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J.P. Morgan Investment Management Inc. 
 NY
  SEC # 1363391

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150  SEC Filings
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  from  5/26/06  to  3/21/24  (Last Week)

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Most-Recent Filing:    ‘SC 13D/A’ — Amendment to Statement of Acquisition of Beneficial Ownership by an “Active” Investor — Schedule 13D — Filed as:  Offerer / Owner — Re:  JPMorgan Private Markets Fund 
 
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notifications of all
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Filings
involving  J.P. Morgan Investment Management Inc. 

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Forms
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, Documents
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& Exhibits
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 in  150 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
3/21/24 New Document this Past Month!SC 13DOwnership:  Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D  New Document this Past Month! 4
2/12/2413F-NTOwnership:  Quarterly Holdings Notices by Money Managers — Form 13F — Assets Under Management
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73
9/20/234Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 410
6/23/233Ownership:  Initial Statements of Beneficial Ownership of Securities by Insiders — Form 37
3/29/2340-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies29
3/14/23 OLDAPP ORDRSEC:  Application for an SEC Exemption Order – ‘40-APP’ SEC Order  OLD 1
2/16/23 OLDAPP NTCSEC:  Application for an SEC Exemption Order – ‘40-APP’ SEC Notice  OLD 1
2/7/20 OLDSC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD 21
2/5/20 OLDAPP WDRegistration:  Withdrawals of Applications for Exemption Orders and Other Relief  OLD 3
7/25/12 OLDAPP WDGSEC:  Withdrawals of Applications for Exemption Orders – ‘APP WD’ SEC Grants  OLD 2

Additional Exhibits: 
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3/29/23EX-99Miscellaneous Exhibits, such as Press Releases11

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11/20/20 OLDGRAPHICPhotos, Images and Graphs  OLD 22

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


8 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/14/2412/31/23  22 of 647  $511  
 AL
 
Waverly Advisors, LLC [ formerly WA Asset Management, LLC ]
2/12/2412/31/23  3,808 of 30,972  $519,942,365  
 NY
 
JPMorgan Chase & Co.
4/25/233/31/23  NA of 5  NA  
 OH
 
Nationwide Fund Advisors
11/13/209/30/20  NA of 269  NA  
 NJ
 
Transcend Capital Advisors, LLC [ formerly Transcend Wealth Collective, LLC ]
11/9/189/30/18  NA of 1,557  NA  
 TX
 
Teacher Retirement System of Texas
7/25/176/30/17  138 of 10,661  $89  
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Russell Investments Group, Ltd.
11/9/169/30/16  146 of 10,960  $179  
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Emerald Acquisition Ltd.
4/29/163/31/16  142 of 11,009  $252  
 WA
 
Russell Frank Co


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 2
2023 15
2022 9
2021 4
2020 11
2019 6
2018 5
2017 8
2016 9
2015 12
2014 18
2013 12
2012 10
2011 5
2010 8
2009 5
2008 4
2007 4
2006 3

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