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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The outage hit the group’s Morcom electronic trading platform, which employees use to place orders on behalf of wealthy clients.
March 16 -
More firms are taking stringent measures to protect employees and clients.
March 13 -
The bank’s $1 billion annual tech spend is part of its arsenal.
February 26 -
“Mandatory arbitration could be masking toxic cultures that are tolerating sexual harassment,” says a shareholder activist whose firm prompted Wells’ move
February 21 -
A recent sale-tax hike in the country and the impact of the coronavirus have driven the yen to it's biggest two-day drop since 2017.
February 20 -
The advisors join the bank following a major reorganization of its wealth management business.
February 3 -
An arbitration panel rejected efforts to impose a permanent injunction against a broker who left for Raymond James.
January 30 -
The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.
January 16 -
Fueled by a rebound in trading, especially in fixed income, the company said profit jumped 21% in the fourth quarter.
January 15 -
The flood of new money has made the area one of the world’s hottest — and most competitive — wealth markets.
January 13 -
The Chase Wealth Management and J.P. Morgan Securities operations will become one unit with $400 billion in assets.
December 12 -
Judge temporarily barred the advisor from soliciting former clients ahead of a FINRA arbitration hearing.
November 26 -
The bank has filed similar lawsuits this year over alleged non-solicitation violations against advisors who departed for competitors.
November 7 -
The dispute involves dueling claims of fiduciary responsibilities.
October 30 -
The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.
October 28 -
The bank has been investing in electronic technology and sharpening its focus on trade execution, trying to unseat Morgan Stanley as Wall Street’s top stock-trading shop.
October 15 -
Joseph Mazzucco and at least two dozen other advisors affiliated with the No. 1 IBD in eight moves over a seven-week span.
October 14 -
A decade into her role, Mary Callahan Erdoes continues to deliver strong results.
October 11 -
Although FINRA cannot investigate potential wrongdoing by these former employees, state regulators are expected to do so.
October 3 -
The regulator’s move follows a Financial Planning investigation into whistleblowing by former JPMorgan financial advisor Johnny Burris.
September 16
