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JPMorgan Chase & Co. Business Reports

JPMorgan Chase & Co. Overview

Address

270 Park Ave. New York, 
NY 10017 United States
Phone: 212-270-6000
Fax:212-270-1648

JPMorgan Chase & Co. Rankings

#13 in FORTUNE 500 (May 2011) 
#S&P 500 
#

Company Description

JPMorgan Chase was born with a silver spoon in its mouth but that hasn't stopped it from wanting more. The US' largest bank holding company with more than $2 trillion in assets, it has more than 5,500 branches in a couple dozen states (and counting) and is also among the nation's top mortgage lenders and credit card issuers (it holds some $132 billion in credit card loans). Active in some 60 countries, it also boasts formidable investment banking and asset management operations. The firm's subsidiaries include the prestigious JPMorgan Private Bank and institutional investment manager JPMorgan Asset Management (with some $1.9 trillion under supervision). It also owns private equity firm One Equity Partners.

JPMorgan Chase & Co. Company Profile Report

Purchase Report
 
$69

Hoover's industry experts provide proprietary editorial analysis supplemented with content from multiple data sources to bring you the Company Profile Report. The depth of each report varies, so be sure to view the sample and review the report contents listed next.

 

Sections Included in Report

  • Company Overview
  • Company Description
  • Company History
  • People
  • Biographies
  • Historical Events
  • Industry Information
  • Financial Summary
  • Annual Income Statement
  • Quarterly Cash Flow
  • Annual Balance Sheet
  • Quarterly Balance Sheet
  • Annual Cash Flow
  • Quarterly Income Statement
  • Earning Estimates
  • Financial Market Data
  • Historical Financials
  • Competitors List
  • Competitive Landscape

Company Profile Report Highlights

  • Company Description

    Quickly grasp how a company operates and understand its current business environment.
  • Industry Information

    Identify the often times disparate industries a company does business in, and find the corresponding SIC and NAICS codes.
  • Biographies

    Learn the background and technology interests of the company's executives, to better understand possible growth directions.
  • Company History

    When you want to know where a company is going, you'll be helped by first knowing where it's been. Use this to get up to speed on a company's history.
  • Key People

    Uncover the roles and responsibilities of the management team and identify the correct decision maker, so you are sure to talk to the right contact.
  • Company Financials

    Review key financial information to gauge health and growth potential.

Company Profile Report

Purchase Report
 
$69

    Choose below from the available Industry Reports related to 

  • Mortgage Banking Industry Report
  • Investment Banking Industry Report
  • Financial Planners & Investment Advisers Industry Report
  • Securities Brokerages Industry Report
  • Mutual Fund Management Industry Report
  • Banks & Credit Unions Industry Report

Mortgage Banking Industry Report

Purchase Report
 
$129

Overview

The US mortgage banking industry includes about 16,000 companies with combined annual revenue of $60 billion. Major companies include units of Wells Fargo, JPMorgan Chase, Citigroup, and Bank of America. The industry is concentrated: the largest 50 companies generate about 70 percent of revenue.

SIC: 6111, 6162

NAICS: 522292, 522310

 

Sample Questions & Answers

How does the company respond to changes in interest rates?

Mortgage applications and refinancings can be volatile due to economic conditions, changes in taxes laws, and government stimulus programs. High numbers of mortgage defaults can also cause bankers to curtail lending to all but the most credit-worthy...

 

How reliant is the company on Fannie Mae and Freddie Mac?

Fannie Mae and Freddie Mac's financial health directly affects their ability to finance mortgage securities. They are the largest suppliers of home loans in the US, and as such, many mortgage bankers depend on these two government-controlled firms.

 

To read this full Call Prep Question and others, purchase the full report.

 

General Report Description

Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

 

Sections Included in Report

  • Industry Overview
  • Quarterly Industry Update
  • Business Challenges
  • Trends and Opportunities
  • Call Preparation Questions
  • Financial Information
  • Industry Forecast
  • Website and Media Links
  • Glossary of Acronyms

    Industry Report Highlights:

    • Recent Developments

      Stay up to date on crucial industry news that may affect your strategy.
    • Trends & Opportunities

      Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.
    • Call Preparation Questions

      Gain instant rapport with prospects during your sales calls using done-for-you call preparation questions.
    • Industry Forecast

      Identify growth and integrate projections in your own business planning.
    • Business Challenges

      Engage your prospects with solution selling that makes their life easier by first understanding their pain points.
    • Executive Insight

      Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.
    • Financial Information

      Increase your credibility and support your presentations by adding verifiable industry metrics.
    • Web Links & Acronyms

      Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

    Mortgage Banking Industry Report

    Purchase Report
     
    $129

    Investment Banking Industry Report

    Purchase Report
     
    $129

    Overview

    The US investment banking industry includes about 3,000 companies with combined annual revenue of about $125 billion. Major companies include Bank of America's Merrill Lynch, Morgan Stanley, Goldman Sachs, Lazard, and Jefferies. Investment banking is highly concentrated: the largest 50 firms generate more than 90 percent of industry revenue.

    SIC: 6159

    NAICS: 523110

     

    Sample Questions & Answers

    How might the firm adjust its growth strategy in response to the landmark Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010?

    The financial reform law passed in 2010 expands federal regulation of the investment banking industry by imposing restrictions on the offering of financial products and on mergers and acquisitions among banks. Critics of the new law complain that it...

     

    How does the firm ensure regulatory compliance?

    Regulatory oversight of investment banking has become intense, particularly for large Wall Street firms that were not subject to strict regulation during the earlier part of the 2000s. In the past, regulators and examiners who understood complex...

     

    To read this full Call Prep Question and others, purchase the full report.

     

    General Report Description

    Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

     

    Sections Included in Report

    • Industry Overview
    • Quarterly Industry Update
    • Business Challenges
    • Trends and Opportunities
    • Call Preparation Questions
    • Financial Information
    • Industry Forecast
    • Website and Media Links
    • Glossary of Acronyms

      Industry Report Highlights:

      • Recent Developments

        Stay up to date on crucial industry news that may affect your strategy.
      • Trends & Opportunities

        Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.
      • Call Preparation Questions

        Gain instant rapport with prospects during your sales calls using done-for-you call preparation questions.
      • Industry Forecast

        Identify growth and integrate projections in your own business planning.
      • Business Challenges

        Engage your prospects with solution selling that makes their life easier by first understanding their pain points.
      • Executive Insight

        Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.
      • Financial Information

        Increase your credibility and support your presentations by adding verifiable industry metrics.
      • Web Links & Acronyms

        Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

      Investment Banking Industry Report

      Purchase Report
       
      $129

      Financial Planners & Investment Advisers Industry Report

      Purchase Report
       
      $129

      Overview

      About 35,000 US companies with combined annual revenue of about $200 billion provide financial planning and investment advice to individuals and businesses. Large companies include Ameriprise Financial, Charles Schwab, and units of diversified financial services companies such as Morgan Stanley. The industry is concentrated: the 50 largest companies account for about half of revenue.

      SIC: 6282

      NAICS: 523930

       

      Sample Questions & Answers

      How does the firm stay abreast of the range of investment products available?

      The explosion in the variety of investment vehicles available such as exchange traded funds, specialty funds, and commodities makes familiarity with them all difficult for a financial planner. An advantage of larger planning firms is their ability to...

       

      How is the firm planning for the possibility of new federal and state regulations?

      Legislators and regulators are increasingly demanding more transparency of investment advisers. The Madoff scandal of 2008 prompted a series of legislative efforts by lawmakers to disclose the practices of the industry. Proposals to require all...

       

      To read this full Call Prep Question and others, purchase the full report.

       

      General Report Description

      Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

       

      Sections Included in Report

      • Industry Overview
      • Quarterly Industry Update
      • Business Challenges
      • Trends and Opportunities
      • Call Preparation Questions
      • Financial Information
      • Industry Forecast
      • Website and Media Links
      • Glossary of Acronyms

        Industry Report Highlights:

        • Recent Developments

          Stay up to date on crucial industry news that may affect your strategy.
        • Trends & Opportunities

          Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.
        • Call Preparation Questions

          Gain instant rapport with prospects during your sales calls using done-for-you call preparation questions.
        • Industry Forecast

          Identify growth and integrate projections in your own business planning.
        • Business Challenges

          Engage your prospects with solution selling that makes their life easier by first understanding their pain points.
        • Executive Insight

          Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.
        • Financial Information

          Increase your credibility and support your presentations by adding verifiable industry metrics.
        • Web Links & Acronyms

          Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

        Financial Planners & Investment Advisers Industry Report

        Purchase Report
         
        $129

        Securities Brokerages Industry Report

        Purchase Report
         
        $129

        Overview

        The securities brokerage industry in the US includes about 7,500 companies with combined annual revenue of about $145 billion. Major companies include Charles Schwab, Edward Jones, and brokerage units of large financial services companies such as Morgan Stanley, Goldman Sachs, and Citigroup. The industry is highly concentrated: the top 50 companies account for more than 80 percent of revenue.

        SIC: 6099, 6211

        NAICS: 523120, 523130

         

        Sample Questions & Answers

        How much change in brokerage volume has the company seen in the past year?

        Industry profitability depends on transaction volume and the size of customer accounts, both of which can rapidly change. In recent years, a high proportion of transaction volume came from hedge funds, which can quickly shift into other investments...

         

        How is competition from bank products affecting the company’s business?

        Investing in bank products, such as money market accounts and CDs, appeals to customers as an alternate to securities because of guaranteed returns and federal insurance. During the recession of the late 2000s, the personal savings rate rose 4...

         

        To read this full Call Prep Question and others, purchase the full report.

         

        General Report Description

        Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

         

        Sections Included in Report

        • Industry Overview
        • Quarterly Industry Update
        • Business Challenges
        • Trends and Opportunities
        • Call Preparation Questions
        • Financial Information
        • Industry Forecast
        • Website and Media Links
        • Glossary of Acronyms

          Industry Report Highlights:

          • Recent Developments

            Stay up to date on crucial industry news that may affect your strategy.
          • Trends & Opportunities

            Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.
          • Call Preparation Questions

            Gain instant rapport with prospects during your sales calls using done-for-you call preparation questions.
          • Industry Forecast

            Identify growth and integrate projections in your own business planning.
          • Business Challenges

            Engage your prospects with solution selling that makes their life easier by first understanding their pain points.
          • Executive Insight

            Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.
          • Financial Information

            Increase your credibility and support your presentations by adding verifiable industry metrics.
          • Web Links & Acronyms

            Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

          Securities Brokerages Industry Report

          Purchase Report
           
          $129

          Mutual Fund Management Industry Report

          Purchase Report
           
          $129

          Overview

          The US mutual fund management industry includes about 600 companies with about $12 trillion in assets under management. Major companies include BlackRock, Capital Research and Management (American Funds), FMR (Fidelity Investments), JPMorgan Chase, and Vanguard.

          SIC: 6282

          NAICS: 523920

           

          Sample Questions & Answers

          How rapidly does the company expect to increase the size of its funds?

          The fees mutual fund managers receive are linked to the size of the funds they manage. Declines in the value of the securities in a fund, or withdrawals by investors, directly affect management revenue. Funds with poor investment performance can...

           

          How does the company counter the allure of higher-return investments?

          Other types of investments can pull money out of mutual funds. Because many mutual funds are structured as low-risk investments suitable for retirement-oriented investors, they typically produce only moderate gains. Hedge funds, real estate, and...

           

          To read this full Call Prep Question and others, purchase the full report.

           

          General Report Description

          Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

           

          Sections Included in Report

          • Industry Overview
          • Quarterly Industry Update
          • Business Challenges
          • Trends and Opportunities
          • Call Preparation Questions
          • Financial Information
          • Industry Forecast
          • Website and Media Links
          • Glossary of Acronyms

            Industry Report Highlights:

            • Recent Developments

              Stay up to date on crucial industry news that may affect your strategy.
            • Trends & Opportunities

              Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.
            • Call Preparation Questions

              Gain instant rapport with prospects during your sales calls using done-for-you call preparation questions.
            • Industry Forecast

              Identify growth and integrate projections in your own business planning.
            • Business Challenges

              Engage your prospects with solution selling that makes their life easier by first understanding their pain points.
            • Executive Insight

              Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.
            • Financial Information

              Increase your credibility and support your presentations by adding verifiable industry metrics.
            • Web Links & Acronyms

              Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

            Mutual Fund Management Industry Report

            Purchase Report
             
            $129

            Banks & Credit Unions Industry Report

            Purchase Report
             
            $129

            Overview

            The US automobile parts retail industry includes about 40,000 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $45 billion. Major companies include Advance Auto Parts, AutoZone, O'Reilly Automotive, and The Pep Boys. The industry US is concentrated: the 50 largest companies generate about half of industry revenue.

            SIC: 5531

            NAICS: 441320, 441310

             

            Sample Questions & Answers

            How does the company adjust its inventory levels during periods of lower demand?

            Because auto parts sales depend on how much people drive, demand decreases during recessions. During economic downturns, tourists and businesspeople travel less, and car owners delay maintenance and repairs.

             

            How has the company been impacted by mass merchants like Wal-Mart taking more market share for oil and car cleaning products?

            Retail auto parts stores face greater competition from large retailers such as Wal-Mart, Costco, Sears, and supermarket chains. These retailers are large enough to buy items directly from manufacturers and compete aggressively on prices charged to...

             

            To read this full Call Prep Question and others, purchase the full report.

             

            General Report Description

            Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

             

            Sections Included in Report

            • Industry Overview
            • Quarterly Industry Update
            • Business Challenges
            • Trends and Opportunities
            • Call Preparation Questions
            • Financial Information
            • Industry Forecast
            • Website and Media Links
            • Glossary of Acronyms

              Industry Report Highlights:

              • Recent Developments

                Stay up to date on crucial industry news that may affect your strategy.
              • Trends & Opportunities

                Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.
              • Call Preparation Questions

                Gain instant rapport with prospects during your sales calls using done-for-you call preparation questions.
              • Industry Forecast

                Identify growth and integrate projections in your own business planning.
              • Business Challenges

                Engage your prospects with solution selling that makes their life easier by first understanding their pain points.
              • Executive Insight

                Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.
              • Financial Information

                Increase your credibility and support your presentations by adding verifiable industry metrics.
              • Web Links & Acronyms

                Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

              Banks & Credit Unions Industry Report

              Purchase Report
               
              $129

              JPMorgan Chase & Co. Overview

              Top 3 Competitors

              Company: American Express Company
              Location: New York, NY

              Company: Bank of America Corporation
              Location: Charlotte, NC

              Company: Barclays PLC
              Location: London, United Kingdom

              Industries where JPMorgan Chase & Co. Competes

              Banks & Credit Unions
              Read More

              Private Banking
              Read More

              Financial Services
              Read More

              Asset Management
              Read More

              Institutional Asset Management
              Read More

              Financial Planners & Investment Advisers
              Read More

              Competitive Landscape Brief

              Demand for banking services is closely tied to economic activity and the level of interest rates. The profitability of individual banks depends on marketing skills, efficient operations, and good risk management. Large economies of scale exist in some segments of the industry, which has encouraged industry consolidation. Smaller banks can compete successfully in segments where customer service or knowledge of the local market is more important. Many banks and thrifts aggressively offered adjustable rate and subprime mortgages during the housing boom of the early 2000s only to find themselves saddled with loan defaults and extensive losses when the housing bubble burst. Deep exposure to subprime mortgages and mortgage-backed securities caused bank failures, government takeovers, and involuntary mergers. Although the financial climate has improved, slow demand for loans and increased government regulation may result in a long recovery period for the banking industry. The growth of international trade has encouraged some US banks to expand to foreign markets, and has also led foreign banks to enter the US market. Some of the biggest US banks, notably Citibank and JPMorgan Chase, have large foreign operations. The top 10 foreign-owned banks operating in the US hold nearly $12 trillion in combined US assets. Foreign banks are concentrated in New York, Illinois, and California, according to The Economist Intelligence Unit.

              JPMorgan Chase & Co. Competitive Landscape

              Purchase Report
               
              $69

              Providing a complete view of how this company and its competitors stack up against one another, the Competitive Landscape report includes benchmarks on over 30 parameters related to sales, employees, market cap, profitability, and growth. Exclusive to Hoover's, this landscape can be used to conduct competitive analysis, inform corporate strategy, and identify trends.

               

              Sections Included in Report

              • Key Numbers
              • Profitability
              • Valuation
              • Operations
              • Financial Ratios
              • Per Share Data ($)
              • Growth Statistics
              • *Data provided for 3 to 30 competitors

                Company Landscape Report Highlights

                • Competitors List

                  Identify specific primary and secondary competitors, allowing you evaluate the chances of successfully introducing new products.
                • Competitive Landscape

                  Access detailed financial metrics on a company's top competitors, so you can quickly determine their relative health and add credibility-boosting quantitative data to your presentations.

                Competitive Landscape Report

                Purchase Report
                 
                $69

                JPMorgan Chase & Co. Overview

                Address

                270 Park Ave. New York, 
                NY 10017 United States
                Phone: 212-270-6000
                Fax:212-270-1648

                JPMorgan Chase & Co. Rankings

                #13 in FORTUNE 500 (May 2011) 
                #S&P 500 
                #

                Company Description

                JPMorgan Chase was born with a silver spoon in its mouth but that hasn't stopped it from wanting more. The US' largest bank holding company with more than $2 trillion in assets, it has more than 5,500 branches in a couple dozen states (and counting) and is also among the nation's top mortgage lenders and credit card issuers (it holds some $132 billion in credit card loans). Active in some 60 countries, it also boasts formidable investment banking and asset management operations. The firm's subsidiaries include the prestigious JPMorgan Private Bank and institutional investment manager JPMorgan Asset Management (with some $1.9 trillion under supervision). It also owns private equity firm One Equity Partners.

                JPMorgan Chase & Co. Spotlight on IT

                Purchase Report
                 
                $300

                Hoover’s Spotlight Reports on IT give you a look inside of IT departments of top companies, making it easier for you to learn, prepare, and sell to the IT professionals that lead them. These reports reveal the software and platforms that are currently in use, an overview of the IT department and their strategy, and the IT leaders that make the decisions.

                 

                Sections Included in Report

                • Company Overview
                • IT Strategy
                • IT Highlights
                • IT Executives
                • IT Contacts
                • Recent News and Activity
                • Conversation Starters
                • Industry Data
                • Major Subsidiaries and Locations

                  Information Technology Report Highlights

                  • Company Overview

                    Quickly grasp how company operates and understand their current business environment, ensuring you make the right first impression with minimal time invested.
                  • IT Highlights

                    Be in the know about a company's current infrastructure before you make contact with the list of applications, software, and hardware presently in use.
                  • IT Contacts

                    Uncover the roles and responsibilities of the management team and identify the correct decision maker, so you don't waste time talking to the wrong contact.
                  • Conversation Starters

                    Gain instant rapport by engaging you sales prospect as a fellow industry "insider," thanks to these carefully-designed call preparation question (with answers).
                  • Major Subsidiaries & Locations

                    Uncover new cross-sell and up-sell opportunities by exploring the company's corporate relationships.
                  • Business Challenges

                    Engage your prospects with solution selling that makes their life easier by first understanding their pain points.
                  • IT Strategy

                    Identify industry trends, opportunities, and challenges that a company is facing right now - often directly from the mouths of its own executives.
                  • IT Executives

                    Learn the background and technology interests of the company's IT executives, allowing you to strategically position your product in a way that's compatible with their vision.
                  • Recent News & Activity

                    Stay connected to your prospects and customers by communicating with them about recent developments that affect their business.
                  • Industry Data

                    Find the SIC and NAICS codes for the oftentimes disparate industries a company does business in to ensure your sales presentation delivers a wide-reaching and compelling value proposition.