Trademark Overview
On Wednesday, March 25, 2026, a trademark application was filed for J.P. MORGAN FAMILY WEALTH INSTITUTE with the United States Patent and Trademark Office. The USPTO has given the J.P. MORGAN FAMILY WEALTH INSTITUTE trademark a serial number of 99723955. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 25, 2026. This trademark is owned by JPMorgan Chase Bank, N.A.. The J.P. MORGAN FAMILY WEALTH INSTITUTE trademark is filed in the Insurance & Financial Services category with the following description:
Providing information to families of wealth in the field of finance, namely, providing education, insights, advice, research, and educational materials related to family wealth management, wealth planning, trusts and estates planning, retirement planning, philanthropic planning, lifestyle financial planning, family engagement and governance, life events, business succession, and financial learning frameworks for families; Conducting and sharing proprietary finance-related research with families of wealth in the field of family wealth planning dynamics, engagement and governance; Providing information, insights, advice, research, and educational materials in the field of family wealth; Providing information and insights related to financial literacy for high net worth and ultra-high net worth families; Providing financial education support information services to high net worth and ultra-high net worth families related to business succession, generational wealth transfer and preservatio...
