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 $2.3 million to $178 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..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | Memorial Sloan-Kettering Cancer Center | 501(c)(3) | New York, NY | ||
| 3 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 4 | Lincoln Center for the Performing Arts | 501(c)(3) | New York, NY | ||
| 5 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 6 | Koret Foundation | 501(c)(3) | San Francisco, CA | ||
| 7 | Damon Runyon Cancer Research Foundation | 501(c)(3) | New York, NY | ||
| 8 | The Children's Home Society of Florida | 501(c)(3) | Orlando, FL | ||
| 9 | Andrew W. Mellon Foundation | 501(c)(3) | New York, NY | ||
| 10 | Young Mens Christian Association of Greater New York (YMCANYC) | 501(c)(3) | New York, NY | ||
| ... | and 396 more JP Morgan Chase not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to JP Morgan Chase in the nonprofit sector include Kestra Advisory Services LLC, Gallagher Benefit Services Inc, Merrill Lynch, Wells Fargo Bank, Global Retirement Partners LLC, Ubs Financial Services, The Segal Company, Capfinancial Partners, LLC, Fidelity Investments Institutional, and Voya Retirement Insurance and Annuity Co..
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