J.P. Morgan client base

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 26, 2025 by Kristin Kolurgis-Roland · across every show →

Everything said about J.P. Morgan client base, oldest first

May 26, 2025
Opinion
Client portfolios shift from 60/40 to 45% equities, 15% alternatives
“If you look across our broad client base, a lot of clients were sixty-forty, 60 equities, 40 fixed income. Across the board, it's probably now changing to maybe 45% equities, 15% in alternatives, and the remainder still like fixed income and where you put priv…”
Kristin Kolurgis-Roland May 26, 2025 ▶ 13:07 Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
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