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JP Morgan Research : Searchable Fields

The database features thousands of analyst reports covering over 3,000 global companies and all industries.

Look Ups and Browsable Indexes

JP Morgan Research  offers seven Look ups or browsable indexes, so you can easily find spelling or format variations of, for example, an author's name or a journal title. You can find the Look up links in the advanced search page and they are available for the following searchable fields: analyst/author, publication, subject, issuer/company, issuer/company, issuer country, issuer currency, and GICS. For a description of these fields, please see the searchable fields table to the right. 

Note: Look ups are also available from the Command Line search (through the Look up terms link). Several of the searchable fields from Look Up Citation search forms also offer Look up links.

To use and locate a Look up or browsable index, select the field from the advanced search pull-down menu. If a Look up is available, under the search row you will see a link to the Look up. Other Look ups and browsable indexes will be listed in the Limit To section of the advanced search page.

Select the Look up link and then you will see a browsable and alphabetical index for that field. There are some indexes that will not display an alphabetical list before searching for the term, rather you will have to enter a term first, and then the alphabetical list of matches will display.

Once you locate the index term that you would like to add to your search, mark the item, and then click the Add to search button. The index term will now appear in the advanced search form along with the appropriate pull-down menu selection.

Searchable Fields

Field Name

Label

Search Examples & Explanation

Abstract

 

AB

AB(breakeven)

AB searches for keywords in the abstract only.

Accession number

AN

AN(GPS-1260844-0)

AN is the J.P. Morgan Research unique record identifier.

Anywhere except full text

ALL

ALL(Funds)

ALL searches for keywords in the bibliographic data, citation, and abstract. ALL does not search the full text, and will exclude the content of PDFs from the search.

Anywhere

 

‘Monetary funds’

Anywhere searches across all fields in the record. Anywhere will also search full text in the PDFs.

Analyst/author

AU

AU(Webb, Matthew)

AU searches for

documents written by a

particular author. Enter

author names as:

Last Name, First Name

First Name Last Name

First name

Last Name

All the J.P. Morgan

records are authored by

Analysts from J.P. Morgan

only.

Document number

AN

AN(21105866)

 

AN searches both the J.P.

Morgan accession number

field and the ProQuest

document ID.

 

Document title

TI

TI(City National Corp)

 

TI searches for keywords in the title and the subtitle of the record

 

Document text

FT

FT(monetary)

 

FT searches for your keywords in the full text of PDFs

 

GICS code/classification

CL

CL(Energy)

CL(10)

CL(10:Energy)

 

CL searches for records indexed with specific GICS (Global Industry Classification Standard) classifications. J. P. Morgan Research records have GICS indexed up to 4 levels; all of these can be searched through the CL field. The search does allow searching on both the classification code and the classification expansion.  

 

Issuer/company

ORG

ORG(Fedex)

 

ORG searches for records about a particular company or issuer.

 

Issuer/company details

ICD

ICD(equity)

ICD(Bloomberg)

ICD(Positive sentiment)

ICD(US Dollar)

ICD(Revision or Resume)

 

ICD searches for your keywords in all of the company financial data. For example: company name, currency, country, fiscal year dates, security details like type identifier, action, rating, asset class, asset type, etc.

 

Notes

NT

NT(Morgan)
 

NT searches for keywords in the Notes field.

 

Primary Company

primarycomp

Primarycomp(Fedex)

 

When used, primarycomp searches for all records that have at least one company as the main focus of the report. If the Primary company check box is selected along with a Company name, then primarycomp will only find records that are focused primarily on that company.

 

Publication Date

PD

PD(Dec 2013)

PD(Dec)

PD(20130101-20140101)

 

PD searches for articles published on a specified date, or within a specified date range.

 

Publication Title

PUB

PUB(J.P. Morgan Economics Research Reports)

 

PUB searches for keywords in the publication title. There are 2 publications in J.P. Morgan Research:

1. J.P. Morgan Economics Research Reports

2. J.P. Morgan Equities Research Reports.

Security action

STA

STA(Revision or Resume or Downgrade or Initiate or Drop)

 

STA searches for records that include a recommendation to do a specific action regarding securities.

 

Security asset class/type

ATY

ATY(Equity or Stock)

 

ATY searches for records with issuers/companies that have securities of a specific asset class or type.

 

Security currency

SCUR

SCUR(USD: US Dollar)

SCUR(USD)

SCUR(US Dollar)

 

SCUR searches records with issuers/companies that have securities with a specific currency. It allows searching on the ISO currency code and expanded values.

 

Security ID/type

SRT

SRT(CUSIP 911312106)

SRT(CUSIP)

SRT(911312106)

 

SRT searches for records with issuers/companies that have securities with a specific security identifier type or value.

 

 

Security rating

SRR

SRR(Positive sentiment)

SRR(Prior)

 

SRR searches for records with issuer/companies that have securities that have been given a specific rating that applies to a particular period of time.

 

Subject heading (all)

SU

SU(credit analysis)

 

SU searches for records indexed with a particular subject term. At the cross search level, SU searches for J.P. Morgan Research records for a particular subject keyword, together with subjects from other databases in your subscription.

 

Tag

TAG

TAG(monetary)

 

TAG searches for tags that have been assigned to records by ProQuest users, including you. TAG values are user-generated. The user can make a tag 'Public' or 'Private' when applying a tag to a document. Tag will return only documents with 'Public' tags.