| Serial Number | 97699743 |
| Word Mark | J.P. MORGAN WEALTH PLAN |
| Filing Date | Thursday, December 1, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 2, 2024 |
| Registration Number | 7431598 |
| Registration Date | Tuesday, July 2, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2024 |
| Goods and Services | Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network. |
| NOT AVAILABLE | WEALTH PLAN |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 27, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 1, 2022 |
| First Use In Commerce Date | Thursday, December 1, 2022 |
| Party Name | JPMorgan Chase Bank, N.A. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Columbus, OH 43240 |
| Party Name | JPMorgan Chase Bank, N.A. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Columbus, OH 43240 |
| Party Name | JPMorgan Chase Bank, N.A. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Columbus, OH 43240 |
| Event Date | Event Description |
| Tuesday, May 9, 2023 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, December 5, 2022 | NEW APPLICATION ENTERED |
| Tuesday, December 27, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 8, 2023 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, May 9, 2023 | USE AMENDMENT FILED |
| Monday, September 11, 2023 | ASSIGNED TO EXAMINER |
| Monday, September 11, 2023 | USE AMENDMENT ACCEPTED |
| Monday, September 11, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, September 11, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, September 11, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 12, 2023 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Friday, December 8, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, March 11, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 11, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 8, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, March 11, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 12, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 2, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 2, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |