摩根集团

What 摩根集团 does

J.P. Morgan China (摩根集团) is the Mainland China operations platform of JPMorgan Chase & Co. (NYSE: JPM), one of the world's largest financial conglomerates with approximately $3.7 trillion in assets and a presence in over 100 countries. The China entity was incorporated in Beijing in 2007 as JPMorgan Chase Bank (China) Company Limited, though J.P. Morgan's local footprint traces back to 1921 when predecessor Equitable Eastern Banking Corporation opened a Shanghai branch. The firm operates 7 branches across Beijing (headquarters), Shanghai (regional HQ), Tianjin, Guangzhou, Chengdu, Suzhou, and Shenzhen, and runs a full-stack subsidiary structure comprising a commercial bank, a securities company (JPMorgan Securities (China) — China's first wholly foreign-owned securities firm, 2021), a futures company (J.P. Morgan Futures — China's first wholly foreign-owned futures firm, 2020), an asset management entity (JPMorgan Asset Management (China)), and a wholly-acquired fund management company (UCFund, now operating under the J.P. Morgan brand after the 2022-2023 buyout).

The business delivers an integrated financial services platform spanning Investment Banking (M&A advisory, capital raising, debt and equity underwriting), Commercial Banking (credit, financing, treasury and payment solutions for businesses of all sizes including commercial real estate), Global Corporate Banking (long-term financing, liquidity, payments and risk management), Markets (sales and trading, fixed income, currencies, commodities and equities, plus securities services), Asset Management (institutional investment management and mutual funds), and Private Banking (wealth management for ultra-high-net-worth individuals). Underlying technology is described as a global banking infrastructure with integrated platforms across business lines, blockchain-based cross-border payment solutions (including Bond Connect), and digital corporate banking channels. GTM is enterprise and relationship-driven, executed through dedicated relationship managers and specialized product teams across the branch network, leveraging the global brand and the broader JPMorgan network to win cross-border mandates.

Revenue mechanics combine transaction fees (investment banking advisory, markets trading, securities and futures brokerage) with subscription and recurring fees (commercial banking facilities, asset management AUM, private banking). The customer base is horizontally segmented across large multinational and Chinese corporations, mid-market enterprises (added in 2021), financial institutions, government and public sector entities, institutional investors, and ultra-high-net-worth individuals. Named anchor relationships include the Chinese Government for sovereign financing, China Postal Savings Bank under a 2015 strategic partnership, and Shanghai Pudong Development Bank under a fund management partnership formalized in 2014 and converted to full ownership in 2022-2023.

Name

摩根集团

Legal name

JPMorgan Chase Bank (China) Company Limited

Website

https://jpmorganchina.com.cn

Company type

Public

Founded year

2007

Operating status

Operating

Headcount range

51–100 employees

Short description

J.P. Morgan China (摩根集团) is the Mainland China subsidiary of JPMorgan Chase & Co. (NYSE: JPM), delivering integrated investment banking, commercial banking, asset management, payments, markets, securities, and private banking services to large corporations, mid-market firms, financial institutions, governments, and high-net-worth individuals through 7 branches and 8 wholly-owned subsidiaries.

Ownership category

akta.pro rank

Product category

Investment Banking and Corporate Banking Services

NAICS

Commercial Banking (522110), Portfolio Management and Investment Advice (52394), Credit Intermediation and Related Activities (522), All Other Financial Investment Activities (52399)

SIC

National Commercial Banks (6021), State Commercial Banks (6022), Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Consumer & Retail (CPG, Food, Apparel) (FSABACAM)

akta.pro secondary industries

Private Banking Cross-Border & International Wealth Services (FSABADAL), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Offshore & International Private Banking (FSAAABAB), Debt Capital Raising Intermediation (Private Debt/Mezzanine/Bonds) (FSAEALAM), Islamic Investment Banking & Capital Markets Services (FSABAGAG)

Keywords

• Investment banking services
• Corporate banking solutions
• Asset management services
• Securities and futures brokerage
• Private wealth management

Headquarters

HQ city

Beijing

HQ country

China

HQ region

Asia

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Investment Banking: M&A advisory, capital raising (equity and debt), and risk management services for corporations, governments and financial institutions
2. Global Corporate Banking: Tailored credit, financing, treasury and payment solutions for businesses of all sizes including commercial real estate financing
3. Markets and Trading: Market leading liquidity through sales and trading of fixed income, currencies, commodities and equities; securities services for institutional investors
4. Asset Management: Investment management services for institutional investors and high net worth individuals; fund management through wholly-owned fund management subsidiary
5. Private Banking: Elevated private banking services for ultra-high net worth individuals and families
6. Securities Brokerage: Securities brokerage, investment consulting, and underwriting services through wholly-owned securities subsidiary in China
7. Futures Brokerage: Futures brokerage services through wholly-owned futures subsidiary in China

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

J.P. Morgan China provides integrated corporate and investment banking, commercial banking, payments, asset management, markets and trading, securities services, and private wealth management to large corporations, mid-market enterprises, financial institutions, government entities, institutional investors, and ultra-high-net-worth individuals across China and globally. Services are delivered through a 7-branch network in China backed by wholly-owned subsidiaries for securities, futures, and fund management, supporting cross-border capital raising, M&A advisory, treasury and payment solutions, custody, and institutional research.

Product overview

J.P. Morgan (摩根集团) is a global financial services company offering a comprehensive suite of banking and financial products through its multiple divisions. The core offerings include Commercial Banking (tailored credit, financing, treasury and payment solutions), Global Corporate Banking (financing, liquidity, payments, risk management), Investment Banking (M&A, capital raising, risk management), and Payments (commerce, receivables, cross-currency, working capital, blockchain, liquidity). Asset Management division provides institutional investment management through long-tenured investment teams, while Markets offers liquidity, research, tools, data and analytics. Securities Services serves institutional investors, fund managers, broker dealers and equity issuers. Wealth Management and Private Bank cater to individual clients with investment strategies and private banking services. In China specifically, J.P. Morgan operates through several wholly-owned or controlled subsidiaries including 摩根大通证券（中国）有限公司 (securities), 摩根大通期货有限公司 (futures), and has acquired 上投摩根基金管理有限公司 (fund management). The company also offers Workplace Solutions for equity compensation administration. The portfolio represents an integrated financial services platform spanning corporate banking, investment banking, asset management, wealth management, and specialized China-market subsidiaries.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Banking
• Global Corporate Banking
• Investment Banking
• Payments
• Asset Management
• Markets
• Securities Services
• Global Research
• Prime Services
• Global Liquidity Solutions
• Wealth Management
• Private Bank
• Workplace Solutions

Named customers4 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• China Postal Savings Bank (中国邮政储蓄银行)coreStrategic or Co-development Partner · 1 January 2015Strategic partnership established in 2015 between JPMorgan Chase Group and China Postal Savings Bank. The partnership has facilitated fund management joint venture collaboration (上投摩根基金管理有限公司) and various banking services.
• Shanghai Pudong Development Bank (上海浦东发展银行)coreStrategic or Co-development Partner · 1 January 2014Strategic partnership announced in 2014 with Shanghai Pudong Development Bank's controlling company Shanghai International Trust Co., Ltd. regarding potential acquisition of remaining equity in the joint venture fund management company 上投摩根基金管理有限公司 (U Fund). The acquisition was subsequently completed in 2022-2023, making JPMorgan Asset Management the 100% owner.

Scale indicators5 records

Recent moves12 records

Expansion highlights6 records

Direct peers

• Standard Chartered (China): Standard Chartered Bank (China) operates corporate, institutional, and transactional banking across China, with strong emerging-markets cross-border trade-finance and FX capabilities. Overlaps with J.P. Morgan on cross-border treasury, trade, and FX services for Chinese enterprises with international operations.
• Citi (China): Citi China offers commercial banking, investment banking, markets, and transaction services via locally incorporated branches. As one of the few foreign banks with a meaningful corporate-banking deposit franchise and a global USD-clearing network, it competes head-to-head with J.P. Morgan for multinational and Chinese large-corporate mandates.
• Goldman Sachs (China): Goldman Sachs operates a comparable China platform spanning investment banking, securities (Goldman Sachs Gao Hua Securities), and asset management. It is the closest analogue as another US-headquartered bulge-bracket bank pursuing full foreign-ownership in China, competing for the same M&A advisory, ECM/DCM, and cross-border mandates.
• HSBC (China): HSBC China combines commercial banking, global banking & markets, and wealth management. It overlaps with J.P. Morgan on cross-border trade finance, FX, payments, and increasingly on RMB internationalization services, serving many of the same Chinese SOE and multinational client base.
• UBS (China): UBS China operates across wealth management, investment banking, and asset management, and has also secured increased foreign-ownership clearance for its securities platform post-Credit Suisse integration. Directly comparable to J.P. Morgan on private banking and cross-border wealth for Chinese UHNW clients.
• Morgan Stanley (China): Morgan Stanley runs an integrated China franchise through Morgan Stanley Huaxin Securities and an asset management JV. Like J.P. Morgan, it is a US-headquartered universal bank focused on investment banking, securities, and wealth management for Chinese corporates and institutions.
• Deutsche Bank (China): Deutsche Bank China provides corporate banking, investment banking, fixed income, and transaction banking through locally incorporated entities. Comparable to J.P. Morgan on FICC sales & trading, cash management, and cross-border advisory for Chinese corporates and financial institutions.
• BNP Paribas (China): BNP Paribas China provides corporate & institutional banking, global markets, securities services, and asset management. Comparable to J.P. Morgan on European-corporate client servicing inside China and on cross-border advisory for European-Chinese transactions.
• Bank of America (China): Bank of America (China) offers corporate banking, investment banking, and global markets through locally incorporated branches. As another US-headquartered universal bank, it competes directly with J.P. Morgan on Chinese large-corporate lending, FX, and cross-border capital-markets mandates.

Emerging players

• Nomura (China): Nomura's China operations span investment banking and equities via joint ventures. While smaller and more equities-focused than J.P. Morgan, it competes in adjacent Asian bulge-bracket league tables for Chinese IPOs, secondary placements, and brokerage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/%E6%91%A9%E6%A0%B9%E9%9B%86%E5%9B%A2

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 摩根集团