Overview

JPMorgan Chase & Co. is an American multinational investment bank and financial

services holding company. It provides financial and investment banking services. The firm offers
a range of investment banking products and services in all capital markets, including advising on
corporate strategy and structure, capital rising in equity and debt markets, risk management,
brokerage and research.

Headquarters is situated in New York City

CEO: Jamie Dimon since 31 Dec 2005

Asset under management: $2.239 trillion
No. of employees: 250,000+ globally

History
JPMorgan Chase, in its current structure, is the result of the combination of several large
U.S. banking companies since 1996, including Chase Manhattan Bank, J.P. Morgan & Co.
Going back further, its predecessors include major banking firms among which are Chemical
Bank, Manufacturers Hanover, First Chicago Bank, National Bank of Detroit, Texas
Commerce Bank, and Great Western Bank. The company's oldest predecessor institution,
the Bank of the Manhattan Company, was the third oldest banking corporation in the
United States, and the 31st oldest bank in the world, having been established on September
1, 1799 by Aaron Burr.

Commercial Banking
Commercial Banking provides credit and financing, treasury and payment services,
international banking and real estate services to clients—including corporations,
institutions, real estate investors and owners, and non-profit organizations.

Banking for startup and Scaleups: Innovators face unique challenges at every
turn, from capital rising through IPO and beyond. J.P. Morgan’s Innovation Economy team
offers world-class solutions and insights to fuel venture-backed startups and high-growth
companies in technology, disruptive commerce and life sciences. Their expertise, speed help
Startups thrive today and prepare for tomorrow. With decades of global experience a
robust professional and venture capital network, and scalable money management
solutions.

Midsized Business: JP Morgan Leads in customer satisfaction loans cash management

and has over 15000 middle market clients over 115 cities. They have full range of digital tools
and scalable solutions that a business needs to succeed. Middle market industry specialists help
companies to boost their efficiency and day to day operations. They are interested in investing
where there is long term success to the clients. Jp Morgan has one banker, one team, one
firm approach to help companies to meet their global ambitions. 
As a corporation, JP Morgan invests $10.8 billion annually in technological enhancements
dedicated to improving digital platforms. The financial innovations help to do business easily
and the chase connects and JP Morgan access solutions help cash management by partnering
with a team of specialists, the easy to use cash management solutions provided by the
bank enables to spend more time running business. The solutions provided include
payables and receivables solutions, liquidity management, and enhanced security and
reporting capabilities.

Large Corporations: JP Morgan has served more than 80% of the fortune 500
companies and has achieved overall ranks 1 in customer satisfaction and $11.50 billion invested
in technology. With the help of J.P. Morgan, corporations can get into partnership to get
customized financing solutions to help achieve daily operational and long-term growth
objectives. They provide single point of contact which who will take the time to understand
specific operating challenges and assemble the integrated financial solutions and specialists you
need to meet them. There are innovative solutions aimed at helping streamline operations cost
reduction and staying vigilant against cyber security threats. The sophisticated credit and
financing strategies which are tailored made for the companies needs and long term objectives.
The global network with adequate resources helps in executing strategic goals both in domestic
and international markets

Commercial Real Estate: JP Morgan is no1 in multifamily lending. About $15 Billion have been invested
in affordable housing, $2.47B invested in tax credit equity. They provide a collaborative team of
specialist who gives access to financial solutions and resources from across entire firm to efficiently
run business. This includes payables and receivables solutions, liquidity management, fraud
protection, credit and more.
   Investment Banking Services
Strategic advice and solutions: The client base is the biggest asset of the JP Morgan.
Within Investment Banking, the firm works with a broad range of clients, including
corporations, institutions and governments, and provides comprehensive strategic advice,
capital raising and risk management expertise. In-depth, industry-specific expertise and regional
market knowledge enables industry coverage teams to serve the evolving needs of clients
around the world. The approach is to serve clients has always centered on doing first-class
business in a first-class way. The goal is to build trusted, long-term relationships by taking a
holistic and forward-looking view on relationships, and identifying ways to help clients achieve
their most important business objectives.

Merger and Acquisition:

Corporations and institutions of all sizes are advised on their most complex
strategic needs, in their home markets and around the world.

Clients benefit from bespoke solutions includes:

 In-depth knowledge of sector and market dynamics with M&A bankers

based locally in every major market globally
 Innovative advice on valuation, transaction structures and deal
tactics/negotiations
 Rigorous execution delivered with responsive and agile service
 Comprehensive financing through our debt and equity issuance platforms

Ability to partner with product experts where appropriate across our full range of
competencies

Industry Coverage
The industries covered are:

 Consumer & Retail

 Diversified Industries
 Energy
 Financial Institutions & Governments
 Financial Sponsors
 Healthcare
 Real Estate & Lodging
 Technology, Media & Telecom

Origination, Equity & Debt Capital Markets

J.P. Morgan’s Capital Markets groups, in partnership with the industry coverage and M&A
groups, enable to serve clients holistically. There is wide range of services, from origination to
structuring, executing and syndicating financing for clients globally.

Equity Capital Markets

J.P. Morgan is widely recognized as a global leader in capital raising, combining superior
origination strength and structuring expertise with exceptional distribution capability. The
firm’s underwriting activities range from initial public offerings to follow-on equity issues, and
from public transactions and private placements for wealthy nations and emerging markets.

J.P. Morgan’s origination capabilities include:

 Initial Public Offerings

 Follow-on Common Stock Issues
 Convertible Issues
 Private Placements
 Debt Capital Markets
Serving corporate, institutional and government clients, J.P. Morgan’s presence in the global
credit markets is unmatched. The firm combines superior debt origination and structuring
expertise with exceptional distribution capabilities to a large base of investors.

Syndicated and Leveraged Finance

J.P. Morgan provides leveraged financing to companies to help them achieve objectives such as
making an acquisition, effecting a buy-out, repurchasing shares or funding a one-time dividend
or investment. J.P. Morgan arranges leveraged loans, high-yield or junk bonds and mezzanine
debt for clients.

Corporate Finance Advisory:

Corporate Finance Advisory team of experts advise clients on a variety of
corporate finance topics such as capital structure and risk management, credit
ratings, distribution policy, liquidity management, cost of capital, value drivers,
and credit-linked market solutions. In addition to corporate clients, the team also
works with government’s globally offering broad-based expertise related to
sovereign credit ratings, investor communication, and policy impact. Clients
benefit from:

 One of the largest and most experienced ratings advisory teams globally
 Bank advisory solutions incorporating proprietary risk models and
actionable solutions that satisfy reporting and capital requirements
 Leading global expertise in sovereign credit positioning, targeted strategy
building, and fiscal policy optimization

Private Banking
Planning and advice
It’s easy to find specialists in specific areas like—taxation, business strategies, estate
planning and charitable giving. But it’s hard to find a single, world-class resource with all
those specialists pulling together and working to deliver a truly comprehensive wealth
plan. The tailored approach helps people in achieving their financial planning goals.

The Available services are:

Goals-based investing and advice
Wealth structuring and strategies
 Tax-aware planning and structuring
Optimizing your estate plan
Cross-border wealth advisory

Investing
There is access to a wide range of distinct opportunities that can help to achieve goals. There
are more than 650 experienced investment professionals in 19 cities around the world. The
specialist portfolio managers incorporate their best ideas into a portfolio fine-tuned to
individual objectives. The portfolio managers scan the worlds market for broad themes and
stories that drive the outcomes clients are looking for.

Banking
JP Morgan provides private banking that is powerful yet personal which helps streamline and simplify
the access of money which offers flexibility to people to meet their financial needs with confidence
anywhere in the world.

The services provided are personal banking, business banking and digital banking

Lending
Borrowing can play an important role in reaching financial goals. There is an extensive range of
credit solutions to provide financing whenever need —whether for short- or longer-term
liquidity, new acquisitions or investment opportunities.

The available services are real estate lending, Mortgages, Commercial real estate loans, High
Value Mortgages, Fine art financing, etc.

Trusts & Estates

The trustee has a profound impact on the company’s legacy. The trustee and estate service is provided
from almost 200 years back. They have became the first choice for families all around the world. They
have ability to handle complex issues and have dedicated specialist working with a goal to help client.

 
 

Asset & Wealth Management

Managing money for clients is the core of the Asset Management business. Educating clients and sharing
insights is the key part of advisors’ jobs and keeping clients well-informed — whether they are
individuals, institutions or financial advisors. Approximately 55000 clients and prospective clients receive
edition of eye on market. Retirement is the no 1 reason for which the client saves money.

Credit extension is given to clients because it is as important as investment ideas. Credit helps family to
purchase a new house or can help entrepreneur to invest in new business or venture.

The bank acts as a trustee for individuals and family, investment advisor for mutual funds. And
strengthen the depositary framework in asset management.

Extending credit to support clients We recognize that, for many clients, lending solutions are just as
important as investment ideas. Credit can help a family purchase a new home or an entrepreneur invest
in a business venture, which, in turn, supports the local economy. Over the past several years, Asset
Management’s Global Wealth Management business has renewed its focus on advising clients on both
sides of their balance sheets to provide more complete solutions: • Our more than 100 capital advisors
in 12 countries sit side by side with our bankers and investors to advise clients on using credit
effectively.