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 $4.1 million to $297 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
All locations:
Identified clients:
Avg client size:
$203 mil revenue
Median client size:
$18 mil revenue

JP Morgan Chase client list

1Memorial Sloan-Kettering Cancer Center501(c)(3)New York, NY
2Fhi 360501(c)(3)Durham, NC
3Vera Institute of Justice501(c)(3)Brooklyn, NY
4Cold Spring Harbor Laboratory501(c)(3)Cold Spring Harbor, NY
5Lincoln Center for the Performing Arts501(c)(3)New York, NY
6Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
7Make-A-Wish Foundation of America501(c)(3)Phoenix, AZ
8Children International501(c)(3)Kansas City, MO
9Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell)501(c)(3)Boston, MA
10Radiological Society of North America (RSNA)501(c)(3)Oak Brook, IL
...and 464 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 Voya Retirement Insurance and Annuity Co., Fidelity Investments Institutional, The Segal Company, Capfinancial Partners, LLC, Ubs Financial Services, Global Retirement Partners LLC, Kestra Advisory Services LLC, Wells Fargo Bank, Merrill Lynch, and Ascensus.

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