
Investments
819Portfolio Exits
311Funds
38Partners & Customers
10Service Providers
3About J.P. Morgan Chase & Co.
JPMorgan Chase & Co. (NYSE: JPM) is a global financial services firm and a provider of investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co serves millions of consumers in the United States and many corporate, institutional, and government clients under its J.P. Morgan and Chase brands. The company was founded in 2000 and is based in New York, New York.

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CB Insights Intelligence Analysts have mentioned J.P. Morgan Chase & Co. in 24 CB Insights research briefs, most recently on Aug 1, 2023.
Latest J.P. Morgan Chase & Co. News
Sep 22, 2023
BQ Explains Currently, there are 23 Indian government bonds eligible to be added to the index. 22 Sep 2023, 11:27 AM IST 22 Sep 2023, 11:27 AM IST WhatsApp A person holding Indian two rupees banknotes for photograph. After a long haul, JP Morgan Chase & Co. has included Indian government bonds in its benchmark emerging markets index starting June 28, 2024. This is most likely to bring in an influx of foreign money of as much as $25–50 billion into Indian markets, apart from the usual foreign fund inflows, according to various estimates.The inclusion in global bond indices points at India's growing allure among foreign investors due to its geopoli... After a long haul, JP Morgan Chase & Co. has included Indian government bonds in its benchmark emerging markets index starting June 28, 2024. This is most likely to bring in an influx of foreign money of as much as $25–50 billion into Indian markets, apart from the usual foreign fund inflows, according to various estimates. The inclusion in global bond indices points at India's growing allure among foreign investors due to its geopolitical importance and also as Western nations are looking for alternatives to China. While the Ukraine war has led to Russia falling off the indices, China’s economic turmoil has hampered its attractiveness. So far, the participation of overseas investors in the Indian government bonds market has been fairly low, but the country's resilience to external shocks has sparked interest in recent years. Foreign investors have bought Rs 25,262 crore worth of Indian government debt since April, according to data by National Securities Depository. The country will have a maximum of 10% allocation in the index, according to a statement by JP Morgan. The process of inclusion will take place over 10 months at roughly 1% weight per month, it said. Currently, there are 23 India government bonds eligible to be added to the index, with a combined notional value of $330 billion. ALSO READ
J.P. Morgan Chase & Co. Investments
819 Investments
J.P. Morgan Chase & Co. has made 819 investments. Their latest investment was in C6 Bank as part of their Corporate Minority - II on August 8, 2023.

J.P. Morgan Chase & Co. Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
8/29/2023 | Corporate Minority - II | C6 Bank | No | 3 | ||
8/21/2023 | Seed VC | Arkifi | $9M | Yes | 1 | |
8/18/2023 | Line of Credit | Inspired Education | $652.46M | Yes | 2 | |
7/27/2023 | Unattributed | |||||
7/26/2023 | Grant - V |
Date | 8/29/2023 | 8/21/2023 | 8/18/2023 | 7/27/2023 | 7/26/2023 |
---|---|---|---|---|---|
Round | Corporate Minority - II | Seed VC | Line of Credit | Unattributed | Grant - V |
Company | C6 Bank | Arkifi | Inspired Education | ||
Amount | $9M | $652.46M | |||
New? | No | Yes | Yes | ||
Co-Investors | |||||
Sources | 3 | 1 | 2 |
J.P. Morgan Chase & Co. Portfolio Exits
311 Portfolio Exits
J.P. Morgan Chase & Co. has 311 portfolio exits. Their latest portfolio exit was PolicyGenius on April 25, 2023.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
---|---|---|---|---|---|
4/25/2023 | Acquired | 13 | |||
4/5/2023 | Acquired | 6 | |||
2/22/2023 | Acquired | 4 | |||
Date | 4/25/2023 | 4/5/2023 | 2/22/2023 | ||
---|---|---|---|---|---|
Exit | Acquired | Acquired | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 13 | 6 | 4 |
J.P. Morgan Chase & Co. Acquisitions
50 Acquisitions
J.P. Morgan Chase & Co. acquired 50 companies. Their latest acquisition was Renovite on September 12, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
9/12/2022 | Acquired | 50 | ||||
8/31/2022 | Acquired Unit | 1 | ||||
2/17/2022 | Private Equity | Acquired | 1 | |||
9/21/2021 | Series A | |||||
9/9/2021 | Other |
Date | 9/12/2022 | 8/31/2022 | 2/17/2022 | 9/21/2021 | 9/9/2021 |
---|---|---|---|---|---|
Investment Stage | Private Equity | Series A | Other | ||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired | Acquired Unit | Acquired | ||
Sources | 50 | 1 | 1 |
J.P. Morgan Chase & Co. Fund History
38 Fund Histories
J.P. Morgan Chase & Co. has 38 funds, including PEG Co-Investment Fund L.P..
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
12/29/2020 | PEG Co-Investment Fund L.P. | $63.88M | 1 | ||
11/3/2020 | ND Growth Private Investors | $125.1M | 1 | ||
11/3/2020 | ND Growth Private Investors Offshore | $122.47M | 1 | ||
10/16/2020 | PEG Global Private Equity IX | ||||
10/16/2020 | PEG Global Private Equity IX Offshore Special |
Closing Date | 12/29/2020 | 11/3/2020 | 11/3/2020 | 10/16/2020 | 10/16/2020 |
---|---|---|---|---|---|
Fund | PEG Co-Investment Fund L.P. | ND Growth Private Investors | ND Growth Private Investors Offshore | PEG Global Private Equity IX | PEG Global Private Equity IX Offshore Special |
Fund Type | |||||
Status | |||||
Amount | $63.88M | $125.1M | $122.47M | ||
Sources | 1 | 1 | 1 |
J.P. Morgan Chase & Co. Partners & Customers
10 Partners and customers
J.P. Morgan Chase & Co. has 10 strategic partners and customers. J.P. Morgan Chase & Co. recently partnered with Gusto on September 9, 2023.
Date | Type | Business Partner | Country | News Snippet | Sources |
---|---|---|---|---|---|
9/14/2023 | Partner | United States | 1 | ||
8/16/2023 | Vendor | Philippines | ACEN unit to supply clean energy to JP Morgan Chase HQ in PH `` Through this partnership and the shift to renewable energy solutions , we affirm our global commitment to environmental sustainability and our continued efforts to achieve A low-carbon footprint for JPMorgan Chase in the Philippines , '' said Carlos Ma . | 1 | |
6/1/2023 | Vendor | United States | 1 | ||
5/23/2023 | Vendor | ||||
5/23/2023 | Vendor |
Date | 9/14/2023 | 8/16/2023 | 6/1/2023 | 5/23/2023 | 5/23/2023 |
---|---|---|---|---|---|
Type | Partner | Vendor | Vendor | Vendor | Vendor |
Business Partner | |||||
Country | United States | Philippines | United States | ||
News Snippet | ACEN unit to supply clean energy to JP Morgan Chase HQ in PH `` Through this partnership and the shift to renewable energy solutions , we affirm our global commitment to environmental sustainability and our continued efforts to achieve A low-carbon footprint for JPMorgan Chase in the Philippines , '' said Carlos Ma . | ||||
Sources | 1 | 1 | 1 |
J.P. Morgan Chase & Co. Service Providers
4 Service Providers
J.P. Morgan Chase & Co. has 4 service provider relationships
Service Provider | Associated Rounds | Provider Type | Service Type |
---|---|---|---|
Acquired | Counsel | General Counsel | |
Service Provider | |||
---|---|---|---|
Associated Rounds | Acquired | ||
Provider Type | Counsel | ||
Service Type | General Counsel |
Partnership data by VentureSource
J.P. Morgan Chase & Co. Team
358 Team Members
J.P. Morgan Chase & Co. has 358 team members, including current Chief Executive Officer, President, Jamie Dimon.
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