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Amalgamated Financial Corp is a bank holding company. It is a full-service commercial bank and a chartered trust company. It provides commercial banking and trust services nationally and offers various products and services to commercial and retail customers. It offers a complete suite of commercial and retail banking, investment management, and trust and custody services.

JPMorgan Chase is a leading global financial-services firm with operations in 66 countries and nearly 323,000 employees as of September 2026. Under the JPMorgan brands, the bank holding company boasts a $5.1 trillion balance sheet and $2.78 trillion in deposits as of September 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages nearly $7.9 trillion in client assets within its wealth and asset management franchise.