Cause IQ vendor profile

JP Morgan Funds


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 (although they are present in other states as well).

Most JP Morgan Funds clients are health and welfare funds, outpatient health care practitioners and facilities, and assisted living and continuing care retirement communities with revenues ranging from $18 million to $115 million.

Primary location:
Columbus, OH
Clients in:
MO, MA, NY, OH
Identified clients:
31
Avg client size:
$60 mil revenue
Median client size:
$34 mil revenue

JP Morgan Funds client list

  Name Type Location
1 Association of The United States Army (AUSA) 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 Trustees of Lawrence Academy at Groton Ma Corporation 501(c)(3) Groton, MA
5 St Joseph's Hospital Yonkers 501(c)(3) Yonkers, NY
6 New York Athletic Club of the City of New York (NYAC) 501(c)(7) New York, NY
7 Jefferson's Ferry 501(c)(3) South Setauket, NY
8 ServiceNet 501(c)(3) Northampton, MA
9 Rockwood Retirement Communities 501(c)(3) Spokane, WA
10 House of the Good Shepherd 501(c)(3) Utica, NY
... and 21 more JP Morgan Funds not-for-profit tax-exempt clients identified by Cause IQ

JP Morgan Funds competitors

Competitors to JP Morgan Funds in the nonprofit sector include Ab Funds, Brown Advisory, Wilmington Trust, Empower Retirement Advisory Service, Cambridge Associates, Schneider Downs and Co., Inc., Hartford Life Insurance Company, NFP Insurance Services Inc, Alliancebernstein L.P., and Dreyfus.

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