J.P. MORGAN INVESTMENT MANAGEMENT INC.

Registration Details

CIK

741611

Accession

CRD-107038

Location

NEW YORK, NY

Filing Date

May 8, 2026

AUM

$3519.4B

Total Clients

132,150

Amendment

No

SEC EDGAR

View original filing →

Client Types

Investment Strategies

Private Funds

100 private funds reported on Form ADV Schedule D 7.B.1, $154.6B in combined gross assets.

• IIF INT'L HOLDING SCSPOther Private FundMaster Fund$27.1B
• IIF US HOLDING 2 LPOther Private FundMaster Fund$23.9B
• IIF UK 1 HEDGED LPOther Private Fund$6.4B
• IIF HEDGED LPOther Private Fund$6.1B
• IIF LUXEMBOURG 1 SCSPOther Private Fund$5.6B
• GIM COMMERCIAL MORTGAGE LOAN PARTNERSHIP, L.P.Other Private Fund$5.2B
• IIF UK 1 LPOther Private Fund$4.5B
• IIF LUXEMBOURG 1 HEDGED SCSPOther Private Fund$4.2B
• IIF ERISA HEDGED LPOther Private Fund$4.0B
• IIF CANADIAN 2 LPOther Private Fund$3.1B
• LYNSTONE SPECIAL SITUATIONS IIHedge FundMaster Fund$2.5B
• IIF CAYMAN 1 HEDGED LTDOther Private Fund$2.5B
• IIF LPOther Private Fund$2.4B
• LYNSTONE SPECIAL SITUATIONS FUND II (NO.2) SCSPHedge Fund$1.6B
• SMF GLOBAL LPReal Estate Fund$1.6B
• PEG GLOBAL PRIVATE EQUITY X (HOLDING) L.P.Other Private FundMaster Fund$1.6B
• GLOBAL TRANSPORT INCOME FUND FEEDER LLCOther Private Fund$1.6B
• IIF CANADIAN 1 LPOther Private Fund$1.6B
• PEG GLOBAL PRIVATE EQUITY XII (HOLDING) L.P.Other Private FundMaster Fund$1.6B
• PEG GLOBAL PRIVATE EQUITY XI (HOLDING) L.P.Other Private FundMaster Fund$1.6B
• U.S. LARGE CAP 130/30 FUND, LLCOther Private Fund$1.6B
• GIM US CML FUNDOther Private Fund$1.4B
• SPF FIV2 (US) LPReal Estate Fund$1.2B
• IIF TAX EXEMPT HEDGED LPOther Private Fund$1.2B
• IIF CANADIAN 4 LPOther Private Fund$1.1B
• PEG CO-INVESTMENT FUND L.P.Other Private FundMaster Fund$1.0B
• ASRS PE CO-INVESTMENTS L.P.Other Private Fund$1.0B
• U.S. REAL ESTATE INCOME AND GROWTH DOMESTIC, LPOther Private Fund$998.4M
• PEG GLOBAL PRIVATE EQUITY X S.A. SICAV-RAIFOther Private Fund$973.1M
• U.S. REAL ESTATE MEZZANINE DEBT FUND LPOther Private Fund$955.3M
• 270 GROWTH MASTER FUND I SCA-RAIFPrivate Equity FundMaster Fund$922.1M
• PEG GLOBAL PRIVATE EQUITY XII SCSP SICAV-RAIFOther Private Fund$915.5M
• IIF DUTCH 1 CAYMAN L.P.Other Private Fund$912.6M
• PEG CO-INVESTMENT FUND II L.P.Other Private FundMaster Fund$897.1M
• PEG GLOBAL PRIVATE EQUITY XI SCSP SICAV-RAIFOther Private Fund$873.5M
• PEG WELBORN PRIVATE EQUITY FUND L.P.Other Private Fund$860.6M
• IIF CANADIAN 2 HEDGED LPOther Private Fund$820.7M
• COURIER PRIVATE EQUITY FUND L.P.Other Private FundMaster Fund$803.2M
• PEG GLOBAL PRIVATE EQUITY IX L.P.Other Private FundMaster Fund$763.0M
• PEG GLOBAL PRIVATE EQUITY VII L.P.Other Private FundMaster Fund$753.1M
• PEG GLOBAL PRIVATE EQUITY VIII L.P.Other Private FundMaster Fund$730.6M
• PEG AGGREGATOR 2023 L.P.Other Private Fund$654.0M
• PCS 23 HOLDINGS, L.P.Private Equity FundMaster Fund$652.8M
• STAR LAKE OPPORTUNITY FUND V-A, L.P.Real Estate Fund$643.7M
• COMMERCIAL MORTGAGE INCOME FUND LPOther Private Fund$642.4M
• TRIO NET LEASE I, LPReal Estate Fund$604.7M
• PEG GLOBAL PRIVATE EQUITY VII OFFSHORE SPECIAL L.P.Other Private Fund$592.1M
• PEG HO PRIVATE EQUITY FUND L.P.Other Private Fund$580.4M
• PEG GLOBAL PRIVATE EQUITY IX OFFSHORE SPECIAL L.P.Other Private Fund$569.5M
• J-CAL, LLCReal Estate Fund$566.8M
• IIF ERISA LPOther Private Fund$548.0M
• IIF CANADIAN 1 HEDGED LPOther Private Fund$530.6M
• PEG NICKEL CUSTOM FUND L.P.Other Private Fund$519.5M
• PEG SECONDARY PORTFOLIO (HOLDING) L.P.Other Private FundMaster Fund$518.5M
• PEG AGGREGATOR 2024 L.P.Other Private Fund$517.6M
• IIF TAX-EXEMPT LPOther Private Fund$513.3M
• PEG GLOBAL PRIVATE EQUITY X L.P.Other Private Fund$510.7M
• PEG GLOBAL PRIVATE EQUITY XI L.P.Other Private Fund$505.6M
• PEG GLOBAL PRIVATE EQUITY XII L.P.Other Private Fund$496.4M
• PEG CO-INVESTMENT FUND OFFSHORE SPECIAL L.P.Other Private Fund$492.1M
• 270 GROWTH FUND I LPPrivate Equity Fund$490.9M
• PEG CO-INVEST AGGREGATOR 2025 L.P.Other Private Fund$484.5M
• PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL L.P.Other Private Fund$484.0M
• COMMERCIAL MORTGAGE INCOME FUND HOLDING LPOther Private FundMaster Fund$482.8M
• PEG AGGREGATOR 2025 L.P.Other Private Fund$481.0M
• GLOBAL EMERGING MARKETS DISCOVERY FUND, LLCOther Private Fund$472.6M
• IIF CAYMAN 1 LTD.Other Private Fund$458.4M
• PEG AGGREGATOR 2021 L.P.Other Private Fund$450.8M
• PEG POOLED GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS VI LLCOther Private Fund$450.5M
• 270 GROWTH FUND I (LUX) SCSP-RAIFPrivate Equity Fund$446.8M
• FLORIDA SUNSHINE STATE FUND L.P.Other Private Fund$426.1M
• PEG CO-INVESTMENT FUND II OFFSHORE SPECIAL L.P.Other Private Fund$417.6M
• 270 LIFE SCIENCES PRIVATE CAPITAL MASTER FUND I SCA-RAIFPrivate Equity FundMaster Fund$415.0M
• KP VALUE ADDED FUND 1, LPReal Estate Fund$409.8M
• PEG DIRECT GLOBAL PRIVATE EQUITY VIII L.P.Other Private Fund$402.9M
• IIF CANADIAN 3 LPOther Private Fund$399.2M
• MAS GLOBAL DYNAMIC ALLOCATION FUND LLCOther Private Fund$393.3M
• 270 GROWTH PARTNERS IV SPV (OFFSHORE) LPPrivate Equity Fund$391.8M
• PRIVATE CREDIT SECONDARIES 23 FUND, L.P.Private Equity Fund$382.2M
• LYNSTONE SPECIAL SITUATIONS FUND II (NO.1) SCSPHedge Fund$378.6M
• METACOMET FUND L.P.Other Private FundMaster Fund$364.3M
• PRIVATE EQUITY INTERMEDIATE CAYMAN L.P.Other Private FundMaster Fund$362.2M
• RED RIVER VENTURE CAPITAL FUND II L.P.Other Private Fund$359.4M
• PEG DIRECT GLOBAL PRIVATE EQUITY IX L.P.Other Private Fund$355.3M
• STAR LAKE FUND IV, LLCReal Estate Fund$342.4M
• PEG AGGREGATOR 2022 L.P.Other Private Fund$322.6M
• LYNSTONE CAPITAL OPPORTUNITIES SICAV - RAIF SCSPHedge FundMaster Fund$308.8M
• PEG L GLOBAL PE SMA L.P.Other Private FundMaster Fund$283.6M
• PEG L GLOBAL PE SMA FEEDER L.P.Other Private Fund$278.3M
• PEG POOLED GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS V LLCOther Private Fund$276.6M
• PRIVATE CREDIT SECONDARIES 23 FUND (LUXEMBOURG), SCSP.Private Equity Fund$269.2M
• PEG SECONDARY PRIVATE EQUITY INVESTORS III L.P.Other Private FundMaster Fund$266.1M
• PEG SECONDARY AGGREGATOR 2025 L.P.Other Private Fund$262.8M
• U.S. REAL ESTATE INCOME AND GROWTH DIRECT, LPOther Private Fund$257.4M
• BAYVIEW MARKET SQUARE LPReal Estate Fund$253.3M
• ASRS PEG SECONDARY PORTFOLIO L.P.Other Private Fund$253.2M
• SUNBELT RESIDENTIAL US FIV A L.P.Real Estate Fund$239.0M
• PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS VI OFFSHORE SPECIAL L.P.Other Private Fund$233.6M
• UISIF PRIVATE EQUITY FUND L.P.Other Private Fund$233.3M
• PEG U.S. POOLED CORPORATE FINANCE INSTITUTIONAL INVESTORS V LLCOther Private Fund$226.0M

About this Adviser

J.P. MORGAN INVESTMENT MANAGEMENT INC. is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $3519.4B in assets across 132,150 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.