# J.P. Morgan Asset Management

> J.P. Morgan Asset Management is a VC fund backing Financial Services. See 50 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 50
- Last investment: Jul 2026
- Lead investor: 48%
- Fund size: $1.1B
- Last fund: Oct 2019
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/jpmorganassetmanagement/
- X (Twitter): https://twitter.com/JPMorganAM
- Website: https://am.jpmorgan.com

J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Their investment professionals are located around the world, providing strategies that span the full spectrum of asset classes.As one of the largest asset and wealth managers in the world, with assets under management of $1.7 trillion (as ofDecember 31, 2014), they provide global market insights and a range of investment capabilities that few other firms can match.

## Contacts

5 contacts available for J.P. Morgan Asset Management. Shizune tracks 11 team members at J.P. Morgan Asset Management. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/j-p-morgan-asset-management?utm_source=investor_profile

## Round sizes

| Stage | Round size |
| --- | --- |
| Series B | $19M–$105M |
| Private Equity | $50M–$200M |

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 8 | 16% |
| Software | 5 | 10% |
| FinTech | 4 | 8% |
| Finance | 4 | 8% |
| Health Care | 4 | 8% |

82 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Private Equity | 7 | 14% |
| Series B | 6 | 12% |
| Funding Round | 5 | 10% |
| Series A | 4 | 8% |
| Series D | 4 | 8% |

13 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 24 | 48% |
| India | 2 | 4% |
| Canada | 2 | 4% |
| China | 1 | 2% |
| Denmark | 1 | 2% |

9 countries tracked in total.

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Clara Lequin | Vice President, Infrastructure Investments Group | 0 | https://shizune.co/investors/profile/clara-lequin |
| Dana Haimoff | Managing Director | 0 | https://shizune.co/investors/profile/dana-haimoff |
| Gerard Norcia | Managing Director | 0 | https://shizune.co/investors/profile/gerard-norcia-79a1 |
| Jarred Sherman | Managing Director, Fixed Income Portfolio Manager | 0 | https://shizune.co/investors/profile/jarred-sherman |
| Jesse Fogarty | Managing Director | 0 | https://shizune.co/investors/profile/jesse-fogarty-2 |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| CCTC | Chaozhou Three-Circle (Group) Co., Ltd. (CCTC) was established in 1970. The company has been listed in Shenzhen Stock Exchange since 2014 (stock code: 300408). It is a comprehensive enterprise engaged in research and development, manufacturing and sales of electronic basic materials, electronic components and communication devices. Thecompany's products cover optical communications, electronics, electrical, machinery, energy conservation and environmental protection, new energy, biological and fashion applications. The company has been both awarded as “National High-tech Enterprise” and ranked top 10 among China’s top 100 electronic component enterprises for consecutive years. The main products are electronic components, semiconductor components, information and communication components and new energy components and system integration. Within these industries the sales volume of ceramic substrate for chip resistor and ceramic rod for resistor are one of the market leaders in the world. | $912.7M | Post-IPO Equity | Jul 08, 2026 |  |
| Catalyst Investment Partners | Catalyst Investment Partners is a vertically integrated real estate investment firm specializing in the acquisition, management, and leasing of industrial outdoor storage properties. | $281M | Debt Financing | Jun 08, 2026 |  |
| Digit | Digit is a general insurance company started by Kamesh Goyal and backed by the Fairfax Group. Its services include car insurance, travel insurance, home insurance, commercial vehicle insurance, and shop insurance. The company is driven by a mission to reimagine products and redesign price processes. | $10.5M | Secondary Market | Jun 04, 2026 |  |
| Digit | Digit is a general insurance company started by Kamesh Goyal and backed by the Fairfax Group. Its services include car insurance, travel insurance, home insurance, commercial vehicle insurance, and shop insurance. The company is driven by a mission to reimagine products and redesign price processes. | $10.5M | Post-IPO Secondary | Jun 04, 2026 |  |
| AlphaSense | AlphaSense is a market intelligence platform that allows professionals to make critical decisions with confidence and speed. The company has nearly 2,000 enterprise clients, including financial institutions that use the platform to inform their business decisions. AlphaSense is trusted by over 1,800 enterprise customers, including a majority of theS&P 500. | $350M | Venture - Series Unknown | Jun 03, 2026 |  |
| AlphaSense | AlphaSense is a market intelligence platform that allows professionals to make critical decisions with confidence and speed. The company has nearly 2,000 enterprise clients, including financial institutions that use the platform to inform their business decisions. AlphaSense is trusted by over 1,800 enterprise customers, including a majority of theS&P 500. | $350M | Venture - Series Unknown | Jun 03, 2026 |  |
| Medallion Financial | Medallion Financial is a finance company that operates primarily through its subsidiary, Medallion Bank. It provides and services consumer loans and commercial loans across various industries. The company also includes Medallion Capital, focusing on investment and lending activities in niche markets. | $75M | Post-IPO Debt | Apr 28, 2026 |  |
| GeoWealth | GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of thewealth management industry coupled with rich experience in various roles on Wall Street.Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution. | $42.5M | Series C | Mar 19, 2026 |  |
| Dynasty Financial Partners | Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are alreadyindependent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support.At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms. |  | Private Equity | Feb 05, 2026 |  |
| Biocon | Biocon is a fully integrated healthcare company that delivers innovative biopharmaceutical solutions. From discovery to development and commercialisation, Biocon has the defining science, cost-effective drug development capabilities and significant manufacturing capacity to move ideas to market. | $460.4M | Post-IPO Equity | Jan 12, 2026 |  |

10 of 50 investments shown.

## Co-investors
- [BlackRock](https://shizune.co/investors/profile/blackrock) — VC Fund, 6 deals together
- [Broadridge](https://shizune.co/investors/profile/broadridge) — VC Fund, 4 deals together
- [Broadscale](https://shizune.co/investors/profile/broadscale) — VC Fund, 4 deals together
- [Camber Creek](https://shizune.co/investors/profile/camber-creek) — VC Fund, 4 deals together
- [Chrysalix Venture Capital](https://shizune.co/investors/profile/chrysalix-energy) — VC Fund, 4 deals together
- [Morningstar](https://shizune.co/investors/profile/morningstar) — VC Fund, 4 deals together

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## FAQ

### What does J.P. Morgan Asset Management invest in?

J.P. Morgan Asset Management invests primarily in Financial Services, Software and FinTech startups, most often at Private Equity and Series B stage. Most of the 50 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### What is J.P. Morgan Asset Management's check size?

J.P. Morgan Asset Management typically joins rounds of $19M–$105M at Series B and $50M–$200M at Private Equity. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds J.P. Morgan Asset Management participates in.

### How do I contact J.P. Morgan Asset Management?

Public channels for J.P. Morgan Asset Management include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at J.P. Morgan Asset Management?

The team at J.P. Morgan Asset Management includes Clara Lequin (Vice President, Infrastructure Investments Group), Dana Haimoff (Managing Director) and Gerard Norcia (Managing Director), among 11 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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