JPMorgan Chase
JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with nearly $4 trillion in assets. It is organized into four major segmentsconsumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.
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Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.
November 1 -
Before the injunction, Gary Carruthers is believed to have poached $24.3 million in client assets in breach of a nonsolicitation agreement.
October 31 -
JPMorgan reported a gain in net interest income for the third quarter, surprising many analysts.
October 14 -
The case is one of the latest to question if firms can be held liable for costly investment decisions made by clients showing signs of mental decline.
October 7 -
The wealth management giants join their rivals Wells Fargo, Morgan Stanley, UBS, LPL Financial and Ameriprise in being accused of using uninvested cash in advisory accounts to boost their bottom lines rather than benefit clients.
August 27 -
Chase has launched a generative AI tool that acts as a research analyst for the mega bank's employees, according to an internal memo viewed by Bloomberg.
July 26 -
The megabank saw a 15% increase in assets under management in its wealth management division in the second quarter.
July 12 -
David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.
July 3 -
Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.
July 2 -
As part of a broader leadership shakeup, JPMorgan Chase has tapped Sanoke Viswanathan to oversee its international wealth business following the departure of a longtime executive.
June 26
