J.P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study
J.P. Morgan Wealth Management has achieved top rankings in the J.D. Power 2024 U.S. Wealth Management Digital Experience Study for both self-directed and full-service investor satisfaction. The firm scored 45 points above average for self-directed investors and 59 points above average for full-service investors.
The digital platform offers comprehensive features including portfolio review, money transfers, trading capabilities, and investment exploration. Recent innovations include fractional shares for over 3,000 stocks and ETFs, enhanced performance views, market alerts, and a simplified trade ticket. The Chase app also provides free personalized financial planning tools, which have been utilized by over two million clients.
This recognition makes J.P. Morgan the most-awarded brand since the study's inception in 2022, demonstrating their commitment to providing exceptional digital services across both self-directed and advisor-guided investment options.
J.P. Morgan Wealth Management ha raggiunto le prime posizioni nello Studio sull'Esperienza Digitale di Wealth Management negli Stati Uniti 2024 di J.D. Power, sia per la soddisfazione degli investitori autonomi che per quella degli investitori con servizio completo. La società ha ottenuto 45 punti sopra la media per gli investitori autonomi e 59 punti sopra la media per gli investitori con servizio completo.
La piattaforma digitale offre funzionalità complete che includono revisione del portafoglio, trasferimenti di denaro, capacità di trading e esplorazione degli investimenti. Tra le recenti innovazioni ci sono le azioni frazionate per oltre 3.000 titoli e ETF, visualizzazioni delle performance migliorate, avvisi di mercato e un biglietto di negoziazione semplificato. L'app Chase fornisce anche strumenti di pianificazione finanziaria personalizzati e gratuiti, utilizzati da oltre due milioni di clienti.
Questo riconoscimento rende J.P. Morgan il marchio più premiato dalla nascita dello studio nel 2022, dimostrando il loro impegno nel fornire servizi digitali eccezionali sia per le opzioni di investimento autonome che per quelle guidate da consulenti.
J.P. Morgan Wealth Management ha logrado las mejores posiciones en el Estudio de Experiencia Digital en Wealth Management de EE. UU. 2024 de J.D. Power tanto para la satisfacción de inversores autodirigidos como de servicios completos. La firma obtuvo 45 puntos por encima de la media para inversores autodirigidos y 59 puntos por encima de la media para inversores de servicios completos.
La plataforma digital ofrece características integrales que incluyen revisión de portafolios, transferencias de dinero, capacidades de trading y exploración de inversiones. Las innovaciones recientes incluyen acciones fraccionarias para más de 3.000 acciones y ETFs, vistas de rendimiento mejoradas, alertas de mercado y un ticket de comercio simplificado. La app Chase también proporciona herramientas de planificación financiera personalizadas y gratuitas, que han sido utilizadas por más de dos millones de clientes.
Este reconocimiento convierte a J.P. Morgan en la marca más premiada desde el inicio del estudio en 2022, demostrando su compromiso de ofrecer servicios digitales excepcionales en opciones de inversión tanto autodirigidas como guiadas por asesores.
J.P. Morgan Wealth Management는 J.D. Power 2024 미국 자산 관리 디지털 경험 연구에서 자가 투자자와 전체 서비스 투자자 만족도 모두에서 최고 순위를 달성했습니다. 이 기업은 자가 투자자에게는 평균보다 45점, 전체 서비스 투자자에게는 59점 높은 점수를 기록했습니다.
디지털 플랫폼은 포트폴리오 리뷰, 자금 이체, 거래 기능 및 투자 탐색을 포함한 포괄적인 기능을 제공합니다. 최근 혁신에는 3,000개 이상의 주식 및 ETF에 대한 분할 주식, 향상된 성과 보기, 시장 알림 및 단순화된 거래 티켓이 포함됩니다. Chase 앱은 또한 200만 명 이상의 고객이 이용한 무료 맞춤형 재정 계획 도구를 제공합니다.
이러한 인식은 J.P. Morgan이 2022년 연구 시작 이후 가장 많은 상을 받은 브랜드로 만들어 주며, 자가 투자 옵션과 자문 안내 투자 옵션에서 뛰어난 디지털 서비스를 제공하겠다는 그들의 의지를 보여줍니다.
J.P. Morgan Wealth Management a obtenu les meilleures positions dans l'Étude sur l'Expérience Digitale de Wealth Management aux États-Unis 2024 de J.D. Power pour la satisfaction des investisseurs autonomes et des investisseurs avec services complets. La société a obtenu 45 points au-dessus de la moyenne pour les investisseurs autonomes et 59 points au-dessus de la moyenne pour les investisseurs avec services complets.
La plateforme numérique propose des fonctionnalités complètes, notamment un examen de portefeuille, des transferts d'argent, des capacités de négociation et une exploration des investissements. Les récentes innovations incluent des actions fractionnées pour plus de 3.000 actions et ETF, des vues de performance améliorées, des alertes de marché et un bon de négociation simplifié. L'application Chase offre également des outils de planification financière personnalisés et gratuits, utilisés par plus de deux millions de clients.
Cette reconnaissance fait de J.P. Morgan la marque la plus récompensée depuis le début de l'étude en 2022, montrant son engagement à fournir des services numériques exceptionnels pour des options d'investissement à la fois autonomes et guidées par des conseillers.
J.P. Morgan Wealth Management hat in der J.D. Power 2024 U.S. Wealth Management Digital Experience Study sowohl in der Zufriedenheit von autodidaktischen Anlegern als auch von vollwertigen Dienstleistungsanlegern die besten Platzierungen erreicht. Das Unternehmen erzielte 45 Punkte über dem Durchschnitt für autodidaktische Anleger und 59 Punkte über dem Durchschnitt für vollwertige Dienstleistungsanleger.
Die digitale Plattform bietet umfassende Funktionen, darunter Portfolioüberprüfung, Geldtransfers, Handelsmöglichkeiten und Investitionsexploration. Zu den jüngsten Innovationen gehören Bruchstücke von Aktien für über 3.000 Aktien und ETFs, verbesserte Leistungsansichten, Marktbenachrichtigungen und ein vereinfachter Handelsauftrag. Die Chase-App bietet auch kostenlose personalisierte Finanzplanungswerkzeuge, die von über zwei Millionen Kunden genutzt wurden.
Diese Anerkennung macht J.P. Morgan zur meist ausgezeichneten Marke seit Beginn der Studie im Jahr 2022 und zeigt ihr Engagement, außergewöhnliche digitale Dienstleistungen sowohl für autodidaktische als auch für beratergeführte Investitionsmöglichkeiten anzubieten.
- None.
- None.
The firm leads competitors in self-directed and full-service investor satisfaction in website and app
J.P. Morgan Wealth Management has now become the most-awarded brand since J.D. Power created its
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
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
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
© 2024 JPMorgan Chase & Co.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241219229979/en/
Media Contact
Michaela Ross
michaela.n.ross@jpmorgan.com
Source: JPMorgan Chase & Co.
FAQ
What features did JPM add to their Self-Directed Investing platform in 2024?
How many points above average did JPM score in the J.D. Power 2024 Digital Experience Study?
How many clients have created J.P. Morgan Wealth Plans using their digital tool?
What investment options does JPM Wealth Management offer to clients?
How long has the J.D. Power U.S. Wealth Management Digital Experience Study been running?
