USPTO trademark

J.P. MORGAN FAMILY WEALTH INSTITUTE

Under examinationUSPTOWord markClass 36

"J.P. MORGAN FAMILY WEALTH INSTITUTE" is a word mark owned by JPMorgan Chase Bank, N.A., filed at the USPTO on March 25, 2026. It is under examination and covers class 36 (Insurance and Financial).

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Official USPTO record
J.P. MORGAN FAMILY WEALTH INSTITUTE trademark as filed
As filed with the USPTO
Status
Under examination
Since September 8, 2026
Filed
March 25, 2026
Registered
Not yet
Expires
Not recorded
Application no.
99723955
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns J.P. MORGAN FAMILY WEALTH INSTITUTE

The owner and representative on file with the office.

Owner

JPMorgan Chase Bank, N.A.

Columbus, United States

Representative

Raymond Rundelli

Calfee, Halter & Griswold LLP

Goods and services

What the mark covers

The products and services J.P. MORGAN FAMILY WEALTH INSTITUTE is filed for, grouped by Nice class.

  • Providing information to families of wealth in the field of finance, namely, providing education, insights, advice, research, and educational materials related to family wealth management, wealth planning, trusts and estates planning, retirement planning, philanthropic planning, lifestyle financial planning, family engagement and governance, life events, business succession, and financial learning frameworks for families; Conducting and sharing proprietary finance-related research with families of wealth in the field of family wealth planning dynamics, engagement and governance; Providing information, insights, advice, research, and educational materials in the field of family wealth; Providing information and insights related to financial literacy for high net worth and ultra-high net worth families; Providing financial education support information services to high net worth and ultra-high net worth families related to business succession, generational wealth transfer and preservation

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notification of non-final action e-mailed
  2. Non-final action e-mailed
  3. Non-final action written
  4. Previous allowance count withdrawn
  5. Withdrawn from pub - og review query
  6. Approved for pub - principal register
  7. Notification of examiners amendment e-mailed
  8. Examiner's amendment entered
  9. Examiners amendment e-mailed
  10. Examiners amendment -written

4 earlier steps on the official record.

FAQ

About J.P. MORGAN FAMILY WEALTH INSTITUTE

Who owns the trademark "J.P. MORGAN FAMILY WEALTH INSTITUTE"?

The USPTO trademark "J.P. MORGAN FAMILY WEALTH INSTITUTE" (application 99723955) is owned by JPMorgan Chase Bank, N.A.

What is the status of "J.P. MORGAN FAMILY WEALTH INSTITUTE"?

Its status at the USPTO is: under examination.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull J.P. MORGAN FAMILY WEALTH INSTITUTE and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d39fa-6ad4-7427-b4b9-3c06df3f0228
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d39fa-6ad4-7427-b4b9-3c06df3f0228",
  "object": "trademark",
  "mark_text": "J.P. MORGAN FAMILY WEALTH INSTITUTE",
  "status": {
    "primary": "pending",
    "stage": "examining"
  },
  "office_code": "US",
  "application_number": "99723955",
  "filing_date": "2026-03-25",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "JPMorgan Chase Bank, N.A.",
      "entity_id": null
    }
  ]
}