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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Even though Citizens lost its bid to acquire First Republic in 2023, it has recruited frequently from the now-defunct regional bank.
December 5 -
Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.
November 25 -
Zach and Barry Berg left the megabank for a newly rebranded advisory practice at the growing firm that now has 250 financial advisors and $38 billion in client assets.
November 12 -
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
