1. By: Ms. Brittney Calhoun
JP Morgan Chase & CO.
By: Ms. Brittney Calhoun
Ms. Rachel Brown
Ms. Morgan Walton
Mr. David Torrez
Ms. Shauna Kimball
Mr. Larry Heymont

2. Company Overview Five Major Divisions Card Services is most successful
Retail Financial Services
Asset & Wealth Management
Treasury & Securities Services
Investment and Commercial Banking
Card Services is most successful
Unique to JP Morgan and Citibank

3. Wealthy Customers Businesses with a minimum of $10 million in revenue
Large Institutions – Investment Banking
Wealthy Individuals   
                                               
                        

4. Major Competitors Citigroup cut 1000 jobs
Bank of America spent $675 million focused on smaller investment banking
Goldman Sachs is expanding in China
Merrill Lynch is currently facing a lawsuit regarding employees

5. Operating Profit: $12.11 Million
Financial Overview
Revenue: $26.21 Billion
Operating Profit: $12.11 Million
Net Income: $4.68 Billion
EPS: $2.15

6. Financial Overview

7. Stock Price Performance
Current Stock Price: $36.97
52-Week High: $43.01
Low: $35.19
Dividends: $0.34 per share (3.78%)

8. Competitive PE Ratio

9. 52 Week Stock Performance
Announced Intention to
Merge with Bank One
Currently Stabilized
Ready to Grow
Announced 1st
Quarter Earnings
Worries About
Company Merger

10. External Factors Affecting Stock Price
Launch of Global E-Tax System
Merger with One Group Mutual Funds
Unstable interest rate, reason to prefer larger bank’s stocks
Potential merge with Vastera

11. SWOT Analysis STRENGTHS WEAKNESSES OPPORTUNITIES THREATS
Acquisition of Bank One
Solid Financials
Wealthy Customer Base
Credit Card Services
WEAKNESSES
Competitive Market
Recovery From Merger
OPPORTUNITIES
Growth with Bank One
Acquisition of Vastera
International Expansion
THREATS
Competitor International Strength
High Expectations for Bank One

12. Our Recommendation:
BUY!

13. ? ? ? ? Any Questions? Special Thank You to:
The Riordan Programs Staff: Alex Lawrence, Lisa Woon, and Adrienne Martinez,
Our Stock Market Leader Patrice Greenwood,
And our friends and family.