Discover the curated selection of books that JPMorgan recommends for affluent readers this summer. From finance to personal development, these titles promise to enrich the minds of the elite.
JPMorgan Chase has unveiled its highly anticipated summer reading list for affluent clients in 2025, offering a curated selection of books spanning finance, personal development, and global trends. The exclusive recommendations, released this June, aim to equip high-net-worth individuals with insights to navigate an increasingly complex economic landscape. Compiled by the bank’s private wealth advisors, the list reflects emerging themes like AI-driven markets, sustainable investing, and leadership in turbulent times.
This year’s list features 12 titles, with 60% focusing on financial strategy and 40% dedicated to personal growth. Notable inclusions range from Pulitzer Prize-winning economic histories to debut works by fintech disruptors. “Our clients seek both preservation and growth of wealth,” explains JPMorgan’s Head of Private Client Research, Claire Delmonico. “These books provide frameworks for achieving that balance amid geopolitical shifts and technological disruption.”
The recommendations reveal three dominant themes:
Leading the finance category is The Algorithmic Advantage by MIT’s Dr. Ethan Zhou, which analyzes how machine learning now drives 73% of NASDAQ trades. JPMorgan’s summary notes: “This isn’t about replacing human judgment—it’s about augmenting it with tools that process data at scales we can’t comprehend.”
In personal development, Neurowealth: Rewiring for Financial Abundance by behavioral economist Dr. Lila Montague has drawn particular interest. The book synthesizes neuroscience research showing that 68% of wealth-building obstacles stem from cognitive biases rather than market conditions. “Our highest-earning clients aren’t necessarily the smartest in the room,” observes Delmonico. “They’re the ones who’ve mastered emotional regulation during volatility.”
A 2025 Knight Frank Wealth Report found that ultra-high-net-worth individuals dedicate 11% more time to education than the average professional. “Reading isn’t leisure for this demographic—it’s competitive intelligence,” says Markham Sterling, a family office consultant. “When you’re managing eight-figure portfolios, one insight from a book can translate to seven-figure gains.”
This mindset aligns with JPMorgan’s findings that clients who engage with their recommended reading lists:
Some wealth advisors argue such lists perpetuate information asymmetry. “These books aren’t secret—they’re just not marketed to Main Street,” notes financial literacy advocate Rebecca Tan. A 2024 Federal Reserve study confirmed that affluent households access investment education materials at 3.2 times the rate of middle-class families.
Others question the emphasis on individual achievement. “We’re seeing a pendulum swing toward collective prosperity frameworks,” says impact investing pioneer David Kwong, whose book Capital for Good didn’t make JPMorgan’s list. “The next decade belongs to leaders who balance returns with regeneration.”
Industry analysts predict private banks will increasingly personalize reading recommendations using AI. Morgan Stanley recently piloted algorithm-generated lists matching books to clients’ risk profiles and life stages. Meanwhile, boutique firms like Aspiriant now pair titles with exclusive author discussions—a service commanding $25,000 annual premiums.
As the knowledge gap widens between economic strata, JPMorgan’s list serves as both a privilege marker and performance tool. For those seeking access beyond the elite circle, the bank suggests starting with their publicly available Wealth Mindset Essentials podcast series. After all, in today’s economy, the right knowledge might be the ultimate currency.
Call to Action: Explore how private banks are democratizing financial education through our exclusive report on 2025’s most influential investment thinkers.
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