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J.P. Morgan Private Bank - Competitor Profile

1h Free Analyst Time

Quick Summary:

In the context of the global financial services industry, the market research report on J.P. Morgan's private banking and wealth management operations emerges as an essential resource. As the economic landscape becomes increasingly complex, the exploration of their success becomes critical. The report provides a meticulous examination of J.P. Morgan's business strategy, assets under management, client-targeting strategies, and service proposition. With such expansive coverage, the report allows the reader to understand the driving factors behind J.P. Morgan's growth trajectory in the wealth management domain.

Particular attention is paid to the financial performance of J.P. Morgan, revealing an appreciable increase in operating revenues despite adversities presented by the market. Furthermore, the research positions J.P. Morgan's recent acquisition actions and introduction of innovative digital tools under the spotlight. This intersects with an analysis of their product offerings and marketing activities, granting an in-depth understanding of their positioning strategies and edge over global competitors. For leaders and decision-makers striving to comprehend the dynamics of wealth management, this report is a powerful ally.

1h Free Analyst Time

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This report provides comprehensive analysis of J.P. Morgan's private banking and wealth management operations. It offers insight into the company's strategy and financial performance, including key data on assets under management. Customer targeting, service proposition, product innovation, and marketing activities are also covered.

Headquartered in New York, JPMorgan Chase is a US-based financial services company and the parent holding company of both J.P. Morgan and Chase. J.P. Morgan Private Bank is a brand used by its Asset & Wealth Management business segment to cater to individuals and institutions with more than $10 million in investible assets.


  • Despite the adverse market conditions in 2022, J.P. Morgan's operating revenues grew by 5.8% to reach $128.7 billion. The group benefited from rising interest rates.
  • The bank is focusing on growing its wealth business in the US. In May 2023, J.P. Morgan acquired the majority of assets and assumed deposits of First Republic Bank for $10.6 billion. As of April 13, 2023, First Republic had approximately $229.1 billion in total assets and $103.9 billion in total deposits.
  • J.P. Morgan continues to launch new digital tools to deliver better services to its clients. In 2022, it launched Wealth Plan, an omnichannel wealth planning platform, as well as its remote advice business, J.P. Morgan Personal Advisors.

Reasons to Buy

  • Examine the financial performance, key ratios, and AUM growth of J.P. Morgan
  • Benchmark J.P. Morgan against other global wealth managers
  • Understand J.P. Morgan's current strategic objectives and their impact on its financial performance
  • Discover J.P. Morgan's key products and client-targeting strategies
  • Learn more about J.P. Morgan's marketing strategy, social media presence, and digital innovations

Table of Contents

  • Executive Summary
  • Strategy
  • Financial Performance
  • Customers and Products
  • Brand-Building Activities
  • Appendix

Companies Mentioned

A selection of companies mentioned in this report includes:

  • J.P. Morgan
  • J.P. Morgan Private Bank
  • First Republic Bank
  • China International Fund Management
  • Aumni
  • Datamaran
  • Toshiba
  • Ciena
  • Bank of America
  • Credit Suisse
  • Goldman Sachs
  • Nutmeg
  • Youth Business International