JP Morgan Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most JP Morgan Funds clients are health and welfare funds, elementary and secondary schools, and hospitals with revenues ranging from $21 million to $102 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 2 | Community Connections | 501(c)(3) | Washington, DC | ||
| 3 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 4 | St. Mark's School | 501(c)(3) | Southborough, MA | ||
| 5 | Community Access Unlimited | 501(c)(3) | Elizabeth, NJ | ||
| 6 | Groton School | 501(c)(3) | Groton, MA | ||
| 7 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 8 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 9 | Lawrence Academy | 501(c)(3) | Groton, MA | ||
| 10 | Huntington Health | 501(c)(3) | Pasadena, CA | ||
| ... | and 30 more JP Morgan Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to JP Morgan Funds in the nonprofit sector include Deutsche Investment Management Americas, American Funds Service Company, TD Ameritrade Trust Company, Oppenheimer Funds, Massmutual, Dimensional Fund Advisors LP, Charles Schwab Bank, Great West Life and Annuity Company, Dimeo Schneider, and Janus Henderson.
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