Equities

Portfolio Trading

JPMorgan’s global equities footprint is extensive, covering 100 markets globally, with a local presence in over 50 countries.  Our execution capabilities cover the world’s major equity markets, with memberships across most major markets including:

  • 99% of MSCI All Country World Index
  • 99.7% of MSCI EAFE (Europe, Australasia and Far East)
  • 91% of MSCI Emerging Markets Fund (EMF) (100% Asia, 95% Latin America)

Coupled with this footprint, JPMorgan’s Global Execution Services (GES) Group has dedicated portfolio trading and sales professionals in five major hubs: New York, London, Tokyo, Hong Kong and Sydney.

JPMorgan executes the following types of trades:

  • Agency
  • Guaranteed
  • Incentive
  • Exchange for Physical (EFP)
  • Exchange Traded Funds (ETF)

JPMorgan uses proprietary order management and trading systems, which are designed to help achieve the most efficient and seamless execution from front to back and from inception to settlement.

Many of the pre, intra and post-trade tools our traders and sales traders use are available directly our clients via our lightweight, web-based analytics tool, OnSite Online.

The key features of OnSite Online are:

  • Portfolio management
  • Risk analysis using fundamental and statistical information
  • Block trade analytics
  • Volume profile variance
  • Calculation of an efficient trading frontier
  • Monitoring of algorithmic orders

Market Leadership

#1 Global Debt, Equity and Equity-related 
#1 U.S. Debt, Equity and Equity-related
#1 Asia (ex-Japan) Convertible Offerings
#2 EMEA Equity & Equity related 
#2 EMEA Common Stock 
#3 Global Convertible Offerings 
#4 Global Equity and Equity-related 

Source: Thomson Financial / Dealogic, 1Q08

Awards

  • Best IPO - Japan (Asiamoney, 2008)
  • Best IPO for 2007 (Emerging Markets, 2008)
  • Private Equity Financial Advisor of the Year - JPMorgan Cazenove (Financial Times & Mergermarket, 2008)
  • Japan IPO Deal of the Year (Nikkei Bonds & Financial Weekly, 2008)
  • Structured Equity House of the Year (IFR, 2007)
  • Named Best Global Equity Capital Markets House by Euromoney  (2007)
  • #1 in All-Europe Fixed Income Research Survey (Institutional Investor,  2007)
  • Named "Bank of the Quarter" (Financial News, April 2007)
 

Copyright © 2008 JPMorgan Chase & Co. All rights reserved.