Business Report: JP Morgan Finance and Investment Analysis, Semester 1

This business report provides a comprehensive analysis of JP Morgan's finance and investment operations. It begins with an introduction to the business environment and its impact on organizations, followed by an examination of different organizational types (public limited, sole trader, partnership, charitable) and their purposes, sizes, scopes, legal structures, and objectives. The report then delves into the interrelationship between the organization and its objectives within the context of JP Morgan, exploring the impact of macro factors, both positive and negative. Finally, it assesses JP Morgan's internal strengths and weaknesses in relation to external macro factors, providing a detailed overview of the company's business strategies and challenges.

BUSINESS

TABLE OF CONTENTS
TASK 1............................................................................................................................................3
INTRODUCTION...........................................................................................................................3
P1 Different type of organization and purpose.......................................................................3
P2 Scope and Size of organization.........................................................................................6
CONCLUSION................................................................................................................................8
References:.......................................................................................................................................8
TASK 2............................................................................................................................................9
INTRODUCTION...........................................................................................................................9
P3 Interrelationship between the organization and they link with the objective and structure of
JP Morgan Finance and Investment.......................................................................................9
CONCLUSION..............................................................................................................................12
References......................................................................................................................................12
TASK 3..........................................................................................................................................14
INTRODUCTION.........................................................................................................................14
P4 Impact of the positive and negative impact of the macro factors ...................................14
CONCLUSION..............................................................................................................................16
REFERENCES..............................................................................................................................16
TASK 4..........................................................................................................................................17
INTRODUCTION.........................................................................................................................17
P5 Internal strengths' and weakness of JP Morgan and interrelation with the external macro
factors...................................................................................................................................17
P 6 Strengths and weakness which interrelate with the external factors..............................18
CONCLUSION..............................................................................................................................19
REFERENCES..............................................................................................................................19

TASK 1
Business environment is a combination of external and internal factors that influence the
organization for operates the business operations according to the situations. These factors have
effect on the business operations such as customer, management system, enterprise regulation,
supply and demand, etc. This Report will discuss about the JP Morgan Investment and Finance
company to manage the business activities in proper manner and it also establishes a strong
relationship with the employees to provide all types of facilities and services.
INTRODUCTION
In the next task, report will discuss about various types of organization and their specific
purpose (Mbaye and Gueye, 2018). It also analyses the different types of enterprise structure and
the way they are linked with each and every department for achieving their objectives and
targets.
P1 Different type of organization and purpose
Most of the organizations are set up their own specific objectives and their structures are
helping to increase progress towards their goals and achievements. For Example, JP Morgan
organization is creating the impressive structure which is helpful for increasing their profit and
sales in marketplace (Acar and Özşahin, 2018 ). There are various type of organization are
categorised according to their specific role and structure.
Public Limited organization
The main purpose of public organization to provide the bes facilities to their customer
Public limited enterprises are based on the legal designation which is helpful for this law to
manage the business process and it also provided the share to the public and offered the limited
liability. In UK, there are many company listed in the stock exchange. This enterprise will allow
selling their share the investor to increase their capital which is helpful for the economy of
country (Boo, 2017.). Public organizations are owned as well as operated by the government.
This organization mainly focus on providing the best quality of facilitates and services to their
customer like health care, military, governmental and transportation, etc. For example: British
Petroleum is public limited organization and this is oil based company which concentrates on
maintaining their services and facilitates.

Advantages
 This organization will helpful for organization to increase their capital and share to the
public for investing the money.
 They provide the financial related opportunities to find out to maintain their the best
position in the marketplace. Business entity also offer shares which are easily transferable and it provides benefits
to the shareholders.
Disadvantages
 This organization is required to protect their equal rights and also following legal rules
and regulation
 Public limited organization is very hard to control the business process and their
shareholder so that they face many challenging issue regarding the time management.
Sole trader
Sole trader organization is owned by the one or more person. They have new employees
working together. The owner of sole trader organization has direct v control on the entire
element of business. The main purpose of sole trader organization to increase their profitability
and productivity in marketplace. They received the profit for the organization. They have many
responsibilities to manage their profit and loss (Jensen, 2017). It is very easy to establish the
business and as sole trader can easily decide what type of business he wants to start and
manage . In this way, it will increase the economy of country. It is based on One-man ownership
so that there is no risk in the business such as no separation, no separate entity, less legal
formalities etc. For example, JP Morgan is sole trader organization to provide the services such
as financial banking, investment etc.
Advantages
 The entire business control by the owner of an organization. It is easy and cheap

Disadvantages
 It is very difficult for this organization to increase their finance because it is based on the
small business they will not useful for the long term financial planning and they will
change their status of ownership.
Partnership
This organization is owned and operated by the several people. Partnership organization
is based on the arrangement of partner and agree with the cooperate . Partnership organization is
similar to the personal business and specific legal relationship by agreement in between one or
more owner of organization. This enterprise will maintain the relationship with their employee
and provide the best quality of services in marketplace (Möller and Halinen, 2017). This
enterprise mainly focusses on increasing their productivity and profitability in marketplace. For
example: Jones and Johnson is partnership organization which is managed by one or more
partner and it also controls the business operations and functions effectively and efficiently.
Advantages
 One or more people are better for increasing their sales and productivity.
 They establish the business in very low cost.
 They provide the opportunities such as splitting the income for the purpose of tax saving.
 There are limited external rules and regulations They can easily change their legal structure according to the specific circumstances.
Disadvantages
 This organization has risk on the disagreement and management
 Each and every business partner are agent for taking actions.
 There are high chances of conflict between partners.
Charitable organization
This organization is operated by the Local authority which is helping the poor people by
providing the best quality of facilitates and services. This organization will manage the business
process. The objective of such firm is solving the problem regarding the political and social
issues in the society. They mainly focus on developing project for human welfare and social
communities. This enterprise is also known as Non-governmental company. This organization
consists of few members to participate to develop the business and they will take fund by
investors. Charity and foundation etc. For Example, Cancer Research is non-governmental

organization which provide the best services to the cancer patient those who are suffering for the
cancer (Roy and Singh, 2017). They provide the best quality of services such as free treatment,
medicine, therapy etc. this is helping the poor people those who have not sufficient money. It is
very beneficial for human being and community.
Advantages
 This organization is adopting a new approach for growth and development. They also
identify the need and requirement of development.
 They are communicating with the top level to low
 They efficient leader to easily influence the staff member to provide the best services.
P2 Scope and Size of organization
Basis Public Sole trader Partnership Voluntary Private
Size The size of
public
organization is
measure their
size according
to different
parameter like
Measure the
value added
Number of
employee and
expenditure
and income.
Sole trader
organization is
owned by one
man so that
they have
small staff
employee
working. They
are not making
a large profit
in
marketplace.
This
organization is
running the
business form
10-20 people
are working
together. It is
depended
upon the
territory and
state (Boo,
2017).
This
organization is
increasing
their rang
from small
scale to large
scale
according to
their structure,
member and
culture etc.
Private
organization is
based on their
large scale and
scale because
most of the
people start
their business
initial stage.
They are
increasing the
business all
over the world.
Scope Public
organization is
profit oriented
to expand the
business
across the
Sole trader
organization to
utilize the
fund to
develop the
business they
Partnership
organization is
managed the
business need
and
requirement
The main
scope of this
organization to
provide the
opportunities
for serve the
Private
organization
always
maintain their
business
operations and

world. They
are building a
trust on the
customer.
provide the
opportunity to
take decision.
They directly
contact with
the customer
to understand
their need and
requirement.
by partner
who are
applying the
new approach
to improve the
development
process and
property of
company,
finance
facilitates etc.
benefits and it
will cover the
entire areas
such as
families,
health services
and labour etc.
functions to
increase their
business all
over the world.
Legal structure They are
strictly
followed all
the rules and
regulations
which are
required to
give the
correct
financial
facilitates.
Sole trade
organization is
responsible to
legally
manage the
business
process and
they are taking
decision
regarding the
development
and running.
In Partnership
organization,
they are
following the
business
operations and
function in
between two
or more
people who
are share the
profit and
management
with legally.
Voluntary
organization is
use the
voluntary
group to build
a trust,
unincorporate
d and provide
the guarantee
to their
employee.
Private
organization is
based on the
join stock
organization
and their
business
separated the
legal entity
from the
owner of
organization
because they
are running the
business by
owned.
Objective The main
objective of
public
Sole trader is
focus on
expanding the
Partnership
organization
established the
Voluntary
organization
focus on
Private
organization is
only concern

organization to
increase their
business but
they provide
the best
quality of
services for
human being
and
communities.
business form
initial level to
top level. They
are acquired
the top
position in
marketplace.
business with
the help of one
or more
people. They
are expanding
the business
for growth and
development.
providing the
facilitates for
human welfare
and social
community.
about their sale
and
productivity.
They have
change their
quality of
services
according to
the
requirement of
customer.
CONCLUSION
Task 1 discuss about the different type of organisation such as sole trader, private ,
public, etc. and their size and scope. Also, it is about how they vary in legal structure objectives,
etc. and their specific purpose.
References:
Books and journals:
Acar, A.Z. and Özşahin, M., 2018. The Relationship Among Strategic Orientations,
Organizational Innovativeness, And Business Performance. International Journal of
Innovation Management. 22(01). p.1850009.
Boo, H.V., 2017. Service environment of restaurants: findings from the youth customers. Journal
of ASIAN behavioural studies. 2(2). pp.67-77.
Jensen, M.C., 2017. Value maximisation, stakeholder theory and the corporate objective
function. In Unfolding stakeholder thinking (pp. 65-84). Routledge.
Möller, K. and Halinen, A., 2017. Managing business and innovation networks—from strategic
nets to business fields and ecosystems. Industrial Marketing Management. 67. pp.5-22.
Roy, V. and Singh, S., 2017. Mapping the business focus in sustainable production and
consumption literature: Review and research framework. Journal of Cleaner
Production. 150. pp.224-236.

TASK 2
INTRODUCTION
Business is the activity which is performed by the employees for earning the profits of
the business. In this task, it will discuss about the relationship between the organization and how
they link their specific goals and objective. It also describes the structure of JP Morgan finance
and investment company.
P3 Interrelationship between the organization and they link with the objective and structure of JP
Morgan Finance and Investment
An organization structure mean to all activities are performing in business development
such as coordination, supervision and task allocation towards the goals and achievement. This is
important for JP Morgan to innovate a new idea that is implements in the business process in
order to achieve their advantages in the competitive level (Lincoln, Guillot and Sargent, 2017).
Most of the organization will allow using business structure which is beneficial for growth and
development. There are two different type of organizational structure discuss in following:
Divisional Structure- This organizational structure is using large scale company to
divided their specific role in different departments. JP Morgan organization is also used this
structure operates in wide range of geographical areas. They provide the best quality facilitates
and services in marketplace (Jogaratnam, 2017). The advantage of this structure need to meet
the requirement and objectives. It is very expensive because of their scope and size of
organizations. They have different head office in the various city.

Matrix structure- Matrix structure is combination of divisional and functional structure.
Most of the large companies use this structure to create a power and most of the companies used
dual management system such as divisional manager and functional manager. JP Morgan finance
and investment company used this structure to cover the managerial territory.
Illu
stration 1: Divisional Structure
(Source: Divisional Structure of organization, 2017)

Relationship between each and every departments and link to achieve their goals and
objectives.
JP Morgan is the fastest growing organization to performing various type of task related
the commercial banking, financial banking etc. This organization has allowed each department to
perform different operations. All the department of JP Morgan is intern-connected to share the
information from one department to another.
Human resource Management- HRM is an essential part of JP Morgan to manage the
business operations and function in proper manner. They provide the facilitates such as
recruitment and selection, training and development etc. HR officer is main person to handle the
business activities effectively and efficiently (Lindholm, Laine and Suomala, 2017) This
department has more responsibilities to arrange the program for new employee to improve their
skill and knowledge towards the objectives and goals. HRM iis using the information technology
for providing the best quality of training to their employee. In this way they are directly linked
with the technology.
Illust
ration 2: Matrix Structure
(Source: Matrix Structure of organization, 2017)

Information technology- JP Morgan is a leading organization and it will increase their
sales and productivity with the help of technology. This organization using new technology to
improve their services which is beneficial for growth and development (Mohammed, Gururajan
and Hafeez-Baig, 2017). Manager of JP Morgan is easily communicated with the customers to
easily identifying their need and requirement. In this way, they also increase their speed towards
the business operations and functions.
Marketing- Marketing is important concept which is used for promoting their product in
marketplace. JP Morgan is also used marketing tools to promote their services in global market.
Marketing concept is directly connected with the information technology because this concept is
coming from the technology (Trad and Kalpić, 2018). This is very helpful for improve the
performance and also take suggestion directly to the customers.
Finance- Finance is another department to manage the budget of company to planning,
coordinating and controlling the strategy for short term and long term. This is very beneficial for
JP Morgan organization to manage the overall business in proper manner. Finance department
will calculate the investment of training and development; promotion of marketing all the data
are stored in the form of documentation (Jogaratnam, 2017). HRM, Marketing and information
technology are interconnected with each other.
CONCLUSION
According to task 2, it is described the Relationship between each and every departments
and link to achieve their goals and objectives.
References
Books and journals
Jogaratnam, G., 2017. How organizational culture influences market orientation and business
performance in the restaurant industry. Journal of Hospitality and Tourism
Management. 31. pp.211-219.
Lincoln, J.R., Guillot, D. and Sargent, M., 2017. Business groups, networks, and embeddedness:
innovation and implementation alliances in Japanese electronics, 1985–1998. Industrial
and Corporate Change. 26(3). pp.357-378.
Lindholm, A., Laine, T.J. and Suomala, P., 2017. The potential of management accounting and
control in global operations: Profitability-driven service business development. Journal of
Service Theory and Practice. 27(2). pp.496-514.