End-to-end payments for J.P. Morgan® clients

End-to-end payments for J.P. Morgan® clients

Authors

Sam Engel, Aneetha Sampath

|

Read time: 

1 minute

Published date: 

October 29, 2025

J.P. Morgan® clients can create payments, manage approvals, and keep their books organized, all in the same place.

We built a direct connection for customers who bank with J.P. Morgan®, enabling you to manage your payments in Carta.

Send J.P. Morgan® payments without leaving Carta

When you approve a payment in Carta, the J.P. Morgan® Direct Payment API sends the payment from your J.P. Morgan® bank account to the destination—no need to separately approve or track in the bank portal.  A direct integration with your bank means we can process your payments faster, typically within an hour. The integration even speeds up cash reconciliation, providing more detailed transaction data for our cash rec engine and your fund admin team.

Carta approval rules: Control when it counts

You also get an extra layer of control and security with Carta’s approval rules. Set dual approvals for peace of mind, and even set a threshold amount to protect your payments when the stakes are highest.

Track payments in real time

We’re also adding transparency for when you need to check your payments’ status. See live status updates directly in Carta and details about when payments are initiated, approved, and completed.

Powering smarter, more connected fund operations

This new integration adds to our Automated Money Movement capabilities, helping you manage fund operations more efficiently and in one place. By removing friction between your fund administration and banking systems, you can spend more of your time and energy on the strategic work that matters most.

Sam Engel
Author: Sam Engel
Sam Engel is a Lead Product Marketing Manager for Carta's Fund Administration product. Prior to Carta, he ran a consultancy specializing in marketing strategy and market research, and also built marketing programs at startups.
Aneetha Sampath
Author: Aneetha Sampath

DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. © 2026 Carta. All rights reserved. Reproduction prohibited.