J.P.Morgan
chase asset wealth management financial highlights continued in billions client assets assets by asset class liquidity fixed income equity asset alternatives total assets under management custody brokerage administration deposits total client assets a assets by client segment private banking global institutional global funds total assets under management private banking global institutional global funds total client assets a assets under management beginning balance net asset flows liquidity fixed income equity asset alternatives market performance other impacts ending balance client assets beginning balance net asset flows market performance other impacts ending balance mar mar change six months ended june change a includes client investment assets invested in managed accounts and morgan mutual funds where is the investment manager page | J.P.Morgan
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July 2022
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23 of 29
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October 2024
chase asset wealth management financial highlights continued in billions client assets assets by asset class liquidity fixed income equity asset alternatives total assets under management custody brokerage administration deposits total client assets a assets by client segment private banking global institutional global funds total assets under management private banking global institutional global funds total client assets a assets under management beginning balance net asset flows liquidity fixed income equity asset alternatives market performance other impacts ending balance client assets beginning balance net asset flows market performance other impacts ending balance selected metrics wealth management client assets in billions number of client advisors change nine months ended mar change a includes client investment assets invested in managed accounts and morgan mutual funds where is the investment manager consists of global private bank in and client investment assets in morgan wealth management in page | J.P.Morgan
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January 2024
chase asset wealth management financial highlights continued in billions client assets assets by asset class liquidity fixed income equity asset alternatives total assets under management custody brokerage administration deposits total client assets a assets by client segment private banking global institutional global funds total assets under management private banking global institutional global funds total client assets a assets under management beginning balance net asset flows liquidity fixed income equity asset alternatives market performance other impacts ending balance client assets beginning balance net asset flows market performance other impacts ending balance mar change change full year a includes client investment assets invested in managed accounts and morgan mutual funds where is the investment manager page | J.P.Morgan
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July 2023
chase asset wealth management financial highlights continued in billions client assets assets by asset class liquidity fixed income equity asset alternatives total assets under management custody brokerage administration deposits total client assets a assets by client segment private banking global institutional global funds total assets under management private banking global institutional global funds total client assets a assets under management beginning balance net asset flows liquidity fixed income equity asset alternatives market performance other impacts ending balance client assets beginning balance net asset flows market performance other impacts ending balance mar mar change six months ended june change a includes client investment assets invested in managed accounts and morgan mutual funds where is the investment manager page | J.P.Morgan
Results
January 2023
chase asset wealth management financial highlights continued in billions client assets assets by asset class liquidity fixed income equity asset alternatives total assets under management custody brokerage administration deposits total client assets a assets by client segment private banking global institutional global funds total assets under management private banking global institutional global funds total client assets a assets under management beginning balance net asset flows liquidity fixed income equity asset alternatives market performance other impacts ending balance client assets beginning balance net asset flows market performance other impacts ending balance mar change change full year a includes client investment assets invested in managed accounts and morgan mutual funds where is the investment manager page | J.P.Morgan
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