Wealth management private clients leveraging structured notes tied to major stock indexes have seen an average 6% YTD gain, as volatility patterns favor capital-protected instruments in current macro conditions. Read Next: Are you rich? Here’s what Americans think you need to be considered wealthy. J.P. Morgan Private Bank provides a range of credit and lending solutions, including customized lending options such as securities-based lending, real estate financing and tailored credit facilities to support both personal and business financial requirements. Private equity-style strategies in wealth management private portfolios show 9% YTD returns, outperforming fixed income amid a stable 10-year Treasury yield at 4.29%. Equity flows remain concentrated in AI and semiconductor industries.