J.P. MORGAN WEALTH PLAN

JPMorgan Chase Bank, N.A.

Application Filed: 2022-12-01
Trademark Application Details
Trademark Logo J.P. MORGAN WEALTH PLAN

Mark For: J.P. MORGAN WEALTH PLAN™ trademark registration is intended to cover the categories of providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Financial services, namely, providing customers with an online resource to track their financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, providing customers with downloadable reports concerning the performance of their investment, banking, and other personal financial accounts; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers.

Status

2022-12-05 UTC
LIVE APPLICATION Awaiting Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.


Research OneLook Acronym Finder
Serial Number97699743
Mark Literal ElementsJ.P. MORGAN WEALTH PLAN
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeService Mark
Current LocationNEW APPLICATION PROCESSING 2022-12-05
Basis1(b)
Class StatusACTIVE
Primary US Classes
  • 100: Miscellaneous
  • 101: Advertising and Business
  • 102: Insurance and Financial
Primary International Class
  • 036 - Primary Class
  • (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed UseNo
Current UseNo
Intent To UseYes
Filed ITUYes
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameRaymond Rundelli
Attorney Docket Number38079/04579

Timeline

2022-12-01Application Filed
2022-12-05Location: NEW APPLICATION PROCESSING
2022-12-05Status: Live/Pending
2022-12-05Status: New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
2022-12-05Transaction Date

Trademark Parties (Applicants & Owners)

Party: JPMorgan Chase Bank, N.A.
Address1111 Polaris Parkway Columbus, OHIO UNITED STATES 43240
Legal Entity TypeNational Banking Association
Legal Entity StateUNITED STATES

Documents

Application2022-12-01
Drawing2022-12-01

Attorney of Record

RAYMOND RUNDELLI
CALFEE, HALTER & GRISWOLD LLP
1405 EAST SIXTH STREET
THE CALFEE BUILDING
CLEVELAND, OH 44114-1607

Good, Services, and Codes

International Codes:36
U.S. Codes:100,101,102
Type CodeType
GS0361Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Financial services, namely, providing customers with an online resource to track their financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, providing customers with downloadable reports concerning the performance of their investment, banking, and other personal financial accounts; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers

Trademark Filing History

DescriptionDateProceeding Number
NEW APPLICATION ENTERED IN TRAM2022-12-05

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