Updated:
J.P. Morgan Private Bank
CHASE WEALTH MANAGEMENT is an SEC-registered investment adviser in KANSAS CITY, MO. It has 1 employee and 1 investment adviser. The firm is based in KANSAS...
J.P. Morgan Private Bank
CHASE WEALTH MANAGEMENT is an SEC-registered investment adviser in KANSAS CITY, MO. It has 1 employee and 1 investment adviser. The firm is based in KANSAS CITY, MO.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Kansas City
Corporate office
New York, NY, United States
Principals
J.P. Morgan Private Bank leadership
Various
Sector focus
Frequently asked questions
Who runs investment decisions at J.P. Morgan Private Bank?
Investment decisions are made by the bank's senior leadership and committees, though specific CIO names are not publicly disclosed. J.P. Morgan Private Bank operates within JPMorgan Chase's asset and wealth management division.
How does J.P. Morgan Private Bank source proprietary deal flow?
The bank sources deals through J.P. Morgan's investment banking and asset management platforms. Clients access private equity and hedge fund investments via the firm's manager research and due diligence teams.
Is J.P. Morgan Private Bank structured as a single family office or does it operate more like an asset manager?
It operates as a multi-family office within a global bank. Each client receives a dedicated team, but the firm is not a stand-alone family office.
Does J.P. Morgan Private Bank participate in fund commitments or only direct deals?
The bank offers both fund commitments—via commingled vehicles—and direct co-investments. Direct deals are typically sourced through J.P. Morgan's broader network.
What investment stages does J.P. Morgan Private Bank typically target?
Across private markets, it targets growth equity, buyouts, venture capital, real estate, infrastructure, and private credit. Stage preference varies by client mandate (public record).
Which sectors does J.P. Morgan Private Bank explicitly avoid?
J.P. Morgan Private Bank does not publicly disclose negative screens. Restrictions may apply per client ESG preferences or regulatory guidelines.
How does J.P. Morgan Private Bank relate to JPMorgan Chase?
It is a division of JPMorgan Chase, supporting ultra-high-net-worth clients with wealth management. The bank draws on the broader firm's research, lending, and capital markets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: