J. p morgan project PPT

JP MORGAN
By
Vijay Mehta

HISTORY……..
 J.P. Morgan, has been helping its clients to do first-class business
for more than 200 years
 They provide committed, innovative and consistent advice and
execution to clients at all times.
 As a firm, they have a history of showing leadership, especially
during times of financial crisis.
 From earliest days, they have contributed to business, society and
world affairs.
 Their actions have always been driven by the desire to do the right
thing for today and tomorrow

CONTINUED…
 Key Moments in J.P. Morgan History
 2008:
 J.P. Morgan plays an important role in helping manage the credit
crisis through the acquisition of Bear Stearns.
 1996:
 The firm jointly leads the first “century” bond for a sovereign
borrower – a 100-year, $100 million issue for the People’s Republic
of China.

 1980:
 Predecessor firm Hambrecht & Quist (H&Q) takes
Apple Computer public.
 1968:
 The firm launches Euroclear, a system for the
orderly settlement of transactions in Eurobonds.
 1955:
 Chase National Bank merges with The Bank of the
Manhattan Company to form Chase Manhattan
Bank.

CONTINUED…….
 1929:
 Two Ohio institutions merge to form City National
Bank & Trust, a predecessor of Bank One.
 1915:
 J.P. Morgan arranges the biggest foreign loan in
history – a $500 million Anglo/French loan.
 1906:
 J.P. Morgan is central to the creation of U.S. Steel,
GE and AT&T.
 1895:
 J. Pierpont Morgan, Sr. becomes senior partner. The
New York firm is renamed J.P. Morgan & Co.

 1893:
 J.P. Morgan is primary financier of U.S. railroads.
 1848:
 The Waterbury Bank opens, a predecessor of the
Chase Manhattan Bank.
 1824:
 The Chemical Bank is established.
 1799:
 The Manhattan Company, the firm’s earliest
predecessor institution, is chartered.

BUSINESS AREAS….
 Investment Banking
 Sales & Trading
 Global Knowledge Network
 Operations
 Technology
 Asset Management
 Treasury & Securities Services

JPMorgan Chase
JPMorgan Chase & Co. JPM is an American
multinational banking corporation of securities,
investments and retail.

 It is the largest bank in the United States by assets
and market capitalization. It is a major provider of
financial services with assets of $2 trillion and
according to Forbes magazine is the world's largest
public company.

The hedge fund unit of JPMorgan Chase is one of
the largest hedge funds in the United States. It was
formed in 2000, when Chase Manhattan
Corporationmerged with J.P. Morgan & Co.

JP Morgan Chase&Co.
 Type
 Public
 Traded as
 NYSE: JPM
Dow Jones Component
S&P 500 Component
 Industry
 Banking, Financial services
 Predecessor
 Chase Manhattan Corporation
J.P. Morgan & Co.
 Founded
 1799
 Headquarters
 270 Park Avenue, Manhattan
New York City, New York, U.S.
 Area served
 Worldwide
 Key people
 Jamie Dimon (Chairman & CEO)

Continued…….
 Products
 Credit cards, Consumer banking, corporate banking, finance and
insurance, investment banking, mortgage loans, private banking, wealth
management
 Revenue
 US$ 102.694 billion(2010)
 Operating income
 US$ 24.859 billion (2010)
 Net income
 US$ 17.370 billion (2010)
 AUM
 US$ 1.298 trillion(2010)
 Total assets
 US$ 2.289 trillion (2010)

 Total equity
 US$ 176.106 billion (2010)
 Employees
 250,095 (2011)
 Subsidiaries
 Chase, J.P. Morgan & Co.
 Website
 JPMorganChase.com

Predecessors of JP Morgan
 Its predecessors include major banking firms among which are
Chemical Bank, Manufacturers Hanover, First Chicago Bank,
National Bank of Detroit, Texas Commerce Bank, Providian
Financial and Great Western Bank.

OFFICES

Former Bear Stearns
headquarters at 383
Madison Avenue, New
York City

JPMorgan Chase
Tower at 270 Park
AvenueNew York
City
Chase Tower, Chicago Loop,
Chicago

PRODUCTS
 COMMMERCIAL BANKING
 ASSERT MANAGEMENT:
 INVESTMENT BANK:
 PRIVATE BANKING

ROLES OF JP MOGAN
 Marketing
 Research
 Sales
 Sales trading
 Structuring
 Trading

MARKETING
 Marketing analysts form an integral part of the deal making
process, from being responsible for cultivating relationships with
clients, to understanding their needs and advising them on the
wide range of derivative solutions J.P. Morgan can provide.

RESEARCH
 They hire analysts into both Equity and Credit Research:

 The role of Equity Research is to value companies, determine
what drives share prices and then make investment
recommendations.

 Credit Research focuses on the creditworthiness of companies and
the impact of this on the price of corporate bonds

SALES

 Building great relationships with clients is essential, because
you’re there to provide analysis, insight and solutions to their
needs.

 Some of these issues are hugely complex and you’ll be required to
provide up-to-date market information at the drop of a hat.

SALES TRADING
 This differs from the classic sales role, in that sales traders speak
directly to the dealing desks of the clients, who range from
institutional investors to hedge funds.

 As a sales trader, you’ll liaise with the dealing desks and traders to
facilitate client business either via block, single, electronic or
program trading

STRUCTURING
 Structuring is connecting sales, marketing and trading in the space
of complex derivatives, i.e., where an additional layer of expertise
regarding financial engineering is required in the workflow.

 The structuring tasks in different lines of business may vary — a
credit structurer, for eg, will not only focus on financial
modelling, but also on legal frameworks and rating agency criteria
when working on a deal

TRADING

 Traders are the people who actually price and execute all financial
transactions.

 They buy and sell assets, either for our clients or on behalf of the firm
itself.

 They also manage risk, neutralising any exposure J.P. Morgan might
incur by entering a transaction with a client. This is what we call
hedging.

JP MORGAN
INDIA
 India is an important focus for J.P. Morgan’s expansion in the Asia
Pacific region.

 The lines of business include the Investment Bank, the Global
Corporate Bank, Private Equity, Asset Management and
Treasury and Securities Services.

 It offers clients an integrated range of services that combine
specialist local knowledge with leadership positions across these
lines of business.

ASSET MANAGEMENT
 J.P. Morgan Asset Management is a leading asset manager for
institutions

 Strategies our provided to the full spectrum of asset classes
including equity, fixed income, cash liquidity, currency, real
estate, infrastructure, hedge funds and private equity. Specific
products may differ by market

CONCLUSION
 At J.P. Morgan , our reputation has been built on a promise to
put client interests ahead of our own, to generate original insight
and to translate that insight into results.

 Insight + Process = Results

J. p morgan project PPT

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