40.3B | $17.8B | 422 | 10,200 |
| Mar 2017 | $58.1B | $40.3B | $17.8B | 422 | 10,200 |
| Aug 2016 | $47.2B | $34.3B | $12.9B | 401 | 9,000 |
| Aug 2016 | $47.2B | $34.3B | $12.9B | 401 | 9,000 |
| May 2016 | $47.2B | $34.3B | $12.9B | 401 | 9,000 |
| Mar 2016 | $47.2B | $34.3B | $12.9B | 401 | 9,000 |
| Nov 2015 | $45B | $29.1B | $15.9B | 328 | 7,400 |
| Aug 2015 | $38.8B | $24.3B | $14.5B | 328 | 7,400 |
| Jul 2015 | $35.3B | $22.2B | $13.1B | 328 | 7,400 |
| Jun 2015 | $35.3B | $22.2B | $13.1B | 328 | 7,400 |
| Jun 2015 | $35.3B | $22.2B | $13.1B | 328 | 7,400 |
| Mar 2015 | $35.3B | $22.2B | $13.1B | 328 | 7,400 |
| Jan 2015 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Nov 2014 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Oct 2014 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Oct 2014 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Jul 2014 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Jun 2014 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Mar 2014 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Mar 2014 | $26B | $17.7B | $8.3B | 305 | 6,100 |
| Feb 2014 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Jan 2014 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Jan 2014 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Sep 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Sep 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Sep 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Aug 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Aug 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Aug 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Jul 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Jul 2013 | $18.9B | $13.8B | $5.1B | 300 | 8,600 |
| Mar 2013 | $18.9B | $13.8B | $5.1B | 268 | 8,600 |
| Jan 2013 | $11B | $6.7B | $4.2B | 190 | 8,000 |
| Jan 2013 | $11B | $6.7B | $4.2B | 190 | 8,000 |
| Jan 2013 | $11B | $6.7B | $4.2B | 190 | 8,000 |
| Dec 2012 | $11B | $6.7B | $4.2B | 190 | 8,000 |
| Nov 2012 | $11B | $6.7B | $4.2B | 190 | 8,000 |
| Oct 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Jun 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Jun 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Jun 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Apr 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Apr 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Mar 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Mar 2012 | $11B | $6.7B | $4.2B | 51 | 8,000 |
| Mar 2012 | $8B | $6.7B | $1.2B | 51 | 8,000 |
| Dec 2011 | $6.8B | $6.5B | $254.3M | 51 | 6,000 |
| Jun 2011 | $6.8B | $6.5B | $254.3M | 51 | -- |
| May 2011 | $6.8B | $6.5B | $254.3M | 51 | -- |
| Mar 2011 | $6.8B | $6.5B | $254.3M | 51 | -- |
| Aug 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Jul 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Jul 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Jul 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Jul 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| May 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Mar 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Mar 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Mar 2010 | $4.5B | $4.3B | $140.9M | 51 | -- |
| Jun 2009 | $4.3B | $4.2B | $152.9M | 51 | -- |
| Mar 2009 | $4.3B | $4.2B | $152.9M | 51 | -- |
| Mar 2009 | $4.3B | $4.2B | $152.9M | 51 | -- |
| Feb 2009 | $4.3B | $4.2B | $152.9M | 51 | -- |
| Mar 2008 | $5.9B | $5.8B | $75.1M | 51 | -- |
| Oct 2007 | $6.5B | $4.8B | $1.7B | 51 | -- |
| Sep 2007 | $6.5B | $4.8B | $1.7B | 51 | -- |
| Jun 2007 | $6.5B | $4.8B | $1.7B | 51 | -- |
| Mar 2007 | $6.5B | $4.8B | $1.7B | 51 | -- |
| Mar 2004 | $3.8B | $3.1B | $713.3M | 51 | -- |
| Mar 2002 | $3.6B | $3.2B | $490.7M | 51 | -- |
DateJan 2025
Total AUM$86.3B
Discretionary$82.9B
Non-Disc.$3.3B
Employees690
Clients172
DateNov 2024
Total AUM$86.3B
Discretionary$82.9B
Non-Disc.$3.3B
Employees690
Clients172
DateAug 2024
Total AUM$86.3B
Discretionary$82.9B
Non-Disc.$3.3B
Employees690
Clients172
DateJul 2024
Total AUM$86.3B
Discretionary$82.9B
Non-Disc.$3.3B
Employees690
Clients172
DateMar 2024
Total AUM$86.3B
Discretionary$82.9B
Non-Disc.$3.3B
Employees690
Clients172
DateNov 2023
Total AUM$139.5B
Discretionary$106.2B
Non-Disc.$33.3B
Employees1,165
Clients168
DateOct 2023
Total AUM$139.5B
Discretionary$106.2B
Non-Disc.$33.3B
Employees1,165
Clients168
DateOct 2023
Total AUM$139.5B
Discretionary$106.2B
Non-Disc.$33.3B
Employees1,165
Clients168
DateAug 2023
Total AUM$139.5B
Discretionary$106.2B
Non-Disc.$33.3B
Employees1,165
Clients168
DateAug 2023
Total AUM$139.5B
Discretionary$106.2B
Non-Disc.$33.3B
Employees1,165
Clients168
DateJun 2023
Total AUM$139.5B
Discretionary$106.2B
Non-Disc.$33.3B
Employees1,165
Clients168
DateMar 2023
Total AUM$139.5B
Discretionary$106.2B
Non-Disc.$33.3B
Employees1,165
Clients168
DateJan 2023
Total AUM$136.8B
Discretionary$104.8B
Non-Disc.$32.1B
Employees838
Clients129
DateJan 2023
Total AUM$136.8B
Discretionary$104.8B
Non-Disc.$32.1B
Employees838
Clients129
DateNov 2022
Total AUM$136.8B
Discretionary$104.8B
Non-Disc.$32.1B
Employees838
Clients129
DateAug 2022
Total AUM$136.8B
Discretionary$104.8B
Non-Disc.$32.1B
Employees838
Clients129
DateJul 2022
Total AUM$136.8B
Discretionary$104.8B
Non-Disc.$32.1B
Employees838
Clients129
DateJun 2022
Total AUM$136.8B
Discretionary$104.8B
Non-Disc.$32.1B
Employees838
Clients129
DateMar 2022
Total AUM$136.8B
Discretionary$104.8B
Non-Disc.$32.1B
Employees838
Clients129
DateJun 2021
Total AUM$106.5B
Discretionary$80.1B
Non-Disc.$26.4B
Employees788
Clients0
DateMar 2021
Total AUM$106.5B
Discretionary$80.1B
Non-Disc.$26.4B
Employees788
Clients0
DateNov 2020
Total AUM$87.3B
Discretionary$64.7B
Non-Disc.$22.5B
Employees641
Clients0
DateOct 2020
Total AUM$87.3B
Discretionary$64.7B
Non-Disc.$22.5B
Employees641
Clients0
DateJul 2020
Total AUM$87.3B
Discretionary$64.7B
Non-Disc.$22.5B
Employees641
Clients0
DateJun 2020
Total AUM$87.3B
Discretionary$64.7B
Non-Disc.$22.5B
Employees641
Clients0
DateMar 2020
Total AUM$87.3B
Discretionary$64.7B
Non-Disc.$22.5B
Employees641
Clients0
DateDec 2019
Total AUM$78.3B
Discretionary$56.1B
Non-Disc.$22.2B
Employees604
Clients0
DateJul 2019
Total AUM$78.3B
Discretionary$56.1B
Non-Disc.$22.2B
Employees604
Clients0
DateJun 2019
Total AUM$78.3B
Discretionary$56.1B
Non-Disc.$22.2B
Employees604
Clients0
DateMar 2019
Total AUM$78.3B
Discretionary$56.1B
Non-Disc.$22.2B
Employees604
Clients0
DateJan 2019
Total AUM$74B
Discretionary$51.8B
Non-Disc.$22.2B
Employees495
Clients0
DateJul 2018
Total AUM$74B
Discretionary$51.8B
Non-Disc.$22.2B
Employees495
Clients0
DateMar 2018
Total AUM$74B
Discretionary$51.8B
Non-Disc.$22.2B
Employees495
Clients0
DateAug 2017
Total AUM$65.4B
Discretionary$45.1B
Non-Disc.$20.3B
Employees422
Clients10,200
DateMay 2017
Total AUM$58.1B
Discretionary$40.3B
Non-Disc.$17.8B
Employees422
Clients10,200
DateApr 2017
Total AUM$58.1B
Discretionary$40.3B
Non-Disc.$17.8B
Employees422
Clients10,200
DateMar 2017
Total AUM$58.1B
Discretionary$40.3B
Non-Disc.$17.8B
Employees422
Clients10,200
DateAug 2016
Total AUM$47.2B
Discretionary$34.3B
Non-Disc.$12.9B
Employees401
Clients9,000
DateAug 2016
Total AUM$47.2B
Discretionary$34.3B
Non-Disc.$12.9B
Employees401
Clients9,000
DateMay 2016
Total AUM$47.2B
Discretionary$34.3B
Non-Disc.$12.9B
Employees401
Clients9,000
DateMar 2016
Total AUM$47.2B
Discretionary$34.3B
Non-Disc.$12.9B
Employees401
Clients9,000
DateNov 2015
Total AUM$45B
Discretionary$29.1B
Non-Disc.$15.9B
Employees328
Clients7,400
DateAug 2015
Total AUM$38.8B
Discretionary$24.3B
Non-Disc.$14.5B
Employees328
Clients7,400
DateJul 2015
Total AUM$35.3B
Discretionary$22.2B
Non-Disc.$13.1B
Employees328
Clients7,400
DateJun 2015
Total AUM$35.3B
Discretionary$22.2B
Non-Disc.$13.1B
Employees328
Clients7,400
DateJun 2015
Total AUM$35.3B
Discretionary$22.2B
Non-Disc.$13.1B
Employees328
Clients7,400
DateMar 2015
Total AUM$35.3B
Discretionary$22.2B
Non-Disc.$13.1B
Employees328
Clients7,400
DateJan 2015
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateNov 2014
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateOct 2014
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateOct 2014
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateJul 2014
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateJun 2014
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateMar 2014
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateMar 2014
Total AUM$26B
Discretionary$17.7B
Non-Disc.$8.3B
Employees305
Clients6,100
DateFeb 2014
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateJan 2014
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateJan 2014
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateSep 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateSep 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateSep 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateAug 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateAug 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateAug 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateJul 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateJul 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees300
Clients8,600
DateMar 2013
Total AUM$18.9B
Discretionary$13.8B
Non-Disc.$5.1B
Employees268
Clients8,600
DateJan 2013
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees190
Clients8,000
DateJan 2013
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees190
Clients8,000
DateJan 2013
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees190
Clients8,000
DateDec 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees190
Clients8,000
DateNov 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees190
Clients8,000
DateOct 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateJun 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateJun 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateJun 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateApr 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateApr 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateMar 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateMar 2012
Total AUM$11B
Discretionary$6.7B
Non-Disc.$4.2B
Employees51
Clients8,000
DateMar 2012
Total AUM$8B
Discretionary$6.7B
Non-Disc.$1.2B
Employees51
Clients8,000
DateDec 2011
Total AUM$6.8B
Discretionary$6.5B
Non-Disc.$254.3M
Employees51
Clients6,000
DateJun 2011
Total AUM$6.8B
Discretionary$6.5B
Non-Disc.$254.3M
Employees51
Clients--
DateMay 2011
Total AUM$6.8B
Discretionary$6.5B
Non-Disc.$254.3M
Employees51
Clients--
DateMar 2011
Total AUM$6.8B
Discretionary$6.5B
Non-Disc.$254.3M
Employees51
Clients--
DateAug 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateJul 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateJul 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateJul 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateJul 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateMay 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateMar 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateMar 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateMar 2010
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$140.9M
Employees51
Clients--
DateJun 2009
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$152.9M
Employees51
Clients--
DateMar 2009
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$152.9M
Employees51
Clients--
DateMar 2009
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$152.9M
Employees51
Clients--
DateFeb 2009
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$152.9M
Employees51
Clients--
DateMar 2008
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$75.1M
Employees51
Clients--
DateOct 2007
Total AUM$6.5B
Discretionary$4.8B
Non-Disc.$1.7B
Employees51
Clients--
DateSep 2007
Total AUM$6.5B
Discretionary$4.8B
Non-Disc.$1.7B
Employees51
Clients--
DateJun 2007
Total AUM$6.5B
Discretionary$4.8B
Non-Disc.$1.7B
Employees51
Clients--
DateMar 2007
Total AUM$6.5B
Discretionary$4.8B
Non-Disc.$1.7B
Employees51
Clients--
DateMar 2004
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$713.3M
Employees51
Clients--
DateMar 2002
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$490.7M
Employees51
Clients--