JP Morgan Chase & Co 1
School of Business Administration
University of Houston – Victoria
Portfolio Selections Report – J.P. Morgan Chase & Co
FINC 6362 - Financial Institutions and Markets
Table of Contents
Background Information 4
Types of Deposits Used to Obtain Funds 5
Main Uses of Funds 6
Potential Regulations Affecting J.P. Morgan Chase & Co. Performance 7
J.P. Morgan Chase & Co. Insurance Services 10
J.P. Morgan Chase & Co. Credit Risk Mitigation 10
Income Statement Items that could be Affected if U.S. Economy Deteriorates 14
Countries where J.P. Morgan Chase & Co. does its International Business 17
J.P. Morgan Chase & Co. Annual report about its international business 18
J.P. Morgan Chase & Co. Strengths 19
J.P. Morgan Chase & Co. Weaknesses 20
This project reviews the 2013 financial statements of J.P. Morgan Chase & Co. and provides a detailed analysis on the firm. J.P. Morgan Chase & Co. is a major provider of financial services, and is the world's second largest public company based on a composite ranking. This report will examine the types of deposits that the bank utilizes to obtain funds and provide a percentage breakdown for each type. It will further analyze any potential regulations that may affect J.P. Morgan Chase’s performance, as well as provide specifics of the banks international business and global presence. Finally, the report will evaluate J.P. Morgan Chase’s strengths and weaknesses, along with impacts by internal and external factors.
J.P. Morgan Chase & Co. is a multinational financial and banking corporation and one of the oldest and largest financial institutions by assets in United States, and parent company of the largest and oldest banks in the world, Chase. J.P. Morgan Chase & Co. is a public owned entity with the total assets worth $2.4 trillion. It was founded in 2000, with the history that dates back to over 200 years. It is traded under the symbol of JPM and their stock is a component of the Dow Jones Industrial Average. It is operating globally in more than 60 countries and consists of over 260,000 employees across the globe.
J.P. Morgan Chase & Co. consists of various divisions such as treasury & securities services, investment banking, private wealth management, private banking, and asset management. The company headquarters in New York and commercial and retail bank headquarter is located in Chicago, Illinois. It is a leader in commercial banking, small business banking, private equity, asset management, investment banking, financial services for consumers, and financial transaction processing.
Chase is a national bank and a subsidiary of JP Morgan Chase. It was founded in 1799 as Chase Manhattan, by Aaron Burr. Chase heads various divisions such as card services, commercial banking, investment banking and retail financial services, under the name of J.P. Morgan. Along with Chase, J.P. Morgan & Co., J.P. Morgan...