• Cash Equities
  • Block Trading
  • Special Equity Trading
  • Portfolio Trading
  • Electronic Client Solutions
  • Commission Management
• Equity Derivatives

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Special Equity Trading

J.P. Morgan's Special Equity Group provides the firm's corporate, institutional and private equity clients with structuring advice and trade execution for non-traditional equity transactions. The group provides a multi-disciplinary approach in advising and solving a corporation’s equity-related issues. Special Equities works closely with other J.P. Morgan groups–Equity Capital Markets, Debt Capital Markets, Ratings Advisory, and Mergers and Acquisitions–to provide integrated solutions that optimize the clients’ objectives.

J.P. Morgan Special Equities is a differentiated platform:

• Resourced to fit a client’s expectations and requirements
  • A team experienced professionals within institutional equities is dedicated to serving the firm’s corporate and institutional clients.
• Accountable client management
  • A single point person is responsible for each client relationship.
• Performance focused
  • We have an emphasis on inventing and refining execution performance measurement tools and work to ensure that our performance exceeds our client’s expectations.
• Multi-functional problem solving
  • Members of our team have training across regulatory, accounting and derivative issues so they can structure innovative solutions that address our client’s needs.

Programs/Services

Corporate Share Repurchase Programs
J.P. Morgan’s Global Special Equities Group has managed share repurchase programs for roughly 40% of the S&P 500 companies. Special Equities has approximately a 50% market share in tender offers $1billion and above. J.P. Morgan uses a suite of proprietary analytical tools to assist our repurchase clients in estimating the impact and costs of various repurchase strategies.

Stock and Portfolio Sales
J.P. Morgan’s Special Equity desk provides an execution platform for clients who are holders of stock subject to Rule 144, 144(k), 145, S-3 registration or Reg S restrictions. Special Equities has over 15 years experience in creating tailored solutions for holders of restricted stock. We have established relationships with numerous legal counsel and transfer agents, which makes the execution and settlement process more efficient.

Venture Capital Distributions
J.P. Morgan’s Special Equity desk has a dedicated team catering to the venture capital community. We provide an exit framework for venture capitalists that typically look to monetize investments within a three to five-year timeframe.