Multi-Family OfficeRIA · CRD 340808

Updated:

J.P. Morgan Private Bank

CHASE WEALTH MANAGEMENT is a state-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 a state-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

Private EquityHedge FundsReal EstateInfrastructurePrivate Credit

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.

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).

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 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.

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