Overview

• The Security and Resiliency Initiative will facilitate up to $1.5 trillion in financing and deploy up to $10 billion in direct equity and venture investments over the next decade.
• Target areas span supply chain and advanced manufacturing, defense and aerospace, energy technologies including batteries and the grid, and frontier technologies such as AI, cybersecurity and quantum.
• JPMorgan will hire additional bankers, form an external advisory council, and expand research on vulnerabilities and emerging tech through its Center for Geopolitics.
• The bank frames the effort as reducing reliance on unreliable sources of critical materials as trade tensions escalate following new U.S. tariff moves and Chinese rare earth export restrictions.
• The plan expands a prior $1 trillion internal target by 50% and builds on work with Washington, including the MP Materials rare earths deal, with investments planned across 27 sub-sectors and company sizes.