Press Releases

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June 17, 2013

J.P. Morgan Introduces Enhanced Collateral Management Services

Collateral CentralSM to Provide Complete Collateral Portfolio Management for Buy- and Sell-side Clients Across Custody, Clearing and Counterparty Relationships

November 28, 2012

J.P. Morgan Survey Indicates Investor Confidence in Latin American IPOs

According to a survey released today by J.P. Morgan’s Depositary Receipts (DR) business, 70 percent of institutional investors in North America and Europe who responded to the survey recommend that a Latin American company pursue an initial public offering in today’s capital markets. Survey participants, who were interviewed in September 2012, believe that despite significant macroeconomic headwinds in Europe and China, Latin America is a region with steadfast domestic markets and attractively-valued companies that demonstrate significant growth potential.

November 19, 2012

J.P. Morgan Achieves Major Milestone in Tri-Party Repo Market Reforms

J.P. Morgan today announced that it has achieved another major milestone in U.S. Tri-Party Repo Market Reform, completely eliminating more than a third of its intraday credit exposure related to the unwind of Tri-Party Repos.

November 15, 2012

Santander Mexico Appoints J.P. Morgan as Depositary Bank for its ADR Program

J.P. Morgan today announced it has been selected by Santander Mexico to act as depositary bank for the company’s American Depositary Receipt (ADR) program in relation to its recent initial public offering (IPO) of USD 4.1 billion, the largest equity offering and IPO ever in Mexico. The NYSE-listed ADRs trade under the symbol BSMX.

October 25, 2012

J.P. Morgan Introduces Daily Portfolio Reconciliation for Derivatives Collateral Management

J.P. Morgan's Agency Clearing, Collateral Management and Execution (ACCE) business, a unit of the Corporate & Investment Bank, today announced that it has introduced daily portfolio reconciliation for its derivatives collateral management clients. The product is available through ACCE’s ongoing partnership with TriOptima, provider of the market’s leading derivatives portfolio reconciliation service, triResolve. J.P. Morgan utilizes secure FTP technology to exchange trade files, becoming the first collateral agent to offer this additional level of security to its clients.

October 25, 2012

J.P. Morgan Expands Global Reach through New Products, Services and Client Mandates Announced at Sibos 2012

J.P. Morgan today announced a series of new products, services and client mandates designed to capitalize on the firm’s global footprint, understanding of changing regulatory environments and innovative approach to issues affecting financial institutions.

October 25, 2012

J.P. Morgan Continues Global Expansion of Direct Custody & Clearing Platform

J.P. Morgan Worldwide Securities Services has continued the global rollout of its Direct Custody & Clearing (DCC) platform, going live in Hong Kong and appointing Michael Drumgoole as Asia Pacific head of the business.

October 25, 2012

J.P. Morgan at Sibos 2012, Osaka

J.P. Morgan Treasury Services & Worldwide Securities Services will showcase their innovative global treasury and securities services solutions for financial institutions at Sibos 2012, Osaka, which begins on Monday October 29th at the INTEX Osaka convention center in Japan.

October 11, 2012

J.P. Morgan Appointed Depositary Bank for Nippon Steel and Sumitomo Metal ADR Program

J.P. Morgan has been appointed depositary bank for a new Level 1 American Depositary Receipt (“ADR”) program following the October 1 merger of Nippon Steel Corporation and Sumitomo Metal Industries, Ltd to form Nippon Steel & Sumitomo Metal Corporation, or NSSMC.

August 22, 2012

J.P. Morgan Launches First Custodial Tool to Help Superannuation Funds Me APRA Guidelines on Risk Disclosure

J.P. Morgan Worldwide Securities Services (WSS) has today announced the launch of its Online Portfolio Analytics Lab (OPAL), an innovative new technology service which utilises extensive portfolio analytics tools to help institutional investors assess risk across individual portfolios, and optimise asset allocation and investment manager selection.

August 22, 2012

J.P. Morgan Executes First Transaction of Hong Kong Monetary Authority Repo Financing Platform

J.P. Morgan has executed Hong Kong’s first HKD tri-party repo transaction between Bank of China (Hong Kong) Limited (“BOCHK”) and Barclays Bank plc (“Barclays”), the first such trade following the launch of the Hong Kong Monetary Authority’s (“HKMA”) cross-border collateral management service in June this year.

August 14, 2012

J.P. Morgan Provides Greater Transparency and Control of Collateral for Futures, Options and OTC Clients

J.P. Morgan has extended its collateral management product in order to enhance the security and control over excess collateral. The additional service will support clients’ listed derivative and OTC cleared activity, allowing them to maintain excess collateral in a depository institution, JPMorgan Chase Bank N.A., separate from their clearing broker, and have on-demand reporting and access to their account.

August 6, 2012

J.P. Morgan Adds Form PF Capabilities to Alternatives Product Suite

.P. Morgan Worldwide Securities Services (WSS) announced today that it has added reporting capabilities for Form PF, the Securities and Exchange Commission’s (SEC) new regulatory filing for registered investment advisers, to its suite of services.

July 24, 2012

J.P. Morgan Expands Investor Services Product Team

J.P. Morgan Worldwide Securities Services (WSS) has today announced the appointment of Marian Azer to the Investor Services product team as Head of Global Fund Services Product for Australia and New Zealand.

July 17, 2012

France Telecom Appoints J.P. Morgan as Successor Depositary Bank for its ADR Program

J.P. Morgan today announced it has been appointed by France Telecom S.A. to act as successor depositary bank for the company’s American Depositary Receipt (ADR) program listed on the New York Stock Exchange (NYSE).  J.P. Morgan will manage the ADR program for France Telecom S.A., a leading telecommunications operator in France.

July 12, 2012

J.P. Morgan Launches Tax Service to Benefit Clients Distributing UCITS Funds into the UK

J.P. Morgan’s Worldwide Securities Services (WSS) business today announced the launch of its tax calculation and reporting service for UCITS funds distributed into the U.K.

June 27, 2012

J.P. Morgan Introduces Auto Allocation Capabilities to Collateral Management Platform in Japan

J.P. Morgan Worldwide Securities Services has enhanced its collateral management platform in Japan, introducing core automation capabilities that will provide clients with significant efficiency gains while also meeting Japan’s unique regulatory and legal requirements related to the management and protection of collateral under Japanese law.

June 25, 2012

Neuberger Berman Absolute Return Multi-Manager Fund to Utilize J.P. Morgan Prime Custody Solutions and Fund Services

J.P. Morgan announced today that it has been selected by Neuberger Berman, one of the world’s leading employee-owned money managers, to provide a suite of securities services, including integrated prime custody services, fund accounting and fund administration for its newly launched Neuberger Berman Absolute Return Multi-Manager Fund.

June 20, 2012

J.P. Morgan Announces New Option for Managing Collateral

J.P. Morgan Worldwide Securities Services (WSS) today announced that its tri-party offering for Chicago Mercantile Exchange Inc.’s (CME) IEF4 program will begin supporting corporate bonds.  The change comes in conjunction with CME Clearing’s decision to expand eligible collateral to include corporate bonds and extends the capabilities of J.P. Morgan’s longstanding supporting of CME Clearing’s IEF4 program.

June 18, 2012

J.P. Morgan Survey Reveals Investor Optimism About Russia

According to a survey released today by J.P. Morgan’s Depositary Receipts (DR) business, investors are optimistic about the investment opportunities that exist in Russia over the next three years due to the country’s economic growth rate, abundance of natural resources, low debt levels and healthy employment levels.

June 12, 2012

J.P. Morgan Launches Securities Lending Services in Malaysia

J.P. Morgan Worldwide Securities Services has extended the regional rollout of it securities lending capabilities to Malaysia, making it the first international lender in the Malaysian market to offer a securities lending product.

June 7, 2012

Australia Super Funds Move to Automate Funds Processing

Australia’s $1.3 trillion superannuation and managed investments sector is taking a long-awaited step towards automating its complex funds processes with J.P. Morgan’s launch of a totally automated fund routing and settlement service. The new service meets the growing demand for greater efficiency in placing and tracking transactions, resulting from a significant increase in the number of global asset classes and investment vehicles available to large investors.

May 22, 2012

J.P. Morgan Appointed by Söderberg & Partners to Provide Custody and Related Services

J.P. Morgan’s Worldwide Securities Services (WSS) business today announced it has been selected by Söderberg & Partners, a Swedish asset manager with funds domiciled in Luxembourg, to provide a range of securities services including custody, fund accounting and transfer agency for Söderberg’s recently launched SICAV fund. The SICAV consists of three sub-funds.

May 17, 2012

J.P. Morgan Announces New Head of Trust & Fiduciary Services

J.P. Morgan today announced David Kane as head of its Trust and Fiduciary and Compliance Reporting business, which is part of the firm’s Worldwide Securities Services division (WSS).  Kane replaces Tim Gandy, who is retiring after a 47 year career and 23 years at J.P. Morgan.

May 10, 2012

J.P. Morgan Appointed Depositary Bank by Acquity Group

J.P. Morgan has today announced it has been appointed depositary bank by Acquity Group, a leading brand ecommerce and digital marketing firm.

May 9, 2012

J.P. Morgan garners multiple accolades for Clearing and Collateral Management in recent awards and surveys

J.P. Morgan was named the Broker/Dealer Custody & Clearing Provider of the Year by Custody Risk Americas, one of several recent high profile awards recognizing innovation in collateral management and clearance, and leadership in U.S. Tri-Party Repo Market Reforms. 

May 7, 2012

J.P. Morgan Launches Trade Status Dashboard

J.P. Morgan Worldwide Securities Services today announced the launch of the Trade Status Dashboard, a new tool that offers quick trade exception management monitoring, custom filtering and enhanced transparency into the trade lifecycle.

May 1, 2012

J.P. Morgan to Provide Private Equity Fund Services for African Private Equity Fund

J.P. Morgan’s Worldwide Securities Services business has been appointed to provide private equity fund administration services to 8 Miles Fund I, a Pan-African private equity fund that plans to invest in businesses across a broad range of industries, with the aim of driving long-term growth in Africa. 8 Miles, which recently closed its first fund raising, plans to focus on growth sectors in Africa including agribusiness, consumer and retail, health, telecommunications, banking and financial services.

April 17, 2012

J.P. Morgan Appointed by SKY Harbor to Provide Custody and Related Services

J.P. Morgan Worldwide Securities Services (WSS) today announced it has been selected by SKY Harbor Global Funds, a Luxembourg registered UCITS IV investment company, to provide global custody, transfer agency, fund administration and fund accounting for SKY Harbor’s newly launched US High Yield and US Short Duration High Yield sub-funds.

April 12, 2012

J.P. Morgan to Sponsor Two Additional PIMCO ETFs on the Mexican Stock Exchange

J.P. Morgan announced today that it has been appointed by PIMCO (Pacific Investment Management Company LLC), a leading global investment management firm, to offer two of its U.S.-registered Exchange Traded Funds (ETFs) on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV). The two ETFs are in addition to the existing five PIMCO ETFs previously sponsored by J.P. Morgan on the same exchange.

April 2, 2012

J.P. Morgan Launches Mobile App for adr.com

J.P. Morgan today announced thelaunch of a mobile application for its DR (Depositary Receipt) clients. The ADR Issuer Services app, which is free of charge and available for download via the iTunes app store, will provide J.P. Morgan DR issuer clients with instant access to business critical information housed on adr.com.

April 2, 2012

Demand for Collateral Management on the Rise: J.P. Morgan Appointed by Four Leading Super Funds

Australian and New Zealand institutions are looking to implement enhanced collateral management arrangements as more stringent financial regulation is implemented globally and concerns around counterparty credit risk remain at the forefront – according to global industry leader J.P. Morgan.

March 27, 2012

J.P. Morgan Launches Alternative Investment Reporting Portal

J.P. Morgan Worldwide Securities Services today announced the launch of Alternative Investment Reporting, a new interactive portal enabling alternative asset managers across Hedge Fund, Private Equity and Real Estate strategies to view, analyze and extract their fund administration data from dashboards, workflow tools and reports.

March 26, 2012

J.P. Morgan Selected by Yorkville ETF Advisors to Service Industry First High Income MLP ETF

J.P. Morgan Worldwide Securities Services (WSS) today announced that it has been appointed by Yorkville ETF Advisors, LLC, an asset management firm and a subsidiary of Yorkville ETF Holdings, LLC, to provide custody and exchange traded fund (ETF) transfer agency services to its newly launched Yorkville High Income master limited partnerships (MLPs) ETF.

March 26, 2012

J.P. Morgan's Auto Substitution Voted 'Best Clearing & Settlement Initiative' in FTF News Technology Innovation Awards 2012

J.P. Morgan Worldwide Securities Services today announced that its Auto Substitution product has won the award for ‘Best Clearing & Settlement Initiative’ in the second annual FTF News Technology Innovation Awards 2012.

March 15, 2012

J.P. Morgan Named 'Best North American Hedge Fund Administrator' at Hedgeweek Global Awards 2012

J.P. Morgan Worldwide Securities Services was recently recognized as the ‘Best North American Hedge Fund Administrator’ at the Hedgeweek Global Awards 2012.

March 14, 2012

Cementos Pacasmayo Appoints J.P. Morgan as Depositary Bank for its ADR Program

J.P. Morgan today announced it was recently appointed by Cementos Pacasmayo S.A.A. to act as depositary bank for the company’s American Depositary Receipt (ADR) program listing on the New York Stock Exchange (NYSE).

March 13, 2012

J.P. Morgan Launches Collateral Management Solution in Partnership with the Hong Kong Monetary Authority

J.P. Morgan Worldwide Securities Services has today announced it will launch an innovative repo financing collateral management platform, which has been developed in partnership with the Hong Kong Monetary Authority (“HKMA”), with a view to enhancing financial stability and providing secured channels for liquidity provisions to the financial markets in Hong Kong.

March 8, 2012

Stephanie Miller Joins J.P. Morgan Worldwide Securities Services as Global Head of Alternative Investment Services

J.P. Morgan Worldwide Securities Services (WSS) today announced that Stephanie Miller has joined the firm as Global Head of the Alternative Investment Services business, reporting to Nick Rudenstine, Global Head of Investor Services for WSS.

March 7, 2012

J.P. Morgan Worldwide Securities Services Announces Changes to Pension Funds Leadership Team

J.P. Morgan Worldwide Securities Services (WSS) today announced new leadership for the group that works with U.K. pension funds and charities to continue to provide this important group with the breadth of services to meet their increasingly complex needs.

February 9, 2012

J.P. Morgan Launches Intuitive, Customizable Portal for Fund Administration Clients

J.P. Morgan Worldwide Securities Services (WSS) today announced the launch of its Fund Reporting and Media Exchange Site (FRaMES), which provides Mutual Fund Administration regulatory services clients with real-time access to a secure, collaborative work environment for fund administration activities.

December 19, 2011

Over $14 Billion Raised by Corporate Issuers Using Depositary Receipts in 2011; DR Trading Volume Hits New Record While Trading Value Increased According to J.P. Morgan Year in Review Report

Despite difficult market conditions driven by sovereign debt concerns in Europe, slowing economic growth concerns in the U.S., and rising inflation in emerging markets, depositary receipts (DRs) remained resilient in 2011 with 54 issuers raising over $14 billion via DR IPO or follow-on offerings, according to J.P. Morgan’s DR 2011Year in Review report. In addition, DR investors drove trading volumes to record levels in the first 11 months of 2011.

December 1, 2011

J.P. Morgan Expands Prime Custody Service to European Prime Brokerage Clients

J.P. Morgan today announced the expansion of its Prime Custody service, which is now available to hedge fund clients of its European Prime Brokerage business further establishing it as a provider of both market leading prime brokerage and global custody services through a fully integrated platform.

November 21, 2011

Gulf Capital Awards Private Equity Fund Administration Contract to J.P. Morgan

 J.P. Morgan’s Worldwide Securities Services (WSS) business today announced it has been appointed by Gulf Capital Equity Fund Associates to provide private equity fund administration services to the GC Equity Partners Fund II, a late stage fund with in excess of $500 million of committed capital.

November 17, 2011

J.P. Morgan Opens Branch in Warsaw

J.P. Morgan today marked the official opening of its branch in Warsaw, Poland. It is the bank’s first branch in Central and Eastern Europe, reflecting the increased importance of Poland’s economy to the region. 
 

October 27, 2011

J.P. Morgan Achieves its Highest Ranking in Global Investor/ISF 2011 Equity Survey

J.P. Morgan Worldwide Securities Services today announced that it achieved its best ranking to date in the 2011 Equity Lending Survey conducted by Global Investor/ISF magazine.

October 19, 2011

Royal Borough of Windsor and Maidenhead Awards Custody Contract to J.P. Morgan

J.P. Morgan’s Worldwide Securities Services (WSS) business today announced it has been appointed by the Royal Borough of Windsor and Maidenhead to provide global custody and related services to the Royal County of Berkshire Pension Fund.

October 19, 2011

Cerberus Appoints J.P. Morgan as Administrator for its Investment Fund

J.P. Morgan Worldwide Securities Services today announced that it has been appointed by Cerberus Capital Management, L.P., one of the world’s leading private investment firms, to provide fund administration and related securities services for its investment funds with aggregate assets of over $23 billion.

October 12, 2011

J.P. Morgan Worldwide Securities Services Names Kirit Bhatia Head of Technical Sales for Asia Excluding Japan

J.P. Morgan Worldwide Securities Services (“WSS”) has named Kirit Bhatia Head of Technical Sales, Asia ex-Japan, as the firm continues to strengthen its client servicing capabilities and further align its business with its clients’ strategic growth plans.

October 11, 2011

J.P. Morgan Announces Successful Transition to Three-Way Trade Confirmation for Tri-Party Repo Clients

J.P. Morgan today announced that its active tri-party repo clients have successfully completed the transition to three-way trade confirmation as mandated by the Tri-Party Repo Market Infrastructure Reform Task Force. By value, 99% of all tri-party repos booked daily through J.P. Morgan are now confirmed by both counterparties.

October 10, 2011

J.P. Morgan Treasury & Securities Services Appoints David Koh to China/Greater China Roles

J.P. Morgan has named veteran transaction and corporate banker David Koh Head of Treasury & Securities Services, China and Head of Treasury Services, Greater China, as the firm continues to deepen its focus on its clients and further execute its aggressive international growth agenda.

October 4, 2011

Tadawul and J.P. Morgan to Support the Development of Investor Relations in the Kingdom of Saudi Arabia

J.P. Morgan and Tadawul, the Saudi Stock Exchange, jointly hosted a training workshop this week to develop investor relations (IR) expertise in Riyadh. 

October 4, 2011

J.P. Morgan to Sponsor Four Additional Vanguard ETFs on the Mexican Stock Exchange

J.P. Morgan announced today that it has been appointed by Vanguard, one of the world’s largest investment management companies, to offer four of its U.S.-registered Exchange Traded Funds (ETFs) on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV).

September 26, 2011

J.P. Morgan Survey Finds Improved Investor Relations and Corporate Governance Standards in Latin America

According to a survey released today by J.P Morgan’s Depositary Receipts (DR) business, institutional investors in North America and Europe believe that investor relations (IR) and corporate governance standards in Latin America have improved, but stress the need for companies to further bolster their efforts as they continue to compete for global capital. 

September 20, 2011

J.P. Morgan Announces Direct Custody and Clearing Expansion

J.P. Morgan’s Worldwide Securities Services (WSS) business today announced plans to expand its Direct Custody and Clearing (DCC) business in Brazil and Russia, two key markets for J.P. Morgan’s sub-custody business.

September 14, 2011

J.P. Morgan Selected by FFCM to Provide Fund Services and Prime Custody for the Launch of its Market-Neutral Equity ETFs

J.P. Morgan announced today that it has been selected by investment management firm FFCM LLC to provide a suite of securities services, including fund administration, fund accounting and custody, along with prime custody services, for its newly launched family of equity ETFs, QuantShares.

September 8, 2011

J.P. Morgan to Sponsor 21 ETFs Advised by First Trust on the Mexican Stock Exchange

J.P. Morgan announced today that it has been appointed to sponsor the listing of twenty-one exchange-traded index funds (“ETFs”) advised by First Trust Advisors L.P. (“First Trust”), an SEC-registered investment advisor, on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV).  The cross-listed ETFs will be listed on the BMV in pesos and trades can be initiated through a local broker.

September 1, 2011

J.P. Morgan Announces Successful Implementation of U.S. Tri-Party Repo Market Reforms

J.P. Morgan today announced the successful achievement of two major tri-party repo milestones:  the implementation of three-way trade matching for US Tri-Party Repo dealers and cash investors on August 29, and the move of the daily unwind to 3:30 p.m. on August 22 in accordance with the previously-mandated Tri-Party Repo Market Infrastructure Reform Task Force deadline.

August 17, 2011

J.P. Morgan Selected by Federal Home Loan Bank of Chicago to Provide Custody Services

J.P. Morgan Worldwide Securities Services announced today that it has been selected by Federal Home Loan Bank of Chicago (FHLB Chicago) to provide custody services for FHLB Chicago’s own investment portfolio and for assets FHLB Chicago holds for its member financial institutions.

August 15, 2011

J.P. Morgan Enhances More than 2,100 Global Custody Trade Instruction Deadlines

J.P. Morgan Worldwide Securities Services today announced significant enhancements to trade instruction deadlines for global custody clients.

August 11, 2011

J.P. Morgan Awarded Fourth Transition Management Honors

J.P. Morgan’s Worldwide Securities Services business has won best Transition Management firm of the year at the European Pensions 2011 awards ceremony, the business’s fourth award for transition management this year.

August 8, 2011

J.P. Morgan and Biman in USD 277 Million Financing Deal for Purchase of Two Aircraft

J.P. Morgan announced today that it has provided a USD 277 million financing facility to Biman Bangladesh Airlines Limited ("Biman") to support the airline’s long-term, strategic expansion plan.

August 4, 2011

J.P. Morgan Announces Financing and Markets Products Group Appointments in Australia, New Zealand and Japan

J.P. Morgan Treasury & Securities Services (“TSS”) has appointed Stewart Cowan as head of Financing and Market Products (“FMP”) Australia, New Zealand and Japan, and Michael Wynn to the Australian transition management sales desk as the firm deepens its focus on key high growth sectors in Asia Pacific.

July 21, 2011

J.P. Morgan Selected by AQR Capital Management to Provide Prime Custody Services and Fund Administration for Its New Mutual Fund Launch - AQR Multi-Strategy Alternative Fund

J.P. Morgan announced today that it has been selected by investment management firm AQR Capital Management, LLC (AQR), adviser to the AQR Funds, to provide prime custody and fund administration to its newly launched mutual fund – the AQR Multi-Strategy Alternative Fund. As described by AQR, the Fund seeks exposure to the following sub-strategies: Convertible Arbitrage, Event Driven (including Merger Arbitrage), Fixed Income Relative Value, Equity Market Neutral, Long/Short Equity, Dedicated Short Bias, Global Macro, Managed Futures and Emerging Markets.

July 21, 2011

J.P. Morgan Completes Successful Transition for APG's Emerging Market Assets

J.P. Morgan's Worldwide Securities Services business today announced the successful transition of $12.5 billion in emerging market assets for APG, the Dutch pension administrator and asset manager, in one of the biggest transitions of its kind.

July 13, 2011

J.P. Morgan Selected by Precidian Funds to Service First U.S.-Listed Nikkei 225 ETF

J.P. Morgan Worldwide Securities Services (WSS) today announced that it has been appointed by Precidian Funds LLC, a wholly-owned subsidiary of Precidian Investments LLC, to provide fund administration, fund accounting and custody services to its newly launched MAXIS℠ Nikkei 225 Index exchange traded fund (ETF).

June 28, 2011

J.P. Morgan Appointed to Provide Fund Administration Services for Tristan Capital Partners

J.P. Morgan today announced it has been appointed by Tristan Capital Partners, the real estate investment management firm, to provide fund administration and reporting services.

June 27, 2011

J.P. Morgan to Sponsor Five Pimco ETFs on the Mexican Stock Exchange

J.P. Morgan announced today that it has been appointed by PIMCO (Pacific Investment Management Company LLC), a leading global investment management firm, to offer five of its U.S.-registered ETFs on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV).

June 27, 2011

J.P. Morgan Completes Industry's First Two 'Second Generation' Outsourcing Transactions for Asset Managers

Artemis and J.P. Morgan Asset Management have successfully transitioned to J.P. Morgan Worldwide Securities Services’ strategic middle and back office platform

June 24, 2011

J.P. Morgan Named 'Best Hedge Fund Administrator' at Hedgeweek USA Awards 2011

J.P. Morgan Worldwide Securities Services was recently recognized as the "Best Hedge Fund Administrator" at the Hedgeweek USA Awards.

June 22, 2011

J.P. Morgan Appointed Depositary Bank by Catcher Technology for First GDR Listing

J.P. Morgan has been appointed depositary bank by Catcher Technology Co., Ltd. ("Catcher Technology") for the company's USD 220 million Global Depositary Receipt ("GDR") listing, a deal which represented its first ever GDR listing.

June 13, 2011

J.P. Morgan Broadens Global Transfer Agency Relationship with Blackrock

J.P. Morgan and BlackRock are pleased to announce the launch of a Same Day Settlement platform in Asia Pacific.

June 8, 2011

J.P. Morgan Wins U.S. Fund Administrator of the Year and Three Other Awards From ICFA Magazine

J.P. Morgan Worldwide Securities Services was recently honored at International Custody & Fund Administration’s (ICFA)second-annual Americas Service Provider Awards ceremony in four categories: ‘U.S. Fund Administrator of the Year,' ‘Derivatives Valuation Services Provider of the Year,’ 'Private Equity Fund Administrator of the Year,' and ‘Transition Management Provider of the Year.

June 2, 2011

Palmer Square Capital Management Selects J.P. Morgan to Provide Prime Custody Solutions for its First Mutual Fund – Palmer Square Absolute Return Fund (PSQAX and PSQIX)

J.P. Morgan announced today that it has been selected by investment management firm Palmer Square Capital Management, a manager of hedge fund-of-funds partnerships and customized alternative investments, to provide Prime Custody Solutions for their recently launched Absolute Return Fund. This fund is Palmer Square’s first open-ended mutual fund, a fund that, according to Palmer Square, seeks capital appreciation with an emphasis on absolute (positive) returns and low correlation to the broader equity and bond markets.

June 2, 2011

J.P. Morgan Wins Top Technology Awards for Securities Services

J.P. Morgan’s Worldwide Securities Services business has been awarded the top technology award, as well as the Innovation in Custody and Securities Services award for the second year running, at The Banker Innovation in Banking Technology Awards 2011.

June 1, 2011

J.P. Morgan Ranked Top Transition Management Provider

J.P. Morgan Worldwide Securities Services today announced it has been ranked top global transition management provider in the un-weighted scores of the 2011 Global Investor Transition Management Survey. In addition, J.P. Morgan was recognised by Global Pensions, a leading industry publication, as “Best Transition Management Manager of the Year” at the Global Pensions Awards 2011.

May 31, 2011

J.P. Morgan Appoints Dinkar Jetley as CEO of Worldwide Securities Services, Conrad Kozak Named Vice Chairman

J.P. Morgan today announced the appointment of Dinkar Jetley to the position of CEO of its Worldwide Securities Services (WSS) business, one of the leading securities services franchises in the world.  Jetley will report to Mike Cavanagh, CEO of J.P. Morgan Treasury & Securities Services (TSS), and will be a member of the J.P. Morgan Chase and TSS Executive Committees.  He joins J.P. Morgan on June 16 and will be based in New York.

May 26, 2011

J.P. Morgan Settles Successful Securities Lending Transaction in Brazil

J.P. Morgan Worldwide Securities Services (WSS) today announced that it has successfully executed and settled a securities lending transaction in the Brazilian market. In doing so, J.P. Morgan is the first non- domestic agent lender to complete a loan transaction in Brazil.

May 18, 2011

J.P. Morgan Worldwide Securities Services Announces Senior Appointments to EMEA Markets Management Group

J.P. Morgan Worldwide Securities Services (WSS) today announced that it has hired Brian Coughlin as its new Asset Managers and Insurance Companies (AMIC) Market Manager. Ann Doherty has been appointed Market Manager for WSS’ EMEA Based Complex Global Accounts.

May 11, 2011

J.P. Morgan and Bahrain Bourse to Support the Development of Investor Relations in the Kingdom of Bahrain

J.P. Morgan and Bahrain Bourse today announced that they will jointly host a series of educational seminars to enhance investor relations expertise in the Kingdom of Bahrain.

May 4, 2011

J.P. Morgan Named Top Custodian and Fund Administrator in Luxembourg and Breaks $500 Billion Barrier in Assets Under Custody

J.P. Morgan Bank Luxembourg S.A. announced that it has been named largest custodian and fund administrator, according to Lipper’s 17th Annual Luxembourg Fund Encyclopaedia.

May 4, 2011

J.P. Morgan Launches J.P. Morgan CARSSM – Cash Allocation and Rebalancing Solution – Supporting Target Date Funds

J.P. Morgan Worldwide Securities Services today announced the launch of J.P. Morgan CARSSM, a new and market-leading automated platform for daily cash allocation and rebalancing of target date funds – both custom and open architecture - and other complex fund of fund structures.  Because any investment product or pool is supported, the platform enables pension sponsors, investment managers and consultants to design and implement highly customized solutions with flexibility, efficiency and control.

April 21, 2011

J.P. Morgan Announces Trade Matching Functionality for the U.S. Tri Party Repo Market

J.P. Morgan Worldwide Securities Services announced today the launch of its Repo Trade Matching Engine.  This new functionality will enhance the operating model of the U.S. Tri-Party Repo market, in support of the May 2010 recommendations of the Tri-Party Repo Infrastructure Task Force sponsored by the Federal Reserve Bank of New York’s private sector Payments Risk Committee.

April 14, 2011

J.P. Morgan Named Depositary Bank by SBI Holdings, Inc. in Hong Kong's first HDR Listings by Asian Company

J.P. Morgan has been named depositary bank for SBI Holdings, Inc.’s (“SBI”) Hong Kong Depositary Receipt (“HDR”) listing on the Stock Exchange of Hong Kong today, with the Japanese financial group marking a significant milestone as the first Asian company to execute an HDR listing.

April 14, 2011

J.P. Morgan Marks Anniversary Milestone for Pensions Client Blog

J.P. Morgan’s Worldwide Securities Services business today marked the first anniversary of its interactive blog dedicated to the pensions industry.  The blog provides clients and market participants in the corporate and public sector pensions’ arena with an interactive platform for analysis, discussion and comment on market trends and challenges affecting the sector.

April 13, 2011

J.P. Morgan Caps Strong 2010 With The Asset's Marquee 'Best Securities & Fund Services Provider' Award

J.P. Morgan Treasury & Securities Services (“TSS”) has capped a strong 2010 with a slew of year end awards recognizing the firm’s commitment to its clients and its leadership position across the Asia Pacific region.

April 12, 2011

J.P. Morgan Selected by FocusShares To Service 15 New Morningstar ETFs

J.P. Morgan Worldwide Securities Services (WSS) today announced that it has been appointed by FocusShares, LLC, a registered investment advisor (RIA), exchange-traded fund (ETF) sponsor and affiliate of online investing firm Scottrade, Inc., to service its 15 new FocusTM Morningstar ETFs.

April 8, 2011

J.P. Morgan Expands Worldwide Securities Services Presence in Benelux by Appointing Rene Wiegel as Head of Business Development

J.P. Morgan Worldwide Securities Services today announced the appointment of Rene Wiegel as Managing Director, Head of Business Development for Benelux, effective immediately.

April 6, 2011

J.P. Morgan Ranked Top Large Securities Lending Provider

J.P. Morgan’s Worldwide Securities Services business was ranked the top securities lending provider among the large global securities lending providers in the 2011 Global Custodian Securities Lending Survey.  J.P. Morgan was the only large global securities lending agent to have ratings above average in all three regions covered by the survey (North America, Europe, Asia-Pacific).

April 5, 2011

J.P. Morgan Selected by Maine Public Employees Retirement System as New Global Custodian and Securities Lending Provider

J.P. Morgan Worldwide Securities Services, a leading provider of global custody and fund services, today announced that it has been selected by the Maine Public Employees Retirement System (MainePERS) to provide custody and securities services for the State’s $10.5 billion in assets.

March 31, 2011

J.P. Morgan Named Depositary Bank for Farglory Land Development Co., Ltd.'s Landmark GDR Listing

J.P. Morgan has been appointed depositary bank for Farglory Land Development Co., Ltd.’s (“Farglory”) landmark Global Depositary Receipt (“GDR”) listing on the London Stock Exchange’s Professional Securities Market.

March 25, 2011

J.P. Morgan Hosts Conference on the Changing Landscape of Securities Financing and Collateral Management

J.P. Morgan this month hosted its sixth annual Securities Financing and Collateral Management Conference exploring the current developments and the impact of regulatory change on securities and derivatives collateral management. The event, in London, followed the European Repo Council’s Annual General Meeting, which J.P. Morgan also hosted.

March 22, 2011

J.P. Morgan to Sponsor 17 Invesco PowerShares' ETFs on the Mexican Stock Exchange

J.P. Morgan announced today that it has been appointed by Invesco PowerShares Capital Management LLC (“PowerShares”), a leading provider of exchange-traded funds, to offer 17 of its U.S.-registered ETFs on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV).

March 1, 2011

J.P. Morgan Broadens Global Transfer Agency Relationship with Blackrock

J.P. Morgan has partnered with leading global asset manager BlackRock to provide transfer agency services in Asia Pacific, enhancing the investment management firm’s services that it offers to its clients and supporting the company’s growth plans across the region.

February 23, 2011

iSoftStone Selects J.P. Morgan as Depositary Bank

Leading China-based information technology firm, iSoftStone Holdings Limited (“iSoftStone”), has selected J.P. Morgan as depositary bank in conjunction with its recent USD 161.96 million initial public offering.

February 23, 2011

Asia Pacific Depositary Receipt Capital Raising Activity to Grow Steadily in 2011 as Global Recovery Continues

J.P. Morgan expects to see continued growth in depositary receipt (“DR”) capital raising activities across Asia Pacific, according to its ‘Asia Pacific Year in Review 2010’ DR report issued today.

February 22, 2011

J.P. Morgan Establishes Local Office in Doha

J.P. Morgan announced today the establishment of a new office in Doha, Qatar, further enhancing the reach and capabilities of its successful franchise in the Middle East.

February 21, 2011

J.P. Morgan Wins City Super Mandate

City Super, the superannuation fund for current and former employees of Brisbane City Council, has appointed J.P. Morgan Treasury & Securities Services (TSS) as custodian and administration provider.

February 10, 2011

J.P. Morgan Appointed Depositary Bank by Ossen Innovation

J.P. Morgan has today announced it has been appointed depositary bank by Ossen Innovation Co., Ltd. (“Ossen”), a China-based manufacturer and distributor of infrastructure construction materials.

February 7, 2011

J.P. Morgan Collateral Management Offers Automated Use of Gold

J.P. Morgan today announced it is the only tri-party collateral manager to accept physical gold as collateral to satisfy securities lending and repo obligations with counterparties. This comes as more clients look to use gold as a hedge against inflation and to post as collateral. 

January 14, 2011

J.P. Morgan Launches Treasury, Money Market and Foreign Exchange Operations in Saudi Arabia

J.P. Morgan, a leading provider of Treasury and Securities Services in Saudi Arabia, today launched treasury, money market and FX operations in the Kingdom.  In this first part of its expansion plans in Saudi Arabia, J.P. Morgan will become a local market counterparty and support clients with local booking and processing from operations in Riyadh.

December 23, 2010

J.P. Morgan Re-Appointed Depositary Bank by Chunghwa Telecom Co. Ltd.

J.P. Morgan today announced it has been re-appointed as depositary bank for leading Taiwanese telecommunications company, Chunghwa Telecom Co. Ltd (“CHT”).

December 22, 2010

J.P. Morgan to Offer Direct Custody Service in Ireland

J.P. Morgan’s Worldwide Securities Services (WSS) business today announced that it will offer direct custody services in Ireland, further expanding the firm’s direct custody and clearing footprint.

December 22, 2010

J.P. Morgan Appointed Depositary Bank by ShangPharma

J.P. Morgan announced today that it has been appointed depositary bank by ShangPharma Corporation (“ShangPharma”), raising $87 million via a listing of ShangPharma’s American Depositary Shares (ADS) on the New York Stock Exchange.

December 21, 2010

Depositary Receipts Maintain Popularity with Issuers and Investors in 2010, According to J.P. Morgan Year in Review Report

Despite economic uncertainty and volatility in the global equity markets in 2010, depositary receipts (DRs) remain popular with both issuers and investors, according to J.P. Morgan’s DR 2010 Year in Review report.

December 2, 2010

TAL Education selects J.P. Morgan as Depositary Bank

J.P. Morgan has been appointed depositary bank by China-based education services company, TAL Education Group (“TAL Education”), which raised USD 138 million through an American Depositary Shares (“ADS”) listing on the New York Stock Exchange.

December 1, 2010

Mecox selects J.P. Morgan as Depositary Bank

J.P. Morgan announced today that it has been appointed depositary bank by Mecox Lane Limited (“Mecox Lane”) in relation to its recent initial public offering of 13,504,286 American Depositary Shares (ADS).

November 22, 2010

J.P. Morgan Completes Migration of ANZ Custody Businiess

J.P. Morgan Treasury & Securities Services has today announced it has completed the successful migration of direct and master custody clients from ANZ Custodian Services. ANZ Custodian Services was acquired by J.P. Morgan in November 2009.

November 17, 2010

J.P. Morgan Selected by FHLBank Atlanta to Provide Custody and Liquidity Services

J.P. Morgan Worldwide Securities Services announced today that it has been selected by FHLBank Atlanta, a federal home loan bank, to provide custody and liquidity services for the bank’s own investment portfolio and for assets it holds for its member banks.

November 16, 2010

J.P. Morgan Selected by True North Management Group for Real Estate Fund Administration

J.P. Morgan Worldwide Securities Services today announced that it has been appointed by True North Management Group LLC to provide real estate fund administration services for its True North High Yield Investment Fund II which closed in April 2010 with $330 million of equity commitments and is expected to finish with $500-$600 million of equity commitments.

November 8, 2010

J.P. Morgan Selected by Eagle Asset Management to Provide Fund Administration and Custody for its Mutual Funds

J.P. Morgan Worldwide Securities Services announced today that it has been mandated for, and successfully transitioned, the fund administration, custody and related securities services for Eagle Mutual Funds, the mutual fund complex of Eagle Asset Management, Inc.

November 8, 2010

Global Education & Technology Group Ltd. Appoints J.P. Morgan Depositary Bank

J.P. Morgan announced today that it has been appointed depositary bank by Global Education & Technology Group Ltd. (“Global Education”), which raised USD 76.9 million through an American Depositary Shares (“ADS”) listing on the NASDAQ.

November 3, 2010

J.P. Morgan is Top-Rated in Private Equity Fund Administration Survey for Fourth Consecutive Year

A key industry survey by Global Custodian magazine ranked J.P. Morgan as a top provider of private equity fund administration.

November 2, 2010

J.P. Morgan Appoints Hans Janssens as Head of Treasury & Securities Services in Japan

J.P. Morgan today announced the appointment of Hans Janssens as the Head of Treasury & Securities Services (TSS) in Japan, effective November 1, 2010.

October 26, 2010

J.P. Morgan Appointed Depositary Bank by Smiths Group

J.P. Morgan today announced that it has been appointed depositary bank for the Level 1 American Depositary Receipt (ADR) program of Smiths Group plc, the FTSE 100 global technology company.

October 21, 2010

J.P. Morgan Appointed Depositary Bank for Daqo New Energy

J.P. Morgan announced today that it has been appointed depositary bank for Daqo New Energy Corp. (“Daqo”) in relation to the company’s recent USD 87.4 million American Depositary Shares (“ADS”) listing on the New York Stock Exchange.

October 13, 2010

J.P. Morgan Appointed Depositary Bank by SouFun Holdings

J.P. Morgan announced today that it has been appointed depositary bank by Chinese real estate website operator, SouFun Holdings Limited (“SouFun”), which raised USD 143 million via an American Depositary Receipt listing on the New York Stock Exchange.

October 7, 2010

J.P. Morgan Completes Transition Management Mandate for DHL

J.P. Morgan's Worldwide Securities Services business today announced the successful completion of several transition events for the DHL Pensions Investment Fund Limited.

September 30, 2010

J.P. Morgan Appointed Depositary Receipt Bank by WEG SA

J.P. Morgan today announced that it has been appointed depositary bank by Brazil-based WEG SA, one of the world's most successful industrial equipment companies, for its American Depositary Receipt (ADR) program.

September 27, 2010

J.P. Morgan Appointed Depositary Bank by Vallourec

J.P. Morgan today announced that it has been appointed depositary bank by Vallourec for its American Depositary Receipt (ADR) program.

September 23, 2010

J.P. Morgan Selected by AQR Capital Management to Provide Fund Administration and Prime Custody Services For Its Mutual Fund Product Line

J.P. Morgan Worldwide Securities Services (WSS) announced today that it has been selected by investment management firm AQR Capital Management, LLC (AQR), adviser to the AQR Funds, to provide a full suite of fund administration, prime-custody, and related securities services for the firm’s mutual funds with more than $2 billion in assets.

September 16, 2010

J.P. Morgan Introduces Enhanced Regulatory Reporting Capabilities for Money Market Funds

J.P. Morgan has enhanced its offering of regulatory reporting services for money market funds to assist asset managers in complying with the SEC revised Rule 2a-7 requirements.

September 14, 2010

Depositary Receipts Remain Popular with Issuers and Investors According to J.P. Morgan Mid-Year Report

Despite uncertainty and volatility in the global equity markets in the first half of 2010, depositary receipts (DRs) continue to prove popular with both issuers and investors, according to J.P. Morgan’s DR 2010 Mid-Year Review report.

August 30, 2010

J.P. Morgan Appointed Depositary Bank by Jindal Cotex

J.P. Morgan announced today that it has been appointed depositary bank by India-based producer of synthetic, cotton and blended yarns, Jindal Cotex Limited ("Jindal Cotex"), following the company’s recent USD 38.5 million Global Depositary Receipt (GDR) listing on the Luxembourg Stock Exchange.

August 11, 2010

J.P. Morgan Joins EuroCCP as a General Clearing Participant

EuroCCP and J.P. Morgan Worldwide Securities Services announced today that J.P. Morgan has become a general clearing participant (GCP) in EuroCCP, which provides clearing and settlement services for a wide range of European trading venues.

July 19, 2010

J.P. Morgan Appointed Depositary Bank by Danone

J.P. Morgan today announced that it has been appointed successor depositary bank by Danone for its American Depositary Receipt (ADR) program.

July 15, 2010

J.P. Morgan Awarded Third Party Securities Lending Mandate by Mediolanum

J.P. Morgan's Worldwide Securities Services business today announced that it has been mandated to provide third party securities lending services on behalf of Mediolanum, the Italian financial services firm, for a selection of their Luxembourg and Dublin domiciled funds.

July 9, 2010

J.P. Morgan Appointed Depositary by Remco

J.P. Morgan announced today that it has been appointed depositary bank by Remco for its American Depositary Receipt (ADR) program.

July 7, 2010

J.P. Morgan Introduces New Regulatory Reporting Capabilities for GASB 53 Requirements

J.P. Morgan Worldwide Securities Services today announced that it has enhanced its regulatory reporting capabilities to help clients prepare new financial statement derivative disclosures.

July 5, 2010

J.P. Morgan Appointed Depositary by PFA

J.P. Morgan Worldwide Securities Services today announced that it has been appointed depositary for PFA Professionel Forening, owned by PFA Pension, the second largest pension provider in Denmark, for its newly established mutual fund offering.

June 30, 2010

J.P. Morgan Appointed Depositary Bank by JinkoSolar

J.P. Morgan announced today that it has been appointed depositary bank by JinkoSolar Holdings Co., Ltd. (“JinkoSolar”), a China-based solar product manufacturer, in connection with its recent initial public offering on the New York Stock Exchange.

June 29, 2010

J.P. Morgan Appointed Depositary Bank for Charm Communications' ADR Program

Charm Communications Inc, a leading provider of integrated advertising agency services in China has appointed J.P. Morgan as its depositary bank for its listed American Depositary Receipt (ADR) program.

June 23, 2010

J.P. Morgan and NASDAQ OMX Announce New Clearing Options for Nordic Derivatives Markets

NASDAQ OMX and J.P. Morgan today announced that J. P. Morgan has become NASDAQ OMX Stockholm AB's first non-Nordic custodian for the NASDAQ OMX Derivatives Markets. As custodian, J.P. Morgan will provide collateral management agency services for the cash and securities with which member firms collateralize their derivatives trades.

June 10, 2010

J.P. Morgan Awarded Custody Mandate by BankInvest

J.P. Morgan Worldwide Securities Services and BankInvest today announced that J.P. Morgan has been awarded a mandate to provide custody and related services to BankInvest, a leading asset manager and provider of investment funds in the Nordic region with $23bn of total assets under management and administration. 

June 9, 2010

J.P. Morgan Selected by State of New Mexico to Provide Custody and Securities Services

J.P. Morgan Worldwide Securities Services, a leading provider of global custody and fund services, today announced that it has been selected by the State of New Mexico to provide custody and securities services for the State’s more than $40 billion in assets.

June 7, 2010

J.P. Morgan Named Global Infrastructure Fund Administrator of the Year

J.P. Morgan Worldwide Securities Services today announced that it was named Global Infrastructure Fund Administrator of the Year at the inaugural Infrastructure Investor Awards 2009 sponsored by Private Equity International.

June 4, 2010

J.P. Morgan Hires Head of Asia Pacific Treasury and Securities Services Business

J.P. Morgan Asia Pacific today announced the appointment of Thomas DuCharme as the Chief Executive Officer of the firm’s Treasury and Securities Services (TSS) business in Asia Pacific.

June 3, 2010

Hypermarcas S/A Chooses J.P. Morgan as Depositary Bank for Its ADR Program

J.P. Morgan announced today that it has been appointed depositary bank for the American Depositary Receipt (ADR) program of Brazil-based Hypermarcas S/A.

June 1, 2010

J.P. Morgan Appoints Adam Wallace as Executive Director and Regional Product Head of Hedge Fund Services

J.P. Morgan announced today that it has appointed Adam Wallace as executive director and product head of J.P. Morgan's Hedge Fund Services business in Asia Pacific. Based in Hong Kong, Wallace will cover Hedge Fund Administration, Transfer Agency, Fund of Hedge Fund Custody and Middle-Office services for hedge funds and fund of hedge funds.

May 19, 2010

J.P. Morgan Announces Auto Substitution Functionality for the U.S. Tri-Party Repo Market

J.P. Morgan today announced Auto Substitution, new functionality that will enhance the operating model of the U.S. Tri-Party Repo market in support of the recommendations issued recently by the Payments Risk Committee-sponsored Tri Party Repo Infrastructure Task Force.

May 13, 2010

J.P. Morgan Awarded New Transition Management Mandate by Lincolnshire County Council Pension Fund

J.P. Morgan’s Worldwide Securities Services business today announced that it has completed an asset restructuring for the Lincolnshire County Council Pension Fund.

May 12, 2010

J.P. Morgan Selected by Transatlantic Holdings to Provide Global Custody Services

J.P. Morgan Worldwide Securities Services, a leading provider of global custody and fund services, today announced that it has been appointed by Transatlantic Holdings, Inc., a leading international reinsurance organization, to provide global custody for the majority of its invested assets worldwide.  Assets under custody total approximately $11 billion.

May 5, 2010

IFC Asset Management Company Selects J.P. Morgan for Private Equity Fund Administration

J.P. Morgan announced today that it has been appointed by IFC Asset Management Company LLC (AMC), a new wholly owned subsidiary of IFC, a member of the World Bank Group, to provide outsourced private equity accounting and fund administration services. 

May 4, 2010

J.P. Morgan to Sponsor Six WisdomTree ETFs on the Mexican Stock Exchange

J.P. Morgan announced today that it has been appointed by WisdomTree®, an exchange-traded fund (ETF) sponsor and asset manager, to offer six of its U.S.-registered ETFs on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV).

April 29, 2010

J.P. Morgan Worldwide Securities Services Celebrates 20 Years in Dublin

J.P. Morgan’s Worldwide Securities Services business this month celebrated its Dublin office’s 20th year of providing securities services to the Irish funds industry.

April 29, 2010

J.P. Morgan to Acquire Schroders PLC's Private Equity Administration Services Business

J.P. Morgan Worldwide Securities Services (WSS), a leading provider of global custody and fund services, has signed an agreement to acquire the private equity administration services business of Schroders PLC (Schroders), subject to regulatory approval.

April 28, 2010

J.P. Morgan Awarded Mandate for Custody and Related Services by Hewitt for Delegated Consulting Clients

J.P. Morgan's Worldwide Securities Services business has been awarded a mandate to provide custody and related services to pan-European defined benefit pension schemes advised by Hewitt Delegated Consulting Services.

April 26, 2010

J.P. Morgan Awarded New Custody Mandate by John Lewis

J.P. Morgan's Worldwide Securities Services business today announced that it has been awarded a mandate to provide custody and related services to The John Lewis Partnership Pensions Trust.

April 23, 2010

J.P. Morgan Announces New Executive to Lead Luxembourg Office

J.P. Morgan today announced the appointment of Laurent Vanderweyen to the role of General Manager of J.P. Morgan Bank Luxembourg S.A.

April 22, 2010

J.P. Morgan Ranked Top Custodian and Administrator in Luxembourg

J.P. Morgan today announced it is the largest custodian and fund administrator in Luxembourg, according to Lipper's 16th Annual Luxembourg Fund Encyclopaedia.

April 1, 2010

J.P. Morgan Launches DerivClear™

J.P. Morgan’s Worldwide Securities Services business today announced it has launched DerivClear™, a centralised OTC derivatives platform supporting its Global Derivatives Services business. A number of existing clients have already migrated to the new platform.

March 31, 2010

Nationwide Consolidates Custody, Fund Accounting, Fund Administration and Transfer Agency with J.P. Morgan

J.P. Morgan announced today that it has been mandated to expand mutual fund services provided to Nationwide Funds Group (NFG), the asset management business of Nationwide Financial Services, Inc.  NFG manages $32 billion in assets in its 92 mutual funds, with approximately 265,000 shareholder accounts.

March 29, 2010

J.P. Morgan Picks Up Record Fourteen Triple A Transaction Banking Awards, 2010 From The Asset Magazine

J.P. Morgan was recently recognised by The Asset with fourteen Triple A Transaction Banking Awards.

March 24, 2010

J.P. Morgan Launches New Fund Tax Reporting Capability

J.P. Morgan’s Worldwide Securities Services business today announced it has launched a proprietary tax reporting system for calculating and reporting investment fund tax figures to fund promoters, distributors, tax advisors and cross border investors. 

March 10, 2010

J.P. Morgan Selected by the Government of Canada For Expanded Derivatives Collateral Management Services

J.P. Morgan Worldwide Securities Services today announced that it has been selected by the Government of Canada to provide an expanded set of collateral management services for derivatives.

March 9, 2010

J.P. Morgan Grows Custody Franchise For Pensions and Endowments

J.P. Morgan's Worldwide Securities Services business today announced it has been awarded two new mandates from charities and endowments in Europe, further expanding its leadership position in servicing clients in this sector.

March 9, 2010

J.P. Morgan Awarded New Custody Mandates by Two UK Pension Funds

J.P. Morgan's Worldwide Securities Services business today announced that it has been awarded a mandate to provide custody and related services to the The First UK Bus pension scheme and the Home Retail Group pension scheme.

March 5, 2010

J.P. Morgan Appointed Depositary Bank by IFM Investments Ltd.

J.P. Morgan announced today that it has been appointed depositary bank by IFM Investments Ltd. in connection with its recent initial public offering of 12.5 million American Depositary Shares.

March 4, 2010

J.P. Morgan Expands European Pension Custody Business

J.P. Morgan’s Worldwide Securities Services business today announced it was appointed to provide custody and related services to Stichting Pensioenfonds Vopak, the pension fund of the Netherlands-based company, which is the world’s largest bulk liquid storage provider.

February 17, 2010

J.P. Morgan Opens Office in Abu Dhabi

J.P. Morgan this week hosted an opening ceremony for its new office in Abu Dhabi.

February 11, 2010

Depositary Receipts Capital Raising in Asia Pacific Increases Significantly in 2009 According to J.P. Morgan's Inaugural APAC Year in Review Report

In a year of gradual economic recovery, the issuance and trading of depositary receipts (DR) in 2009 remained strong in the Asia-Pacific region, especially in key markets such as China, India and Taiwan, according to J.P. Morgan's inaugural Depositary Receipt APAC Year in Review 2009.

February 1, 2010

Insprit Chooses J.P. Morgan as Depositary Bank for its ADR Program

J.P. Morgan announced today that it has been appointed depositary bank by Insprit for its American Depositary Receipt (‘ADR’) program.

January 14, 2010

J.P. Morgan Appointed Depositary Bank by China Nuokang Bio-Pharmaceutical

J.P. Morgan announced today that it has been appointed depositary bank by China Nuokang Bio-Pharmaceutical Inc. (‘Nuokang’) in connection with Nuokang’s recent initial public offering of 5,000,000 American Depositary Shares.

December 21, 2009

J.P. Morgan Awarded Custody Mandate by Amonis

J.P. Morgan and Amonis OFP today announced that J.P. Morgan's Worldwide Securities Services business has been awarded a mandate to provide custody and related services to Amonis OFP, the largest pension fund for health care workers in Belgium.

December 17, 2009

J.P. Morgan Selected as Depositary Bank for Concord Medical Services' ADR Program

J.P. Morgan announced today that it has been appointed depositary bank for the American Depositary Receipt (‘ADR’) program of China-based Concord Medical Services Holdings Ltd for the company’s IPO listing on NYSE (NYSE: CCM).

December 10, 2009

Depositary Receipts Prove Resilient in 2009 According to J.P. Morgan Year in Review Report

Despite declining economic and market conditions in the first half of 2009, depositary receipts (DRs) proved resilient particularly in the second half of the year, according to the annual J.P. Morgan year-end industry report.

December 8, 2009

J.P. Morgan to Sponsor All Vanguard ETFs Listed in Mexico

J.P. Morgan announced today that it is now serving as sponsor for all Vanguard Exchange Traded Funds (ETFs) that are listed on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV). J.P. Morgan, through its Depositary Receipts (DR) Group, began offering select Vanguard ETFs on the BMV in December 2008, and will now sponsor all 39 Vanguard ETFs in Mexico.

December 3, 2009

J.P. Morgan Re-appointed Depositary Bank for Nissan

J.P. Morgan announced today that it has been re-appointed depositary bank for the American Depositary Receipt (‘ADR’) program of Nissan Motors Company Ltd. (‘Nissan’). J.P. Morgan was first appointed depositary bank for Nissan in 1992.

November 24, 2009

J.P. Morgan Launches Securities Lending Services in Taiwan

J.P. Morgan Worldwide Securities Services today announced the launch of its securities lending capabilities in Taiwan to help asset managers and institutional investors increase the performance of their securities portfolios with Taiwanese assets while providing them with risk-adjusted returns.

November 24, 2009

J.P. Morgan Drives Securities Lending Debate in Sweden

J.P. Morgan’s Worldwide Securities Services business recently organised and hosted a roundtable with Swedish investors, borrowers and other industry participants including the International Securities Lending Association (ISLA) to debate the current regulatory, risk and execution challenges impacting securities lending.

November 19, 2009

J.P. Morgan Adds 40th Derivatives Collateral Management Client

J.P. Morgan today announced it has successfully on-boarded its 40th Derivatives Collateral Management (DCM) client.

November 16, 2009

J.P. Morgan Appointed Sole Provider of Clearance, Settlement and Custody Services by Gretai Securities Market in Taiwan

J.P. Morgan Worldwide Securities Services announced today that it has been appointed sole provider of U.S. Treasuries clearance, settlement and custody services by GreTai Securities Market (‘GTSM’), Taiwan's over-the-counter (‘OTC’) Exchange.

November 12, 2009

Sony Corporation Re-appoints J.P. Morgan as Depositary Bank

J.P. Morgan announced today that it has been re-appointed depositary bank for Sony Corporation’s American Depositary Receipt (“ADR”) program.

November 11, 2009

J.P. Morgan Appointed Depositary Bank for Tsingtao Brewery

J.P. Morgan announced today that it has been appointed depositary bank by Tsingtao Co. Ltd (‘Tsingtao Brewery’), one of the largest beer brewers in China.

November 9, 2009

Greylock Capital Management Selects J.P. Morgan for Private Equity Fund Administration

J.P. Morgan announced today that it has been appointed by New York-based Greylock Capital Management LLC to provide private equity fund administration. Greylock Capital is a leading alternative asset manager focused on emerging markets in Africa, Asia, Eastern Europe and Latin America.

November 2, 2009

J.P. Morgan to Provide Global Custody and Securities lending Capabilities to Jackson National's Variable Insurance Funds

J.P. Morgan today announced that it has been selected to provide global custody and securities lending services for the investment options that are available within the variable annuity and variable life insurance contracts offered by Jackson National Life Insurance Company®(“Jackson®”) and/or Jackson National Life Insurance Company of New York®.

October 29, 2009

J.P. Morgan to Provide Global Clearance Services to Regional Broker Hilliard Lyons

J.P. Morgan Worldwide Securities Services today announced that its GlobeClear business has been selected to provide securities clearing and settlement services for foreign trades to J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons).

October 28, 2009

J.P. Morgan Launches Third-Generation Securities Lending Dashboard

J.P. Morgan Worldwide Securities Services today announced that it has launched an upgraded securities lending dashboard that allows clients to view and monitor key aspects of their securities lending activities in a customized view. The platform provides clients transparency across their program, including real-time information.

October 23, 2009

J.P. Morgan Appointed Successor Depositary Bank for UMC’s ADR Program

J.P. Morgan announced today that it has been appointed successor depositary bank for United Microelectronics Corporation’s (‘UMC’) American Depositary Receipt (‘ADR’) program.

October 22, 2009

China Real Estate Information Corporation Selects J.P. Morgan as Depositary Bank

Hong Kong, October 22, 2009 – J.P. Morgan announced today that it has been selected by China Real Estate Information Corporation as depositary bank for its NASDAQ listing.

October 19, 2009

J.P. Morgan Appointed Depositary Bank for Banco Santander (Brasil) S.A.

J.P. Morgan today announced that it has been appointed depositary bank by Banco Santander (Brasil) S.A. (“Santander Brasil”), the fourth largest bank in Brazil, for its American Depositary Receipt (ADR) program.

October 14, 2009

J.P. Morgan Selected as Depositary Bank for Shanda Games’ ADR Program

J.P. Morgan announced today that it has been appointed as depositary bank for the American Depositary Receipt (‘ADR’) program of Shanda Games Limited (‘Shanda Games’), one of China’s largest online game providers.

October 14, 2009

J.P. Morgan Grows UK Pension Custody Business

J.P. Morgan’s Worldwide Securities Services business today announced it has been appointed to provide custody and related services to three UK pension funds, as it continues to expand its business in this important market.

October 13, 2009

J.P. Morgan Provides Securities Settlement Services to Support Knight's Institutional Fixed Income Expansion in Europe

J.P. Morgan Worldwide Securities Services today announced that its GlobeClear business has been appointed to provide European fixed income clearing and settlement for Knight Libertas UK, an institutional fixed income broker-dealer operated by Knight Capital Europe Limited.

October 9, 2009

J.P. Morgan Expands Projections & Simulations Service for Securities Collateral Management

J.P. Morgan today announced that its Projections & Simulations service is now available globally. Part of the Securities Collateral Management product, Projections & Simulations provides securities borrowers with a new and innovative set of tools to assess the impact of potential changes to their portfolios, helping them minimize risk and expense while maximizing returns.

October 8, 2009

J.P. Morgan Launches Broker Dealer Fee Lock Solution for Depositary Receipt Issuance & Cancellation

J.P. Morgan’s Depositary Receipts (DR) Group today announced that it is launching Issuance & Cancellation (I&C) Lock, a new solution that allows broker dealer clients to purchase a contract that establishes a future rate for DR issuance or cancellation.

October 6, 2009

J.P. Morgan is Top-Rated in Private Equity Fund Administration Survey for Third Consecutive Year

Firm Earns More Overall “Best in Class” Ratings Than Any Other Administrator and “Best in Class” Ratings in Every Category in Europe

September 30, 2009

J.P. Morgan Re-Appointed Depositary Bank for KEPCO’s ADR Program

J.P. Morgan announced today that it has been re-appointed as depositary bank for Korea Electric Power Corporation (KEPCO)’s American Depositary Receipt (‘ADR’) program, which is one of the largest programs in the Asia Pacific region to date.

September 29, 2009

J.P. Morgan Worldwide Securities Services Launches Portfolio Construction Tool

J.P. Morgan Worldwide Securities Services (WSS) announced today that it has developed an asset allocation and manager selection analysis tool that enables clients to plan and map the risk-return implications of their current and new portfolios.

September 9, 2009

J.P. Morgan Creates Integrated Prime Brokerage and Custody Group

J.P. Morgan announced today the formation of the Prime-Custody Solutions Group, a team responsible for delivering the firm's integrated prime brokerage and custody platform to clients.

September 1, 2009

J.P. Morgan Launches Third-Party Clearing for Smartpool and Arca Europe Trading Platforms

J.P. Morgan announced today that its GlobeClearSM business has been offering third party clearing and settlement services for trades executed on the SmartPool and NYSE Arca Europe trading platforms.

July 1, 2009

J.P. Morgan Selected by ProShares to Service Eight Newly Launched International ETFs

J.P. Morgan Worldwide Securities Services (WSS) today announced that it has been appointed by ProShares, part of ProFunds Group, to service its eight newly launched international exchange traded funds (ETFs).

June 23, 2009

J.P. Morgan to Extend Securities Services Relationship with Schroder Investment Management

J.P. Morgan Worldwide Securities Services will provide fund accounting, OTC derivatives services and compliance reporting to Schroder Investment Management's UK range of retail funds.

June 23, 2009

J.P. Morgan Asset Management to Transition its Transfer Agency to J.P. Morgan Worldwide Securities Services

J.P. Morgan Asset Management has agreed in principle to transition its existing Transfer Agency operations in the UK and Luxembourg to J.P. Morgan Worldwide Securities Services (WSS).

June 2, 2009

J.P. Morgan Named Best Overall Hedge Fund Administrator

J.P. Morgan was recently named “Best Overall Hedge Fund Administrator” by HFMWeek magazine in its 2009 Service Provider Awards.

May 26, 2009

J.P. Morgan Worldwide Securities Services Extends Relationship with New Zealand’s Largest Institutional Investor

J.P. Morgan announced today that it has been selected by the Accident Compensation Corporation of New Zealand (ACC) to provide an extensive range of custodial, accounting and administration services to support ACC’s New Zealand portfolio.

May 5, 2009

J.P. Morgan to Provide Custody and Cash Management Services to Flagstone Re

J.P. Morgan today announced that it has been appointed by Flagstone Re to provide global custody, portfolio accounting and short-term cash management services for their insurance investment assets.

April 27, 2009

J.P. Morgan Becomes Depositary Bank for TNT ADR Program

J.P. Morgan today announced it has been appointed the successor depositary bank for the American Depositary Receipt (ADR) program of TNT, the Netherlands-based international Express and Mail company.

April 8, 2009

J.P. Morgan is Top Custodian and Fund Administrator in Luxembourg for 9th Year Running

J.P. Morgan Bank Luxembourg S.A. today announced that it is the top custodian and fund administrator in Luxembourg, according to the latest figures from Lipper, the independent data firm.

April 6, 2009

J.P. Morgan to Provide Third Party Clearing for Equiduct Exchange Members

J.P. Morgan today announced its GlobeClear business is providing clearing and settlement services for members of the Equiduct Trading System.

April 2, 2009

Shaun Parkes Appointed J.P. Morgan's Head of Worldwide Securities Services Asia Excluding Japan

Shaun Parkes joins J.P. Morgan in Asia in the newly created position of head of Worldwide Securities Services, Asia excl. Japan. Parkes relocates from J.P. Morgan London where he was global head of depositary receipt sales and client management.

April 1, 2009

J.P. Morgan Wins Record Nine Triple A Transaction Banking Awards from The Asset

J.P. Morgan was recently recognized by The Asset with nine Triple A Transaction Banking Awards.

March 26, 2009

J.P. Morgan Worldwide Securities Services Appointed by Russian Private Equity Firm

J.P. Morgan Worldwide Securities Services today announced that its Private Equity Fund Services business has been appointed by Marshall Capital Partners, a Russian private equity firm, to provide private equity fund administration.

March 18, 2009

GSIS Appoints J.P. Morgan as Custodian for its US$1 billion Overseas Investment Programme

J.P. Morgan announced that it has been selected by Government Services Insurance System (GSIS) of the Philippines to serve as custodian for its US$1 billion overseas investment programme.

March 17, 2009

Water Street Healthcare Partners Selects J.P. Morgan for Private Equity Fund Administration

J.P. Morgan announced that it has been mandated to provide private equity fund administration services to Water Street Healthcare Partners, one of the most active investors in health care.

March 11, 2009

J.P. Morgan Worldwide Securities Services Builds on Pension Custody Franchise

J.P. Morgan Worldwide Securities Services was appointed by the Royal Borough of Kingston-upon-Thames Pension Fund to provide global custody, fund accounting and performance measurement services for its £338 million pension scheme.

February 3, 2009

J.P. Morgan selected by the Federal Reserve as custodian for its Mortgaged-Backed Securities purchase program

J.P. Morgan announced that it has been selected by the Federal Reserve to serve as custodian for its program to purchase mortgage-backed securities (MBS). The program, which began on January 5, 2009, will purchase up to $500 billion in MBS.

January 21, 2009

J.P. Morgan to Provide UK Fund Accounting and Derivatives Services for UBS Global Asset Management

J.P. Morgan announced it has been appointed to provide fund accounting and global derivatives services for UBS Global Asset Management’s UK funds, which have $20 billion under management.

January 21, 2009

J.P. Morgan Appointed Successor Depositary Bank for Roche ADR Program

J.P. Morgan announced that it has been appointed as the successor depositary bank for the American Depositary Receipt (ADR) program of Roche Holding Ltd (Roche), one of the world's leading research-focused healthcare groups in the fields of pharmaceuticals and diagnostics.

January 12, 2009

J.P. Morgan to Offer 32 Vanguard ETFs on the Mexican Stock Exchange

J.P. Morgan announced that its Depositary Receipts (DR) Group has been appointed by Vanguard to offer its U.S.-registered Exchange Traded Funds (ETFs) on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV).

January 8, 2009

J.P. Morgan Re-appointed Custodian for Plumbing and Mechanical Services Pension Scheme

The Trustee of the £1 billion scheme has also appointed J.P. Morgan to provide fund accounting and performance measurement services. The scheme is already part of J.P. Morgan’s securities lending program, and has been a client of J.P. Morgan since 1996.

December 10, 2008

Unprecedented Depositary Receipt Liquidity in 2008 According to J.P. Morgan Report

Depositary receipts (DR) reached unprecedented levels of liquidity in 2008 and are expected to be strong globally in 2009, according to a J.P. Morgan year-end report.

December 9, 2008

J.P. Morgan Launches Sponsor Billing Reconciliation Solution for Separately Managed Accounts

New technology helps asset managers reconcile billing and collect owed fees

December 8, 2008

J.P. Morgan Investor Services' International Capabilities Recognised by ICFA Awards

J.P. Morgan Investor Services was crowned "European Pension Fund Custodian of the Year" and "European Cash Management Provider of the Year" at the 2008 International Custody and Fund Administration European Awards. It was the third year running in which J.P. Morgan received ICFA’s cash management provider award.

December 2, 2008

J.P. Morgan is Top-Rated in Private Equity Fund Administration Survey

J.P. Morgan Private Equity Fund Services called “excellent” and “top notch” by Global Custodian magazine.

November 24, 2008

J.P. Morgan's Transition Management Business Announces Expansion, Record Flows

J.P. Morgan’s transition management business announced it had expanded the global team, added additional fixed income capabilities and conducted one of the largest ever transitions while experiencing record flows.

November 18, 2008

J.P. Morgan Announces Establishment of Nordic Branches and Inception of Client Migration Program

J.P. Morgan’s Investor Services business announced that two leading Norwegian institutional investors have transitioned their global custody business to J.P. Morgan, representing an important milestone in the ongoing process of client transfers following J.P. Morgan’s acquisition of Nordea’s institutional global custody business earlier this year.

November 12, 2008

J.P. Morgan to Offer U.S. Registered ETFs on Mexican Stock Exchange

New York, November 12, 2008 – J.P. Morgan announced that its Depositary Receipts (DR) Group will offer selected U.S.-registered Exchange Traded Funds (ETFs) on the international segment of the Mexican Stock Exchange, Bolsa Mexicana de Valores (BMV). Through this latest edition to its DR product suite, J.P. Morgan will enable all eligible Mexican stock exchange market participants to achieve the U.S. and global exposure that ETFs can provide, as well as benefit from the convenience of a peso-denominated security.

October 31, 2008

Eletrobras Retains J.P. Morgan as Depositary Bank for NYSE Listing

J.P. Morgan announced it has been retained by Centrais Elétricas Brasileiras S.A. (Eletrobrás), the largest electric utilities company in Latin America, to be the depositary bank for the company’s American Depositary Receipt (ADR) program listing on the New York Stock Exchange (NYSE).

October 9, 2008

J.P. Morgan Appointed Depositary Bank for Ecopetrol ADR Program Launch

J.P. Morgan announced it has been appointed depositary bank for the American Depositary Receipt (ADR) program for Ecopetrol S.A. J.P. Morgan will manage all aspects of the ADR program in the U.S. for Ecopetrol, the largest company in Colombia. Ecopetrol’s ADR is the first NYSE-listed program by a Colombian company in more than a decade.

August 20, 2008

J.P. Morgan Launches Third Party Clearing for Warsaw Stock Exchange Members

J.P. Morgan announced that its GlobeClearsm business will now offer third party clearing for Warsaw Stock Exchange (WSE) members who wish to trade Polish securities. J.P. Morgan will be providing clearing and settlement capabilities to clients who want to transact in equities and fixed income products on the WSE. This latest offering marks the 23rd exchange supported directly by J.P. Morgan GlobeClearsm.

August 11, 2008

J.P. Morgan Appointed Successor Depositary Bank for Barclays PLC ADR Program

J.P. Morgan announced today that it has been appointed as the successor depositary bank for the American Depositary Receipt programme of Barclays PLC, a major global financial services provider.

August 6, 2008

J.P. Morgan Selected for Banco Santander Chile ADR Program

J.P. Morgan announced today that it has been selected as successor depositary bank for the American Depositary Receipt program for Banco Santander Chile (NYSE: SAN).

August 6, 2008

J.P. Morgan Private Equity Fund Services Expands in Europe

With the launch of this new European hub, J.P. Morgan is well positioned as a full service administrator for private equity firms and institutional limited partners in Europe. It is one of the only private equity administrators in the U.K. and the Channel Islands that can offer a range of banking services, including cash management and foreign exchange, as well as tax support services to its administration clients.

July 2, 2008

JPMorgan Wins Landmark Multinational Asset Pooling Mandate

JPMorgan today announced an agreement with Shell Asset Management Company (SAMCo), the asset management arm of Royal Dutch Shell, enabling a global provision to service Shell corporate pension and insurance plans with total assets in excess of $70 billion. With this relationship, JPMorgan launches a range of sophisticated services for SAMCo and participating Shell pension funds, including fund accounting, fund administration and certain securities lending services all from segregated and/or pooled accounts that will prove to be a new market milestone.

June 30, 2008

J.P. Morgan Selected by Telmex Internacional, S.A.B. de C.V. for ADR Program

William Kirst, head of J.P. Morgan’s Latin America Depositary Receipts (DR) business, said: “J.P. Morgan is proud to serve as the depositary bank for the Telmex Internacional ADR programs, as well as for the Telmex ADR programs. Thanks to clients like Telmex and Telmex Internacional, J.P. Morgan is the leading provider of DR services in Latin America with 49% of the marketplace and administers more Latin American DRs than any other bank.”

June 18, 2008

J.P. Morgan Wins Comprehensive Custodial Mandate with One of New Zealand's Largest Organizations

Accident Compensation Corporation of New Zealand confirmed that J.P. Morgan Investor Services was appointed as it offered the most comprehensive solution set available for ACC’s Australian Custody requirements. J.P. Morgan will provide a number of efficiencies to ACC operations, including real time reporting services via JPMorgan Access, a proprietary online custody and investment administration reporting tool.

June 13, 2008

J.P. Morgan Selected by the Petroleum Fund of East Timor to Provide Custodial Services and Training Opportunities

In the first agreement of its type in East Timor, as well as providing traditional custodial services, J.P. Morgan will enable BPA officials to undertake capacity building in financial markets. J.P. Morgan will also provide mandate compliance monitoring and fund performance services to enable BPA to monitor their investment portfolio and evaluate their external fund managers.

June 10, 2008

J.P. Morgan Launches Latest Global Derivatives Collateral Offering

J.P. Morgan, which currently services more than $70 billion in derivatives collateral, is offering the new automated reconciliation technology globally, representing the latest enhancement to its Derivatives Collateral Management (DCM) solution. This technology, which is designed to work in conjunction with TriOptima’s triResolve automated position reconciliation service, increases the efficiency and risk management of trading records.

June 3, 2008

J.P. Morgan Expands Boston Fund Services Operations

J.P. Morgan Investor Services said it will lease approximately 100,000 square feet at 451 D Street in South Boston, will retain its offices at 1 Beacon Street and expects to hire more than 300 employees for its global funds services business over the next five years. The business provides accounting and administrative services for institutional investors globally.

May 27, 2008

J.P. Morgan Adds Depositary Receipts Staffing in Asia & Latin America

J.P. Morgan’s new DR specialists in Argentina, Brazil and Singapore will provide a full range of services to companies that want to have their equity traded on exchanges beyond their home markets. The team includes three vice presidents: Bettina Garcia, who will head the local DR sales office in Buenos Aires and is also responsible for DR sales in Chile and Peru, Marcos Yokota, who will head local DR sales in Sao Paulo, and Sharon Tang, who will head the DR sales office in Singapore.

May 6, 2008

J.P. Morgan Extends Compliance Reporting Services to Support Socially Responsible Investment Restriction Monitoring

The new criteria cover some 50 categories, including adult entertainment, gambling, tobacco, weapons, country ties, board diversity, corporate governance, climate change and faith values. The service can be applied to clients’ custody or accounting records, with online reporting available through J.P. Morgan’s existing Web-based Compliance Reporting application.

April 25, 2008

J.P. Morgan Is Top Custodian and Fund Administrator in Luxembourg

J.P. Morgan Bank Luxembourg S.A. today announced that it is the top custodian and fund administrator in Luxembourg, according to the latest figures from Fitzrovia, the independent data firm.

April 1, 2008

JPMorgan Private Equity Fund Services Launches DealVault Technology

JPMorgan Private Equity Fund Services (PEFS) developed DealVault to provide CFOs, deal and investor relations professionals with an advanced platform to centralize volumes of deal tracking information. DealVault integrates with accounting and back office systems, providing private equity investment professionals with one platform to administer every aspect of a private equity investment’s lifecycle.

March 27, 2008

JPMorgan to Acquire Institutional Global Custody Portfolio Of Nordea

JPMorgan Worldwide Securities Services (WSS), a leading provider of global custody and fund services, today announced its intent to acquire the institutional global custody portfolio of Nordea.

March 25, 2008

J.P. Morgan Wins Cavali Custody Contract

J.P. Morgan Securities Company (SC) will be providing custody and asset administration services to Cavali for its portfolio of global securities. J.P. Morgan also provides services to several other central depositories, central banks, commercial banks, government institutions and corporations in the Latin America region.

March 19, 2008

JPMorgan Wins Four Banking Industry Awards

JPMorgan received four awards of excellence at The Asian Banker’s Leadership Achievement Awards ceremony, which was held in conjunction with The Asian Banker Summit in Hanoi.

March 13, 2008

London Pensions Fund Authority Selects JPMorgan For Alternative Investment Portfolio Administration

JPMorgan Private Equity Fund Services (PEFS) will provide LPFA with a set of comprehensive services to give greater insight on the performance, concentration and risk across the alternative investment portion of their assets. The services include cash management, cash flow tracking, performance measurement and analytics. There is also a sophisticated board-quality reporting capability.

March 5, 2008

JPMorgan to Provide Custody, Fund Accounting, and Securities Lending for Devon County Council Pension Fund

JPMorgan today announced it has been mandated by Devon County Council Pension Fund to provide global custody and related services for its £2.2 billion Fund. The mandate comes following a formal review by Devon County Council to consolidate all of its assets with one global custodian.

February 6, 2008

JPMorgan to Provide Currency Hedging for West Midlands Pension Fund

The Foreign Exchange and Rates (FX & Rates) division of JPMorgan’s investment bank will provide the currency hedging through its Passive Currency Overlay Programme for about £1.3 billion of non-UK assets.

January 14, 2008

AustralianSuper Selects JPMorgan For Private Equity Fund Services

JPMorgan PEFS will manage and support various processes for AustralianSuper, including alternative investment performance and investor tracking, while also assisting with the streamlining of AustralianSuper’s private equity instructions process. JPMorgan’s technology is the result of 10 years of private equity fund administration experience.

December 19, 2007

JPMorgan Report Says DRs Hit Record Levels In 2007

JPMorgan’s Depositary Receipts (DR) group said that 2007 saw record levels with DR trading volumes increasing 55% to 85 billion shares and values increasing 92% to $3.1 trillion, according to JPMorgan’s DR “Year in Review 2007” report.

December 13, 2007

JPMorgan Hedge Fund Services Opens Luxembourg Office

Bhagesh Malde, head of JPMorgan Hedge Fund Services in Europe and Asia said: “Luxembourg is an important market for our existing and future hedge fund and fund of hedge fund clients, and opening a full service office there is an important part of our expansion strategy into additional domiciles to be closer to our clients and service them on the ground. As the Luxembourg market grows, we intend to grow with it.”

December 3, 2007

J.P. Morgan Global Clearance to Provide Euronext Securities Clearing Services for URALSIB Securities

John Lewin, CEO of URALSIB Securities, said: “This gives our clients direct access to the Paris Bourse, Brussels Bourse, Amsterdam Stock Exchange and Lisbon Stock Exchange and underlines our strategy to be responsive to the demands of our clients with innovative solutions. JPMorgan is an ideal partner to help us provide the best possible service to our clients."

November 30, 2007

Taiwanese Chunghwa Telecom Switches ADR Program to JPMorgan

JPMorgan today announced that Chunghwa Telecom Co., Ltd. (“Chunghwa Telecom”) has switched the management of its American Depositary Receipts (“ADR”) program to JPMorgan effective 21 November 2007. Chunghwa Telecom’s ADRs are listed for trading on the New York Stock Exchange (“NYSE”), whilst its ordinary shares are listed for trading on the Taiwan Stock Exchange.

November 20, 2007

JPMorgan Appointed Successor Depositary Bank For Sanofi-aventis ADR Program

JPMorgan Worldwide Securities Services today announced it has been named successor depositary bank for the American Depositary Receipt (ADR) program of Sanofi-aventis, one of the world’s leading pharmaceutical companies. Sanofi-aventis’ ADR program is the largest in France and is among the top 10 ADR programs in Western Europe, as measured by number of ADRs outstanding.

November 14, 2007

State of Michigan Retirement System Hires JPMorgan For Alternative Investment Portfolio Administration

JPMorgan Private Equity Fund Services (PEFS) will provide the State with a set of comprehensive services to give greater insight on the performance, concentration and risk across the alternative investment portion of the assets. The services include investment accounting, cash flow tracking and forecasting, reporting and analytics, as well as the ability to easily generate board-quality reports.

November 8, 2007

JPMorgan Adds Bench Strength to Executive Management Team In Support of Wholesale and Broader Banking Strategy

JPMorgan TSS announced the capstone of its strategic foothold in the wholesale banking market with the appointment of Jane Perry as Head of Worldwide Securities Services (WSS), Australia & New Zealand. Formerly COO of AXA Australia and New Zealand, she joins alongside Tony O’Neill who was recently appointed Head of Treasury Services (TS) Australia & New Zealand. Collectively, the two have over 40 years of business management experience in leadership roles across a broad range of functions.

November 5, 2007

JPMorgan Launches Grupo Clarin Depositary Shares Program

JPMorgan today announced the launch of a global depositary shares (GDS) program for Grupo Clarín, Argentina’s largest media company, making it the first Argentine company to have a depositary receipt (DR) listing on the London Stock Exchange.

October 30, 2007

JPMorgan Worldwide Securities Services Expands In The Middle East

JPMorgan Worldwide Securities Services (JPMorgan WSS) today announced it has expanded its Securities Company’s business in the Middle East.

October 23, 2007

JPMorgan Adds India's Financial Technologies As New Depositary Receipts Services Client

JPMorgan today announced that it is acting as depositary bank for Financial Technologies (India) Limited (“Financial Technologies”). JPMorgan provides a full complement of ADR and GDR services to issuers seeking to have their equity traded on exchanges beyond their home markets. JPMorgan's primary services include DR Issuances and Cancellations, Stock Transfer, Tender and Exchange Offer and Subscription Rights Agency services, and Tax Reclamation services for investors.

October 23, 2007

John Hancock Selects J.P. Morgan For Separately Managed Account Administration

J.P. Morgan Managed Account Solutions will provide John Hancock Private Client Group (JH PCG) with a variety of services to automate back office functions for their 5,000 separately managed accounts (SMAs). The J.P. Morgan services will include: shadow accounting, account reconciliation, account maintenance, performance calculation and trading. These services allow asset managers to reduce risk, streamline processes and improve services to their customers.

October 15, 2007

JPMorgan Nets Top-Rating In First-Ever Private Equity Administration Survey

JPMorgan Private Equity Fund Services (PEFS) was top-rated overall for firms that provide administrative services to private equity firms. JPMorgan also secured the highest rankings from clients in North America and from clients of varying sizes from less than $100 million in committed capital to more than $10 billion, according to Global Custodian magazine, which conducted the survey.

October 3, 2007

JPMorgan Securities Lending Business Executive Speaks at Sibos

JPMorgan’s global head of Securities Lending and Execution Products, Sandie O’Connor, spoke today about the growth of electronic trading portals for foreign exchange at the Sibos 2007 conference in Boston.

October 2, 2007

JPMorgan Enhances US Agent Bank Clearing Functionality

JPMorgan has made a multi-million dollar investment in its US Agent Bank Clearing product, to expand its core clearance and custody systems to improve settlement of securities processes through the Depository Trust & Clearing Corporation (DTCC).

October 1, 2007

JPMorgan Donates $100,000 To Boston Youth Symphony Orchestras

The JPMorgan grant will fund 16 concerts in the BYSO’s 50th anniversary season, which begins Sunday, October 7th at Boston’s Symphony Hall. The donation will also support the BYSO’s community outreach program, making 250 tickets available to local community youth groups that may not otherwise have the opportunity to attend orchestral concerts.

October 1, 2007

American Century Investments Names J.P. Morgan As Sole Provider of Custody and Fund Services For $100 Billon In Assets

J.P. Morgan Worldwide Securities Services is the primary custodian and securities lending agent for American Century, but under the new arrangement, J.P. Morgan will be the sole provider for those services and will also provide fund accounting, financial reporting and tax services, pending contract finalization. The new services will be provided by J.P. Morgan’s Boston-based Fund Services unit, which is part of the firm's global integrated fund accounting platform with locations in the U.S., Europe and Asia.

September 26, 2007

WSIB Hires J.P. Morgan As Custodian And Securities Services Provider For $82 Billion In Assets

J.P. Morgan Worldwide Securities Services will provide a wide range of custody and securities services including: global custody, fund accounting, compliance measurement, securities lending, foreign exchange and performance measurement. The Board will have a dedicated client service team with on-site client service in Olympia, WA.

September 19, 2007

JPMorgan Hedge Fund Services To Provide Fund Administration and Custody Services To Over $10BN Of FRM Fund Of Hedge Fund Assets

JPMorgan Hedge Fund Services will provide fund accounting, financial reporting, transfer agency, partnership allocations and custody services to over $10bn of assets in portfolios managed by FRM.

September 13, 2007

J.P. Morgan Worldwide Securities Services Announces Custody Mandates From DSG And George Wimpey

J.P. Morgan Worldwide Securities Services provides the DSG Retirement and Employee Security Scheme with global custody and passive currency overlay services, and provides global custody for the George Wimpey pension plan.

September 12, 2007

JPMorgan Announces Depositary Bank Mandate For Vimetco

JPMorgan Worldwide Securities Services today announced that it is acting as depositary bank for Vimetco, following the company’s initial public offering last month, all of which was in global depositary receipt form (GDR).

August 22, 2007

JPMorgan Launches Almances Exito Global Depositary Receipt Program

Almacenes Exito (EXITO.BO), Colombia’s largest retailer, raised $392 million from the offering which, issued under Rule 144A and Regulation S of the U.S. securities law, allows investments to qualified institutional investors only. Exito’s stores sell consumer products, fresh products, apparel, home products and entertainment items.

August 15, 2007

JPMorgan Adds WuXi Pharmatech To The List Of New Chinese Clients It Serves As Depositary Bank

WuXi PharmaTech is a leading China-based pharmaceutical and biotechnology research and development ("R&D") outsourcing company. It provides a broad and integrated portfolio of high quality chemistry, biology and manufacturing services in the drug discovery and development process to pharmaceutical and biotechnology companies.

August 14, 2007

E-House as JPMorgan's New Depositary Receipts Services Client

E-House is a leading real estate services company in China. It provides primary real estate agency services, secondary real estate brokerage services as well as real estate consulting and information services.

August 13, 2007

JPMorgan Announces Mandate For First Nigerian GDR in London

Shaun Parkes, global head of sales for JPMorgan Worldwide Securities Services’ depositary receipts business, said, “We are very pleased to have been chosen as depositary for GTBank in this landmark transaction.

August 13, 2007

J.P. Morgan Enhances Investment Analytics Technology

J.P. Morgan has redesigned its Investment Analytics & Consulting technology and services, so it can offer detailed security-level, multi-currency performance measurement and analytics to insurance companies, asset managers and pension and endowment fund executives using third-party data.

August 2, 2007

J.P. Morgan Worldwide Securities Services Named Custodian for ICI Specialty Chemicals Pension Fund

J.P. Morgan Worldwide Securities Services today announced it has been appointed custodian for the ICI Specialty Chemicals Pension Fund. J.P. Morgan already provides custody services for the ICI Pension Fund, which provides pensions for ICI employees who work for a different part of the company.

July 31, 2007

JPMorgan Builds Hedge Fund Services Team in Asia

JPMorgan Hedge Fund Services delivers extensive solutions for hedge fund and fund of hedge funds clients seeking independent administration and custody services.

July 24, 2007

J.P. Morgan Nets New Custody Clients in Middle Market Sector

J.P. Morgan Worldwide Securities Services became a leader in the custody industry by serving some of the world’s largest corporations, mutual funds, pension funds and insurance companies. Now, it is looking to significantly increase the number of clients in the Middle Market, which have up to $1 billion in assets. The business unit has created a dedicated team to provide custody services for not-for-profit institutions and mid-sized companies. It has also launched a new campaign with the firm’s Commercial Bank to expand business with existing clients.

July 17, 2007

JPMorgan’s Trustee and Fiduciary Business Tops $1 Trillion in Assets Under Trusteeship

The business, which earlier this year celebrated its 20th anniversary, acts in a fiduciary capacity for European collective investment schemes and is a top provider of services in Dublin, Frankfurt, Jersey, Luxembourg and the UK. T&F services have recently been expanded to include Belgium, China and Taiwan.

July 2, 2007

JPMorgan Adds 20th Derivative Collateral Management Client

More than half of CommanD's existing client base includes large multi-national financial institutions, broker-dealers and asset managers including the World Bank, Resolution Asset Management, Standard Life Investments and JPMorgan Asset Management (UK), among others

June 26, 2007

J.P. Morgan Worldwide Securities Services Announces Five Mid-market Pension Fund Custody Mandates

The pension fund sponsors include ArvinMeritor UK, House of Fraser, Kingston Communications, Lend Lease UK and Pilot’s National Pension Fund.

June 19, 2007

J.P. Morgan Worldwide Securities Services Expands Dutch Office

J.P. Morgan Worldwide Securities Services in the last year has hired a team based in Amsterdam to work with Dutch corporate and institutional investors, such as pension funds, fund management and insurance companies.

June 14, 2007

JPMorgan Acts as Depositary Bank for Yingli Green Energy’s Newly Launched American Depositary Receipts Program

Each Yingli Green Energy ADR represents one common share. A total of 29,000,000 American Depositary Shares were sold in the offering at a price of US$11 per ADR, resulting in a total offering size of US$319 million.

June 7, 2007

LDK Solar Becomes JPMorgan’s New Addition to the List of Companies it Serves as a Depositary Bank

On 6 June 2007, LDK Solar completed its level 3 initial public offering of American Depositary Receipts (ADRs) on the New York Stock Exchange ("NYSE").

June 5, 2007

JPMorgan Re-opens Turkcell ADR Program

JPMorgan today announced that it has successfully re-opened American Depositary Receipt ("ADR") issuances and cancellations for Turkcell Iletisim Hizmetleri A.S. ("Turkcell"), effective 17 May 2007. Turkcell is the leading mobile communications provider in Turkey.

May 23, 2007

JPMorgan Acts as Depositary Bank for China Sunergy’s Newly Launched American Depositary Receipt Program

A leading manufacturer of solar cell products, China Sunergy completed its level 3 new initial public offering of American Depositary Receipts (ADRs) on NASDAQ on May 22, 2007.

May 22, 2007

JPMorgan Launches Depositary Receipt Index Program

JPMorgan today announced the launch of its first Depositary Receipt Index program with a dozen indexes designed to provide retail and institutional investors with new investable benchmarks for global equity performance.

May 15, 2007

JPMorgan is First 3rd Party Administrator in Luxembourg to Reach $300 Billion Mark

According to Fitzrovia, the independent data firm, JPMorgan Bank Luxembourg S.A. is the first 3rd party Luxembourg fund administrator to have $300 billion of assets under administration and is the largest custodian and fund administrator in Luxembourg.

May 14, 2007

JPMorgan Launches Private Equity Fund Services in UK

Huw Jones joins as head of JPMorgan Private Equity Fund Services’ London office to expand the business throughout Europe and the Middle East, offering fund administration and portfolio administration to European and Middle Eastern private equity firms and to limited partners (investors).

April 30, 2007

China’s Linktone Selects JPMorgan as the Successor Depositary Bank for its NASDAQ-listed American Depositary Receipt Program

Linktone is a leading provider of wireless interactive entertainment products and services in China. The company provides a diverse portfolio of services to wireless consumers, with a particular focus on media, entertainment and communications.

April 26, 2007

JPMorgan Celebrates 80th Anniversary of the ADR

JPMorgan created and launched the first–ever ADR on April 29, 1927 for the U.K.’s Selfridges Provincial Stores Limited (now known as Selfridges PLC), the famous British retailer. The first ADR was listed on the New York Curb Exchange, the precursor to the American Stock Exchange.

April 23, 2007

JPMorgan Worldwide Securities Services Wins Custody Mandate for Pension Insurance Corporation

JPMorgan will provide custody, fund accounting and associated services for PIC.

April 17, 2007

JPMorgan to Provide Alternative Asset Fund Services for Ireland's National Pensions Reserve Fund

The fund was valued at €18.8 billion at the end of 2006. The National Treasury Management Agency projects the value of the NPRF's property and private equity portfolios will be at least €2 billion each by 2009.

April 11, 2007

JPMorgan Launches New Investment Improvement Tools

The new tools – Manager Consistency Analysis and Marginal Risk Analysis – are the latest from JPMorgan, and are designed to help asset managers and pension and endowment fund executives achieve greater risk-adjusted returns for investment portfolios.

April 9, 2007

JPMorgan Fund Services Expands Boston Operations

JPMorgan has hired more than 150 new employees in the past year and plans to hire more this year to provide custody, accounting, investment operations and fund administrative services for U.S. mutual fund companies.

April 2, 2007

JPMorgan Launches the First Global Depositary Receipt Listing on the Singapore Exchange

JPMorgan will act as depositary bank for the Uttam Galva Steels Limited (“Uttam Galva”) Global Depositary Receipt (“GDR“) program. This is the first ever GDR listing on the Singapore Exchange Securities Trading Limited (“SGX”), established in conjunction with the company’s US$20 million Regulation S offering.

March 26, 2007

JPMorgan Selected for Launch of NYSE ARCA TECH 100 ETF

JPMorgan will provide fund accounting, fund administration, transfer agency and custody services for the new ETF that replicates the NYSE Arca Tech 100 Index, which represents 100 companies in the technology field and related industries. The ETF is expected to begin trading on the NYSE Arca, L.L.C. under the symbol (NXT) on March 26, 2007. Shares are expected to be available in the secondary market on March 28, 2007.

March 20, 2007

J.P. Morgan Property Exchange Creates Strategic Alliance Program

The new program means JPEX will establish formal alliances to provide services for Like-Kind Exchanges (LKEs), which are allowed under Section 1031 of the Internal Revenue Code, and allow taxpayers to defer capital gains on the exchange of business/investment property.

March 19, 2007

J.P. Morgan Global E-Tax System Expanded

The latest version of J.P. Morgan E-Tax offers detailed tax profiles that are updated daily in more than 90 markets providing in-depth tax information including statutory exemptions, tax procedures and reclaim forms worldwide.

March 7, 2007

Knight Equity Markets International Chooses JPMorgan Globeclear for Clearing and Settlement

Knight began a review at the end of last year of its requirements for the clearing, settlement and related services of its on- and off-exchange trading activity. After the review, Knight reappointed JPMorgan GlobeClear, which has provided over the counter (OTC) and on-exchange securities clearing for Knight since 2004.

March 5, 2007

JPMorgan Worldwide Securities Services Wins £9.5BN Asset Servicing Mandate from Wellcome Trust

Under the agreement, JPMorgan will provide custody, accounting, monthly performance measurement, cash products and foreign exchange services, passive currency overlay, and commission recapture for the £13.9 billion* foundation.

March 1, 2007

JPMorgan Worldwide Securities Services Wins £733 Million Custody Mandate from Southwark Council Pension Fund

Separately, JPMorgan Transition Management recently completed an asset restructure for the Southwark Pension Fund. The transition saw the restructure of £520m of equity assets divided among three fund managers.

February 26, 2007

JPMorgan to Acquire Fund Services Business of Integrated Investment Services

Integrated Investment Services (IIS) is a fund accounting, fund administration and transfer agency services business. The acquisition is expected to close in the second quarter of 2007.

February 22, 2007

Proshares Selects JPMorgan to Help Launch 12 More ETFs

JPMorgan Worldwide Securities Services will supply a full range of services including fund accounting, fund administration and custody services. The fund accounting, fund administration and regulatory services will be provided by JPMorgan’s U.S. Fund Services unit, which is based in Boston.

February 14, 2007

NYSTRS Selects JPMorgan as First Non-Custody Securities Lending Agent for Fixed Income

JPMorgan’s Securities Lending business will lend fixed income securities to qualified borrowers, seeking to create extra income for NYSTRS, one of the largest public retirement systems in the nation.

February 13, 2007

Rydex Investments Announces the Launch of CurrencysharesSM Japanese Yen Trust

Shares of the first yen–based exchange traded fund (ETF) will begin trading today on the New York Stock Exchange. CurrencyShares Japanese Yen Trust (NYSE: FXY) tracks the daily price movement of its underlying currency, with shares of the trust representing approximately 10,000 yen.

February 5, 2007

JPMorgan Worldwide Securities Services Reappointed Custodian for London Pensions Fund Authority

JPMorgan has provided custody services for LPFA since 1991 and also provides accounting, performance measurement and securities lending services.

January 31, 2007

William Smith Joins JPMorgan Worldwide Securities Services as Head of Securities Lending Sales in Western Hemisphere

Smith has more than two decades of business management experience in securities lending, collateral and cash management and capital markets. He has held several key positions in securities lending including managing director at HSBC Bank USA, NA and at Deutsche Bank, AG.

January 24, 2007

Strong Growth in American and Global Depositary Receipts Anticipated in 2007

Strong growth in liquidity and capital raised from American and Global Depositary Receipts is anticipated in 2007, matching or exceeding 2006’s record-setting levels, according to JPMorgan’s Depositary Receipts Group.

January 23, 2007

JPMorgan Becomes Depositary for Intesa Sanpaolo ADR Program

JPMorgan today announced that it has been appointed as depositary bank for the Intesa Sanpaolo American Depositary Receipt ("ADR") program, which replaced the previous Sanpaolo ADR program following the merger with Banca Intesa on January 1. The ADRs are traded on the OTC market in the US.

January 22, 2007

Universities Superannuation Scheme Reappoints JPMorgan Worldwide Securities Services as Global Custodian

USS has approximately £29 billion of assets under management, of which around £24 billion is managed internally. JPMorgan has acted as global custodian and has provided securities lending services for USS since 1995.

January 9, 2007

MFS Investment Management Selects JPMorgan WSS for Custody and Fund Accounting

The services will be provided by JPMorgan’s Boston-based Fund Services unit, which is part of the firm’s global integrated fund accounting platform with locations in the U.S., Europe and Asia.

January 8, 2007

HM Capital Partners LLC Selects JPM Private Equity Fund Services for Strategic Outsourcing Relationship

In a landmark private equity outsourcing arrangement, the HM Capital fund administration team will become a part of JPMorgan Private Equity Fund Services (PEFS) and will continue to support HM Capital as a third party administrator.

January 3, 2007

Employees Retirement System of Texas Selects JPMorgan Worldwide Securities Services for Global Custody & Asset Services

JPMorgan will provide a wide range of global custody services and will also become the provider of ERS’ official accounting records for its investment management and plan sponsor operations.

January 2, 2007

Petrobras Selects JPMorgan for $25 Billion ADR Program

As successor depositary bank for the common and preferred share American Depositary Receipt (ADR) programs for Petrobras, JPMorgan becomes leader in Latin American Depositary Receipts.

December 20, 2006

JPM WSS Wins Ohio Treasurer Contract for $92 Billion in Assets

JPMorgan will now provide global as well as domestic custody and securities services for the public employees’ retirement system and workers compensation insurance fund through its Worldwide Securities Services unit, which is part of JPMorgan Chase.

December 18, 2006

Old Mutual Asset Managers (SA) and JPMorgan Reach Outsourcing Agreement

The outsourcing will include core investment administration services; including trade support, fund accounting and reporting, which are expected to be transferred to JPMorgan by the end of next year.

December 11, 2006

JPMorgan Worldwide Securities Services and Barclays Global Investors Complete Outsourcing Arrangement

The transition to JPMorgan’s servicing platform was one of the biggest investment services outsourcing transactions in the region.

December 6, 2006

Modern Asset Management Selects JPM for SMA & Unified Managed Account Administration and Electronic Execution

The services include shadow accounting, reconciliation, new account setup, performance calculation and account maintenance. JPMorgan will be providing services to Modern as an asset manager and as a sponsor.

October 31, 2006

Teachers' Retirement of Oklahoma Selects JPM WSS to Provide Custody Services for $8 Billion Asset Portfolio

JPMorgan will provide Custody, Securities Lending, Fund Accounting, Performance Measurement and Compliance Reporting services

October 23, 2006

JPMorgan Acts as Transition Manager for £1 Billion Lincolnshire County Council Pension Fund

As part of the restructuring, the pension fund has hired Alliance Bernstein to manage £100million of equities and Threadneedle to manage £50 million of equities.

October 10, 2006

JPM WSS Poll Shows Asset Managers, Investors Concerned About Lack of Market Data for Derivatives

The poll was of 20 asset managers and institutional investors who attended JPMorgan WSS’ “Operational Success in OTC Derivatives” forums in New York and London.

October 9, 2006

JPMorgan Worldwide Securities Services Unveils Major Technology Enhancements to VIEWS Portfolio Reporting System

The latest version of JPMorgan VIEWS gives institutional investors a “dashboard” homepage that quickly summarizes all assets, real–time intra–day reports and a Report Wizard that allows integration of data from numerous sources and extensive customization.

October 4, 2006

JPMorgan Worldwide Securities Services Announces it has Hired Francis Jackson

Jackson joined from SEI Investments, where he was global head of Private Banking and Distribution business at the asset management, fund administration and outsourced processing company.

October 2, 2006

JPMC completes acquisition of BNY's consumer, small-business and middle-market banking businesses

The former Bank of New York customers – as well as existing Chase customers – now have access, without paying a fee, to 2,200 Tri–state area ATMs, which are branded Chase or Bank of New York.

September 14, 2006

JPMorgan's Worldwide Securities Services Hires Mark Kelley as Head of JPMorgan Fund Services

Kelley, an executive with more than 20 years of financial services experience, has held several key positions including most recently as Managing Director and Regional Business head of Citigroup’s Securities and Fund Services Europe, Middle East and Africa Division.

September 1, 2006

J.P. Morgan Property Exchange Inc. Offers Online Seminars on Like-Kind Exchange Tax Deferments

The hour–long Webinars will cover topics including: the Basics of IRC Section 1031, How to identify potential exchange beneficiaries, Qualified Intermediaries and when to use them, Tax and investment benefits of Like–Kind Exchange and LKE structures, plus many more.

August 28, 2006

JPMorgan Worldwide Securities Services Expands Investment Management Sales Force

James Donatell will focus on new business development for West Coast asset managers and Diane Hutson Scott will concentrate on firms in the Northeast.

August 15, 2006

JPMorgan Worldwide Securities Services to Provide Custody Services for the Mineworkers Pension Scheme

Following The Mineworkers Pension Scheme’s recent benchmarking exercise and review, the Scheme has agreed to retain JPMorgan Worldwide Securities Services (WSS) as their £10.5 billion scheme’s custodian.

August 15, 2006

JPMorgan Worldwide Securities Services to Provide Custody Services for the British Coal Staff Superannuation Scheme

Following The British Coal Staff Superannuation Scheme’s recent benchmarking exercise and review, the Scheme has agreed to retain JPMorgan Worldwide Securities Services (WSS) as their £8.0 billion scheme’s custodian.

August 14, 2006

Threadneedle and JPMorgan Sign Outsourcing Contract

Threadneedle Investments and JPMorgan Chase Bank have today announced that they have signed the contract on 7th August to appoint JPMorgan as Threadneedle’s chosen provider of outsourced Investment Operations services.

July 18, 2006

Freddie Mac Selects JPMorgan to Provide Technology and Securities Services for $700 Billion Asset Portfolio

Freddie Mac (NYSE:FRE) today announced that it has selected JPMorgan Worldwide Securities Services to provide transaction processing and recordkeeping services for its approximately $700 billion portfolio of mortgage–backed securities and short–term assets. Freddie Mac is one of the nation’s largest investors in residential mortgages.

July 17, 2006

JPMorgan Worldwide Securities Services Selected by UJA-Federation of New York for Custody & Accounting Services

JPMorgan chosen for experience, technology and services for endowment and foundations.

July 12, 2006

Nordea Asset Management in Luxembourg Awards Consolidated Global Custody Mandate to JPMorgan

Nordea Bank S.A. in Luxembourg has consolidated global custody for $28 billion of the group’s international fund and private client assets with JPMorgan Worldwide Securities Services.

July 11, 2006

Lee Burchell Joins JPMorgan Worldwide Securities Services as Vice President Pension Fund Sales

Burchell joins a team led by Benjie Fraser, Senior Vice President and head of business development for European pension funds at JPMorgan WSS, as part of WSS’s focus on pension funds and the administration of pension funds.

June 28, 2006

JPMorgan Bankruptcy & Settlement Services Distributes Full Payment of $891 Million to Farmland Unsecured Creditors

JPMorgan recovers and pays out 104% of unsecured claims. A leading provider of Chapter 11 services, JPMorgan Bankruptcy & Settlement Services reached the full payment mark this week.

June 26, 2006

JPMorgan Worldwide Securities Services Selected by Rydex Investments to Launch Six New CurrencySharesSM

JPMorgan Worldwide Securities Services, a leading global provider of securities services, today announced that Rydex Investments has selected JPMorgan as depository for its six new currency–based exchange traded products.

June 23, 2006

Threadneedle Set to Outsource Investment Operations to JPMorgan

Threadneedle Investments (“Threadneedle”) announced today that it has entered into exclusive negotiations with JPMorgan Chase Bank N.A. (“JPMorgan”) with the intention of appointing JPMorgan as Threadneedle’s chosen provider of outsourced Investment Operations services.

June 23, 2006

JPMorgan Wins ADR Mandate for United Utilities

JPMorgan today announced that it has been appointed successor depositary bank for the American Depositary Receipt (ADR) programme of United Utilities, the FTSE 100 company.

June 21, 2006

JPMorgan to Provide Full Range of Fund Administration Services for New ETFs

JPMorgan today announced that ProShares has selected the firm to provide a full range of fund services including accounting, administration, transfer agency and custody services.

June 15, 2006

SWIFT Board elects new Chairman and Deputy Chairman

SWIFT announced today the election of Mr. Yawar Shah as Chairman of the Board.

June 7, 2006
June 5, 2006

JPMorgan Offers Tri-Party Clearance Arrangement Across the Nordic Region

JPMorgan today announced that GlobeClear, its securities clearance business, has launched a fully–integrated clearance and settlement solution for on-exchange trades across the Nordic region.

May 31, 2006
May 30, 2006

Henderson to Outsource Servicing for $2 Billion of its Hedge Fund Assets to JPMorgan Hedge Fund Services

Agreement comes after JPMorgan Hedge Fund Services acquired Paloma Partners‚ middle and back office

May 24, 2006

Euro CurrencyShares Reaches Over $700 Million in Assets

JPMorgan Worldwide Securities Services serves as depository for new investment tool.

May 22, 2006

G30 Final Report on Global Clearing and Settlement

The Group of Thirty (G30) today released "Global Clearing and Settlement: Final Monitoring Report," which outlines progress in implementing the twenty recommendations contained in the Group's 2003 Plan of Action.

May 15, 2006

Group of Thirty (G30) Reveals Final Global Clearing & Settlement Report at May 22nd JPMorgan Press Event

The Group of Thirty (G30) will hold a press conference to announce the findings of the "Global Clearing and Settlement: Final Monitoring Report" on Monday, May 22nd at 9 a.m. ET at JPMorgan headquarters in New York.

May 10, 2006

HOSTPLUS Re-appoints JPMorgan Chase as Master Custodian

Industry superannuation fund HOSTPLUS has re-appointed leading financial services group JPMorgan Chase Bank, N.A. as its master custodian following a custodian review.

May 3, 2006

Jon Lloyd Joins JPMorgan Worldwide Securities Services as International Chief Administration Officer

JPMorgan today announced that Jonathan Lloyd joined JPMorgan Worldwide Securities Services (WSS) as chief administrative officer for international regions, including Europe, Middle East and Africa (EMEA) and Asia Pacific (APAC). Lloyd reports to Liz Nolan, Regional Executive for Worldwide Securities Services in EMEA and APAC.

April 8, 2006

JPMorgan Chase to acquire The Bank of New York's consumer, small-business and middle-market banking businesses in exchange for corporate trust operations

Chase to add 338 branches serving 600,000 households; will gain deposits of $15 billion. The deal will significantly strengthen Chase's leadership in New York City/Tri-State region and will increase small-business and commercial banking franchises, adding 100,000 small-business and 2,000 middle-market clients.

March 31, 2006

JPMorgan Wins ADR Mandate for Enel

JPMorgan today announced that the NYSE listed American Depositary Receipt (ADR) programme for Enel is now live with JPMorgan, which will act as successor ADR depositary bank to Enel, a leading European energy group.

March 16, 2006

JPMorgan Launches TAM Brazilian Airlines ADR Program

JPMorgan today announced the launch of the TAM S.A (NYSE: TAM) American Depositary Receipt (ADR) program established in conjunction with the Brazilian Airlines' $463 million initial public offering of ADRs.

March 1, 2006

JPMorgan Wins Successor Depositary ADR Mandate for Intercontinental Hotels Group PLC

JPMorgan today announced that it has been appointed successor depositary bank by InterContinental Hotels Group PLC ("IHG") for its NYSE-listed American Depositary Receipt ("ADR") programme which backs its ordinary shares on the London Stock Exchange.

February 27, 2006

JPMorgan Worldwide Securities Services Hires Benjie Fraser

JPMorgan Worldwide Securities Services (WSS) announced today the appointment of Benjie Fraser as Senior Vice President and head of business development for European pension funds, a new position, as part of WSS's focus on pension funds and the administration of pension funds.

February 16, 2006

Cazenove Capital Management Goes Live with JPMorgan for Securities Services

JPMorgan today announced that Cazenove Capital Management is now live with JPMorgan's global custody, fund administration and fiduciary solution. Cazenove Capital Management (CCM) selected JPMorgan as its main securities services provider for its �4 billion of UK and Irish funds.

February 13, 2006

JPMorgan Worldwide Securities Services to Acquire Paloma's Middle and Back Office Operations

JPMorgan Worldwide Securities Services (WSS), a leading global provider of fund services, today announced it has agreed to acquire the middle and back office operations of Paloma Partners Management Company (Paloma). Paloma is part of a privately-owned investment fund management group, based in Greenwich, CT.

January 24, 2006

CUNA Mutual Group Selects Systems & Services Technologies as the Preferred Partner to Provide Auto Loan Servicing Solutions

CUNA Mutual Group, the leading provider of financial services to credit unions, has selected Systems & Services Technologies, Inc. (SST), the nation's leading independent loan servicer, to provide auto loan servicing solutions to CUNA Mutual's collateral protection customers and their members.

January 12, 2006

JPMorgan Wins ADR Mandate for KPN

JPMorgan today announced that the NYSE listed American Depositary Receipt (ADR) programme for KPN is now live with JPMorgan, which will act as successor ADR depositary bank to the leading European telecommunications group.

January 11, 2006

JPMorgan Launches Taiwan Kolin Co., Ltd. GDR Program

JPMorgan has announced the Taiwan Kolin Co., Ltd (Taiwan Kolin), Global Depositary Receipt (GDR) program in conjunction with the company's $28.7 million initial public offering.

January 2, 2006

Leary Discusses the Outsourcing of Compliance Functions

On October 24, 2005, the U.S. Institute hosted a panel discussion for Chief Financial Officers (CFOs) and Chief Operating Officers (COOs) of large investment companies and advisers on outsourcing compliance functions.

November 14, 2005

JPMorgan Worldwide Securities Services Launches New Private Equity Fund Services Business

JPMorgan offers a full suite of high-quality outsourced fund administration services to private equity firms and institutional limited partners.

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