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, assisted living and continuing care retirement communities, and vocational rehabilitation services with revenues ranging from $17 million to $92 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 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 6 | Lawrence Academy | 501(c)(3) | Groton, MA | ||
| 7 | St Joseph's Hospital Yonkers | 501(c)(3) | Yonkers, NY | ||
| 8 | New York Athletic Club (NYAC) | 501(c)(7) | New York, NY | ||
| 9 | Childrens Rescue Fund | 501(c)(3) | Bronx, NY | ||
| 10 | Rockwood Retirement Communities | 501(c)(3) | Spokane, WA | ||
| ... | and 24 more JP Morgan Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to JP Morgan Funds in the nonprofit sector include Conduent HR Consulting, LLC, Oppenheimer Funds Inc., Well and Good LLC, Msi Financial Services Inc., Mid Atlantic Trust Company, Blackrock Investments, Inc., The Standard, Segal Marco Advisors, One Digital, and Robert G. Relph Agency, Inc.
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