Equities

Portfolio Trading

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

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

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

J.P. Morgan executes the following types of trades:

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

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

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

The key features of OnSite Online are:

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

Market Leadership
#1 Global Debt, Equity and Equity-related
#1 Global Equity and Equity-related 
#1 Global Common Stock 
#1 U.S. Debt, Equity and Equity-related
#1 U.S. Equity and Equity-related
#1 U.S. Common Stock  
#1 EMEA Equity & Equity-related
Source: Thomson Reuters, 3Q09 YTD

Awards

  • Most Innovative in Equity-linked (The Banker, 2009)
  • Best Global Equity Bank (Global Finance, 2009)
  • Best Equity Bank in North America (Global Finance, 2009)
  • Best Equity Bank in Western Europe (Global Finance, 2009)
  • Best Equity Deal for 2009, acting as lead underwriter  (Global Finance, 2009)
  • Equity House of the Year (IFR, 2008)
  • Equity Derivatives House of the Year (derivatives week, 2008) 
  • Commodities House of the Year - Europe Awards (Structured Products, 2008)
  • Best Equity House in Western & Central Europe (Euro money, 2008)
  • Top Structurer - U.S. (Structured Products, 2008)
 
 

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