Cause IQ vendor profile

JP Morgan Chase


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..

Primary location:
New York, NY
Clients in:
MA, DE, CA, MO, CO, NJ, TX, NY, FL, IL
Identified clients:
406
Avg client size:
$226 mil revenue
Median client size:
$18 mil revenue

JP Morgan Chase client list

  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

JP Morgan Chase competitors

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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