JP Morgan Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Massachusetts (although they are present in other states as well).
Most JP Morgan Funds clients are health and welfare funds, elementary and secondary schools, outpatient health care practitioners and facilities, and vocational rehabilitation services with revenues ranging from $19 million to $93 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 2 | Community Connections | 501(c)(3) | Washington, DC | ||
| 3 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 4 | St. Mark's School | 501(c)(3) | Southborough, MA | ||
| 5 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 6 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 7 | Lawrence Academy | 501(c)(3) | Groton, MA | ||
| 8 | St Joseph's Hospital Yonkers | 501(c)(3) | Yonkers, NY | ||
| 9 | New York Athletic Club (NYAC) | 501(c)(7) | New York, NY | ||
| 10 | Childrens Rescue Fund | 501(c)(3) | Bronx, NY | ||
| ... | and 23 more JP Morgan Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to JP Morgan Funds in the nonprofit sector include Ivy Funds, Inc., Pioneer Investment Management, Inc, Legg Mason, Merrill Lynch Life Agency, Prime Buchholz and Associates, Towers Watson, Fiduciary Investment Advisors, Optumrx, Inc., Captrust, and Advised Assets Group, LLC.
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