Cause IQ vendor profile

JP Morgan Chase


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 $3.3 million to $260 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..

Primary location:
New York, NY
All locations:
CO, IL, FL, MO, MA, NY, TX, NJ, CA
Identified clients:
490
Avg client size:
$203 mil revenue
Median client size:
$16 mil revenue

JP Morgan Chase client list

 NameTypeLocation
1Memorial Sloan-Kettering Cancer Center501(c)(3)New York, NY
2The Chicago Community Trust501(c)(3)Chicago, IL
3Fhi 360501(c)(3)Durham, NC
4Vera Institute of Justice501(c)(3)Brooklyn, NY
5Lincoln Center for the Performing Arts501(c)(3)New York, NY
6Cold Spring Harbor Laboratory501(c)(3)Cold Spring Harbor, NY
7Make-A-Wish Foundation of America501(c)(3)Phoenix, AZ
8Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
9Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell)501(c)(3)Boston, MA
10Children International501(c)(3)Kansas City, MO
...and 480 more JP Morgan Chase not-for-profit tax-exempt clients identified by Cause IQ

JP Morgan Chase competitors

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, Global Retirement Partners LLC, Merrill Lynch, Wells Fargo Bank, Massachusetts Mutual Life Insurance Co., and Invesco.

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