Wealth Management Acronyms
JPMorgan's platform that allows for individuals to trade on their own goes by this 3-letter acronym
What is SDI (Self-Directed Investing)
This company has two share classes, G-O-O-G and G-O-O-G-L
What is Alphabet
Viewing the stocks that you own within a JPMC investment account would require going to this webpage
What is Positions
401k and Roth IRAs fall into this category of account
What are retirement accounts
On May 1, 2023, JPMorgan completed the acquisition of this bank that was headquartered in San Francisco
What is First Republic
Not to be confused with exchange traded funds or ETFs, E-F-T stands for this financial action
What is an Electronic Fund Transfer
Not directly related to Michael Jordan, this manufacturer makes a car model named the Air and its ticker is L-C-I-D
What is Lucid
Getting notified when a specific event happens, for instance when a stock goes up 10% in one day, pertains to this feature on our platform
What is Alerts
Similar to mutual funds, this asset class trades more like a stock and typically tracks indexes
What is an ETF
As you know, JPMorgan has expanded its presence at 5MW. The building has this official address
What is 450 West 33rd St.
This woman's name is a popular option to connect with an advisor
What is LUCY (Let Us Call You)
Although it has nothing to do with pig farming, this two-wheeled vehicle manufacturer has the ticker H-O-G
What is Harley Davidson
Purchasing stocks and ETFs have never been easier now that clients can purchase via dollars, not just whole shares. This is referred to as:
What is fractional trading or dollar-based trading
With college being so expensive, it is wise to open this type of account soon after the birth of your children. It is coming soon to our platform.
What is a 529 plan
2024 marks the centenial of this JPMorgan location that is well known to house "great works of human accomplishment."
What is the Morgan Library & Museum
Also a type of animal, this acronym let's you know how much money you have to buy securities
What is CAT (Cash Available to Trade)
F-U-N is the ticker for this amusement park operator whose slogen is :"The World's Ultimate Thrill Park"
What is Six Flags
Keep your investments on track using this helpful feature
What is Wealth Plan
This account type is specifically used to make sure your descendents are taken care of after you are gone
What is a trust
270 Park Ave will be JPMorgan's new headquarters when it opens in 2025. Previously, what stood on the site was a 52-story skyscraper built in 1960 and was named for this chemical company.
What is Union Carbide
Deposit cash into your investment accounts with just a few clicks on the app using this feature
What is QDI (QuickDeposit for Investments)
To quote It's Always Summy in Philadelphia, the ticker P-L-A-Y refers to this company where you can get "the best steak in an arcade setting"
What is Dave & Busters
This feature helps you place a transfer and a trade at the same time, on a schedule
What is recurring investing
Trading foreign currencies, not crypto, is referred to as this asset class
What is Forex
In this year, women were given the right to vote in the U.S. and, in unfortunate news, a bomb went off outside the JPMorgan building at 23 Wall Street.
What is 1920 (The pockmarks from the explosion are still there to this day)