JP Morgan Chase

Company Overview of
Prepared by : Aldrich Theo Martin

“The strength of our company
has allowed us to always be
there for our clients and
communities - in good times
and in bad times - and this
strength enables us to
continually invest in building
our businesses for the
future.”
Jamie Dimon, Chairman and CEO, JP Morgan Chase and Co.

Table of contents
Serial Details
No
1 Company Profile
2 Mission of the company
3 Vision of the company
4 Management Team
5 SWOT Analysis
6 PESTLE Analysis
7 Marketing Strategy
8 Financial Statement
9 Conclusion
Company Profile
JP Morgan Chase & Co. is a financial holding
company, which provides financial and investment
banking services. The company was founded in 1968
and is headquartered in New York, NY.
With a history dating back over 200 years, here's
where they stand today:
⏷ They are a leading global financial

services firm with assets of $2.6 trillion.
⏷ They have a presence in over 100
markets.
⏷ They have over 250,000 employees.
⏷ They serve millions of consumers, small
businesses and many of the world's most
prominent corporate, institutional and
government clients.
⏷ They are the leader in investment
banking, financial services, commercial
Mission of the
Company
“ At JP Morgan Chase, we want to be the best

financial services company in the world. Because
of our great heritage and excellent platform, we
believe this is within our reach. ”
Vision of the
company
“Exceptional client service,
operational excellence,
commitment to integrity,
fairness, and responsibility.
A great and winning
culture .”
Management Team
Names Position
James Dimon Chairman and Chief Executive Officer
Daniel E. Pinto Co-President and Co-Chief Operating

Officer Corporate & Investment Bank
CEO
Gordon A. Smith Co-President and Chief Operating Officer

Consumer & Community Banking CEO
Jennifer A. Piepszak Chief Financial Officer
Robin Leopold Head of Human Resources
Douglas B. Petno Commercial Banking CEO
Ashley Bacon Chief Risk Officer
Lori A. Beer Chief Information Officer
Mary Callahan Erdoes Asset & Wealth Management CEO

SWOT Analysis
S W
STRENGTHS WEAKNESSES
• Strong free cash flow. • Below industry average

• Customer satisfaction. • Limited success outside
SWOT
OPPORTUNITIES THREATS
• Growing credit market

• Expand Geograpically
O T • Exchange rate
• Regulatory Charges
PESTLE Analysis
Political Technological
● Government Interference P T ● Technology's impact on product offering

● Level of corruption ● Impact on value chain structure in
financial sector
Economy Legal
● Exchange rates E L ● Anti-trust law in Money Center

● Type of economic system in Banks industry and overall in
countries of operation the country.
● Discrimination law
Social Environment
● Demographics and skill level of the S E ● Recycling

population ● Waste management in Financial sector
● Culture
01
Marketing
04
Promotion
Main marketing at
JP Morgan Chase is Product
Strategy ( 4P)
done Investment banking
and Financial
through client
services
relation.
Place
They have 5,300
branches and Price
around 15,500 ATM. It JP Morgan Chase
also has other
channels such as
follows competitive 02
pricing and Interest
online, mobile and rates are quite low.
telephone banking.
.
03
Financial Statement (December
31,2018)
Income Statement
Particulars Amount ( In Millions )

Non interest revenue $ 53,970
Net interest income $ 55,059
Total net revenue $ 109,209
Total net revenue $ 63,394
Net interest expense $ 8,290
Net income $ 32,474
Cash Flow Statement
Particulars Amount ( In Millions )
Net cash provided by/(used in) operating activities $ 14,187
Net cash provided by/(used in) investing activities $ (197,993)
Net cash provided by financing activities $ 34,158
Balance Sheet
Assets ( In Millions ) Liabilities & equity ( In Millions )
Total current asset $ 2,372,472 Total current liabilities $ 1,470,666
Total fixed assets $ 74,689 Total liabilities $ 2,366,017
Goodwill $ 54,349 Total common shareholders equity $ 256,515
Other assets $ 121,022 Total equity $ 256,515
Total assets $ 2,622,532 Total liabilities & equity $ 2,622,532

Conclusion
J.P.Morgan Chase & Co. is one of the largest and

oldest financial institutions in the United States
of America. It is one of the top 10 best
performing companies in the world. Even
though they have faced many issues in the
financial market, they have always maintained
their business principles which made them
successful.
Thanks!

JP Morgan Chase

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JP Morgan Chase

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Company Overview of

Prepared by : Aldrich Theo Martin

Jamie Dimon, Chairman and CEO, JP Morgan Chase and Co.

2 Mission of the company

3 Vision of the company

⏷ They are a leading global financial

“ At JP Morgan Chase, we want to be the best

James Dimon Chairman and Chief Executive Officer

Daniel E. Pinto Co-President and Co-Chief Operating

Gordon A. Smith Co-President and Chief Operating Officer

Jennifer A. Piepszak Chief Financial Officer

Robin Leopold Head of Human Resources

Douglas B. Petno Commercial Banking CEO

Ashley Bacon Chief Risk Officer

Lori A. Beer Chief Information Officer

Mary Callahan Erdoes Asset & Wealth Management CEO

• Strong free cash flow. • Below industry average

• Growing credit market

● Government Interference P T ● Technology's impact on product offering

● Exchange rates E L ● Anti-trust law in Money Center

● Demographics and skill level of the S E ● Recycling

Particulars Amount ( In Millions )

Particulars Amount ( In Millions )

Net cash provided by/(used in) operating activities $ 14,187

Net cash provided by/(used in) investing activities $ (197,993)

Net cash provided by financing activities $ 34,158

Assets ( In Millions ) Liabilities & equity ( In Millions )

Total current asset $ 2,372,472 Total current liabilities $ 1,470,666

Total fixed assets $ 74,689 Total liabilities $ 2,366,017

Goodwill $ 54,349 Total common shareholders equity $ 256,515

Other assets $ 121,022 Total equity $ 256,515

Total assets $ 2,622,532 Total liabilities & equity $ 2,622,532

J.P.Morgan Chase & Co. is one of the largest and

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