Our Mission

Launched in 2018, JPMorganChase’s Impact Finance and Advisory (IFA) team offers capital tools and advisory solutions to advance the Firm’s impact objectives. The team invests a dedicated pool of JPMorganChase capital to help fill the gap between philanthropic and traditional capital by lending to, investing in, and advising financial intermediaries, funds, and companies that drive self-sustaining economic growth. We focus on five strategic areas:

Shuman Chakrabarty

Through our Impact Finance & Advisory team, JPMorganChase is able to expand the tools it uses to drive change beyond traditional philanthropy. This effort enables us to bring the full resources of the Firm to bear, including our lending and investing expertise, to address some of the most pressing challenges society faces today

Shuman Chakrabarty

Head of Impact Finance & Advisory

What we do

Impact Finance & Advisory (IFA) deploys financial products and provides advice to clients in order to advance strategic drivers of self-sustaining economic growth. Sample product suite includes:

  • Flexible credit products for mission-driven financial intermediaries (such as Community Development Financial Institutions)
  • Equity investments in early-stage, mission driven companies
  • Equity investments in Small Business Investment Corporations focused on  underserved entrepreneurs and funds focused on affordable housing preservation or new construction
  • Bespoke advisory for JPMorganChase’s corporate clients on impact-related goals

Our partners: Debt

  • Affordable Housing Trust

    Columbus, OH
    Debt
    Neighborhood Development
    Q2 2024

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  • Ascendus

    Ascendus

    Florida, Massachusetts, New York
    Debt
    Small Business
    Q4 2020

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  • California Rebuilding Fund

    California Rebuilding Fund

    California
    Debt
    Small Business
    Q3 2022

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  • Capital Good Fund

    Capital Good Fund

    Dallas and Houston, TX, Miami, FL, Chicago, IL, and Wilmington, DE
    Debt
    Financial Health
    Q4 2021

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  • CDC Small Business Finance

    CDC Small Business Finance

    California, Detroit, Washington D.C.
    Debt
    Small Business
    Q4 2020

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  • Chase Invest Detroit Fund

    Chase Invest Detroit Fund

    Detroit, MI
    Debt
    Neighborhood Development
    Q2 2014

  • Chicago Community Loan Fund

    Chicago Community Loan Fund

    Chicago, IL
    Debt
    Neighborhood Development
    Q4 2018
    Q3 2024

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  • City First Enterprises

    City First Enterprises

    Washington, D.C., Maryland, and Virginia
    Debt
    Neighborhood Development
    Q3 2022
    Q4 2024

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  • CPCA COVID Response Loan Fund

    CPCA COVID Response Loan Fund

    California
    Debt
    Humanitarian Relief
    Q4 2020

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  • Craft3

    Craft3

    Washington, Oregon
    Debt
    Small Business
    Q4 2020

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  • Detroit Housing for the Future Fund

    Detroit Housing for the Future Fund

    Detroit, MI
    Debt
    Neighborhood Development
    Q3 2020

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  • Detroit Neighborhoods Fund

    Detroit Neighborhoods Fund

    Detroit, MI
    Debt
    Neighborhood Development
    Q2 2014

  • Habitat Mortgage Solutions

    Habitat Mortgage Solutions

    National
    Dbet
    Neighborhood Development
    Q3 2023

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  • Hogar Hispano

    Hogar Hispano

    National
    Debt
    Neighborhood Development
    Q4 2023

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  • Housing for Health Fund

    Housing for Health Fund

    Oakland & Northern CA
    Debt
    Neighborhood Development
    Q4 2019

  • Housing Partnership Fund

    Housing Partnership Fund

    Chicago, Central Puget Sound, Baltimore-Washington, D.C. Area
    Debt
    Neighborhood Development
    Q2 2020

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  • IFF

    Chicago, Midwest
    Debt
    Neighborhood Development
    4Q24

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  • Inclusiv

    Inclusiv

    National
    Debt
    Financial Health
    Q3 2023

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  • Invest Detroit Foundation

    Invest Detroit Foundation

    Detroit, MI
    Debt
    Neighborhood Development
    Q1 2019

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  • National Association for Latino Community Asset Builders

    National Association for Latino Community Asset Builders

    National
    Debt
    Neighborhood Development
    Q4 2020

  • National Housing Trust Community Development Fund

    National Housing Trust Community Development Fund

    Greater Washington, D.C. Area
    Debt
    Neighborhood Development
    Q3 2020

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  • New York City Energy Efficiency Corporation (NYCEEC)

    National
    Debt
    Neighborhood Development
    1Q25

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  • Opportunity Finance Network

    Opportunity Finance Network

    National
    Debt
    Neighborhood Development & Small Business
    Q4 2021

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  • Reinvestment Fund HBCU Brilliance Initiative

    National
    Debt
    Jobs & Skills
    Q3 2024

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  • Resident Ownership Capital (ROC)

    Resident Ownership Capital (ROC)

    California, Colorado, Texas
    Debt
    Neighborhood Development
    Q3 2021

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  • Small Business Flex Fund

    Small Business Flex Fund

    Washington
    Debt
    Small Business
    Q3 2021

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  • The Bay's Future Fund

    The Bay's Future Fund

    Northern California
    Debt
    Neighborhood Development
    Q4 2020

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  • The San Francisco Housing Accelerator Fund

    The San Francisco Housing Accelerator Fund

    San Francisco, CA
    Debt
    Neighborhood Development
    Q4 2019

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  • The Southern Opportunity And Resilience (SOAR) Fund

    The Southern Opportunity And Resilience (SOAR) Fund

    Southern and Southeastern United States
    Debt
    Small Business
    Q2 2021

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  • TruFund Financial Services

    TruFund Financial Services

    Louisiana, New York,  Texas
    Debt
    Small Business
    Q4 2020

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  • UNICEF

    UNICEF

    Global
    Debt
    Humanitarian Response
    Q3 2023

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Our partners: Equity

  • American South Real Estate Fund

    American South Real Estate Fund II, LP

    American Southeast
    Equity
    Neighborhood Development
    Q4 2021

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  • Avante Capital Partners SBIC III, LP

    National
    Equity
    Small Business
    Q3 2023

    Learn more
  • Bridge Investment Group

    Bridge Workforce and Affordable Housing Fund II, LP

    National
    Equity
    Neighborhood Development
    Q3 2023

    Learn more
  • Carbon Direct Capital logo

    Carbon Direct Fund II, LP

    Global
    Equity
    Sustainability
    Q3 2022

    Learn more
  • Catalyst Opportunity Fund II, LP

    National
    Equity
    Neighborhood Development
    3Q24

    Learn more
  • MSquared

    Equitable Housing Solution Fund I, LP

    National
    Equity
    Neighborhood Development
    Q3 2022

    Learn more
  • FairPlay

    FairPlay

    National
    Equity
    Financial Health
    Q1 2025

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  • FutureFit AI

    FutureFit AI

    Global
    Equity
    Jobs & Skills
    Q1 2022

    Learn more
  • HCAP Partners IV & V, LP

    National
    Equity
    Small Business
    Q3 2023

    Learn more
  • Ironwood Capital

    Ironwood Capital Partners V SBIC, LP

    National
    Equity
    Small Business
    Q3 2023

    Learn more
  • o15 Emerging America Credit Opportunities Fund LP

    National
    Equity
    Small Business
    4Q24

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  • Pivotal Capital Partners

    Pivotal Capital Fund I & II, LP

    National
    Equity
    Small Business
    Q3 2023

    Learn more
  • Propel

    Propel

    National
    Equity
    Financial Health
    Q1 2022

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  • SDS Supportive Housing Fund

    SDS Supportive Housing Fund, LP

    California
    Equity
    Neighborhood Development
    Q3 2023

    Learn more
  • St. Cloud Capital Partners IV SBIC, LP

    St. Cloud Capital Partners III & IV SBIC, LP

    National
    Equity
    Small Business
    Q2 2023

    Learn more
  • Transfr

    Transfr

    National
    Equity
    Jobs & Skills
    Q3 2023

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  • Upswing

    Upswing

    National
    Equity
    Jobs & Skills
    Q1 2021

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  • Washington Housing Initiative

    Washington Housing Initiative

    Washington, D.C.
    Equity
    Neighborhood Development
    Q2 2019

    Learn more

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