INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • September 17th, 2024 • Six Circles Trust • New York
Contract Type FiledSeptember 17th, 2024 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of , 2024, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Dynamic Beta Investments d/b/a Dbi (“Subadviser”), a limited liability company organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • September 17th, 2024 • Six Circles Trust • New York
Contract Type FiledSeptember 17th, 2024 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of , between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and AHL Partners LLP (“Subadviser”), an England and Wales limited liability partnership.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • September 17th, 2024 • Six Circles Trust • New York
Contract Type FiledSeptember 17th, 2024 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of , between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and AHL Partners LLP (“Subadviser”), an England and Wales limited liability partnership.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • September 17th, 2024 • Six Circles Trust • New York
Contract Type FiledSeptember 17th, 2024 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of , 2024, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Dynamic Beta Investments d/b/a Dbi (the “Subadviser” or “DBi”), a limited liability company organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • September 17th, 2024 • Six Circles Trust • New York
Contract Type FiledSeptember 17th, 2024 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the , 2024 between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and T. Rowe Price Associates, Inc. (“Subadviser”), a corporation organized and existing under the laws of the State of Maryland.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • April 28th, 2023 • Six Circles Trust • New York
Contract Type FiledApril 28th, 2023 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of [ ], 2023, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Pacific Investment Management Company LLC (the “Subadviser” or “PIMCO”), a limited liability company organized and existing under the laws of the State of Delaware.
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT between and RBC GLOBAL ASSET MANAGEMENT (UK) LIMITEDInvestment Sub-Advisory Agreement • April 28th, 2023 • Six Circles Trust • New York
Contract Type FiledApril 28th, 2023 Company JurisdictionThis AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the April 1, 2023 between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and RBC Global Asset Management (UK) Limited (“Subadviser”), a limited liability company incorporated in England and Wales (with registered number 03647343), as successor to BlueBay Asset Management LLP (“BlueBay”).
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT between and RBC GLOBAL ASSET MANAGEMENT (UK) LIMITEDInvestment Sub-Advisory Agreement • April 28th, 2023 • Six Circles Trust • New York
Contract Type FiledApril 28th, 2023 Company JurisdictionThis AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the April 1, 2023 between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and RBC Global Asset Management (UK) Limited (“Subadviser”), a limited liability company incorporated in England and Wales (with registered number 03647343), as successor to BlueBay Asset Management LLP (“BlueBay”).
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • April 28th, 2023 • Six Circles Trust • New York
Contract Type FiledApril 28th, 2023 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of [ ], 2023, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Pacific Investment Management Company LLC (the “Subadviser” or “PIMCO”), a limited liability company organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • December 2nd, 2021 • Six Circles Trust • New York
Contract Type FiledDecember 2nd, 2021 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the 1st Day of November, 2021, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware and Allspring Global Investments, LLC (“Subadviser”), a limited liability company organized and existing under the laws of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • March 12th, 2021 • Six Circles Trust • New York
Contract Type FiledMarch 12th, 2021 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the March ___, 2021 between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and BlueBay Asset Management LLP (“Subadviser”), a limited liability partnership incorporated in England and Wales (with registered number OC370085).
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • March 12th, 2021 • Six Circles Trust • New York
Contract Type FiledMarch 12th, 2021 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the March ___, 2021, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Muzinich & Co., Inc. (“Subadviser”), a corporation organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • November 18th, 2020 • Six Circles Trust • New York
Contract Type FiledNovember 18th, 2020 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the November ., 2020, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Lord, Abbett & Co. LLC (“Subadviser”), a limited liability company organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • August 18th, 2020 • Six Circles Trust • New York
Contract Type FiledAugust 18th, 2020 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of July 27, 2020 between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Federated Investment Management Company (“Subadviser”), a statutory trust organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • May 19th, 2020 • Six Circles Trust • New York
Contract Type FiledMay 19th, 2020 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the _______________ , between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware and Wells Capital Management Incorporated (“Subadviser”), a corporation organized and existing under the laws of the State of California.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • May 19th, 2020 • Six Circles Trust • New York
Contract Type FiledMay 19th, 2020 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the _______________ between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Nuveen Asset Management, LLC (“Subadviser”), a limited liability company organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • May 19th, 2020 • Six Circles Trust • New York
Contract Type FiledMay 19th, 2020 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the _______________ , between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Capital International, Inc. (“Subadviser”), a corporation organized and existing under the laws of the State of California.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • May 19th, 2020 • Six Circles Trust • New York
Contract Type FiledMay 19th, 2020 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the _______________, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and PGIM, Inc. (“Subadviser”), a corporation organized and existing under the laws of the State of New Jersey.
EX-99.(D)(4) 8 d629444dex99d4.htm FORM OF SUB-ADVISORY AGREEMENT BETWEEN JPMAAM AND THE SUB-ADVISER Execution Version INVESTMENT SUB-ADVISORY AGREEMENT between andInvestment Sub-Advisory Agreement • May 5th, 2020 • New York
Contract Type FiledMay 5th, 2020 JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the day of , 2014, between J.P. Morgan Alternative Asset Management, Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and [ ] (“Subadviser”), a [ ] organized and existing under the laws of the State of [ ].
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • October 16th, 2018 • Six Circles Trust • New York
Contract Type FiledOctober 16th, 2018 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the October 5, 2018 between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Russell Investments Implementation Services, LLC (“Subadviser”), a limited liability company organized and existing under the laws of the State of Washington.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • July 2nd, 2018 • Six Circles Trust • New York
Contract Type FiledJuly 2nd, 2018 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of June 22, 2018, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Pacific Investment Management Company LLC (the “Subadviser” or “PIMCO”), a limited liability company organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • July 2nd, 2018 • Six Circles Trust • New York
Contract Type FiledJuly 2nd, 2018 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of June 22, 2018, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and BlackRock Investment Management, LLC (“Subadviser”), a limited liability company organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • July 2nd, 2018 • Six Circles Trust • New York
Contract Type FiledJuly 2nd, 2018 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of June 22, 2018, between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and BNY Mellon Asset Management North America Corporation (“Subadviser”), a corporation organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • July 2nd, 2018 • Six Circles Trust • New York
Contract Type FiledJuly 2nd, 2018 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of June 22, 2018 between J.P. Morgan Private Investments Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Goldman Sachs Asset Management, L.P. (“Subadviser”), a limited partnership organized and existing under the laws of the State of Delaware.
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • September 30th, 2014 • JPMorgan Trust III • New York
Contract Type FiledSeptember 30th, 2014 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the [ ] day of [ ], [ ], between J.P. Morgan Alternative Asset Management, Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and [ ] (“Subadviser”), a [ ] organized and existing under the laws of the State of [ ].
INVESTMENT SUB-ADVISORY AGREEMENT betweenInvestment Sub-Advisory Agreement • September 30th, 2014 • JPMorgan Trust III • New York
Contract Type FiledSeptember 30th, 2014 Company JurisdictionThis INVESTMENT SUB-ADVISORY AGREEMENT (“Agreement”), effective as of the day of , 2014, between J.P. Morgan Alternative Asset Management, Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and [ ] (“Subadviser”), a [ ] organized and existing under the laws of the State of [ ].