J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
SEC file number 801-56293
· SAN FRANCISCO, CA
https://jpmorgan.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$86.27B
Discretionary AUM
$82.94B
Employees
690
Clients
172
Firm
- Address
- 111
SAN FRANCISCO, CA 94111-5602 - Phone
- —
- Website
- https://jpmorgan.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- J. Peterman Co High name-match confidence · CIK 1956410 · OH
- J.P. Morgan Access Multi-Strategy Fund II High name-match confidence · CIK 1524115 · NY
- J.P. Morgan Real Estate Income Trust, Inc. High name-match confidence · CIK 1893262 · NY
- J.P. Morgan REIT MA Holdings LLC High name-match confidence · CIK 2105679 · NY
- J.P. Morgan REIT (US Plan) LLC High name-match confidence · CIK 1950603 · NY
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J.P. Morgan Real Estate Income Trust, Inc. · D/A · Oct 27, 2026$600M
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J.P. Morgan REIT (US Plan) LLC · D/A · Oct 5, 2026
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J.P. Morgan Real Estate Income Trust, Inc. · D/A · Jul 16, 2026$200M
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J.P. Morgan Access Multi-Strategy Fund II · D/A · Jul 16, 2026
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J. Peterman Co · D · Feb 20, 2026$2M
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J.P. Morgan REIT MA Holdings LLC · D · Jan 22, 2026$125K
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J.P. Morgan Real Estate Income Trust, Inc. · D/A · Dec 8, 2025$500M
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J.P. Morgan Real Estate Income Trust, Inc. · D/A · Nov 3, 2025$600M
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J.P. Morgan REIT (US Plan) LLC · D/A · Oct 8, 2025
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J.P. Morgan Real Estate Income Trust, Inc. · D/A · Jul 17, 2025$200M
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J.P. Morgan Access Multi-Strategy Fund II · D/A · Jul 16, 2025
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J.P. Morgan Real Estate Income Trust, Inc. · D/A · Jan 30, 2025$200M
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J.P. Morgan Access Multi-Strategy Fund II · D/A · Jan 27, 2025