JP Morgan Securities LLC

JP Morgan Securities LLC

JP Morgan Securities LLC

Overview
Date Founded

1985

Headquarters

383 Madison Avenue, New York, New York, 10179, United States

Type of Company

Private

Employees (Worldwide)

7,383

Industries

Investment Banking & Brokerage
IT Consulting & Services

Company Description

J.P. Morgan Securities offers a broad array of investment products and the world’s leading investment managers. These expansive resources—the best people and products in the industry coupled with a Financial Advisor who is directly involved in the investment process—are the true benefits of working with it.

Contact Data
Trying to get in touch with decision makers at JP Morgan Securities LLC? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Chairman & Chief Executive Officer

Executive Director

Executive Director

Senior Analyst

Executive Director

Executive Director, Latin America Research

Executive Director

Managing Director

Executive Director

Executive Director

Paths to JP Morgan Securities LLC
Potential Connections via
Relationship Science
You
JP Morgan Securities LLC
Recent Transactions
Details Hidden

Wilton Re Ltd. purchases Allstate Life Insurance Company of New York from The Allstate Corp.

Details Hidden

Broadridge Financial Solutions, Inc. purchases Itiviti AB from Nordic Capital Ltd.

Details Hidden

CM Life Sciences II, Inc. purchases SomaLogic, Inc.

Transaction Clients
Underwriter

Advised on Hamilton Lane, Inc. issued USD Common Stock

Underwriter

Advised on New York Mortgage Trust, Inc. issued USD Common Stock

Underwriter

Advised on Zai Lab Ltd. issued HKD Ordinary Shares

Transaction Advisors
Legal Advisor

Advised onFiserv, Inc. purchases First Data Corporation

Legal Advisor

Advised onXPeng, Inc. issued USD American Depositary Shares

Legal Advisor

Advised onBristol-Myers Squibb Company purchases Celgene Corp.

Counsel

Advised onPagSeguro Digital Ltd. issued USD Common Shares

Legal Advisor

Advised onUnited Technologies Corporation purchases Rockwell Collins, Inc.

Legal Advisor

Advised onT-Mobile US, Inc. issued USD Common Stock

Advisors & Consultants
Custodian

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

Legal Advisor

Co-Chair, Banking & Finance Practice at Jones Day

Legal Advisor

Partner at Sidley Austin LLP

Legal Advisor

Partner at Latham & Watkins LLP

Clients

OCM specializes in alternative investments that inves tin closed-end, open-end and evergreen vehicles across four asset classes: Credit, Private Equity, Real Assets, and Listed Equities. They uses fundamental bottom-up analysis and may engage in long term or short term purchases, trading, short sales in certain strategies, margin transactions, and option writing, including covered options, uncovered options or spreading strategies.

Clough Capital Partners employs a fundamental research-driven investment process that seeks to earn superior long-term rates of return for their clients relative to broad equity market indices, such as the S&P 500 Index and the Morgan Stanley World Index. The firm invests its clients' assets primarily in equity and equity-related securities in both US and non-US markets. Clough Capital may also invest clients' assets in fixed income securities and other financial instruments including equity and index options, futures, currencies, and commodities. Investments in non-US markets are made primarily through securities that trade on non-US exchanges and through securities that do trade on US exchanges such as ETFs, GDRs and ADRs. Along with capital appreciation, capital preservation is a primary objective. Clough Capital may use hedging strategies to attempt to provide a degree of protection against market declines, such as shorting individual stocks and using index options and futures. In addition, short positions and put options may also be used to implement independent investment strategies. Clough Capital generally expects to keep accounts in a net long position and will also utilize leverage when deemed appropriate.

Bridgewater structures portfolios in a manner designed to produce consistent and uncorrelated returns. They believe that building portfolios based on risk allocations is more effective than using capital allocations; and those investors should consider their strategic asset allocation (beta) separate from tactical moves (alpha). The firm also believes investors can improve their portfolios’ overall results by separately creating a well-diversified beta portfolio that is balanced against environmental biases and calibrated to one's targeted returns, and a well-diversified alpha portfolio that reduces systematic biases (and also calibrated to one's targeted returns). Bridgewater applies this approach to investing across the portfolios it manages. The firm offers an active management strategy (Pure Alpha), a constrained active management strategy that invests in a subset of the markets in which Pure Alpha invests (Pure Alpha Major Markets), an asset allocation strategy (All Weather), and an investment strategy which applies its best understanding of how to combine All Weather with tailored active market views (Optimal Portfolio).

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$1.59B
Non-Profit Donations & Grants
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by JP Morgan Securities LLC. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of JP Morgan Securities LLC's profile does not indicate a business or promotional relationship of any kind between RelSci and JP Morgan Securities LLC.