FormDSignal

JP MORGAN CHASE, N.A.

Custodian · NEW YORK, United States · TORONTO, Canada · CHICAGO, United States

Funds served
45
Advisers served
8
Gross assets on those funds
$41.67B
Client launches, 12 months
60

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name JP MORGAN CHASE, N.A. on an existing fund. For JP MORGAN CHASE, N.A.: your clients' new funds. For everyone else: launches where JP MORGAN CHASE, N.A. is the incumbent to beat.

60 launches in the last 12 months by advisers that already use JP MORGAN CHASE, N.A., each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming JP MORGAN CHASE, N.A. as custodian

  • THE VERITAS CAPITAL FUND VIII, L.P.
  • THE VERITAS CAPITAL FUND IX, L.P.
  • THOMA BRAVO DISCOVER FUND III, L.P.
  • ALMANAC REALTY SECURITIES VIII, L.P.
  • PGIM REAL ESTATE US CORE DEBT FUND

All 45 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.