ByVijay Mehta

JP MORGAN

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 History2008: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 BankingSales & TradingGlobal Knowledge NetworkOperationsTechnologyAsset ManagementTreasury & Securities Services

JPMorgan ChaseJPMorgan 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 ComponentS&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 equityUS$ 176.106 billion (2010)Employees250,095 (2011)SubsidiariesChase, 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

JPMorgan Chase Tower at 270 Park AvenueNew York City

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

Chase Tower, Chicago Loop, Chicago

PRODUCTSCOMMMERCIAL BANKINGASSERT MANAGEMENT: INVESTMENT BANK:PRIVATE BANKING

ROLES OF JP MOGANMarketingResearchSalesSales tradingStructuringTrading

MARKETINGMarketing 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.

RESEARCHThey 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 TRADINGThis 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

STRUCTURINGStructuring 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

CONCLUSIONAt 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

THANK YOU