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With a broad array of investor solutions that span investment strategies, fund structures and asset types, you’ll benefit from the expertise we’ve gained in supporting institutional investors for more than four decades. We offer local support for your global investing needs, with operations in 30 countries, a custodial network extending to more than 100 markets and access to 64 exchanges that clear through 39 clearing memberships.

Amplify the power of your J.P. Morgan relationship by combining post-trade solutions with pre-trade, trading and treasury services: you’ll benefit from additional flexibility and enhanced efficiency in managing your investments and operations with our market-leading research and expert online tools.


Custody

Manage investments across 100+ markets - established, emerging and frontier.

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Manage the safekeeping and servicing of complex investments with custody platforms designed to provide scale, automation and controls focused on asset safety. Investor support includes efficient income processing, corporate actions, intraday trade instruction and reporting, online proxy voting capabilities, class-action services, trust and fiduciary services, FX and more - from more than 30 operational centers globally.

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Fund Accounting and Administration

Access accurate and timely NAVs delivered at scale by our integrated fund accounting platform, across global fund jurisdictions and fund types. Asset managers and asset owners benefit from a comprehensive bundle of services delivered through a seamless global operating model and highly integrated technology platform.

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Benefit from the scale and processing power of an integrated accounting platform that delivers valuation across instruments, including complex derivatives. Our clients are supported by a global operating model that delivers accurate NAVs, leverages our proprietary workflow application and provides clients with transparency into our processes. Supported investment vehicles include registered (liquidity and mutual), unregistered, multi-manager and exchange-traded funds, commingled vehicles and separate accounts.

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Prime Finance

Benefit from cross-asset class financing for your portfolios of securities and synthetics, securities lending, bespoke financing solutions, and other services including capital introductions, consulting and hedge fund industry data analysis.

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From cash and synthetics to fixed income, J.P. Morgan can help with your borrowing, loan and collateral needs through a comprehensive financing platform that can be customized to trading styles and strategies. As a top-tier counterparty with a deep financing book, J.P. Morgan offers clients extensive access to the funding markets.

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Investment Information Services

Analytics to help you understand investment performance within and across your portfolio, including risk factors, associated exposures and adherence to your investment rules.

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Evaluate investment portfolios with a robust suite of investment analytics tools and services that provide insight into performance, exposure, risk factors, internal risk limits, compliance with environment and social investing guidelines, and violations of client-specified investment rules.

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Middle Office

Optimize your investment operations to support evolving business priorities without straining your operating model, by leveraging the scale, infrastructure and technology investment of a global partner.

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Access a full range of post-trade execution services designed to support institutional investors in today's complex global markets. Institutional clients can execute on their investment strategies by leveraging our extensive connectivity to their trading counterparties, settlement agents and service providers. Across asset classes, investors have access to timely trade and position management data, corporate action servicing, collateral management, investment book of record management, cash forecasting, data management, regulatory reporting support, and reconciliations and control.

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Derivatives Clearing and Intermediation

Gain global market access to a wide spectrum of cleared and non-cleared derivative products, with innovative solutions for capital and margin efficiency.

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Futures and options clearing and execution

With almost 40 years experience in clearing and execution, J.P. Morgan provides clearing services across asset classes including fixed income, equity, foreign exchange and commodities. Clients benefit from J.P. Morgan's continuous innovation in technology including voice-assisted order execution and state-of-the-art electronic trading, ensuring a high degree of straight-through processing and resiliency, particularly in periods of market volatility.

OTC clearing and intermediation

J.P. Morgan provides comprehensive access to globally cleared OTC markets complemented by intermediation services for non-cleared derivatives. OTC clearing and intermediation are offered across IRS, CDS and FX with innovative capital and margin solutions. Clients benefit from our fortress balance sheet, longstanding experience in listed and OTC derivatives, our deep market expertise and cutting-edge technology.

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Agency Lending

Enhance portfolio returns with customized agency lending solutions linked to our global equity and fixed income trading capabilities, for securities held in custody at J.P. Morgan or on a non-custody/third-party basis.

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Institutional investors can tailor lending programs to meet specific risk/return requirements. Individual program parameters are supported by expert service and technology that delivers holistic trading, risk, reporting, analytics and market intelligence from four trading desks across 37 lending markets*.

*as of June 30, 2017

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Collateral Management

Effectively manage your collateral to address financing, funding and liquidity requirements.

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Efficiently manage collateral using innovative solutions for both collateral providers and receivers. Banks, broker-dealers, asset managers, insurers, central banks and pension funds can optimize their collateral portfolios with sophisticated analytic and eligibility tools and flexible bilateral and tri-party solutions. Global capabilities, supported locally, help institutions manage collateral around the world or onshore to meet increasingly complex financing and liquidity requirements.

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Capital Advisory Group

Leverage our assistance to grow your hedge fund business through introductions to institutional investors, provision of market information and participation in educational events.

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J.P. Morgan works with hedge fund clients throughout all phases of their life cycles to provide consulting and hedge fund data analysis and make introductions to institutional capital. The team provides holistic business development and generalized market perspectives on investor sentiment, capital flows and industry trends. Clients benefit from our extensive network of investor and vendor relationships in addition to collaborating with the broader J.P. Morgan organization to deliver an integrated client experience.

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Depositary Receipts

Access new investors or raise capital by making your shares available in more markets; expand your market profile and heighten brand visibility.

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For more than 90 years, we've helped corporations structure DR programs that give them the flexibility and access necessary to achieve their strategic goals, while providing investors with an easy and convenient way to invest in companies outside their home markets. For market information on depositary receipts, please visit www.adr.com.

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PricingDirect®

Gain visibility into the value of fixed income securities, distressed securities and derivative products.

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A wholly owned subsidiary of JPMorgan Chase & Co., PricingDirect® monitors market data throughout the day, working closely with trading desks to reflect market changes, and using state-of-the-art technology to offer high quality evaluations.


For more information, visit www.pricing-direct.com.

J.P. Morgan Markets

One integrated platform for investor services that provides optimal focus on your assets and helps you manage your portfolio and activities.

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*All data as of June 30, 2017.

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