Transition FAQ
Private Wealth Management

First Republic is now part of JPMorgan Chase.
Find answers to commonly asked questions about the transition.
Have additional questions? Reach out to your banker or contact our Client Care Center at (888) 408-0288.


Return to FAQ home
Transition FAQ
Private Wealth Management

First Republic is now part of JPMorgan Chase.
Find answers to commonly asked questions about the transition.
Have additional questions? Reach out to your banker or contact our Client Care Center at (888) 408-0288.


Return to FAQ home
Transition FAQ
Private Wealth Management

First Republic is now part of JPMorgan Chase.
Find answers to commonly asked questions about the transition.
Have additional questions? Reach out to your banker or contact our Client Care Center at (888) 408-0288.


Return to FAQ home

Managed Wealth Accounts

Self-Directed Wealth Accounts

Eagle Invest Wealth Accounts

General Information

1 Please review the J.P. Morgan Personal Advisors (JPMPA) disclosure brochure available at chase.com/personal/investments/managed-account-disclosures/personal-advisors-portfolio for additional important information about this program, its fees and conflicts of interest. JPMPA has a relationship minimum (generally $25,000); only accepts individual, joint, trust and IRA accounts; and only accepts accounts for U.S. residents.

2 Chase Mobile® app is available for select mobile devices. Message and data rates may apply.

3 Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.


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Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

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Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

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. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A. (JPMCB) and affiliated trust companies. 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. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

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• NOT FDIC INSURED
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• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED



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