A large advisory group at JPMorgan Chase (NYSE:JPM) has moved to Rockefeller Capital Management, taking more than US$1.4 billion in client assets with it. The departing advisers were part of J.P. Morgan's wealth management arm, serving high-net-worth and family office clients in key U.S. markets. The move gives Rockefeller Capital Management a bigger presence in the high-net-worth advisory segment previously served by J.P. Morgan teams. The article notes this is only one part of JPMorgan Chase's business, a global bank and financial holding company whose wealth unit sits within a much broader mix of retail, corporate and investment banking.
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JPM
▼ Likely negativeJPMorgan Chase
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Financials |
| Industry | Diversified Banks |
| Market cap | $894.6B |
| Close on 10/27/2026 | 335.79 |
| Change that session | +0.52% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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