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 federal court decision ended a former Chase branch-based advisor's saga of a half dozen years after the firm alleged he broke its rules for notarizing documents.
September 19 -
Garcia will take on the task of extending the banking giant's reach in Miami.
August 2 -
JPMorgan, which accounted for 9% of overall ETF flows in 2023 so far, is eyeing Blackrock's ETF throne.
July 27 -
Serving over half of America's billionaires wasn't enough for the country's largest bank.
July 26 -
Earnings are under scrutiny as the financial industry thins out its ranks to cope with a slowdown in deals and pays more on deposits.
July 13 -
In an 'infinitely rare' move, one member of FINRA's arbitration panel wrote a lengthy dissent noting the ex-employee's extensive training in anti-money laundering measures.
July 10 -
Some of the biggest names in banking have started using large language models to organize their institutional knowledge, but use cases like chatbots remain experimental.
July 7 -
One area of focus for the bank is using advanced artificial intelligence to detect business-email compromise. The payment messaging network Swift and online gambling host Caesars are also using AI to stop people from gaming their systems.
July 3 -
As a result of the deleted records, the regulator said that JPMorgan could not come up with requested documents in eight SEC investigations and four other regulatory probes.
June 22 -
CEO Jamie Dimon has called the AI initiative, which includes a vast hiring campaign, "critical to our company's future success."
June 21 -
Could the collapsed bank's advisors who are now at the Wall Street giant become a 'red-headed stepchild'?
June 1 -
The banking goliath is continuing to execute its four-pillar technology investment strategy, CIO Lori Beer said at its investor day.
May 30 -
First Republic reportedly paid dozens of employees more than $10 million apiece annually, in the heyday before its collapse.
May 25 -
Paul Morris, a managing director in Merrill Private Wealth Management, was deposed about his relationship with Jeffrey Epstein at two other banks now facing suits alleging they knowingly benefited from sex-trafficking.
May 15 -
Morgan Stanley supplanted JPMorgan Chase atop the rankings of the biggest compensation for head executives across wealth management.
May 5 -
Although First Republic advisors appear relieved by the restoration of stability in coming under the megabank's umbrella, looming culture clashes could bring more attrition — from both the incoming advisors, and those they're joining.
May 1 -
The moves reflect a wild week of First Republic advisors rushing to firms including JPMC, Morgan Stanley and UBS following their employer's calamitous earnings call Monday.
April 28 -
After the recent banking crisis, Schwab's stock may do better if the brokerage "de-banked," one analyst argues.
April 24 -
The megabank had another productive recruiting quarter in its wealth units, as it reported record first-quarter revenue Friday.
April 14 -
Personalization, customization, flexibility and adaptability are the goals, writes the technology director at J.P. Morgan Wealth Management.
March 30




















