J P Morgan is a firm that provides investment management, commercial bank, financial advisor, fiduciary trustee, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California and North Dakota (although they are present in other states as well).
Most J P Morgan clients are colleges, universities, and professional schools and grantmaking foundations with revenues ranging from $16 million to $303 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | San Francisco Symphony (SFS) | 501(c)(3) | San Francisco, CA | ||
| 2 | The Trustees of the Stevens Institute of Technology (SIT) | 501(c)(3) | Hoboken, NJ | ||
| 3 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 4 | By The Bay Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 5 | Duquesne University | 501(c)(3) | Pittsburgh, PA | ||
| 6 | Lewis and Clark College | 501(c)(3) | Portland, OR | ||
| 7 | The Conference Board | 501(c)(3) | New York, NY | ||
| 8 | Lions Clubs International Foundation (LCIF) | 501(c)(3) | Oak Brook, IL | ||
| 9 | University of Nebraska Foundation | 501(c)(3) | Lincoln, NE | ||
| 10 | St George's School | 501(c)(3) | Middletown, RI | ||
| ... | and 17 more J P Morgan not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to J P Morgan in the nonprofit sector include Capfinancial Partners, LLC, State Street Global Advisors, Merrill Lynch Pierce Fenner and Smith, State Street Bank, Sei, Fiduciary Investment Advisors, Oneamerica Retirement Services LLC, Minnesota Life Insurance Company, RBC Capital Markets, and The Segal Company.
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