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JPMorgan Launches $1.5 Trillion Security and Resiliency Plan With Up to $10 Billion in Direct Investments

The bank frames the move as a national-security response to fragile supply chains concentrated in rival countries.

Overview

  • JPMorgan said it will mobilize $1.5 trillion over ten years and deploy up to $10 billion in equity and venture investments to speed domestic production and innovation.
  • Priority areas include supply chains and advanced manufacturing, defense and aerospace, energy resilience such as battery storage, and frontier technologies like AI, cybersecurity and quantum computing.
  • The firm will add industrial banking teams and create an advisory council drawing on public- and private-sector figures to guide the effort.
  • CEO Jamie Dimon warned the United States has become overly reliant on unreliable sources of critical minerals, products and manufacturing tied to national security.
  • JPMorgan shares rose about 2.3% as rare-earth and mining stocks jumped, with USA Rare Earth up 18.7% and MP Materials up 21.3%, alongside tariff threats on Chinese goods and tighter Chinese controls on rare-earth exports; industry data show China accounts for over 70% of production and nearly 90% of processing.