J.P. Morgan Securities Overview
- Service
-
Financing Advisory
- Year Founded
-
1985
- Serviced Companies
-
1,494
- Serviced Deals
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1,559
- Serviced Investors
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1,413
J.P. Morgan Securities General Information
Description
Established in 1985, J.P. Morgan Securities is a financing advisory firm headquartered in New York City, New York, offering security brokerage services. The firm provides cash and wealth management, stock, corporate, education, and retirement planning services. Additionally, the firm offers margin and non-purpose loans and letters of credit. J.P. Morgan Securities operates as a subsidiary of J.P. Morgan Broker-dealer Holdings. The firm also specializes in the areas of banking and lending.
Contact Information
Website
www.jpmorganwealthmanagement.comYear Founded
Corporate Office
- 383 Madison Avenue
- 9 th Floor
- New York, NY 10179
- United States
J.P. Morgan Securities Services to Companies
Service on a Deal (1,623)
J.P. Morgan Securities has provided services on 1623 deals. It last acted as a general advisor to SmarterDx on a . The deal was made in 2025.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| SmarterDx | Advisor: General | Apr 2025 | ||
| Smartstop Self Storage REIT | Underwriter | Apr 2025 | ||
| Edifecs | Advisor: Financial Due Diligence | Mar 2025 | ||
| Greenko Group | Mar 2025 | |||
| Altair Engineering (Business/Productivity Software) | Advisor: Financial Due Diligence | Mar 2025 | ||
| StandardAero Aviation Holdings | Underwriter | Mar 2025 | ||
| Ualá | Advisor: General | Mar 2025 | ||
| Next Insurance | Advisor: General | Mar 2025 | ||
| Radius Recycling | Advisor: General | Mar 2025 | ||
| Amentum Services | Underwriter | Mar 2025 |
J.P. Morgan Securities Services to Investors
Service on a Deal — Buy Side (389)
J.P. Morgan Securities has provided buy side services on 389 deals. It last acted as a general advisor to Clearwater Analytics Holdings on a made for . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Clearwater Analytics Holdings | Advisor: General | Apr 2025 | ||
| H.I.G. Capital | Advisor: General | Apr 2025 | ||
| TPG | Advisor: General | Apr 2025 | ||
| Global Payments | Advisor: General | Apr 2025 | ||
| Paychex | Advisor: General | Apr 2025 | ||
| Cardinal Health | Advisor: Financial Due Diligence | Apr 2025 | ||
| Mechanics Bank | Advisor: General | Mar 2025 | ||
| Rocket Mortgage | Advisor: General | Mar 2025 | ||
| TJC (New York) | Advisor: Financial Due Diligence | Mar 2025 | ||
| Health Care Service Corporation | Advisor: General | Mar 2025 |
Service on a Deal — Sell Side (163)
J.P. Morgan Securities has provided sell side services on 163 deals. It last acted as a general advisor to AmerCable on a made for . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| AmerCable | Advisor: General | Dec 2025 | ||
| Global Payments | Advisor: General | Apr 2025 | ||
| Coherus Biosciences | Advisor: General | Apr 2025 | ||
| Ally Financial | Advisor: General | Apr 2025 | ||
| Double Eagle Energy Holdings IV | Advisor: General | Apr 2025 | ||
| EQT | Advisor: General | Mar 2025 | ||
| Solventum | Advisor: General | Feb 2025 | ||
| Matthews International | Advisor: General | Jan 2025 | ||
| GFL Environmental | Advisor: General | Jan 2025 | ||
| Kohlberg Kravis Roberts | Advisor: General | Dec 2024 |
J.P. Morgan Securities Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
J.P. Morgan Securities FAQs
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When was J.P. Morgan Securities founded?
J.P. Morgan Securities was founded in 1985.
-
Where is J.P. Morgan Securities headquartered?
J.P. Morgan Securities is headquartered in New York, NY.
-
What service provider type is J.P. Morgan Securities?
J.P. Morgan Securities's service provider type is Financing Advisory.
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What companies has J.P. Morgan Securities invested in or acquired?
J.P. Morgan Securities has invested in or acquired companies like Affinity Capital Exchange, Nine Point Energy, and Morgan Stanley (portfolio of metal trades).
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