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Your mission. Our insights. Building better portfolios.

The Endowments and Foundations Group at J.P. Morgan is a dedicated team focused on helping not-for-profit and charitable organizations achieve their investment goals. We work with institutions that make big impacts in the world through education, health, and numerous other non-profit causes.

We are committed to understanding our clients' investment objectives and applying our intellectual capital to deliver superior investment outcomes.

  • We draw on our more than 160 years of fiduciary and philanthropic experience
  • Trusted partner to 33% of the top 200 not-for-profit endowments, foundations, and healthcare organizations, as defined by total assets
  • The Endowments and Foundations team manages approximately $42 billion USD in assets

Our dedicated team partners with clients to:

Design long-term portfolio strategies Refine asset allocation decisions Lead a fresh approach to manage risk Strengthen board governance guidelines


Our sole responsibility is to help clients succeed. Our capabilities empower our clients to make better investment decisions and navigate challenging market dynamics. Whether through portfolio analysis or advisory services, we offer:


Risk management is a fundamental concern for non-profit organizations seeking long-term investment return. Our team works closely with institutions to understand and allocate manager and portfolio risk to optimize the overall risk/return of investment portfolios.

Investing for a Purpose

Our investment philosophy as a firm also aligns closely with that of our not-for-profit clients; J.P. Morgan develops and funds innovative solutions to create social, environmental and financial value. We have deployed millions of our own capital and catalyzed millions more from our clients and partners into investments aimed at improving the lives of low-income and underserved populations around the world. As a global company, we believe that we have the responsibility to use our expertise and resources to invest in our communities and to help them address the social and environmental challenges they face.

> Learn more about our Social Finance initiatives

Featured Insights

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Meet the team
Jean Walshe
Client Advisor
Jeff Shields
Client Advisor
Michael Smith
Client Advisor

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How we partner with clients

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