Predict your next investment

Asset/Investment Management
FINANCIAL | Asset/Financial Management
am.jpmorgan.com

See what CB Insights has to offer

Investments

52

Portfolio Exits

19

Funds

63

Partners & Customers

6

Service Providers

1

About J.P. Morgan Asset Management

J.P. Morgan Asset Management is a liquidity partner that is committed to succeeding through all market cycles and delivers solutions based on organizations' objectives.

J.P. Morgan Asset Management Headquarter Location

Suite 219265 430 W 7th

Kansas City, Missouri, 64105,

United States

302-634-2960

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

J.P. Morgan Asset Management Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

J.P. Morgan Asset Management Rank

Research containing J.P. Morgan Asset Management

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned J.P. Morgan Asset Management in 1 CB Insights research brief, most recently on Jun 5, 2019.

J.P. Morgan Asset Management Investments

52 Investments

J.P. Morgan Asset Management has made 52 investments. Their latest investment was in Pets at Home as part of their PIPE on December 12, 2021.

CBI Logo

J.P. Morgan Asset Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/13/2021

PIPE

Pets at Home

Yes

1

11/4/2021

Series B

GeoWealth

$19M

No

3

10/28/2021

Series C

The Tifin Group

$47M

Yes

1

10/26/2021

Series B - IV

Subscribe to see more

Subscribe to see more

10

3/19/2021

Corporate Minority

Subscribe to see more

$99M

Subscribe to see more

10

Date

12/13/2021

11/4/2021

10/28/2021

10/26/2021

3/19/2021

Round

PIPE

Series B

Series C

Series B - IV

Corporate Minority

Company

Pets at Home

GeoWealth

The Tifin Group

Subscribe to see more

Subscribe to see more

Amount

$19M

$47M

$99M

New?

Yes

No

Yes

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

1

3

1

10

10

J.P. Morgan Asset Management Portfolio Exits

19 Portfolio Exits

J.P. Morgan Asset Management has 19 portfolio exits. Their latest portfolio exit was Goldtrust Water on April 29, 2015.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

4/29/2015

Acquired

Undisclosed Investors

1

8/5/2011

Acquired

Undisclosed Investors

1

3/31/2008

Acquired

Undisclosed Investors

1

1/24/2006

Acquired

Subscribe to see more

Subscribe to see more

10

10/27/1999

IPO

Subscribe to see more

Subscribe to see more

10

Date

4/29/2015

8/5/2011

3/31/2008

1/24/2006

10/27/1999

Exit

Acquired

Acquired

Acquired

Acquired

IPO

Companies

Subscribe to see more

Subscribe to see more

Valuation

Acquirer

Undisclosed Investors

Undisclosed Investors

Undisclosed Investors

Subscribe to see more

Subscribe to see more

Sources

1

1

1

10

10

J.P. Morgan Asset Management Acquisitions

7 Acquisitions

J.P. Morgan Asset Management acquired 7 companies. Their latest acquisition was Falck Renewables on October 20, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/20/2021

$99M

Corporate Majority - P2P

3

6/21/2021

Subscribe to see more

$99M

Subscribe to see more

10

12/3/2020

Debt

Subscribe to see more

$99M

$99M

Subscribe to see more

10

2/4/2020

Subscribe to see more

$99M

Subscribe to see more

10

12/16/2015

Subscribe to see more

$99M

Subscribe to see more

10

Date

10/20/2021

6/21/2021

12/3/2020

2/4/2020

12/16/2015

Investment Stage

Debt

Companies

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

Note

Corporate Majority - P2P

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Sources

3

10

10

10

10

J.P. Morgan Asset Management Fund History

63 Fund Histories

J.P. Morgan Asset Management has 63 funds, including BX Growth I Private Investors Offshore SICAV-RAIF.

Closing Date

Fund

Fund Type

Status

Amount

Sources

10/13/2020

BX Growth I Private Investors Offshore SICAV-RAIF

$80.13M

1

8/7/2020

SLP VI Private Investors Offshore

$392.87M

1

8/3/2020

PEG Global Private Equity IX Offshore Special

$409.05M

2

8/3/2020

PEG Global Private Equity IX

Subscribe to see more

Subscribe to see more

$99M

10

8/3/2020

SLP VI Private Investors

$99M

10

Closing Date

10/13/2020

8/7/2020

8/3/2020

8/3/2020

8/3/2020

Fund

BX Growth I Private Investors Offshore SICAV-RAIF

SLP VI Private Investors Offshore

PEG Global Private Equity IX Offshore Special

PEG Global Private Equity IX

SLP VI Private Investors

Fund Type

Subscribe to see more

Status

Subscribe to see more

Amount

$80.13M

$392.87M

$409.05M

$99M

$99M

Sources

1

1

2

10

10

J.P. Morgan Asset Management Partners & Customers

6 Partners and customers

J.P. Morgan Asset Management has 6 strategic partners and customers. J.P. Morgan Asset Management recently partnered with Nutmeg on November 11, 2020.

Date

Type

Business Partner

Country

News Snippet

Sources

11/18/2020

Partner

Nutmeg

United Kingdom

Nutmeg reveals partnership with J.P. Morgan Asset Management in mission to ‘open up exclusive world of wealth management’ to consumers

igital wealth manager Nutmeg today revealed a new partnership with J.P. Morgan Asset Management in the latest move seeing consumers gain access to services once available only to institutional investors .

4

10/15/2020

Partner

Clearwater Analytics

United States

Subscribe to see more

Subscribe to see more

10

9/30/2020

Partner

SAP

Germany

Subscribe to see more

Subscribe to see more

10

7/21/2020

Partner

HazelTree

United States

Subscribe to see more

Subscribe to see more

10

5/17/2018

Partner

iCapital Network

United States

Subscribe to see more

Subscribe to see more

10

Date

11/18/2020

10/15/2020

9/30/2020

7/21/2020

5/17/2018

Type

Partner

Partner

Partner

Partner

Partner

Business Partner

Nutmeg

Clearwater Analytics

SAP

HazelTree

iCapital Network

Country

United Kingdom

United States

Germany

United States

United States

News Snippet

Nutmeg reveals partnership with J.P. Morgan Asset Management in mission to ‘open up exclusive world of wealth management’ to consumers

igital wealth manager Nutmeg today revealed a new partnership with J.P. Morgan Asset Management in the latest move seeing consumers gain access to services once available only to institutional investors .

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Sources

4

10

10

10

10

J.P. Morgan Asset Management Service Providers

1 Service Provider

J.P. Morgan Asset Management has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Counsel

Service Provider

Associated Rounds

Provider Type

Counsel

Service Type

Partnership data by VentureSource

J.P. Morgan Asset Management Team

38 Team Members

J.P. Morgan Asset Management has 38 team members, including current Chief Executive Officer, Mary Callahan Erdoes.

Name

Work History

Title

Status

Mary Callahan Erdoes

Chief Executive Officer

Current

Joel Katzman

Chief Executive Officer, President

Current

Meg McClellan

Chief Financial Officer

Current

Anurag Agarwal

Managing Director

Current

Kristen Chambers

Managing Director

Current

Name

Mary Callahan Erdoes

Joel Katzman

Meg McClellan

Anurag Agarwal

Kristen Chambers

Work History

Title

Chief Executive Officer

Chief Executive Officer, President

Chief Financial Officer

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

CB Insights uses Cookies

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.