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 North Dakota, California, and New York (although they are present in other states as well).
Most J P Morgan clients are colleges, universities, and professional schools, grantmaking foundations, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $16 million to $473 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Scouting America (BSA) | 501(c)(3) | Irving, TX | ||
| 2 | Stevens Institute of Technology (SIT) | 501(c)(3) | Hoboken, NJ | ||
| 3 | By the Bay Health | 501(c)(3) | Larkspur, CA | ||
| 4 | Lions Clubs International Foundation (LCIF) | 501(c)(3) | Oak Brook, IL | ||
| 5 | Duquesne University | 501(c)(3) | Pittsburgh, PA | ||
| 6 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 7 | Lewis and Clark College | 501(c)(3) | Portland, OR | ||
| 8 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 9 | The Conference Board | 501(c)(3) | New York, NY | ||
| 10 | ExpandED Schools | 501(c)(3) | New York, NY | ||
| ... | and 15 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, US Bank, State Street Global Advisors, Merrill Lynch Pierce Fenner and Smith, State Street Bank, Fiduciary Investment Advisors, Capital Research and Management Company, Benefit Plans Admin Services, Inc., Paychex, Inc., and Minnesota Life Insurance Company.
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