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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: New York, NY HQ: New York, NY

JPMorgan Chase Retirement Plan Trust

$18.6B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($1.27B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Private Credit, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
28
5 Open Source Trails Below
Sum of Disclosed Rows
$1.27B
Total AUM: $18.6B
Median Disclosed Amount
$39.8M
Range: $20.0M – $82.1M
Disclosed Fund Multiples
13.1% Mean IRR (n=21) · 1.61x Mean TVPI (n=21)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — JPMorgan Chase Retirement Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
TRF IV Continuation Fund LP Private Equity 2025
$82.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Warburg Pincus Capital Markets II Buyout 2025
$77.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
BlackFin Financial Services Fund IV Buyout 2025
$67.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Apollo Asia Real Estate Fund, LP Real Estate 2025
$60.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
PCCP Debt Fund VI Real Estate 2023
$58.2M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — JPMorgan Chase Retirement Plan Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

JPMorgan Chase Retirement Plan Trust (New York, NY) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($167.4M allocation gap toward a 12.0% target, advised by J.P. Morgan Asset Management).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-18

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — JPMorgan Chase Retirement Plan Trust

510 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as JPMorgan Chase Retirement Plan Trust (27 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 11 Shared Vehicles

Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PCCP Debt Fund VI (2023 Vintage)
JPMorgan Chase Retirement Plan Trust: $58.2M · SEC EDGAR Filing
Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds: $114.5M · SEC Form ADV 7.B

Additional shared vehicles: PGIM Real Estate Global Partners VI (2023 Vintage) · PAI Partners VIII-1 SCSp (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Newport News, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAG Real Estate Partners V (2022 Vintage)
JPMorgan Chase Retirement Plan Trust: $49.2M · SEC EDGAR Filing
Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory: $94.0M · SEC Form ADV 7.B

Additional shared vehicles: PCCP Debt Fund VI (2023 Vintage) · PAI Partners VIII-1 SCSp (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Calamos Advisors

OCIO / Wealth RIA Naperville, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PGIM Real Estate Global Partners VI (2023 Vintage)
JPMorgan Chase Retirement Plan Trust: $38.2M · SEC EDGAR Filing
Calamos Advisors: $107.0M · SEC Form ADV 7.B

Additional shared vehicles: PCCP Debt Fund VI (2023 Vintage) · PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+507 Additional Institutional LPs Report Shared Vehicles with JPMorgan Chase Retirement Plan Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for JPMorgan Chase Retirement Plan Trust

You are viewing 5 open public preview records (out of 28 total tracked records for JPMorgan Chase Retirement Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (510 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by JPMorgan Chase Retirement Plan Trust

Real Estate LPs →Buyout LPs →Private Equity LPs →Private Credit LPs →Venture Capital LPs →

Frequently Asked Questions: JPMorgan Chase Retirement Plan Trust

What type of institutional allocator is JPMorgan Chase Retirement Plan Trust and what is their typical disclosed ticket size?

JPMorgan Chase Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 28 historical disclosure records tracked on Prilago ($1.27B total parsed USD across disclosed rows), the median disclosed amount is $39.8M (range: $20.0M to $82.1M).

Which private-market strategies appear in JPMorgan Chase Retirement Plan Trust's public disclosures?

JPMorgan Chase Retirement Plan Trust has disclosed records across Real Estate, Buyout, Private Equity, Private Credit, Venture Capital. Open preview records include TRF IV Continuation Fund LP (2025 Vintage), Warburg Pincus Capital Markets II (2025 Vintage), BlackFin Financial Services Fund IV (2025 Vintage), Apollo Asia Real Estate Fund, LP (2025 Vintage).

How are JPMorgan Chase Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for JPMorgan Chase Retirement Plan Trust cite primary public disclosures (SEC EDGAR Filing), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to JPMorgan Chase Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/jpmorgan-chase-retirement-plan-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside JPMorgan Chase Retirement Plan Trust?

In Prilago's bilateral commitment graph, JPMorgan Chase Retirement Plan Trust shares resolved underlying fund vehicles with 510 institutional LPs across 27 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. PCCP Debt Fund VI (2023 Vintage)), Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. PAG Real Estate Partners V (2022 Vintage)), Calamos Advisors (9 shared vehicles, e.g. PGIM Real Estate Global Partners VI (2023 Vintage)).

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