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As a global leader, we deliver strategic advice and solutions, including capital raising, risk management, and trade finance services to corporations, institutions and governments.

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Serving the world's largest corporate clients and institutional investors, we support the entire investment cycle with market-leading research, analytics, execution and investor services.

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We are a leader in investment management, dedicating to creating a strategic advantage for institutions by connecting clients with J.P. Morgan investment professionals globally.

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Our financial advisors create solutions addressing strategic investment approaches, professional portfolio management and a broad range of wealth management services.

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Leverages cutting-edge technologies and innovative tools to bring clients industry-leading analysis and investment advice.

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The latest news and announcements.

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In a fast-moving and increasingly complex global economy, our success depends on how faithfully we adhere to our core principles: delivering exceptional client service; acting with integrity and responsibility; and supporting the growth of our employees.

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J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. As announced in early 2018, JPMorgan Chase will deploy $1.75 billion in philanthropic capital around the world by 2023. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.

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With over 50,000 technologists across 21 Global Technology Centers, globally, we design, build and deploy technology that enable solutions that are transforming the financial services industry and beyond.

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For general inquiries regarding JPMorgan Chase & Co. or other lines of business, please call +1 212 270 6000.

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For general inquiries regarding JPMorgan Chase & Co. or other lines of business, please call +1 212 270 6000.

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J.P. Morgan Access - On the Horizon

Product Enhancements

 

Details on product enhancements that we are making:

 

J.P. Morgan Host-to-Host Direct Transmission Self-Service

Beginning Q3 2020

J.P. Morgan Host-to-Host Direct Transmission will offer clients self-service options beginning in the second half of 2020. Clients will have the option to set up and maintain their own direct transmission files, with additional self-service capabilities to be added.

 

Recon Rules Engine

September 2020

The Recon Rules Engine enhancement will help you manage and reconcile your transactions from multiple banks by reducing identification and matching issues that often cause reconciliation inefficiencies. Identifying "who you paid and who paid you" helps you expedite your reporting reconciliation and more readily identify your sources and uses of funds for cash positioning, all of which helps save time, lessen expenses and improve the value of your cash flow.

Here's how it works:

  • Step One: Create the rules that help you automate postings. Set up rules that look for specific information within transactions (e.g. beneficiary, payor, ACH customer ID) to impact. Indicate the new information you want to add to the identified transaction (e.g. general ledger number, entity, source or use of fund).
  • Step Two: Test your production data with the rules applied. Upload your new or modified rules. Apply your draft rules and then create online or direct transmission reporting test files. Validate your changes.
  • Step Three: Activate your new rules. You can then choose which online or direct transmission file in which to apply your active rule logic (including historical transactions).

 

Check back for updates and look for additional email materials in the coming months.