back to Wealth Planning
Philanthropy
Discover new ways of enhancing and expanding your giving through J.P. Morgan's strategies.
Commercial Banking
From startups to legacy brands, you're making your mark. We're here to help.
-
Innovation Economy
Fueling the success of early-stage startups, venture-backed and high-growth companies.
-
Midsize Businesses
Keep your company growing with custom banking solutions for middle market businesses and specialized industries.
-
Large Corporations
Innovative banking solutions tailored to corporations and specialized industries.
-
Commercial Real Estate
Capitalize on opportunities and prepare for challenges throughout the real estate cycle.
-
Community Impact Banking
When our communities succeed, we all succeed. Local businesses, organizations and community institutions need capital, expertise and connections to thrive.
-
International Banking
Power your business' global growth and operations at every stage.
Key Links
Credit and Financing
Prepare for future growth with customized loan services, succession planning and capital for business equipment.
-
Asset Based Lending
Enhance your liquidity and gain the flexibility to capitalize on growth opportunities.
-
Equipment Financing
Maximize working capital with flexible equipment and technology financing.
-
Trade & Working Capital
Experience our market-leading supply chain finance solutions that help buyers and suppliers meet their working capital, risk mitigation and cash flow objectives.
-
Syndicated Financing
Leverage customized loan syndication services from a dedicated resource.
-
Commercial Real Estate
Capitalize on opportunities and prepare for challenges throughout the real estate cycle.
-
Employee Stock Ownership Plans
Plan for your business’s future—and your employees’ futures too—with objective advice and financing.
Key Links
Institutional Investing
Serving the world's largest corporate clients and institutional investors, we support the entire investment cycle with market-leading research, analytics, execution and investor services.
-
Institutional Investors
Putting your long-tenured investment teams on the line to earn the trust of institutional investors.
-
Markets
Direct access to market leading liquidity harnessed through world-class research, tools, data and analytics.
-
Prime Services
Helping hedge funds, asset managers and institutional investors meet the demands of a rapidly evolving market.
-
Global Research
Leveraging cutting-edge technology and innovative tools to bring clients industry-leading analysis and investment advice.
-
Securities Services
Helping institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.
Key Links
Investment Banking
Providing investment banking solutions, including mergers and acquisitions, capital raising and risk management, for a broad range of corporations, institutions and governments.
-
Center for Carbon Transition
J.P. Morgan’s center of excellence that provides clients the data and firmwide expertise needed to navigate the challenges of transitioning to a low-carbon future.
-
Corporate Finance Advisory
Corporate Finance Advisory (“CFA”) is a global, multi-disciplinary solutions team specializing in structured M&A and capital markets. Learn more.
-
Development Finance Institution
Financing opportunities with anticipated development impact in emerging economies.
-
Sustainable Solutions
Offering ESG-related advisory and coordinating the firm's EMEA coverage of clients in emerging green economy sectors.
-
Mergers and Acquisitions
Bespoke M&A solutions on a global scale.
-
Capital Markets
Holistic coverage across capital markets.
Payments
Your partner for commerce, receivables, cross-currency, working capital, blockchain, liquidity and more.
Key Links
Private Bank
A uniquely elevated private banking experience shaped around you.
-
Banking
We have extensive personal and business banking resources that are fine-tuned to your specific needs.
-
Investing
We deliver tailored investing guidance and access to unique investment opportunities from world-class specialists.
-
Lending
We take a strategic approach to lending, working with you to craft the fight financing solutions matched to your goals.
-
Planning
No matter where you are in your life, or how complex your needs might be, we’re ready to provide a tailored approach to helping your reach your goals.
Wealth Management
Whether you want to invest on your own or work with an advisor to design a personalized investment strategy, we have opportunities for every investor.
-
Invest on your own
Unlimited $0 commission-free online stock, ETF and options trades with access to powerful tools to research, trade and manage your investments.
-
Work with our advisors
When you work with our advisors, you'll get a personalized financial strategy and investment portfolio built around your unique goals-backed by our industry-leading expertise.
-
Expertise for Substantial Wealth
Our Wealth Advisors & Wealth Partners leverage their experience and robust firm resources to deliver highly-personalized, comprehensive solutions across Banking, Lending, Investing, and Wealth Planning.
For Companies and Institutions
-
Commercial Banking
From startups to legacy brands, you're making your mark. We're here to help.
-
Institutional Investing
Serving the world's largest corporate clients and institutional investors, we support the entire investment cycle with market-leading research, analytics, execution and investor services.
-
Payments
Your partner for commerce, receivables, cross-currency, working capital, blockchain, liquidity and more.
-
Credit & Financing
Prepare for future growth with customized loan services, succession planning and capital for business equipment.
-
Investment Banking
Providing investment banking solutions, including mergers and acquisitions, capital raising and risk management, for a broad range of corporations, institutions and governments.
For Individuals
-
Private Bank
A uniquely elevated private banking experience shaped around you.
-
Wealth Management
Whether you want to invest on you own or work with an advisor to design a personalized investment strategy, we have opportunities for every investor.
All Insights
Explore a variety of insights.
Key Links
Insights by Topic
Explore a variety of insights organized by different topics.
Key Links
Insights by Type
Explore a variety of insights organized by different types of content and media.
Key Links
About Us
We aim to be the most respected financial services firm in the world, serving corporations and individuals in more than 100 countries.
Key Links
- Insights
- Wealth Planning
- Philanthropy
All topics
No results found
Adjust your filter selections to find what you’re looking for
Related insights
Wealth Planning
Communicating wishes when preparing for a death
Dec 23, 2024
Communicate and plan properly to ensure that wishes are satisfied.
Wealth Planning
Providing for your loved ones during your lifetime
Dec 20, 2024
Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.
Wealth Planning
6 practices to help you navigate family dynamics during the holidays
Dec 16, 2024
Cultivate deeper family connections with these six key strategies.
Wealth Planning
Fundamental estate planning considerations
Dec 16, 2024
As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.
Wealth Planning
How to prepare your finances for marriage
Dec 13, 2024
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Wealth Planning
Donor-advised funds vs. private foundations: How to choose your giving strategy
Dec 12, 2024
Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.
Wealth Planning
3 key motivations for giving this season
Dec 12, 2024
The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.
Wealth Planning
Dec 09, 2024
Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.