Legal Opinion
Patricia Holtz v. J.P. Morgan Chase Bank, N.A.
Court of Appeals for the Seventh Circuit
Decided January 23, 2017No. 13-2609PublishedCited by 28 opinions
1Opinion of the Court
EASTERBROOK, Circuit Judge.
JPMorgan Chase Bank offers to manage clients’ portfolios of securities. Its affiliates sponsor mutual funds in which these funds can be placed. We refer to JPMorgan Chase Bank and all of its affiliates collectively as “the Bank.” According to the complaint in this case, customers invested in these mutual funds believing that, when recommending them as suitable vehicles, the Bank acts in clients’ best interests (as its website proclaims). But Patricia Holtz, on behalf of a class of other investors, alleges that the Bank gives its employees incentives to place…
2Cases cited21 opinions
- Tellabs, Inc. v. Makor Issues & Rights, Ltd.Supreme Court of the United States · 2007
- Ernst & Ernst v. HochfelderSupreme Court of the United States · 1976
- Matrixx Initiatives, Inc. v. SiracusanoSupreme Court of the United States · 2011
- Aaron v. Securities & Exchange CommissionSupreme Court of the United States · 1980
- Merrill Lynch, Pierce, Fenner & Smith Inc. v. DabitSupreme Court of the United States · 2006
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3Cited by28 opinions
- Lindie Banks v. Northern Trust Corp.Court of Appeals for the Ninth Circuit · 2019
- Francis Fleming, Jr. v. the Charles Schwab Corp.Court of Appeals for the Ninth Circuit · 2017
- Margaret Richek Goldberg v. Bank of America, N.A.Court of Appeals for the Seventh Circuit · 2017
- Susan Nielen-Thomas v. Concorde Investment ServicesCourt of Appeals for the Seventh Circuit · 2019
- Edward Anderson v. Edward D. Jones & Co.Court of Appeals for the Ninth Circuit · 2021
23 more not listed; retrieve them via the Exa API.