JP Morgan Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most JP Morgan Funds clients are health and welfare funds, elementary and secondary schools, and outpatient health care practitioners and facilities with revenues ranging from $21 million to $108 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 | Community Access Unlimited | 501(c)(3) | Elizabeth, NJ | ||
| 6 | Groton School | 501(c)(3) | Groton, MA | ||
| 7 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 8 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 9 | Lawrence Academy | 501(c)(3) | Groton, MA | ||
| 10 | Huntington Health | 501(c)(3) | Pasadena, CA | ||
| ... | and 30 more JP Morgan Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to JP Morgan Funds in the nonprofit sector include Cambridge Investment Research, Ivy Funds, Inc., NFP Retirement Inc., Optumrx, Inc., CBIZ Retirement Plan Services, Fiduciary Investment Advisors, Towers Watson, Segall Bryant and Hamill, Advised Assets Group, LLC, and Raymond James Financial Services.
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