J.P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study

The firm leads competitors in self-directed and full-service investor satisfaction in website and app

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NEW YORK, December 19, 2024–(BUSINESS WIRE)–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.

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“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.

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