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, hospitals, grantmaking foundations, and assisted living and continuing care retirement communities with revenues ranging from $16 million to $473 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Boy Scouts of America - Scouting America (BSA) | 501(c)(3) | Irving, TX | ||
| 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 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 7 | Lewis and Clark College | 501(c)(3) | Portland, OR | ||
| 8 | The Conference Board | 501(c)(3) | New York, NY | ||
| 9 | Lions Clubs International Foundation (LCIF) | 501(c)(3) | Oak Brook, IL | ||
| 10 | University of Nebraska Foundation | 501(c)(3) | Lincoln, NE | ||
| ... | 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 US Bank, State Street Global Advisors, Capfinancial Partners, LLC, State Street Bank, Merrill Lynch Pierce Fenner and Smith, Healthcare Community Securities Cor, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., and The Segal Company.
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