The firm leads competitors in self-directed and full-service investor satisfaction in website and app
J.P. Morgan Wealth Management ranks best in customer satisfaction for both self-directed and full-service investors in the J.D. Power 2024 U.S. Wealth Management Digital Experience Study. This prestigious recognition measures customers' satisfaction with wealth management websites and mobile apps.
J.P. Morgan Wealth Management has now become the most-awarded brand since J.D. Power created its U.S. Wealth Management Digital Experience Study in 2022.
Clients can invest on their own on the J.P. Morgan Self-Directed Investing platform or with the guidance of a J.P. Morgan Wealth Management advisor. Both options offer a top-notch digital experience allowing investors to review portfolios, transfer money, trade and explore investment opportunities with ease, according to the study.
"Our clients deserve exceptional service whether they invest on their own or with an advisor," said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. "We have not become the firm with the most J.D. Power awards by taking this commitment lightly."
J.P. Morgan's digital experience leads all other firms for customer satisfaction among self-directed investors, scoring 45 points above average, according to the J.D. Power study. J.P. Morgan also scores significantly better among full-service investors, 59 points above average.
"Customers want a digital experience that offers banking, investing and lending together," said Rohan Amin, Chief Product Officer of Chase. "Our teams are working to ensure the Chase app, our website and our branches offer a consistent experience that meet our customers' needs and expectations."
J.P. Morgan Self-Directed Investing continues to innovate, recently adding features like fractional shares for over 3,000 stocks and ETFs, enhanced performance views and screeners, market alerts and a simplified trade ticket.
All Chase digital clients can also create a personalized plan for free on the app or the website, allowing them to set financial goals and track their progress. Since its launch, more than two million clients have created J.P. Morgan Wealth Plans using the award-winning tool.
J.P. Morgan Wealth Management received the highest score in both the Self-Directed and Full-Service Investors segments of the J.D. Power 2024 U.S. Wealth Management Digital Experience Study of customers' overall satisfaction with wealth management websites and mobile apps (Published 11/21/24, data as of 8/23/24). Ratings may not guarantee future success or results. Fee paid to publisher for advertisement materials after ranking announced. Visit jdpower.com/awards for more details.
J.P. Morgan Wealth Management has won more awards than any other brand in the J.D. Power U.S. Wealth Management Digital Experience Studies from 2022-2024 (Published 11/22/22, data as of 8/31/22; 11/21/23, data as of 8/17/23; 11/21/24, data as of 8/23/24), which evaluates customer satisfaction with the wealth management digital experience. Visit jdpower.com/awards for more information.
StockBrokers.com Annual Awards winners (Published 23 January 2024) are selected by StockBrokers.com's editorial team, who evaluated the nominations based on measurable, data-driven criteria. Companies do not pay a fee to be considered for the awards. Study conducted between [September 2023 - November 2023]. For more information, visit: https://www.stockbrokers.com/how-we-test
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.2 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,700 advisors and $1 trillion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely or in person by meeting with an advisor in one of our more than 4,800 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
© 2024 JPMorgan Chase & Co.
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