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The Venture Codex

J.P. Morgan

270 Park Avenue, New York, NY, 10017, United States

Overview

Global financial services and investment banking provider.

Deals ยท 12mo

67

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt

Geographic focus

United Kingdom
United States

Sector focus

Asset Management
Banking
Financial Services

Investment portfolio

296rounds
NAMEDATESIZE
Stord
Oct 2026Participated
$400 MDebt
Capitolis
Oct 2026Participated
$220 MSeries E
Texas Stock Exchange
Sep 2026Participated
$430 MOther Equity
SiMa.ai
Sep 2026Participated
$150 MSeries C
Island
Sep 2026Participated
$400 MSeries F
Solcoa Industries
Sep 2026Participated
$75 MOther Equity
Bird
Sep 2026Led
$450 MDebt
Form Energy
Sep 2026Participated
$270 MDebt
Heron Power
Sep 2026Led
$60 MDebt
ByteDance
Sep 2026Led
$29.6 BDebt
Thyme Care
Sep 2026Led
$125 MSeries E
Nscale
Sep 2026Led
$3.0 BDebt
Stord
Oct 2026Participated
$400 MDebt
Capitolis
Oct 2026Participated
$220 MSeries E
Texas Stock Exchange
Sep 2026Participated
$430 MOther Equity
SiMa.ai
Sep 2026Participated
$150 MSeries C
Island
Sep 2026Participated
$400 MSeries F
Solcoa Industries
Sep 2026Participated
$75 MOther Equity
Bird
Sep 2026Led
$450 MDebt
Form Energy
Sep 2026Participated
$270 MDebt
Heron Power
Sep 2026Led
$60 MDebt
ByteDance
Sep 2026Led
$29.6 BDebt
Thyme Care
Sep 2026Led
$125 MSeries E
Nscale
Sep 2026Led
$3.0 BDebt
296
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Insights

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Deal Distribution

J.P. Morgan: 296 funding rounds are recorded in the selected participation categories.All available history.
J.P. Morgan: 296 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed22
Series A517
Series B737
Series C+1663
Other Equity2953
Debt3827

Monthly Deal Activity

J.P. Morgan: 296 deals are recorded across 226 months.All available history.
J.P. Morgan: 296 deals are recorded across 226 months. All available history
MonthDeals
Jan '081
Feb '080
Mar '080
Apr '080
May '081
Jun '080
Jul '080
Aug '080
Sep '080
Oct '080
Nov '080
Dec '080
Jan '090
Feb '090
Mar '090
Apr '090
May '090
Jun '090
Jul '090
Aug '090
Sep '090
Oct '090
Nov '090
Dec '090
Jan '100
Feb '100
Mar '100
Apr '100
May '100
Jun '100
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '110
Mar '110
Apr '111
May '111
Jun '110
Jul '111
Aug '110
Sep '112
Oct '110
Nov '112
Dec '112
Jan '120
Feb '120
Mar '120
Apr '122
May '121
Jun '121
Jul '120
Aug '122
Sep '120
Oct '121
Nov '120
Dec '120
Jan '131
Feb '131
Mar '131
Apr '130
May '131
Jun '130
Jul '130
Aug '130
Sep '131
Oct '131
Nov '131
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '141
Jun '140
Jul '140
Aug '140
Sep '140
Oct '141
Nov '140
Dec '140
Jan '150
Feb '151
Mar '150
Apr '152
May '150
Jun '150
Jul '150
Aug '150
Sep '151
Oct '151
Nov '151
Dec '151
Jan '161
Feb '161
Mar '160
Apr '160
May '160
Jun '161
Jul '160
Aug '160
Sep '161
Oct '161
Nov '160
Dec '161
Jan '170
Feb '171
Mar '171
Apr '170
May '173
Jun '172
Jul '170
Aug '170
Sep '170
Oct '171
Nov '170
Dec '172
Jan '180
Feb '181
Mar '180
Apr '180
May '180
Jun '181
Jul '181
Aug '180
Sep '181
Oct '181
Nov '181
Dec '181
Jan '193
Feb '191
Mar '191
Apr '191
May '191
Jun '190
Jul '191
Aug '190
Sep '193
Oct '190
Nov '190
Dec '191
Jan '200
Feb '200
Mar '201
Apr '201
May '200
Jun '203
Jul '203
Aug '200
Sep '200
Oct '201
Nov '201
Dec '200
Jan '214
Feb '212
Mar '214
Apr '213
May '212
Jun '211
Jul '211
Aug '213
Sep '211
Oct '210
Nov '215
Dec '216
Jan '220
Feb '222
Mar '2210
Apr '224
May '225
Jun '223
Jul '221
Aug '221
Sep '224
Oct '222
Nov '221
Dec '222
Jan '230
Feb '231
Mar '232
Apr '231
May '233
Jun '232
Jul '232
Aug '231
Sep '230
Oct '232
Nov '231
Dec '230
Jan '245
Feb '241
Mar '244
Apr '244
May '241
Jun '244
Jul '244
Aug '243
Sep '242
Oct '242
Nov '243
Dec '242
Jan '254
Feb '253
Mar '252
Apr '254
May '251
Jun '255
Jul '253
Aug '256
Sep '254
Oct '257
Nov '255
Dec '254
Jan '264
Feb '268
Mar '266
Apr '265
May '264
Jun '265
Jul '263
Aug '265
Sep '2610
Oct '262

Sector Breakdown

J.P. Morgan: Fintech is the largest displayed sector by deal count (113 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

J.P. Morgan: Fintech is the largest displayed sector by deal count (113 deals). All available history
SectorDeals
Fintech113
Enterprise Software98
Data, Analytics & IT58
Networks, Cloud & Communication57
AI & Machine Learning57
Hardware & Robotics46
Health & Life Sciences41
Professional Services32
E-Commerce & Retail29
Space & Frontier Tech24
Cybersecurity & Privacy23
Clean Energy & Sustainability17
Transportation & Logistics17
Developer Tools15
Consumer & Lifestyle14
Marketing & Advertising14
Manufacturing13
Crypto & Blockchain9
Government & Defense7
Media & Entertainment7
Food & Agriculture7
Real Estate & Construction6
Travel & Hospitality5
Education & Workforce3
Social & Community Platforms2
AR/VR1
Gaming & eSports1

Deal Size Distribution

J.P. Morgan: 296 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

J.P. Morgan: 296 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M7
$5M-$10M4
$10M-$25M35
$25M-$50M55
$50M-$100M59
$100M-$250M70
$250M-$500M29
$500M-$1B15
$1B+22

Deals By Geography

J.P. Morgan: United States has the largest recorded deal count among the displayed regions (231 deals).All available history.

Top 10 of 15 regions; European countries are grouped as Europe.

J.P. Morgan: United States has the largest recorded deal count among the displayed regions (231 deals). All available history
RegionDeals
United States231
Europe37
Canada9
Australia3
Colombia3
Mexico2
China2
India2
Singapore1
Israel1
J.P. Morgan: 20 co-investors are shown, with Goldman Sachs sharing 42 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

J.P. Morgan: 20 co-investors are shown, with Goldman Sachs sharing 42 recorded deals. All available history
Co-investorShared deals
Goldman Sachs42
Citi37
Morgan Stanley30
Barclays25
Wells Fargo24
Bank of America23
Andreessen Horowitz21
BlackRock18
Sequoia Capital16
UBS15
BNP Paribas14
Deutsche Bank14
HSBC14
Insight Partners11
Thrive Capital11
Coatue10
Fidelity Management & Research Company10
Franklin Templeton10
Lightspeed Venture Partners10
T. Rowe Price Associates10

Investment Strategy

J.P. Morgan: Led accounts for 33% and participating for 67% of round participation.All available history.
J.P. Morgan: Led accounts for 33% and participating for 67% of round participation. All available history
CategoryDeals (count)Share (%)
Led9733%
Participating19967%
J.P. Morgan: Single-lead accounts for 64% and co-led for 36% of lead dynamics.All available history.
J.P. Morgan: Single-lead accounts for 64% and co-led for 36% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead6264%
Co-led3536%

Team

Allyson Goetschius
Anne Stone

Principal

Brad Demong
Dan Mendelson
Daniel E. Pinto

Co-President

Felise Agranoff, CFA
Heather Crowley
Jay Horine
Jennifer Perry
Joe Siletto
John Pierpont Morgan

Founder

John Thompson

Founder

Julia Grinshpun
Keith Farris

Executive Director

Koni Son

Core UX Designer

liam Sargent
Marco Mirko Morana

Head of Security Architecture

Max Hauer
Michael Aguiling

CTO

Patrick McGoldrick