JPMorgan

Bank
270 Park Avenue, New York, New York, USAFounded 1799www.jpmorgan.comSee connections →Compare with Goldman Sachs

Global financial services firm providing investment banking, commercial banking, financial transaction processing, and asset management.

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At a glance

JPMorgan appears in 6 funding rounds tracked by ValueAddVC since 2026. Its most frequent sector in these rounds is Fintech & Crypto, and its most recent tracked deal was Capitolis' $120M Series E round (Oct 12, 2026). It co-invests most often with Bank of America, BlackRock and Goldman Sachs.

Strategy

Geographies
270 Park Avenue, New York, New York, USA

Recent changes

  1. Oct 12, 2026Invested in Capitolis (Series E, $120M) Pulse 2.0
  2. Oct 8, 2026Invested in Stord (Debt, $400M) Stord
  3. Sep 30, 2026Invested in TXSE Group ($155M) Dallas Innovates
  4. Sep 28, 2026Invested in SiMa.ai (Series C, $150M) Tech Funding News
  5. Sep 24, 2026Invested in Island (Series F, $400M) SiliconANGLE
Earlier changes (4)
  1. Sep 23, 2026Invested in Bird.com (Debt, $450M) Bloomberg
  2. Sep 3, 2026Invested in Anthropic ($15B)Rumored Bloomberg
  3. Jul 13, 2026Invested in Helsing (Series E, $1.8B) CNBC
  4. Jun 11, 2026Invested in Prometheus ($12B) TechCrunch

Portfolio

11 total
AnthropicCapitolisStordTXSE GroupSiMa.aiIslandBird.comHarveyHelsingPrometheusReflection AI

Recent Investment Activity

9

Track record: led 0 and participated in 6 of 6 tracked venture rounds · 6 in the last 12 months

DateCompanyEventRoleAmountValuationInvestorsSource
Oct 12, 2026CapitolisSeries EParticipated$120M$1.9B
Citi VenturesLeadFX News Group · unverifiedBank of AmericaFX News Group · unverifiedJPMorganFX News Group · unverifiedNomuraBNP ParibasState StreetTradeweb Markets+2 more
Pulse 2.0
Oct 8, 2026StordDebtParticipated$400M—
CitigroupLeadunverifiedMorgan StanleyThe SaaS News · unverifiedJPMorganThe SaaS News · unverifiedFirst CitizensCitizensKeyBank
Stord
Sep 30, 2026TXSE Groupfunding roundParticipated$155M—
BlackRockunverifiedCitadel Securities (affiliates)unverifiedJPMorganunverifiedGoldman SachsunverifiedBank of AmericaunverifiedCharles Schwab
Dallas Innovates
Sep 28, 2026SiMa.aiSeries CParticipated$150M$1.45B
Fidelity InvestmentsLeadSiliconANGLE · unverifiedAmplify PartnersLeadSiliconANGLE · unverifiedDell Technologies CapitalunverifiedMaverick CapitalunverifiedPoint72unverifiedStepStone GroupunverifiedJPMorganunverifiedAlter Venture Partners+ND CapitalAllianceBernsteinBaron Capital+1 more
Pulse story
Sep 24, 2026IslandSeries FParticipated$400M$6.4B
Evolution Equity PartnersLeadJPMorganSequoia CapitalGeorgian
SiliconANGLE
Sep 23, 2026Bird.comDebtLed$450M—
JPMorganLeadunverifiedCitigroupunverifiedCapital One
Bloomberg
Sep 3, 2026AnthropicdebtRumoredLed$15B—
Morgan StanleyLeadunverifiedGoldman SachsLeadunverifiedJPMorganLeadunverifiedCitigroupLeadunverified
Bloomberg
Jul 13, 2026HelsingSeries EParticipated$1.8B$18 billion
Thrive CapitalLeadunverifiedDragoneer Investment GroupunverifiedLightspeed Venture PartnersunverifiedDisruptiveunverifiedIconiq CapitalunverifiedGoldman Sachs AlternativesunverifiedJPMorganunverifiedCPP Investments
Pulse story
Jun 11, 2026Prometheusfunding roundParticipated$12B$41B
JPMorganunverifiedGoldman SachsunverifiedBlackRockunverified
TechCrunch

Sector / Stage Activity

By sector (portfolio)
AI infra
3 · 27%
Enterprise SaaS
2 · 18%
Fintech
1 · 9%
Legal tech
1 · 9%
Defense
1 · 9%
Security
1 · 9%
Semiconductors
1 · 9%
Financial infrastructure
1 · 9%
By stage (tracked rounds)
Series E
2 · 22%
Debt
2 · 22%
Series C
1 · 11%
Series F
1 · 11%

Co-Investors

12
Citigroup · 4 sharedGoldman Sachs · 4 sharedLightspeed Venture Partners · 4 sharedSequoia Capital · 4 sharedBlackRock · 3 sharedAccel · 2 sharedAlkeon Capital · 2 sharedAlpha Wave Global · 2 sharedBank of America · 2 sharedCiti Ventures · 1 sharedEric Schmidt · 1 sharedEvantic Capital · 1 shared

Similar Firms

overlapping sector, stage or region
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Value Add Research

Latest Pulse

  1. Dimon Blocks Outside AI Agents From JPMorgan AccountsAt JPMorgan's third-quarter earnings call Tuesday, CEO Jamie Dimon said the bank won't let outside AI agents, including ones like Meta's Muse, access or act on customer accounts, citing the risk of 'rogue agents.'→
  2. Why AI's New Money Is Chasing Power, Not Just ChipsFour fresh raises value data-center and power capacity in the tens of billions as Q3's AI funding collides with multiyear limits on electricity supply.→
  3. DayOne Formally Files F-1, Names Nasdaq Ticker DODCDayOne Data Centers formally filed its F-1 to list as DODC on Nasdaq, naming Morgan Stanley, J.P. Morgan, BofA Securities and Citigroup as underwriters; share count and price range remain undetermined.→
  4. TXSE Group Raises $155M For Texas Stock ExchangeTXSE Group, the Dallas-based parent of the Texas Stock Exchange, raised $155 million in its third funding round, bringing its total to $430 million a year after winning SEC approval to operate as a national securities exchange.→
  5. Temporal Raises $550M As Agentic AI Needs Durable CodeTemporal Technologies raised a $550 million Series E (announced September 14) at a $12.55 billion valuation led by Lightspeed, as demand for durable execution infrastructure grows alongside longer-running agentic AI workloads.→
  6. Anthropic Nears $15B Credit Line Ahead Of Fall IPOAnthropic is finalizing an expanded $15 billion revolving credit facility as it prepares an IPO prospectus that could target a valuation north of $2 trillion this fall.→
  7. SoftBank Pays Off $25.9B Of Its OpenAI Bridge Loan EarlySoftBank is repaying the remaining $25.9 billion balance on the $40 billion bridge loan that financed its OpenAI stake, six months ahead of the March 2027 maturity, shifting the debt behind its biggest-ever bet to longer-term financing.→
  8. Crusoe Meets IPO Bankers Less Than a Year After $10BCrusoe has met with Goldman Sachs, Morgan Stanley, JPMorgan and Bank of America about a near-term IPO, the same week it reportedly closed a $3 billion round at $30 billion -- an unusually fast run from markup to public talks.→
  9. Crusoe Reportedly Raises $3B at $30B ValuationCrusoe, the AI data center developer that pivoted from flared-gas crypto mining, reportedly closed a $3 billion round at a $30 billion valuation, tripling its mark from October and setting up meetings with IPO bankers.→
  10. August's Megarounds Went to Missiles and InferenceIn a single mid-August week, six US startups raised $2.63 billion between them, and the two largest -- a hypersonic missile maker and an inference chip company -- accounted for $1.5 billion of it.→
  11. Oura's $16B IPO Bet: Can a Wearable Price Like Software?Oura is targeting a US IPO that could raise up to $3 billion at a valuation above $16 billion -- a 45% jump from last September's mark, riding revenue that's gone from $500M to a projected $2B in two years.→
  12. Defense Tech's $35.6 Billion Year, By the CompsAnduril at $61 billion, Castelion at $13 billion, True Anomaly at $600 million raised -- the named rounds behind defense tech's $35.6 billion year explain what's actually driving the category better than the aggregate number does.→
  13. SoftBank Goes Back for a Second $10B OpenAI LoanSoftBank is seeking another $10 billion loan against its OpenAI stake, just three weeks after its first margin loan closed, pushing its OpenAI-linked borrowing past $50 billion for the year.→
  14. Lambda Borrows $1B to Buy GPUs for MicrosoftAI cloud provider Lambda raised $1 billion in short-dated private debt arranged by JP Morgan to purchase chips it will lease to Microsoft, its third nine-figure financing this year ahead of a reported pre-IPO round.→
  15. Oura Eyes September IPO at $16B+ ValuationSmart-ring maker Oura is reportedly preparing a US IPO as soon as September that could raise up to $3 billion at a valuation above $16 billion, nearly 50% above the $11 billion mark it carried after an $875 million round last year.→
  16. Berry Street Merges With India's Healthify on GLP-1US nutrition startup Berry Street merged with India's Khosla-backed Healthify to build a combined metabolic-care platform as GLP-1 adoption climbs, with JPMorgan projecting over 30 million Americans on the drugs by 2030.→
  17. Castelion Hits $13B Value on $1B Hypersonic Missile RoundCastelion, the hypersonic-missile startup founded by former SpaceX executives, raised a $1B Series C co-led by Andreessen Horowitz, Carlyle and JPMorgan Chase at a $13B valuation, more than double its prior mark.→
  18. Castelion Hits $13B Valuation to Mass-Produce MissilesDefense startup Castelion raised a $1B Series C co-led by Andreessen Horowitz, Carlyle and JPMorgan at a $13B valuation to mass-produce hypersonic missiles in New Mexico, as the Pentagon races to close a stockpile gap with China.→
  19. UBS Poaches JPMorgan's AI Chief to Lead Banking PushUBS hired Daniele Magazzeni, formerly JPMorgan's chief analytics officer for its investment bank after nearly six years in AI research, to lead its own AI strategy as banks compete for scarce AI talent.→
  20. The 'Jamie Premium' Nears $1 Trillion for JPMorganJPMorgan's market cap was roughly $970 billion this week, closing in on becoming the first bank ever worth $1 trillion, up from $138 billion when Jamie Dimon took over in late 2005.→
  21. Investors Sue Selena Gomez Over Wondermind's CollapseFive investors who put $1.2 million into Selena Gomez's mental-health startup Wondermind are suing her and her mother, alleging securities fraud and breach of contract after the company quietly collapsed without informing backers.→
  22. Hadrian Raises $1.37B to Automate Defense FactoriesHadrian raised a $1.37B Series D at a $7.87B valuation -- roughly 5x its prior mark -- to build automated factories that machine precision parts for SpaceX, Anduril and other aerospace and defense suppliers.→
  23. SoftBank Borrows $10B Against Its OpenAI BetSoftBank secured a $10 billion margin loan against its OpenAI shares the same quarter an $8.2 billion Intel stake gain carried its earnings beat, while OpenAI itself contributed no investment gain at all.→
  24. Hadrian Valuation Hits $7.9B on Defense BoomHadrian raised $1.37 billion led by Baillie Gifford and JPMorgan Strategic Investment Group at a $7.9 billion valuation, more than quadrupling its January mark as investors pour capital into AI-driven defense manufacturing.→
  25. Base Power Raises $1B at $13B for Home BatteriesA consortium led by JPMorgan's Strategic Investment Group put $1B into Base Power at a $13B valuation, backing a company that leases home batteries and sells the aggregated capacity back to the grid.→
  26. Defense Tech's Capital Keeps Compounding, Not CoolingDefense tech has already pulled in more venture funding in 2026 than all of 2025 combined, and the checks keep landing even as public defense-tech comps wobble -- a split between private conviction and public market patience.→
  27. BlossomHill Files for $100M Nasdaq IPO in Cancer DrugsBlossomHill Therapeutics filed for a $100M Nasdaq IPO under ticker BLSM, adding an oncology-focused biotech with $257M in prior funding to a summer pipeline of clinical-stage listings led by J.P. Morgan, Leerink and Guggenheim.→
  28. Neocloud Nscale Preps Investor Pitch for Multibillion IPOAI neocloud Nscale is getting ready to pitch investors on a multibillion-dollar IPO, having hired Goldman Sachs and JPMorgan after raising $2 billion at a $14.6 billion valuation earlier this year.→
  29. The Neocloud Gold Rush: Who's Really Winning the AI Compute Land GrabTogether AI's $8.3 billion valuation, SambaNova's $11 billion mark, and a wave of smaller sovereign-cloud raises show investors are pricing AI compute resellers as aggressively as the model labs they serve.→
  30. Europe's Defense-Tech Rounds Are Catching Up to the USHelsing's $1.8 billion round at an $18 billion valuation puts a concrete number on how fast European defense-tech financing is closing the gap with a US market that produced four separate billion-dollar-plus rounds this year alone.→
  31. Defense Tech's $14.6B Pace Shows No Sign of SlowingDefense tech startups raised $14.6 billion in the first five months of 2026 alone, already blowing past the previous full-year record of $9.6 billion set in 2025, led by Anduril, Shield AI and Saronic.→
  32. Helsing Raises $1.8B, Europe's Biggest Defense RoundMunich-based Helsing closed a $1.8 billion Series E at an $18 billion valuation, Europe's biggest-ever defense-tech round, with Goldman Sachs Alternatives, CPPIB and JPMorgan joining as new investors amid oversubscribed demand.→

JPMorgan FAQ

What companies has JPMorgan invested in?

JPMorgan's portfolio includes Anthropic, Capitolis, Stord, TXSE Group, SiMa.ai, Island, and 5 more tracked companies.

Who does JPMorgan co-invest with most?

In the rounds Value Add tracks, JPMorgan most often invests alongside Citigroup (4 shared deals), Goldman Sachs (4 shared deals), Lightspeed Venture Partners (4 shared deals), Sequoia Capital (4 shared deals), BlackRock (3 shared deals).

Sources & methodologyshow
Where these figures come from

Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.

How we verify data ·