When First Republic was merged, we moved assets over to self brokerage accounts (Roth, IRA, Brokerage) to satisfy the CPC min of 150k. When JPMPC was announced we moved $750k over. They required that amount to be in accounts for 30 days, then manually moved us over to JPMPC. The terms and conditions say they will re-evaluate annually in the 30 days prior to your anniversary and move you to a lower tier if you no longer meet asset requirements (which for us should be Oct 2026).

in the interim, we have moved assets and are now below 750k (no transfers, some spending) and it is now 300k. We were moved back to CPC (we think). I received a call from my “new” CPC banker as an introduction (he confirmed we are still JPMPC, but did not know anything about a dedicated banker). We are now in the process of moving additional funds back so over the 750k, but seems to be we were moved before we were “supposed” to be (based on T&C). The website still shows the JPM branding (not Chase) but the relationship banker has changed.