Universal Bank · North America · Tier 1

JPMorgan Chase & Co.

The largest bank in the United States by assets, providing investment banking, financial services, and asset management globally.

Institution websitejpmorganchase.com · opens in a new tab

Catalog records: 15
Themes: 7
Cited briefs: 0

Company source timeline

JPMorgan Chase

13 initiatives · 4 sourced dates · 9 dates not established. Publication dates are not deployment start dates.

Aug 1, 2017Source published · Aug 1, 2017LOXM equities execution Read date source
Jul 30, 2019Source published · Jul 30, 2019Persado Message Machine marketing copy Read date source
Oct 14, 2025Source published · Oct 14, 2025Auspex security threat-model generation Read date source
Jun 5, 2026Source published · Jun 5, 2026AI and robotic lockbox check processing Read date source

Undated initiatives (9)

The documented ecosystem

Documented relationships for JPMorgan Chase

Curated, incomplete supplier coverage, reviewed Nov 10, 2026. Relationships reflect the cited disclosure date; current contract status and exclusivity are not established.

Linked to workflows in this view 2

PegaApplication / integration

Documented use · source-reportedNamed workflow

JPMorgan speakers describe Pega case management and workflow in Global Sanctions Manager, including AI-assisted false-positive alert handling.

Pega · Source publication date not disclosed

Source & relationship limits

Customer presentation hosted by the supplier in 2024; no exact publication date. The workflow is sanctions/client screening, not a claim about every AML system or underlying model supplier.

Pega · Publication date not disclosed · Source reviewed

PegaWorld iNspire 2024: Managing Sanctions Alerts with AI at Scale

PersadoApplication / integration

Historical account · source-reportedNamed workflow

Chase announced a five-year Persado agreement for AI-generated marketing copy after a pilot in Card and Mortgage marketing.

Persado · Source published Jul 30, 2019

Source & relationship limits

Historical 2019 five-year agreement. Renewal and present contractual status have not been established by this source.

Persado · Published Jul 30, 2019 · Source reviewed

JPMorgan Chase Announces Five-Year Deal with Persado For AI-Powered Marketing Capabilities

Company-level announcements 1

These alliances are not attributed to every use case. They do not satisfy the case-vendor filter.

AnthropicTechnology partner

Announced · source-reportedCompany-wide relationship

J.P. Morgan Asset Management’s 55ip subsidiary announced a connector bringing its ActiveTax portfolio-transition analysis into Claude for Financial Advisors.

J.P. Morgan Asset Management · Source published Oct 27, 2026

Source & relationship limits

Specific to the 55ip connector, not evidence about JPMorgan LLM Suite models or other catalog workflows. No matching catalog case was found. This is a product-integration relationship rather than proof of internal bank deployment.

J.P. Morgan Asset Management · Published Oct 27, 2026 · Source reviewed

J.P. Morgan Asset Management’s 55ip working with Anthropic to deliver Tax-Smart technology within Claude for Financial Advisors

Catalog coverage

Theme coverage

12 researched workflows · provenance on each case

Catalog records

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