J.P. MORGAN PARTNERS, LLC
Legal name: JPMORGAN PARTNERS
CRD #110373 SEC #801-58234 NEW YORK, NY 212-648-2256
SEC Registered Private Funds
Total AUM
$38.9M
Discretionary
$38.9M
Employees
10
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $38.9M | $38.9M | $0 | 10 | 0 |
| May 2018 | $38.9M | $38.9M | $0 | 10 | 0 |
| Mar 2018 | $38.9M | $38.9M | $0 | 10 | 0 |
| Mar 2017 | $251.6M | $251.6M | $0 | 10 | 11 |
| Feb 2017 | $276.6M | $276.6M | $0 | 10 | 26 |
| Jan 2017 | $276.6M | $276.6M | $0 | 10 | 26 |
| Dec 2016 | $276.6M | $276.6M | $0 | 10 | 26 |
| Oct 2016 | $276.6M | $276.6M | $0 | 10 | 26 |
| Mar 2016 | $276.6M | $276.6M | $0 | 10 | 26 |
| Jun 2015 | $676.2M | $676.2M | $0 | 10 | 26 |
| May 2015 | $676.2M | $676.2M | $0 | 10 | 26 |
| May 2015 | $676.2M | $676.2M | $0 | 10 | 26 |
| Apr 2015 | $676.2M | $676.2M | $0 | 10 | 26 |
| Mar 2015 | $676.2M | $676.2M | $0 | 10 | 26 |
| Jan 2015 | $1.3B | $1.3B | $0 | 11 | 26 |
| Mar 2014 | $1.3B | $1.3B | $0 | 11 | 26 |
| Nov 2013 | $1.3B | $1.3B | $0 | 3 | 26 |
| Oct 2013 | $1.3B | $1.3B | $0 | 3 | 26 |
| Apr 2013 | $1.3B | $1.3B | $0 | 3 | 26 |
| Jan 2013 | $2.8B | $2.8B | $0 | 5 | 26 |
| Jun 2012 | $2.8B | $2.8B | $0 | 1 | 26 |
| Mar 2012 | $2.8B | $2.8B | $0 | 1 | 26 |
| Mar 2011 | $1.6B | $1.6B | $0 | 5 | -- |
| Feb 2011 | $1.6B | $1.6B | $0 | 5 | -- |
| Jun 2010 | $1.6B | $1.6B | $0 | 5 | -- |
| Apr 2009 | $1.7B | $1.7B | $0 | 5 | -- |
| Apr 2009 | $1.7B | $1.7B | $0 | 5 | -- |
| Mar 2009 | $1.7B | $1.7B | $0 | 5 | -- |
| Feb 2009 | $2.7B | $2.7B | $0 | 5 | -- |
| Sep 2008 | $2.7B | $2.7B | $0 | 5 | -- |
| Mar 2007 | $2.9B | $2.9B | $0 | 5 | -- |
| Mar 2006 | $3.1B | $3.1B | $0 | 251 | -- |
| Jan 2006 | $2.9B | $2.9B | $0 | 251 | -- |
| Nov 2005 | $2.9B | $2.9B | $0 | 251 | -- |
| Nov 2005 | $2.9B | $2.9B | $0 | 251 | -- |
| Oct 2005 | $2.9B | $2.9B | $0 | 251 | -- |
| Sep 2005 | $2.9B | $2.9B | $0 | 251 | -- |
| Jun 2005 | $3.7B | $3.7B | $0 | 251 | -- |
| Jun 2005 | $3.7B | $3.7B | $0 | 251 | -- |
| May 2005 | $3.7B | $3.7B | $0 | 251 | -- |
| Aug 2004 | $5.3B | $5.3B | $0 | 251 | -- |
| Jul 2004 | $5.3B | $5.3B | $0 | 251 | -- |
| Apr 2004 | $5.3B | $5.3B | $0 | 251 | -- |
| Apr 2002 | $4.7B | $4.7B | $0 | 51 | -- |
DateMay 2018
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees10
Clients11
DateFeb 2017
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees10
Clients26
DateJan 2017
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees10
Clients26
DateDec 2016
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees10
Clients26
DateOct 2016
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees10
Clients26
DateMar 2016
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees10
Clients26
DateJun 2015
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees10
Clients26
DateMay 2015
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees10
Clients26
DateMay 2015
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees10
Clients26
DateApr 2015
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees10
Clients26
DateMar 2015
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees10
Clients26
DateJan 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients26
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients26
DateNov 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees3
Clients26
DateOct 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees3
Clients26
DateJan 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees5
Clients26
DateJun 2012
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees251
Clients--
DateJan 2006
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees251
Clients--
DateNov 2005
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees251
Clients--
DateNov 2005
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees251
Clients--
DateOct 2005
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees251
Clients--
DateSep 2005
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees251
Clients--
DateJun 2005
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees251
Clients--
DateJun 2005
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees251
Clients--
DateMay 2005
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees251
Clients--
DateAug 2004
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees251
Clients--
DateJul 2004
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees251
Clients--
DateApr 2004
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees251
Clients--
DateApr 2002
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees51
Clients--