Data / Investment advisers / Oregon / J.P. Morgan Natural Capital
J.P. Morgan Natural Capital, Portland, OR: $7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
J.P. Morgan Natural Capital is an SEC registered investment adviser with its main office in Portland, Oregon and reports $7 billion in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include pension and profit sharing plans, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 3 private funds.
The request: Watch J.P. Morgan Natural Capital (CRD number 111944): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111944
- SEC file number
- 801-57589
- SEC status
- Approved, effective July 17, 2000
- Legal name
- Jpmorgan Asset Management Natural Capital, LLC
- Main office
- 1300 SW 5th Avenue, Suite 3200, Portland, OR 97201
- Phone
- (503) 275-9675
- Regulatory AUM
- $7,023,614,803 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $2,662,533,685
- Non discretionary AUM
- $4,361,081,118
- Accounts
- 20
- Employees
- 144, of which 31 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $309,913,030
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $2.82 billion |
| Pooled investment vehicles | 9 | $1.76 billion |
| State or municipal government entities | Fewer than 5 | $1.63 billion |
| Corporations or other businesses | 6 | $649.8 million |
| Banking or thrift institutions | Fewer than 5 | $150 million |
| Insurance companies | Fewer than 5 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $7.02 billion | April 28, 2026 |
| April 1, 2026 | $6.96 billion | March 31, 2026 |
| December 1, 2025 | $6.22 billion | March 28, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Government Portfolio Advisors LLC | Portland | $35.09 billion | Not listed | adviserinfo.sec.gov |
| Stancorp Investment Advisers, Inc. | Portland | $34.50 billion | Not listed | adviserinfo.sec.gov |
| Ferguson Wellman Capital Management, Inc. | Portland | $10.66 billion | Not listed | adviserinfo.sec.gov |
| Becker Capital Management, Inc. | Portland | $5.73 billion | 1 | adviserinfo.sec.gov |
| Vista Capital Partners, Inc. | Portland | $3.22 billion | Not listed | adviserinfo.sec.gov |
| M Holdings Securities, Inc. | Portland | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Deschutes Investment Consulting, LLC | Portland | $2.89 billion | Not listed | adviserinfo.sec.gov |
| Multnomah Group, Inc. | Portland | $2.67 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- J.P. Morgan Natural Capital on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.