back to Securities Services
Securities Services: Regulatory
Access topical regulatory insights to help inform investment decisions, operations and outcomes.
Commercial Banking
From startups to legacy brands, you're making your mark. We're here to help.
-
Innovation Economy
Fueling the success of early-stage startups, venture-backed and high-growth companies.
-
Midsize Businesses
Keep your company growing with custom banking solutions for middle market businesses and specialized industries.
-
Large Corporations
Innovative banking solutions tailored to corporations and specialized industries.
-
Commercial Real Estate
Capitalize on opportunities and prepare for challenges throughout the real estate cycle.
-
Community Impact Banking
When our communities succeed, we all succeed. Local businesses, organizations and community institutions need capital, expertise and connections to thrive.
-
International Banking
Power your business' global growth and operations at every stage.
Key Links
Credit and Financing
Prepare for future growth with customized loan services, succession planning and capital for business equipment.
-
Asset Based Lending
Enhance your liquidity and gain the flexibility to capitalize on growth opportunities.
-
Equipment Financing
Maximize working capital with flexible equipment and technology financing.
-
Trade & Working Capital
Experience our market-leading supply chain finance solutions that help buyers and suppliers meet their working capital, risk mitigation and cash flow objectives.
-
Syndicated Financing
Leverage customized loan syndication services from a dedicated resource.
-
Commercial Real Estate
Capitalize on opportunities and prepare for challenges throughout the real estate cycle.
-
Employee Stock Ownership Plans
Plan for your business’s future—and your employees’ futures too—with objective advice and financing.
Key Links
Institutional Investing
Serving the world's largest corporate clients and institutional investors, we support the entire investment cycle with market-leading research, analytics, execution and investor services.
-
Institutional Investors
We put our long-tenured investment teams on the line to earn the trust of institutional investors.
-
Markets
Direct access to market leading liquidity harnessed through world-class research, tools, data and analytics.
-
Prime Services
Helping hedge funds, asset managers and institutional investors meet the demands of a rapidly evolving market.
-
Global Research
Leveraging cutting-edge technology and innovative tools to bring clients industry-leading analysis and investment advice.
-
Securities Services
Helping institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.
Key Links
Investment Banking
Providing investment banking solutions, including mergers and acquisitions, capital raising and risk management, for a broad range of corporations, institutions and governments.
-
Center for Carbon Transition
J.P. Morgan’s center of excellence that provides clients the data and firmwide expertise needed to navigate the challenges of transitioning to a low-carbon future.
-
Corporate Finance Advisory
Corporate Finance Advisory (“CFA”) is a global, multi-disciplinary solutions team specializing in structured M&A and capital markets. Learn more.
-
Development Finance Institution
Financing opportunities with anticipated development impact in emerging economies.
-
Sustainable Solutions
Offering ESG-related advisory and coordinating the firm's EMEA coverage of clients in emerging green economy sectors.
-
Mergers and Acquisitions
Bespoke M&A solutions on a global scale.
-
Capital Markets
Holistic coverage across capital markets.
Key Links
Private Bank
A uniquely elevated private banking experience shaped around you.
-
Banking
We have extensive personal and business banking resources that are fine-tuned to your specific needs.
-
Investing
We deliver tailored investing guidance and access to unique investment opportunities from world-class specialists.
-
Lending
We take a strategic approach to lending, working with you to craft the fight financing solutions matched to your goals.
-
Planning
No matter where you are in your life, or how complex your needs might be, we’re ready to provide a tailored approach to helping your reach your goals.
Wealth Management
Whether you want to invest on your own or work with an advisor to design a personalized investment strategy, we have opportunities for every investor.
-
Invest on your own
Unlimited $0 commission-free online stock, ETF and options trades with access to powerful tools to research, trade and manage your investments.
-
Work with our advisors
When you work with our advisors, you'll get a personalized financial strategy and investment portfolio built around your unique goals-backed by our industry-leading expertise.
-
Expertise for Substantial Wealth
Our Wealth Advisors & Wealth Partners leverage their experience and robust firm resources to deliver highly-personalized, comprehensive solutions across Banking, Lending, Investing, and Wealth Planning.
All Insights
Explore a variety of insights.
Key Links
Insights by Topic
Explore a variety of insights organized by different topics.
Key Links
Insights by Type
Explore a variety of insights organized by different types of content and media.
Key Links
About Us
We aim to be the most respected financial services firm in the world, serving corporations and individuals in more than 100 countries.
Key Links
All topics
No results found
Adjust your filter selections to find what you’re looking for
Related insights
Securities Services
Fresh Momentum for Reformed ELTIF
Apr 17, 2024
The reformed European Long-Term Investment Fund (ELTIF) regime presents an opportunity for investment managers and opens up access to private markets for European savers. In this briefing, J.P. Morgan Securities Services outlines how we can help clients who are considering their future ELTIF offerings.
Securities Services
U.S. T+1 — Trade Affirmation and TradeSuite ID Numbers
Apr 03, 2024
An update about the U.S. trade confirmation and affirmation process, the industry-accepted trade affirmation models supported by J.P. Morgan Securities Services, and the importance of DTCC TradeSuite ID® Numbers in the affirmation process.
Securities Services
How technology transforms sustainable investment data complexity into an advantage
Mar 29, 2024
Securities Services
Custody Industry and Regulatory Developments Report
Sep 01, 2023
Key regulations, market and industry developments shaping the Custody industry
Securities Services
Democratization of Private Assets: The U.K. Long-Term Asset Fund
Sep 01, 2023
A background on Long-Term Asset Funds (LTAF) - their evolution, design features, market and investor considerations. A description of how J.P. Morgan Securities Services supports the LTAF product.
Securities Services
Investment middle office: What’s driving change?
Aug 02, 2023
As asset managers look for a competitive edge in a high-cost, low-margin environment, transforming their middle office operations could be the answer. Find out why.
Securities Services
U.S. T + 1 Securities Settlement – Frequently Asked Questions
Aug 01, 2023
The U.S. will transition to a T+1 securities settlement cycle on May 28, 2024. In this briefing, Securities Services answers frequently asked questions about the transition to T+1.
Securities Services
Key Lessons from the U.K. Gilt Crisis
May 09, 2023
The unprecedented event has caused buy-side institutions to re-think their approach to collateral and funding.
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.