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 $231 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 | Damon Runyon Cancer Research Foundation | 501(c)(3) | New York, NY | ||
| 7 | Koret Foundation | 501(c)(3) | San Francisco, CA | ||
| 8 | Andrew W. Mellon Foundation | 501(c)(3) | New York, NY | ||
| 9 | New York Health Foundation | 501(c)(3) | New York, NY | ||
| 10 | World Education Services | 501(c)(3) | New York, NY | ||
| ... | and 388 more JP Morgan Chase not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to JP Morgan Chase in the nonprofit sector include Massachusetts Mutual Life Insurance Co., Invesco, Principal Financial Group, Vanguard Group, Inc., Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Empower Annuity Insurance Company, Aetna Life Insurance Company, Fidelity Investments, and Ascensus.
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