Cause IQ vendor profile

J P Morgan


J P Morgan is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California, North Dakota, and New York (although they are present in other states as well).

Most J P Morgan clients are hospitals and assisted living and continuing care retirement communities with revenues ranging from $19 million to $119 million.

Primary location:
New York, NY
All locations:
NY, MO, MA
Identified clients:
27
Avg client size:
$200 mil revenue
Median client size:
$38 mil revenue

J P Morgan client list

 NameTypeLocation
1Sequoia Living501(c)(3)San Francisco, CA
2by the BAY Health (HBTB)501(c)(3)Larkspur, CA
3Plymouth Place501(c)(3)La Grange Park, IL
4Richmond University Medical Center (RUMC)501(c)(3)Staten Island, NY
5New York Eye and Ear Infirmary of Mount Sinai (NYEE)501(c)(3)New York, NY
6The Conference Board501(c)(3)New York, NY
7Lions Clubs International Foundation (LCIF)501(c)(3)Oak Brook, IL
8Jewish Federation Council of Greater LA501(c)(3)Los Angeles, CA
9Cornell Scott-Hill Health Corporation501(c)(3)New Haven, CT
10St George's School501(c)(3)Newport, RI
...and 17 more J P Morgan not-for-profit tax-exempt clients identified by Cause IQ

J P Morgan competitors

Competitors to J P Morgan in the nonprofit sector include Capfinancial Partners, LLC, State Street Global Advisors, US Bank, Merrill Lynch Pierce Fenner and Smith, State Street Bank, Charles Schwab Bank, Ascensus, Massachusetts Mutual Life Insurance Co., Newport Group, Inc., and Newport Trust Company.

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