JP Morgan Chase is a firm that provides investment management, financial advisor, commercial bank, fiduciary trustee, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Illinois (although they are present in other states as well).
Most JP Morgan Chase clients are real estate services, hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $3.5 million to $258 million.
Previous legal names, trade names, or just variations of their name include: JP Morgan; JP Morgan Chase Bank; JP Morgan Investment Management Inc; JP Morgan Asset Management; JP Morgan Private Bank; JP Morgan Institutional Investments; JP Morgan Investment Services; and JP Morgan Chase and Co..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Memorial Sloan-Kettering Cancer Center | 501(c)(3) | New York, NY | ||
| 2 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 3 | Fhi 360 | 501(c)(3) | Durham, NC | ||
| 4 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 5 | Cold Spring Harbor Laboratory | 501(c)(3) | Cold Spring Harbor, NY | ||
| 6 | Lincoln Center for the Performing Arts | 501(c)(3) | New York, NY | ||
| 7 | Make-A-Wish Foundation of America | 501(c)(3) | Phoenix, AZ | ||
| 8 | Robin Hood Foundation / Tudor Charitable TR | 501(c)(3) | New York, NY | ||
| 9 | Children International | 501(c)(3) | Kansas City, MO | ||
| 10 | Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell) | 501(c)(3) | Boston, MA | ||
| ... | and 479 more JP Morgan Chase not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to JP Morgan Chase in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Capfinancial Partners, LLC, Ubs Financial Services, The Segal Company, Kestra Advisory Services LLC, Wells Fargo Bank, Merrill Lynch, Global Retirement Partners LLC, Merrill Lynch Pierce Fenner and Smith, and Nationwide.
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