J.P. Morgan Private Bank – Competitor Profile

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J.P. Morgan Private Bank Competitor Profile Overview

JPMorgan Chase is a US-based financial services company headquartered in New York 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 (AWM) business segment to cater to individuals and institutions with more than $10 million in investible assets.

The J.P. Morgan Private Bank competitor profile report comprehensively analyzes J.P. Morgan Private Bank’s private banking operations. It offers insights into the company’s strategy and financial performance, including key data on AUM. Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Key Strategy Parameters ·        Structure

·        Stakeholders

·        Global Presence

·        M&A Partnerships

·        Active Jobs and Theme Activity

·        Company Filings

·        Digital Transformation and ICT Spending

Key Financial Performance Parameters ·        Cost/Revenue Analysis

·        Contribution to Group Performance

·        Assets

·        Peer Comparison

Key Brand-Building Activities ·        CSR

·        Sponsorships

·        Social Media Presence

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J.P. Morgan Private Bank – Strategy

The J.P. Morgan Private Bank competitor profile report covers key strategies in terms of company structure, stakeholders, global presence, M&A partnerships, active jobs, and theme activity, company filings, and digital transformation and ICT spending, among others.

Company Structure: J.P. Morgan operates four business segments: Consumer & Community Banking (CCB), CIB, AWM, and Commercial Banking. AWM is comprised of two lines of business that are Asset Management and Global Private Bank. Global Private Bank is the group’s wealth management division. Global Private Bank includes Investment Planning, the You Invest online digital trading division, and J.P. Morgan Advisors.

J.P. Morgan Private Bank Locations

J.P. Morgan Private Bank Locations

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J.P. Morgan Private Bank – Financial Performance

AWM’s operating revenues increased in 2022 due to the rising interest rates but non-interest income decreased. Revenue from Asset Management decreased mainly due to lower asset management fees resulting from a fall in market levels and net liquidity outflows. Net investment valuation losses in 2022 compared to net gains in 2021 also contributed to a decline in revenue in this segment. Revenue from Global Private Bank increased due to margin expansion on higher rates and higher average deposits, which were partially offset by lower brokerage and placement fees on reduced volume as well as lower management fees.

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J.P. Morgan Private Bank – Customers and Products

J.P. Morgan Private Bank provides a range of wealth planning, investment management, lending, banking, and legacy services. The bank operates trust companies in Delaware (for US-based clients), the Bahamas, and Singapore.

In July 2021, JPMorgan Chase introduced crypto trading for its wealth clients. Clients can buy or sell five crypto products from NYDIG, Grayscale Investments, and Osprey Funds through the bank’s advisors. In August 2021, the bank launched an in-house actively managed Bitcoin fund for its private bank customers, with crypto firm NYDIG providing custody services. The fund was registered with the US Securities and Exchange Commission.

J.P. Morgan Private Bank Customers and Products

J.P. Morgan Private Bank Customers and Products

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J.P. Morgan Private Bank – Brand-Building Activities

JPMorgan Chase carries out corporate social responsibility activities that focus on racial equity, community development, building careers and skills, supporting small business growth and entrepreneurship, expanding financial health and wealth creation, and accelerating environmental sustainability.

In May 2022, JPMorgan Chase committed a certain amount over five years to support summer youth employment programs in 24 US markets. The initiative will focus on skills development and job placements for young people.

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Scope

• 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 Private Bank’s marketing strategy, social media presence, and digital innovations.

J.P. Morgan
J.P. Morgan Private Bank
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Bank of America
Credit Suisse
Goldman Sachs
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Youth Business International

Table of Contents

Executive Summary

Strategy

Financial Performance

Customers and Products

Brand-Building Activities

Appendix

Frequently asked questions

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