¹ NMG (formerly Chatham Partners) is an independent market research and consulting firm serving the financial services industry. Its 2025 results reflect clients rating J.P. Morgan 6–7 on a 7-point scale; in DC provider evaluations, an 85%+ top-two-box score is considered best-in-class. NMG’s third-party research benchmarks J.P. Morgan’s retirement client service versus other mid- and small-market defined contribution providers.

² The NAPA Advisors’ Choice Award surveys NAPA members on recordkeeping services across five market segments and 13 categories. NAPA included J.P. Morgan in 7 categories in the micro and small market segment (plans under $1 million and $1–$10 million) on September 8, 2025, and in 8 categories in the mid-market segment (plans $10–$100 million) on September 6, 2024. No fees were paid for either recognition. The survey began in 2021.