Finantrix Atlas · Fund family
J.P. Morgan Funds
164 funds with $1.7 trillion in average net assets on their latest N-CEN reports; 0 adviser or service-provider changes reported in the year to Q3 2026.
164
funds
$1.7 trillion
average net assets
0
changes reported, year to Q3 2026
Service providers
The three largest in each role, at each fund's latest N-CEN report; a fund can name more than one. Share is of the family's $1.7 trillion in average net assets, summed over its funds as each reports them, so a fund that holds the family's other funds is counted with them.
| Role | Provider | Funds | Share of assets |
|---|---|---|---|
| Administrator | J.P. Morgan Investment Management Inc. | 164 | 100% |
| Transfer agent | SS&C GIDS, Inc. | 95 | 85% |
| Transfer agent | JPMorgan Chase Bank, N.A. | 69 | 15% |
| Auditor | PricewaterhouseCoopers LLP | 164 | 100% |
From public regulatory filings, as filed; no figure is estimated. Updated 2026-10-28. Not investment advice.