J.P. Morgan

Holding Company Proliferation Enables Corporate Consolidation and Regulatory Evasion

| Importance: 7/10

The holding company structure proliferates across American industry during the 1920s, enabling unprecedented corporate consolidation while evading antitrust enforcement and state regulation. Delaware’s permissive incorporation laws, offering minimal oversight and maximum management discretion, …

Samuel Insull J.P. Morgan Van Sweringen Brothers Delaware Corporation Commission corporate-consolidation regulatory-capture financial-manipulation antitrust-evasion holding-companies
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Roosevelt Leaves Office After 44 Antitrust Suits, Revealing Progressive Era Reform Limits

| Importance: 8/10

When Theodore Roosevelt left office on March 4, 1909, his administration had filed 44 antitrust lawsuits (18 civil and 26 criminal cases, resulting in 22 convictions and 22 acquittals) against major corporations including Northern Securities, Standard Oil, American Tobacco, the Beef Trust, and Du …

Theodore Roosevelt William Howard Taft J.P. Morgan U.S. Department of Justice Interstate Commerce Commission antitrust corporate-power progressive-era regulatory-enforcement presidential-legacy
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Roosevelt Approves U.S. Steel Acquisition of Tennessee Coal & Iron During Panic, Exposing Reform Limits

| Importance: 9/10

On the morning of Saturday, November 2, 1907, during the Panic of 1907 financial crisis, J.P. Morgan convened a meeting at his library proposing that U.S. Steel—which already controlled 60% of the steel market—purchase stock in the insolvent brokerage firm Moore & Schley, which had borrowed …

Theodore Roosevelt J.P. Morgan Elbert H. Gary Henry Clay Frick U.S. Steel Corporation +2 more antitrust corporate-power financial-crisis progressive-era regulatory-capture
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Supreme Court Orders Northern Securities Dissolution in First Major Antitrust Victory

| Importance: 10/10

On March 14, 1904, the U.S. Supreme Court ruled 5-4 that the Northern Securities Company violated the Sherman Antitrust Act and ordered the railroad holding company dissolved. The decision affirmed the April 9, 1903 federal circuit court ruling against the company formed by J.P. Morgan, James J. …

U.S. Supreme Court Theodore Roosevelt J.P. Morgan James J. Hill Edward H. Harriman +1 more antitrust corporate-power regulatory-enforcement supreme-court progressive-era
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Roosevelt Intervenes in Coal Strike as Neutral Arbitrator, Origins of Square Deal

| Importance: 9/10

On October 3, 1902, President Theodore Roosevelt convened an unprecedented conference in Washington bringing together representatives of government, labor, and management to resolve the anthracite coal strike that threatened to leave Americans without heating fuel for the approaching winter. …

Theodore Roosevelt John Mitchell J.P. Morgan Elihu Root Railroad coal barons labor-rights progressive-era presidential-power corporate-power federal-intervention
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Roosevelt Announces Northern Securities Antitrust Suit Against J.P. Morgan Railroad Trust

| Importance: 9/10

On February 19, 1902, President Theodore Roosevelt’s Department of Justice announced plans to file an antitrust suit against the Northern Securities Company, a railroad holding company formed in November 1901 by J.P. Morgan, James J. Hill, and Edward H. Harriman to control the Great Northern …

Theodore Roosevelt Attorney General Philander Knox J.P. Morgan James J. Hill Edward H. Harriman +1 more antitrust corporate-power regulatory-enforcement progressive-era railroad-regulation
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Carnegie Sells to J.P. Morgan: U.S. Steel Becomes First Billion-Dollar Corporation

| Importance: 8/10

In early 1901, J.P. Morgan, the country’s most powerful banker, purchased Andrew Carnegie’s Carnegie Steel Corporation for $500 million and merged it with nine other steel companies to form the United States Steel Corporation—the world’s largest corporation and first billion-dollar …

Andrew Carnegie J.P. Morgan U.S. Steel Corporation Carnegie Steel Corporation monopoly-power corporate-consolidation vertical-integration market-dominance financial-empire
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J.P. Morgan Creates Northern Securities: $400 Million Railroad Monopoly

| Importance: 8/10

In 1901, J.P. Morgan orchestrated the creation of the Northern Securities Company, a $400 million holding company that gave him control over approximately one-third of the country’s railways. The consolidation emerged from a fierce competition between James J. Hill, head of the Great Northern …

J.P. Morgan James J. Hill Edward H. Harriman Northern Securities Company Great Northern Railroad +1 more monopoly-power financial-consolidation corporate-merger railroad-control market-manipulation
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U.S. Steel Formation - Morgan Creates First Billion-Dollar Trust

| Importance: 9/10

The United States Steel Corporation is incorporated with authorized capitalization of $1.4 billion, becoming the first billion-dollar corporation in history and controlling 60% of the nation’s primary steel capacity. Financier J.P. Morgan orchestrates the massive consolidation, fusing together …

J.P. Morgan Andrew Carnegie Charles Schwab Elbert Gary John D. Rockefeller gilded-age monopoly-power corporate-consolidation financial-power merger-wave
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U.S. Steel Corporation Formed - First Billion-Dollar Corporation in History

| Importance: 10/10

On February 25, 1901, J.P. Morgan incorporated the United States Steel Corporation with an authorized capitalization of $1.4 billion, creating the first billion-dollar corporation in history by purchasing Andrew Carnegie’s steel empire for approximately $480 million and consolidating it with …

J.P. Morgan Andrew Carnegie Charles Schwab U.S. Steel Corporation Carnegie Steel Company corporate-consolidation monopoly banking-power steel-industry gilded-age
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J.P. Morgan Railroad Reorganizations Create Consolidated Monopoly Systems

| Importance: 9/10

By 1895, following the Panic of 1893 that left one-third of American railroad mileage in receivership, J.P. Morgan had systematically reorganized the nation’s major railroads through a process known as ‘Morganization,’ consolidating competing lines into regional monopolies under …

J.P. Morgan J.P. Morgan & Company Southern Railway Erie Railroad Northern Pacific Railroad banking-consolidation railroad-consolidation corporate-power gilded-age financial-control
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J.P. Morgan Yacht Meeting: Ending Railroad Competition Through Financial Coercion

| Importance: 7/10

In 1885, J.P. Morgan invited leading railroad executives to a meeting aboard his yacht to address what he perceived as “ruinous competition” in the railroad industry. Morgan used the gathering to convince railroad magnates controlling major lines including the New York Central and …

J.P. Morgan New York Central Railroad Pennsylvania Railroad Railroad Executives price-fixing market-manipulation financial-coercion corporate-consolidation anti-competitive-practices
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