JPMorgan Chase & Co. (USA): Market Research Report

January 2015 | 173 pages | ID: JE8DA2B6277EN
Global Industry Analysts, Inc

Abstracts

This report presents quick facts about JPMorgan Chase & Co., which is principally involved in providing Banking and Financial Services. Illustrated with 167 tables, the report showcases the company's recent news stories and events, sales performance, key markets and market position as against its competitors operating in the industry.

Contents

1. COMPANY SNIPPETS

2. MAJOR PRODUCTS AND SERVICES

3. SALES DATA

Table 1. JPMorgan Chase & Co. ’s Sales by Geographic Region Worldwide (2013-2014) in Percentage for Europe/Middle East and Africa, Asia and Pacific, Latin America and the Caribbean and North America

Table 2. JPMorgan Chase & Co. ’s Sales by Business Segment Worldwide (2013-2014) in Percentage for Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management

Table 3. JPMorgan Chase & Co. ’s Revenues by Category Worldwide (2013-2014) in Percentage for Investment Banking Fees, Principal Transactions, Lending- and Deposit-Related Fees, Asset Management, Administration and Commissions, Securities Gains, Mortgage Fees and Related Income, Card Income, Other Income and Net Interest Income

4. MARKET OVERVIEW

Assets Under Management (AUM)

Table 4. Assets Under Management (AUM) by Region Worldwide (2014) - Percentage Market Share Breakdown by Value for Asia-Pacific, Emerging Markets, Europe, Switzerland, USA, Ultra High Net Worth, and Others

Table 5. Assets Under Management (AUM) Market by Currency Worldwide (2014) - Percentage Share Breakdown by Value for British Pound (GBP), Euro (EUR), Swiss Franc (CHF), United States Dollar (USD) and Others

ATM Network

Table 6. ATM Network by Location in India (2014) - Percentage Share Breakdown by Volume for Metropolitan, Rural, Semi Urban, and Urban

Banking Assets

Table 7. Banking Assets by Country Worldwide (2014) - Percentage Share Breakdown by Value for Australia, Brazil, Canada, China, France, Germany, India, Italy, Japan, Spain, UK, US, and Others

Table 8. Banking Assets by Sector in India (2014) - Percentage Share Breakdown by Value for Foreign Banks, Private Banks, and Public Banks

Business Lending

Table 9. Business Lending Market by Providers (Value Sales) in Australia (2014) - Percentage Share Breakdown for Australia and New Zealand Banking Group Limited (ANZ), Commonwealth Bank of Australia ABN, National Australia Bank Limited, Westpac Banking Corporation

Credit Cards

Table 10. Commercial Credit Cards Market by Category in the US (2014) - Percentage Share Breakdown by Value for MasterCard, and Visa

Table 11. Credit Cards Market by Category in the US (2014) - Percentage Share Breakdown by Value for MasterCard, and Visa Cards

Table 12. Credit Card Payments Market by Value Sales in the US (2014) - Percentage Share Breakdown for American Express Company (AmEx), Discover Financial Services, Inc., MasterCard, Inc. (MasterCard Worldwide), and Visa, Inc.

Table 13. Credit Cards Market by Category in the US (2014) - Percentage Share Breakdown by Value Sales for General Purpose, and Private Label

Table 14. Visa and MasterCard Credit Cards Market by Category in the US (2014) - Percentage Share Breakdown by Value for Commercial, and Consumer

Debit Cards

Table 15. Debt Capital Market (DCM) by Value Sales Worldwide (2014) - Percentage Share Breakdown for Bank of America Merrill Lynch, Barclays Capital, BNP Paribas, Citi, Credit Agricole CIB, Deutsche Bank, Goldman Sachs, HSBC, JP Morgan, Morgan Stanley, RBC Capital Markets, RBS, SG Corporate & Investment Banking, UBS, UniCredit, and Others

Table 16. Debit Cards Market by Type in the US (2014) - Percentage Share Breakdown by Value for PIN, and Signature

Table 17. Debit Cards Payment Market by Type in the US (2014) - Percentage Share Breakdown by Volumes for PIN, and Signature

PIN Debit Cards

Table 18. PIN Debit Cards Market by Category in the US (2014) - Percentage Share Breakdown by Value for EFT Networks, MasterCard, and Visa

Table 19. PIN-Debit Cards Payments Market by Interbank Networks in the US - (2014) - Percentage Share Breakdown for Interlink Network (Visa), New York Currency Exchange Network (NYCE), Pulse Network (Discover), Star Network, and Others

Signature Debit Cards

Table 20. Signature Debit Cards Market by Type in the US (2014) - Percentage Share Breakdown by Value for MasterCard, and Visa

Table 21. Signature Debit Card Payments Market by Value Sales in the US (2014) - Percentage Share Breakdown for MasterCard, Inc. (MasterCard Worldwide), and Visa, Inc.

General Purpose Cards

Table 22. General Purpose Cards Market by Category in Asia-Pacific (excluding China) (2014) - Percentage Share Breakdown by Value for MasterCard, Visa, and Others

Table 23. General Purpose Cards Market by Category in Asia-Pacific (excluding China) (2014) - Percentage Share Breakdown by Volume for MasterCard, Visa, and Others

Table 24. General Purpose Cards Market by Category in Canada (2014) - Percentage Share Breakdown by Value for American Express, Interac, MasterCard, and Visa

Table 25. General Purpose Cards Market by Category in Canada (2014) - Percentage Share Breakdown by Volume for American Express, Interac, MasterCard, and Visa

Table 26. General Purpose Cards Market by Category in Europe (2014) - Percentage Share Breakdown by Value for American Express, MasterCard, and Visa

Table 27. General Purpose Cards Market by Category in Europe (2014) - Percentage Share Breakdown by Volume for American Express, MasterCard, and Visa

Table 28. General Purpose Cards Market by Category in Latin America (2014) - Percentage Share Breakdown by Value for American Express, MasterCard, and Visa

Table 29. General Purpose Cards Market by Category in Latin America (2014) - Percentage Share Breakdown by Volume for American Express, Diners Club, MasterCard, and Visa

Table 30. General Purpose Cards Market by Category in Middle East and Africa (2014) - Percentage Share Breakdown by Value for American Express, MasterCard, and Visa

Table 31. General Purpose Cards Market by Category in Middle East and Africa (2014) - Percentage Share Breakdown by Volume for American Express, MasterCard, and Visa

Table 32. General Purpose Credit Cards Market by Category in the US (2014) - Percentage Share Breakdown by Value for American Express, Discover, MasterCard, and Visa

Deposits

Table 33. Deposits Market by Metropolitan Statistical Areas (MSAs) in the US (2014) - Percentage Share Breakdown by Value Sales for Coos Bay, Oregon, Eugene-Springfield, Oregon, Eureka-Arcata-Fortuna, California, Medford, Oregon, Napa, California, Portland-Vancouver-Hillsboro, Oregon-WA, Roseburg, Oregon, Sacramento-Arden-Arcade-Roseville, California, Salem, Oregon, Seattle-Tacoma-Bellevue, Washington and Others

Insurance

Table 34. Insurance Market by Segment Worldwide (2014) - Percentage Share Breakdown by Direct Premium Written Value for Life, and Nonlife

Table 35. Insurance Market by Type Worldwide (2014) - Percentage Share Breakdown by Direct Premium Written Value for Credit Accident and Health, and Credit Life

Table 36. Insurance Market by Type in the US (2014) - Percentage Share Breakdown by Premium Value for Life/Health, and Property/Casualty

Table 37. Gross Written Premium (GWP) by Insurance Type in Australia (2014) - Percentage Market Share Breakdown by Value Sales for Accidents, Commercial Motor, Compulsory Third Party insurance, Employers, Fire, Home, Marine, Mortgage, Motor (Personal), Professional, Public, and Others

Worksite Life Insurance

Table 38. Worksite Life Insurance Market by Type Worldwide (2014) - Percentage Share Breakdown by Value for Accident, Cancer/Critical Illness, Dental, Disability, Hospital Indemnity/Supplemental Medical Plans, Life, and Others

Non-Life Insurance

Table 39. Non-Life Insurance (Commercial) Sales by Category in the UK by Value (2014) - Percentage Market Share Breakdown for Banks, Brokers, Direct, Partnerships and Others

Table 40. Non-Life Insurance (Personal) Sales by Channel in the UK by Value (2014) - Percentage Market Share Breakdown for Banks, Brokers, Direct, Partnerships and Others

HealthCare Insurance

Table 41. HealthCare Insurance Market by Source Worldwide (2014) - Percentage Share Breakdown by Value for Government Public Health Activities, Investment, Medicaid (Federal, State and Local), Medicare, Other Third Party Payers and Programs, Out-of-Pocket Payments, Private Health Insurance, and Others

High-Net-Worth Individuals (HNWIs)

Table 42. High-Net-Worth Individual (HNWI) Market by Asset Type Worldwide (2014) - Percentage Share Breakdown by Value for Alternative Investments, Cash/Deposits, Equities, Fixed Income and Real Estate

Table 43. High-Net-Worth Individuals (HNWIs) Market by Region Worldwide (2014) - Percentage Share Breakdown by Volume for Africa, Asia-Pacific, Europe, Latin America, Middle East and North America

Public Finance Insurance

Table 44. Public Finance Insurance Market by Category in the US (2014) - Percentage Share Breakdown by Value Sales for General Obligation, General Obligation - Lease, Higher Education, Municipal Utilities, Tax-Backed, Transportation and Others

Table 45. Public Finance Insurance Market by Region in the US (2014) - Percentage Share Breakdown by Value Sales for California, Florida, Illinois, New Jersey, New York, Texas and Other States and Territories*

Table 46. National Public Finance Insurance Market by Credit Rating in the US (2014) - Percentage Share Breakdown by Value Sales for Prime (AAA), High Grade (AA), Upper Medium Grade (A), Lower Medium Grade (BBB) and Lower Medium Grade (BBB)

Motor Insurance

Table 47. Motor Insurance Distribution by Origin in Australia (2014) - Percentage Share Breakdown by Value Sales for Bank/Branch, Internet, Telephone, and Others

Table 48. Motor Insurance Distribution by Origin in the UK (2014) - Percentage Share Breakdown by Value Sales for Bank/Branch, Internet, Telephone, and Others

Funds

Table 49. Investment Funds by Type Worldwide (2014) - Percentage Market Share Breakdown by Value for Exchange-Traded Fund (ETF) and Mutual Fund

Table 50. Mutual Fund Market by Region Worldwide (2014) - Percentage Market Share Breakdown for Africa, Asia-Pacific, Europe, US and Other Americas

Table 51. Mutual Fund Market by Category in the US (2014) - Percentage Share Breakdown for Bond Funds, Domestic Stock Funds, Hybrid Funds, International Stock Funds, Money Market Funds and Others

Loans

Table 52. Loan Market by Category Worldwide (2014) - Percentage Share Breakdown by Value Sales for CIB Financing, Financial Services, French Retail, International Retail, and Legacy Assets

Table 53. Consumer Finance Loan Market by Country Worldwide (2014) - Percentage Share Breakdown by Value Sales for France, Italy, and Others

Table 54. Mortgage Loans Market by Type in Ireland (2014) - Percentage Share Breakdown by Value Sales for FTB Purchase, Mover Purchase, Re-Mortgage, RIL Purchase, and Top-Up

Table 55. Indian Outstanding Home Loans Market by Company (2014) - Percentage Share Breakdown for Axis Bank Limited (UTI Bank), Dewan, HDFC, HDFC Bank, ICICI Bank Limited, Indiabulls, LIC Housing Finance Limited (LICHF), State Bank of India (SBI), and Others

Payments

Table 56. Payments Market by Mode in Australia (2014) - Percentage Share Breakdown by Value for Cash, and Others

Table 57. Payments Market by Mode in France (2014) - Percentage Share Breakdown by Value for Cash, and Others

Table 58. Payments Market by Mode in Germany (2014) - Percentage Share Breakdown by Value for Cash, and Others

Table 59. Payments Market by Mode in Italy (2014) - Percentage Share Breakdown by Value for Cash, and Others

Table 60. Payments Market by Mode in Japan (2014) - Percentage Share Breakdown by Value for Cash, and Others

Table 61. Payments Market by Mode in Korea (2014) - Percentage Share Breakdown by Value for Cash, and Others

Table 62. Payments Market by Mode in the UK (2014) - Percentage Share Breakdown by Value for Cash, and Others

Table 63. Payments Market by Category in the US (2014) - Percentage Share Breakdown by Value for Card Based, Paper Based, and Other Electronic

Table 64. Payments Market by Mode in the US (2014) - Percentage Share Breakdown by Value for Cash, and Others

Third-Party Payments

Table 65. Third-Party Payments Market by Category Worldwide (2014) - Percentage Share Breakdown by Value for Bills, Credit Card Settlements, Prepaid Cards and Others, and Third-Party Payments

Payment Cards

Table 66. Transactions by Payment Cards in Canada (2014) - Percentage Share Breakdown for Interac, MasterCard, and Visa

Table 67. Transactions by Payment Cards in the UK (2014) - Percentage Share Breakdown for Credit, and Debit

Table 68. Payment Cards Market by Volume Payments in the US (2014) - Percentage Share Breakdown for Credit Cards, and Debit Cards

General Purpose Payment Cards

Table 69. General Purpose Payment Cards Market by Region Worldwide (2014) - Percentage Share Breakdown by Value for Asia-Pacific, Canada, Europe, Latin America, Middle East-Africa (MEA), and United States

Table 70. General Purpose Payment Cards Market by Region Worldwide (2014) - Percentage Share Breakdown by Volume for Asia-Pacific, Canada, Europe, Latin America, Middle East-Africa (MEA), and United States

Mid Cap Banking

Table 71. Mid Cap Bank Deposits by Category in the US (2014) - Percentage Share Breakdown by Value for Interest Bearing Core, Non Interest Bearing, and Time

Table 72. Mid Cap Bank Funding by Category in the US (2014) - Percentage Share Breakdown by Value for Borrowings, Common Equity, Deposits, Preferred, and Other Liabilities

Table 73. Mid Cap Bank Loans by Category in the US (2014) - Percentage Share Breakdown by Value for 1?4 Family, C&I (Commercial and Industrial), Construction, Consumer, CRE ? Non?Owner?Occ. (Commercial Real Estate Non-Owner Occupied), CRE?Owner?Occ. (Commercial Real Estate Owner-Occupied), Home Equity, Leases, Multifamily, and Others

Table 74. Mid Cap Bank Securities by Category in the US (2014) - Percentage Share Breakdown by Value for Agencies, CMBS (Commercial Mortgage-Backed Securities), Munis, Other Debt Securities, RMBS (Residential Mortgage-Backed Security) Agency, RMBS (Residential Mortgage-Backed Security) Others, Treasuries, and Others

Table 75. Mid Cap Bank Securities by Type in the US (2014) - Percentage Share Breakdown by Value for Guaranteed, and Non?Guaranteed

Table 76. Mid Cap Banks Earning Assets by Category in the US (2014) - Percentage Market Share Breakdown by Value for Cash & Equity, Loans, Loans Available for Sale (AFS), Loans Covered and Securities

Securities Market

Table 77. Securities Market by Category in Canada (2014) - Percentage Share Breakdown by Value Sales for Commission, Equity Trading, Fees, Fixed Income Trading, Investment Banking, Net Interest and Others

Financial Information Services

Table 78. Financial Information Services Market by Business Type Worldwide (2014) - Percentage Share Breakdown by Value Sales for Credit Rating Agencies, Diversified Financial Aggregators, Exchanges, Financial Data and Analytics, Indices, and Benchmarks

5. COMPETITIVE LANDSCAPE

Automated Teller Machines (ATM)

Table 79. Market Shares of Leading Automated Teller Machine (ATM) Manufacturers in China (2014) - Percentage Breakdown by Volume Sales for Diebold, Inc., Eastern Communications, GRG banking, Hitachi, Ltd., NCR Corporation, Oki Electric Industry Co., Ltd., Shenzhen Yihua Corporation Limited, Wincor Technology, and Others

Asset Management Services

Table 80. Market Shares of Leading Asset Management Service Providers Worldwide (2014) - Percentage Breakdown by Value Sales for Advent Software, Inc. and Others

Table 81. Market Shares of Leading Assets Under Management (< 1B AUM) Service Providers by Clients Worldwide (2014) - Percentage Breakdown by Value Sales for Advent Software, Inc. and Others

Table 82. Market Shares of Leading Assets Under Management (1B-50B AUM) Service Providers by Clients Worldwide (2014) - Percentage Breakdown by Value Sales for Advent Software, Inc. and Others

Table 83. Market Shares of Leading Assets Under Management (50B+ AUM) Service Providers by Clients Worldwide (2014) - Percentage Breakdown by Value Sales for Advent Software, Inc. and Others

Table 84. Assets Under Management(AUM) by Bank Worldwide (2014) - Percentage Market Share Breakdown by Value for Bank of America Corporation, Barclays PLC, BNP Paribas Wealth Management, CASA, Citi Private Bank Coporarion, CSG Partners LLC, Deutsche Bank AG, HSBC Holdings plc, JPMorgan Chase & Co, Julius Baer Group, Morgan Stanley, Societe Generale Private Banking, UBS AG, UBS Wealth Management Americas, Wells Fargo, and Others (Banque Privee Edmond de Rothschild S. A., EFG International, J. Safra Sarasin Group, Nordea Bank AB, Royal Bank of Scotland Group Plc, and Vontobel)

Banks

Table 85. Market Shares of Leading Banks in Hong Kong (2014) - Percentage Breakdown by Value for Bank of China (Hong Kong) Limited, Bank of East Asia, DBS Bank (Hong Kong) Limited, Hang Seng Bank Limited, Wing Hang Bank and Others

Table 86. Market Shares of Leading Banks in Mexico (2014) - Percentage Breakdown by Value Sales for Banco Santander (Mexico) S. A., BBVA Bancomer S. A., Grupo Financiero Banamex S. A. de C. V., Grupo Financiero Banorte S. A. B. de C. V. and Others

Deposits

Table 87. Market Shares of Leading Banks by Demand Deposits in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Table 88. Market Shares of Leading Banks by Deposits in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Table 89. Market Shares of Leading Banks by Time Deposits in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Table 90. Market Shares of Leading Deposit Service Providers by Value Sales in the US (2014) - Percentage Breakdown for Bank of America Corporation, Bank of New York Mellon Corporation, BB&T Corporation, Citigroup, Inc., JPMorgan Chase & Co., PNC Financial Services Group, Inc., SunTrust Banks, Inc., Toronto-Dominion Bank, U. S. Bancorp, Wells Fargo & Company and Others

Table 91. Market Shares of Leading Deposit Service Providers in Alabama (2014) - Percentage Breakdown by Value Sales for Banco Bilbao Vizcaya Argentaria, S. A., BB&T Corporation, PNC Financial Services Group, Regions Financial Corporation, ServisFirst Bancshares, Inc., Synovus Financial Corporation, Wells Fargo & Company and Others

Table 92. Market Shares of Leading Deposit Service Providers in Arkansas (2014) - Percentage Breakdown by Value Sales for Arvest Bank Group, Inc., BancorpSouth, Inc., Bank of America Corporation, First Security Bancorporation, Home BancShares, Inc., Regions Financial Corporation, Simmons First National Corporation and Others

Table 93. Market Shares of Leading Deposit Service Providers in Florida (2014) - Percentage Breakdown by Value Sales for Bank of America Corporation, Regions Financial Corporation, SunTrust Banks, Inc., Wells Fargo & Company and Others

Table 94. Market Shares of Leading Deposit Service Providers in Louisiana (2014) - Percentage Breakdown by Value Sales for Capital One Financial Corporation, Hancock Holding Company, IBERIABANK Corporation, JPMorgan Chase & Company, Regions Financial Corporation and Others

Table 95. Market Shares of Leading Deposit Service Providers in Southeast US (2014) - Percentage Breakdown by Value Sales for Bank of America Corporation, BB&T Corporation, JPMorgan Chase & Company, Regions Financial Corporation, SunTrust Banks, Inc., Wells Fargo & Company and Others

Table 96. Market Shares of Leading Deposit Service Providers in Tennessee (2014) - Percentage Breakdown by Value Sales for Bank of America Corporation, First Horizon National Corporation, Pinnacle Financial Partners, Inc., Regions Financial Corporation, SunTrust Banks, Inc. and Others

Table 97. Market Shares of Leading Deposit Service Providers in Texas (2014) - Percentage Breakdown by Value Sales for Banco Bilboa Vizcaya Argentaria, S. A., Bank of America Corporation, JPMorgan Chase & Company, Wells Fargo & Company and Others*

Mutual Funds

Table 98. Market Shares of Leading Banks by Mutual Funds in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Pension Plans

Table 99. Market Shares of Leading Banks by Pension Plans in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Loans

Table 100. Market Shares of Leading Home Loan Providers Worldwide (2014) - Percentage Share Breakdown by Value for Australia and New Zealand Banking Group, Ltd., Commonwealth Bank, National Australia Bank, Westpac Bank, and Remaining Lenders

Table 101. Market Shares of Leading Banks by Commercial Loans in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Table 102. Market Shares of Leading Banks by Loans in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Table 103. Market Shares of Leading Credit Card Loan Providers by Value Sales in the US (2014) - Percentage Share Breakdown for American Express Company, Bank of America Corporation, Capital One Financial Corporation, Citigroup, Inc., Discover Financial Services, Inc., JPMorgan Chase & Co. and Others

Mortgage Providers

Table 104. Market Shares of Leading Bank/Thrift Mortgage Service Providers Worldwide (2014) - Percentage Breakdown by Value Sales for Ally Financial, Inc., Bank of America Corporation, Citigroup, Inc., JPMorgan Chase & Company, Wells Fargo & Company and Others*

Table 105. Market Shares of Leading Banks by Mortgages in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Table 106. Market Shares of Leading Mortgage Providers by Value Sales in Australia (2014) - Percentage Breakdown for Australia and New Zealand Banking Group Limited (ANZ), Commonwealth Bank of Australia ABN, National Australia Bank Limited, Westpac Banking Corporation, and Others

Mortgage Guaranty Insurance

Table 107. Market Shares of Leading Mortgage Guaranty Insurance Companies Worldwide (2014) - Percentage Breakdown by Direct Premiums Written Value for American International Group, Inc, CMG Mortgage Insurance Company, Genworth Financial Inc., MGIC Investment Corporation, Old Republic International Corporation, PMI Group, Inc., Radian Group Inc., and Triad Guaranty Inc.

Table 108. Market Shares of Leading Mortgage Guaranty Insurance Providers in North America (2014) - Percentage Breakdown by Value for American International Group, Inc., Genworth Financial, Inc., MGIC Investment Corporation, PMI Group, Inc., Radian Group Inc. and Others

Table 109. Market Shares of Leading Private Mortgage Insurance Providers in North America (2014) - Percentage Breakdown by Value for Essent Guaranty, Inc., Genworth Financial, Inc., Mortgage Guaranty Insurance Corporation, Radian Guaranty Inc., United Guaranty Corporation and Others

Financial Services

Table 110. Market Shares of Leading Insurance Service Providers by Value Sales in Australia (2014) - Percentage Breakdown for Allianz SE, Industrial Alliance Insurance & Financial Services, Inc., QBE Insurance Group Ltd., Sun Life Financial, Inc., Wesfarmers Ltd., and Others

Table 111. Market Shares of Leading Used Car Loan Providers in the US (2014) - Percentage Breakdown by Value for Ally Financial, Inc., Bank of America, BMW Motorrad USA, Capital One Financial Corporation, Carmax, Credit Acceptance Corporation, Fifth Third Bank, Ford Motor Company, GM Financial, Huntington, JPMorgan Chase Bank, N. A., Santander Group, The, TD Auto Finance, Toyota Financial Services, Wells Fargo & Company, Westlake Financial Services, and Others

Online Services

Table 112. Market Shares of Leading Online Trading Services ( Assets) Providers by Value Sales Worldwide (2014) - Percentage Breakdown for Charles Schwab & Co., Inc., E*Trade Financial Corporation, TD Ameritrade and Others

Table 113. Market Shares of Leading Online Tax Return Service Providers by Value Sales in the US (2014) - Percentage Breakdown for H&R Block, Inc., Intuit, Inc., TaxACT and Other Digital

Exchange-Traded Fund (ETF) / Exchange Traded Products (ETP)

Table 114. Market Shares of Leading Exchange-Traded Fund (ETF) / Exchange Traded Products (ETP) Providers Worldwide (2014) - Percentage Breakdown by Value for BlackRock Investment Management (Australia) Ltd., Deutsche Bank AG, ETF Securities Ltd., Invesco PowerShares Capital Management LLC, Lyxor Asset Management SA, Nomura Asset Management Co., Ltd., ProShare Advisors LLC, State Street Corporation, The Vanguard Group, Inc., Van Eck Associates Corporation, and Others

Table 115. Market Shares of Leading Exchange-Traded Fund Assets under Management (ETF AUM) Providers Worldwide (2014) - Percentage Breakdown by Value Sales for Dow Jones & Company, FTSE Group, MSCI Inc., NASDAQ OMX Group, Russell Investment Company Plc, S&P Dow Jones Indices LLC, STOXX Limited and Others

Table 116. Market Shares of Leading Equity Exchange-Traded Fund (ETF) Providers in the US (2014) - Percentage Breakdown by Value Sales for Dow Jones & Company FTSE Group, MSCI Inc., NASDAQ OMX Group, Russell Investment Company Plc, S&P Dow Jones Indices, LLC STOXX Limited and Others

Retail Brokerage Services

Table 117. Market Shares of Leading Retail Brokerage Service Providers by Value Sales in the US (2014) - Percentage Share Breakdown for Aon Plc, Arthur J. Gallagher & Co., Marsh & McLennan Companies, Inc., Willis Group Holdings Plc, and Others

Foreign Exchange Retailers

Table 118. Market Shares of Leading Foreign Exchange Retailers Worldwide (2014) - Percentage Breakdown by Value for CMC Markets, Forex Capital Markets, GAIN Capital Holdings, Inc., IG Group, SAXO Bank and Others

General Purpose Cards

Table 119. Market Shares of Leading General Purpose Card Issuers in Canada (2014) - Percentage Breakdown by Value for Bank of Montreal, Canadian Imperial Bank of Commerce (CIBC), Canadian Tire Corporation, Federal des caisses Desjardins, National Bank of Canada, President's Choice Financial, Royal Bank of Canada, Scotiabank, and TD Canada Trust

Credit Cards

TABLE 120: Market Shares of Leading MasterCard Credit Issuers in the US (2014) - Percentage Breakdown by Value for Bank of America Corporation, Barclays Plc, Capital One Financial Corporation, Citigroup, Inc., Fifth Third Bancorp, General Electric Capital, JPMorgan Chase & Co., RBS Citizens Financial Group, Inc., U. S. Bancorp, United Services Automobile Association, and Others

Table 121. Market Shares of Leading MasterCard Credit Issuers in the US (2014) - Percentage Breakdown by Volume for Bank of America Corporation, Barclays Plc, Capital One Financial Corporation, Citigroup, Inc., Fifth Third Bancorp, General Electric Capital, JPMorgan Chase & Co., RBS Citizens Financial Group, Inc., U. S. Bancorp, United Services Automobile Association, and Others

Table 122. Market Shares of Leading Commercial Visa and MasterCard Credit Issuers in the US (2014) - Percentage Breakdown by Value for Bancorp Bank, Bank of America Corporation, Capital One Financial Corporation, Citigroup, Inc., Comdata, Inc., Comerica, Inc., JPMorgan Chase & Co., PNC Financial Services Group, Inc., U. S. Bancorp, Wells Fargo & Company, and Others

Table 123. Market Shares of Leading Visa Card Credit Issuers in the US (2014) - Percentage Breakdown by Value for Bank of America Corporation, Barclays Plc, Cabela's Inc., Capital One Financial Corporation, Citigroup, Inc., JPMorgan Chase & Co., Navy Federal Credit Union, PNC Financial Services Group, Inc., U. S. Bancorp, Wells Fargo & Company, and Others

Table 124. Market Shares of Leading Visa Card Credit Issuers in the US (2014) - Percentage Breakdown by Volume for Bank of America Corporation, Barclays Plc, Cabela's Inc., Capital One Financial Corporation, Citigroup, Inc., JPMorgan Chase & Co., Navy Federal Credit Union, PNC Financial Services Group, Inc., U. S. Bancorp, Wells Fargo & Company, and Others

Table 125. Credit Cards Market by Volume Sales in the US (2014) - Percentage Share Breakdown for American Express Company (AmEx), Bank of America Corporation, Capital One Financial Corporation, Citibank National Association, Discover Financial Services, Inc., JPMorgan Chase & Co., U. S. Bancorp, Wells Fargo & Company, and Others

Debit Cards

Table 126. Debit Cards Market by Volume Sales in the US (2014) - Percentage Share Breakdown for Bank of America Corporation, Citibank National Association, JPMorgan Chase & Co., PNC Financial Services Group, Inc., SunTrust Banks, Inc., TD Bank, N. A., U. S. Bank National Association, United Services Automobile Association (USAA), Wells Fargo & Company, and Others

Table 127. Market Shares of Leading PIN Debit Card Issuers in the US (2014) - Percentage Breakdown by Value for Bank of America Corporation, BB&T Corporation, JPMorgan Chase & Co., PNC Financial Services Group, Inc., Regions Financial Corporation, SunTrust Banks, Inc., TD Bank, N. A., U. S. Bancorp, United Services Automobile Association, Wells Fargo & Company, and Others

Table 128. Market Shares of Leading Debit Card Issuers in the US (2014) - Percentage Breakdown by Value for Bancorp Bank, Bank of America Corporation, JPMorgan Chase & Co., PNC Financial Services Group, Inc., Regions Financial Corporation, SunTrust Banks, Inc., TD Bank, N. A., U. S. Bancorp, United Services Automobile Association, Wells Fargo & Company, and Others

Table 129. Market Shares of Leading Signature Debit Card Issuers in the US (2014) - Percentage Breakdown by Value for Bank of America Corporation, Capital One Financial Corporation, Fifth Third Bancorp, JPMorgan Chase & Co., PNC Financial Services Group, Inc., SunTrust Banks, Inc., TD Bank, N. A., U. S. Bancorp, United Services Automobile Association, Wells Fargo & Company, and Others

Table 130. Market Shares of Leading Issuers of Debit Cards in the US (2014) - Percentage Breakdown by Volume for American Express Company, Bank of America Corporation, Capital One Financial Corporation, Citigroup Inc., Discover, JPMorgan Chase & Co., PNC Financial Services Group, Inc., U. S. Bancorp, United Services Automobile Assoc. (USAA), Wells Fargo & Company and Others

Table 131. Market Shares of Leading Issuers of Debit Cards Worldwide (2014) - Percentage Breakdown by Volume for Bank of America Corporation, Barclays PLC, Capital One Financial Corporation,Citibank,GE Capital Retail, JPMorgan Chase & Co., TD Bank, N. A., US Bancorp, USAA Savings, Wells Fargo & Company and Others

Fixed Income, Commodities and Currencies (FICC)

Table 132. Fixed Income, Commodities and Currencies (FICC) Market by Bank Worldwide (2014) - Percentage Share Breakdown by Value for Bank of America Corporation, Barclays Plc, Citigroup, Inc., Credit Suisse Group, Deutsche Bank AG, Goldman Sachs Group, Inc., HSBC Bank Plc, JPMorgan Chase & Co., Morgan Stanley, Societe Generale S. A., and UBS AG

Insurance

Table 133. Market Shares of Leading Insurance Companies in Singapore (2014) - Percentage Breakdown by Value for AIA Group Ltd., Aviva Plc, Great Eastern Holdings Ltd., HSBC Bank Plc, Manulife Financial Corporation, NTUC Income Insurance Co-Operative Ltd., Prudential Financial, Inc., and Others

Table 134. Market Shares of Leading Insurance Providers in Norway (2014) - Percentage Breakdown by Value for Gjensidige Forsikring ASA, If P&C Insurance Company Ltd., Sparebank 1 Gruppen AS, TrygVesta Forsikring A/S and Others

Table 135. Market Shares of Leading Insured Schemes Providers Worldwide (2014) - Percentage Breakdown by Value for Achmea Holding N. V., Aegon N. V., ASR Bank N. V., Delta Lloyd N. V., ING Groep N. V., SNS Reaal N. V. and Others

Table 136. Market Shares of Leading Private Insurance Companies in India (2014) - Percentage Breakdown by Value for Bajaj Allianz Life Insurance Co. Ltd., Birla Sun Life Insurance Company Limited, HDFC Bank Limited, ICICI Bank Limited, ING Vysya Life Insurance Company Limited, Max New York, MetLife, Inc., Reliance Life Insurance Company, SBI Life Insurance Co. Ltd., Tata AIG General Insurance Company Limited and Others

Life Insurance

Table 137. Market Shares of Leading Life Insurance and Pensions Providers Worldwide (2014) - Percentage Breakdown by Value for Allianz SE, Amplico Life S. A., Assicurazioni Generali S. p. A., Aviva Plc, AXA S. A., European Limited company, ING Groep N. V., Nordea Life & Pensions Ltd., Powszechny Zaklad Ubezpieczen S. A., Vienna Insurance Group SE, Warta S. A. and Others

Table 138. Market Shares of Leading Life Insurance Companies in Belgium (2014) - Percentage Breakdown by Value for ING Groep N. V. and Others

Table 139. Market Shares of Leading Life Insurance Providers in Australia (2014) - Percentage Breakdown by Value Sales for AIA Group Limited, AMP Limited, Australia and New Zealand Banking Group Limited/One Path, Commonwealth Bank/CommInsure, Metlife, Inc., Tower Australia (TAL), Zurich Financial Services, and Others

Table 140. Market Shares of Leading Life Insurance Providers in Hungary (2014) - Percentage Breakdown by Value for Aegon N. V., Allianz SE, Bharti AXA Life Insurance Co., Ltd., CIG Pannonia Life Insurance Plc., Erste Bank Hungary Zrt., Generali-Providencia Zrt., Grawe, Groupama Garancia, ING Bank N. V., K&H Bank Zrt., Magyar Posta Zrt., MetLife, Signal Iduna, UNIQA Biztosito Zrt., Vienna Insurance Group, and Others

Table 141. Market Shares of Leading Life Insurance Providers in Philippines (2014) - Percentage Breakdown by Premium Value for BPI-Philam Life Assurance Corp., Insular Life Assurance Company, Ltd., The, Manufacturers Life Insurance Co. (Phils. ), Inc, The, Manulife China Bank Life Assurance Corporation, Philamlife & Gen. Insurance Company, Philippines AXA Life Insurance Corporation, PNB Life Insurance, Inc., Pru Life UK, Sun Life Financial Inc., Sun Life Grepa Financial, and Others

Table 142. Market Shares of Leading Banks by Life and Savings Insurance in Spain (2014) - Percentage Breakdown by Value for Caixabank SA, and Others

Table 143. Market Shares of Leading Insurance Companies by Directors and Officers Liability Insurance in the US (2014) - Percentage Breakdown by value for ACE Ltd., Alleghany Corp., Allied World Assurance Co., American Financial Group, Inc., American International Group, AXIS Capital Holdings Ltd., Chubb Corp., CNA Financial Corp., Hartford Financial Services Group, Inc., HCC Insurance Holdings, Inc., Tokio Marine Group, Travelers Companies, W. R. Berkley Corp., XL Group, Zurich Insurance Group and Others

Table 144. Market Shares of Leading Life Insurance Companies in the Netherlands (2014) - Percentage Breakdown by Value for Achmea Holding N. V., Aegon N. V., ASR Bank N. V., Delta Lloyd N. V., ING Groep N. V., SNS Reaal N. V. and Others

Non-Life Insurance

Table 145. Market Shares of Leading Non-Life Insurance Companies in Belgium (2014) - Percentage Breakdown by Value for ING Groep N. V. and Others

Table 146. Market Shares of Leading Non-Life Insurance Companies in Norway (2014) - Percentage Share Breakdown by Value for Gjensidige Forsikring ASA, Sampo(if), Sparebank 1, Tryg, and Others

Table 147. Market Shares of Leading Non-Life Insurance Companies in the Netherlands (2014) - Percentage Breakdown by Value for ING Groep N. V. and Others

Workers Compensation Insurance

Table 148. Market Shares of Leading Workers Compensation Insurance Companies by Value Sales in the US (2014) - Percentage Breakdown for ACE Ltd., American International Group (AIG), Chubb Corp., CNA Financial Corp., Hartford Financial Services, Liberty Mutual, Old Repub International Corp., Travelers Companies Inc., W. R. Berkley Corp., Zurich Financial Services AG and Others

Table 149. Market Shares of Leading Workers Compensation Insurance Providers in North America (2014) - Percentage Breakdown by Value for ACE Group Holdings, Inc., American International Group, Inc., Continental Casualty Company, Hartford Financial Services Group, Inc., Liberty Mutual Group, New York State Insurance Fund, Old Republic International Corporation, State Compensation Insurance Fund, The Travelers Indemnity Company, Zurich Insurance Company Ltd., and Others

Table 150. Market Shares of Leading Writers of Director's and Officer's Insurance Providers in North America (2014) - Percentage Breakdown by Value for ACE Group Holdings, Inc., Chartis Inc., Chubb Corporation, Hartford Financial Services Group, Inc., HCC Insurance Holdings, Inc., Lloyd's, The Travelers Indemnity Company, XL Group Plc. Zurich Insurance Company Ltd. and Others

Multi-Peril Insurance

Table 151. Market Shares of Leading Multi Peril Insurance Providers in North America (2014) - Percentage Breakdown by Value for Chubb Corporation, Farmers Group, Inc., Hartford Financial Services Group, Inc., Liberty Mutual Group, Nationwide Mutual Insurance Company, Philadelphia Consolidated Holding Corp., QBE Holdings, Inc., State Farm Mutual Automobile Insurance Company, The Travelers Indemnity Company, Zurich Insurance Company Ltd., and Others

Table 152. Market Shares of Leading Commercial Multiple Peril Insurance Providers in the US (2014) - Percentage Breakdown by Value for Chubb Corporation, Farmers Insurance Group, Liberty Mutual Group, Nationwide Building Society, QBE Insurance Group Limited, State farm, The Hartford Financial Services Group, Inc., The Travelers Companies, Tokio Marine Group, Zurich Insurance Group Ltd., and Others

Auto Insurance

Table 153. Market Shares of Leading Commercial Auto Insurance Companies by Value Sales in the US (2014) - Percentage Breakdown for Auto-Owners Insurance Co., Bank of America Corp., Hartford Financial Services, Liberty Mutual, Nationwide Mutual Group, Old Repub International Corp., Progressive Corp., State Farm Mutl Automobile Ins, Travelers Companies Inc., Zurich Financial Services AG and Others

Health Insurance

Table 154. Market Shares of Leading Health Insurance Companies in the US (2014) - Percentage Breakdown by Direct Premiums Written Value for UnitedHealth Group Inc., WellPoint Inc., Health Care Service Corporation, Humana Inc., Highmark Inc., Coventry Health Care Inc., Kaiser Foundation Health Plan Inc., Aetna Inc., EmblemHealth Inc., Independence Blue Cross, and Others

Reinsurance Brokerage

Table 155. Market Shares of Leading Reinsurance Brokerage Companies Worldwide (2014) - Percentage Breakdown by Value Sales for Aon Plc, BMS Group Ltd., Cooper Gay Swett & Crawford Ltd., Guy Carpenter & Company, LLC, Jardine Lloyd Thompson Group, Lockton, Inc., Miller Insurance Services LLP, Towers Watson & Company, UIB Holdings (UK) Ltd., and Willis Group Holdings

Other Insurance

Table 156. Market Shares of Leading Commercial Lines Insurance Providers in the US (2014) - Percentage Breakdown by Value for ACE Group, American International Group, Inc., CalNonprofits Insurance Services, Chubb Corporation, Liberty Mutual Group, Nationwide Mutual Insurance Company, QBE Insurance Group Limited, The Hartford Financial Services Group, Inc., The Travelers Companies, Zurich Insurance Group Ltd., and Others

Table 157. Market Shares of Leading Credit Insurance Companies Worldwide (2014) - Percentage Breakdown by Direct Premiums Written Value for Allianz SE, Allstate Corporation, The, American Financial Group Inc., American International Group, Inc., American National Insurance Company, Arch Capital Group Ltd., Assurant, Inc., Coface North America Insurance Company, Old Republic International Corporation, QBE Insurance Group Ltd., and Others

Table 158. Market Shares of Leading Defined Contribution Plan Providers in the US (2014) - Percentage Breakdown by Value for Aon Hewitt, FMR LLC, ING Groep N. V., Teachers Insurance and Annuity Association - College Retirement Equities Fund, Vanguard Group, Inc. and Others

Table 159. Market Shares of Leading Federal Flood Insurance Providers in the US (2014) - Percentage Breakdown by Value for Assurant, Farmers Insurance Group, Nationwide Mutual Insurance Company, Selective Insurance Group, Inc., The Allstate Corporation, The Hartford Financial Services Group, Inc., The Travelers Companies, United Services Automobile Association, White Bear Lake Insurance, Wright Insurance Group, and Others

Table 160. Market Shares of Leading Fidelity Insurance Companies by Value Sales in the US (2014) - Percentage Breakdown for American Financial Group Inc., American International Group (AIG), Chubb Corp., CNA Financial Corp., CUNA Mutual Insurance Group, Everest Re Group Ltd., Hartford Financial Services, Liberty Mutual, Travelers Companies Inc., Zurich Financial Services AG and Others

Table 161. Market Shares of Leading Financial Guaranty Insurance Companies Worldwide (2014) - Percentage Breakdown by Direct Premiums Written Value for Ambac Financial Group Inc., Assured Guaranty, Ltd., CIFG Assurance North America Inc., Financial Guaranty Insurance Company, MBIA Inc., Radian Group Inc., and Syncora Holdings Ltd.

Table 162. Market Shares of Leading General Liability Companies by Value Sales in the US (2014) - Percentage Breakdown for ACE Ltd., American International Group (AIG), AXIS Capital Holdings Ltd., Chubb Corp., CNA Financial Corp., HCC Insurance Holdings Inc., Liberty Mutual, Travelers Companies Inc., XL Group Plc, Zurich Financial Services AG and Others

Table 163. Market Shares of Leading Product Liability Insurance Providers in the US (2014) - ercentage Breakdown by Value for ACE Group, Allianz SE, Chubb Corporation, CNA Financial Corporation, Fairfax Financial Holdings Limited, Liberty Mutual Group, The Hartford Financial Services Group, Inc., The Travelers Companies, W. R. Berkley Corporation, Zurich Insurance Group Ltd, and Others

Table 164. Market Shares of Leading Property Insurance Companies by Value Sales in the US (2014) - Percentage Breakdown for Allianz SE, American International Group (AIG), Assurant Inc., Bank of America Corp., Farmers Insurance Group of Cos, FM Global, Liberty Mutual, Munich-American Holding Corp., Travelers Companies Inc., Zurich Financial Services AG and Others

Table 165. Market Shares of Leading Surety Insurance Companies by Value Sales in the US (2014) - Percentage Breakdown for ACE Ltd., Chubb Corp., CNA Financial Corp., Hartford Financial Services, HCC Insurance Holdings Inc., International Fidelity Ins Co., Liberty Mutual, RLI Corp., Travelers Companies Inc., Zurich Financial Services AG and Others

Table 166. Market Shares of Leading Variable Annuity Providers in Japan (2014) - Percentage Breakdown by Value for AXA S. A., Daiichi Sankyo Company, Limited, Hartford Financial Services Group, Inc., ING Groep N. V., Manulife Financial Corporation, Mitsui Life, Mitsui Sumitomo Insurance Co.,Ltd., Sumitomo Life Insurance Company, T&D Holdings, Inc., Tokio Marine Financial Solutions Ltd. and Others

Table 167. Market Shares of Leading Wealth Management Companies Worldwide (2014) - Percentage Breakdown by Value for Bank of America, Barclays Wealth and Investment Management, BNP Paribas Wealth Management, CASA, Citi Private Bank, CSG, Wealth Management, Deutsche Bank AG, HSBC Group, JPMorgan Chase & Co., Julius Baer, Morgan Stanley Wealth Management, Societe Generale Private Banking, UBS AG, UBS Wealth Management Americas, Wells Fargo, and Others

6. RECENT INDUSTRY DEVELOPMENTS