BFIN 4050/5050 Research Assignment

BFIN 4050/5050 Research Assignment

 

• Research J.P. Morgan Chase Bank – BFIN 5050 students only.
  • 12 Font, double-spaced.
  • Two to three pages – double-spaced. Also have three to five Power Points slides to accompany this assignment.
  • Who, What, Where, When, Why, and Other.
  • List interesting points such as it is a global financial-services holding company and the largest U.S. bank by assets. Over $2 trillion in Total Assets.  Services include – consumer banking, commercial banking (corporate clients), investment banking (facilitate new stock issues of corporate clients), and asset management for individuals (retail investors), corporations and institutions (institutional investors) and governments globally.  Clients include – other banks, brokerage firms, investment banking companies, hedge funds, commodity trading companies, private equity firms, venture capital firms, insurance companies, investment companies (mutual fund and ETF providers) and investment managers.  Name clients include – Bank of America, Citigroup (global financial services company), Morgan Stanley (global financial services company – emphasizes international stocks for investors), Wells Fargo and Goldman Sachs Group (financial services company with an emphasis on global investment banking).  Its corporate and investment banking is the largest and fastest growing and most profitable segment of the company.
  • Its ticker symbol is It is listed on the New York Stock Exchange (NYSE).  It’s corporate offices are in New York City – United States.  Has over $2.50 Trillion Assets Under Management (AUM).  Offers brokerage services to clients.  Merged with Washington Mutual in 2008 and Bank One in 2004.  Operates in over 60 countries.
  • All students are to list the following variables from the Value Line sheet for JP Morgan Chase. Use the accompanying file that shows students how to access the Value Line database for the on-line – NMHU – Donnelly Library.  Use the posted PDF Value Line file for JP Morgan Chase if the student researcher can-not access the Value Line database. Last ten years Total Assets – 2011 to 2020.  Total Assets include – Loans, Funds Sold, Securities, Other Earnings and Other.  2011 Total Assets was $2,265,792 Million or $2.265792 Trillion.  2020 Total Assets was $3,386,071 Million or $3.386071 Trillion.  Use Trillion for Total Assets for this assignment.  Last ten years Net Profit – 2011 to 2020.  Last ten years High and Low Stock Price – 2012 to 2021. Current Market Capitalization as of 6-30-21.  Last ten years Earnings Per Share – 2011 to 2020.  One year, three year, and five year % Total Return as of 6-21.  All other items listed can be anything the student researcher finds interesting about J.P. Morgan Chase.
  • In 2019 Loan-Loss Provisions (Loan-Loss Reserves) were $5.585 billion.  In 2020 Loan-Loss Provisions were $17.480 billion.  By the end of 2021 – Value Line estimates the Reserves will decrease to a negative $6.00 billion due to COVID–19.  In 2019 – Net Profit was $36.431 billion.  In 2020 – Net Profit decreased to $29.131 billion. Value Line estimates that at the end of 2021 even with COVID-19, Net Profit will increase to $44.500 billion showing JP Morgan Chase bank weathered the Covid-19 storm.  In 2019 – Earnings Per Share was $10.72.  In 2020 Earnings Per Share decreased to $8.88.  Value Line estimates that at the end of 2021 Earnings Per Share will increase substantially to $14.00 showing JP Morgan has positioned themselves to thrive in the turbulent economic time we are in.  In 2019 – Dividends Per Share was $3.40.  In 2020 Dividends Per Share increased to $3.60 In spite of COVID-19.  Value Line estimates that at the end of 2021, Dividends Per Share will increase to $3.80 rewarding shareholders who stayed with JP Morgan Chase.
  • Current leadership, number of employees, largest shareholders, history of the company and recent events of the company. Short history of its founder – John Pierpont Morgan the bank “Robber Baron” of the 19^th and early 20^th  JP Morgan Chase sent a large segment of their workforce to work from home (teleworking) in mid-March 2020 due to COVID-19 concerns.  Employees returned to in person work in late September 2020.  Employees with health issues and child-care issues were allowed to continue working form their homes.  What is there October 2021 stance with face to face working conditions versus tele-working employees due to Covid-19.  Other interesting items found.
  • Cite three sources – Value Line, its own website, etc. Any style – APA etc.
  • Bullet points can be utilized.

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