JPMorgan Chase speeds up the advancement of a $1.5 trillion investment blueprint, and key industries such as American AI, rare earths, and quantum technologies have attracted strategic funds from Wall Street.

Media reports quoting informed sources have revealed that Wall Street super financial giant JPMorgan Chase (JPM.US) has appointed a group of senior leaders from the US government to accelerate its major strategic investment plans in core industries related to US national security and economic resilience. The financial giant launched the ambitious "Security and Resilience Initiative" (SRI) in October last year, with a duration of 10 years and a scale of up to $1.5 trillion, aiming to lead and accelerate large-scale financing and investment in key industries such as semiconductors, quantum computing, defense aerospace, energy, rare earths, artificial intelligence, and critical infrastructure. Earlier in October 2025, JPMorgan Chase announced the "Security and Resilience Initiative", a ten-year total investment of $1.5 trillion to "promote, finance, and invest" in core industries related to the US economy and national security. The focus of the plan covers four key directions: US core supply chain and advanced manufacturing (including rare earths and other critical minerals, pharmaceutical precursors, Siasun Robot&Automation, etc.), defense and aerospace, energy independence and diversification resilience, cutting-edge and core strategic technology trends (AI, nuclear fusion, cybersecurity, and quantum computing, etc.). Kevin Quinn has been appointed as the Head of SRI for Advanced Core and Strategic Technology in the US, having previously worked at the US Department of Commerce's CHIPS project office, serving as Chief Executive Officer, according to a recent internal memo. Trevor Burns will serve as the head of SRI Defense and Aerospace, while Sara O'Rourke has been appointed as the Head of SRI Solutions, leading a cross-functional team to address vulnerabilities related to US manufacturing and high-end industrial supply chains, as indicated in the internal memo. Shannon Wu and Kelly Wolfe have transferred to support the banking and core operations teams of SRI, while Caroline Sambuco, after serving as Managing Director of the CHIPS Investment Office, is appointed as Vice President of SRI Solutions. JPMorgan Chase's ambitious $1.5 trillion initiative is not only a financial investment, but also a strategic investment layout serving US economic resilience and national security. The abovementioned investment framework led by JPMorgan Chase, and the US government's investment in Intel Corporation and US rare earth giant MP Materials, follow the same principle - "national security + supply chain security" becoming the new investment coordinate system shared by the US government and Wall Street. According to JPMorgan Chase's grand plan, the financial giant will invest up to $10 billion directly in major US companies crucial to national security and economic resilience, through methods including direct equity and venture capital. Most of the mentioned $1.5 trillion will flow into the four core areas mentioned above through a combination of financing, large-scale underwriting, and project arrangements. JPMorgan Chase's SRI plan, at its core, aims to provide funding, investment, and capital support to industries crucial to national security and economic resilience over the next ten years, including semiconductors, defense, energy, artificial intelligence, and critical infrastructure. The plan is not just capital injection, but also includes loan arrangements, underwriting, direct equity investments, and venture capital inputs, aiming to reduce the financing threshold and structural risks of strategic industries. This substantial funding commitment aligns with the US government's recent policy tilt towards strategic industries. JPMorgan Chase's $1.5 trillion Security and Resilience Initiative highlights that private Financial Institutions, Inc. are becoming an important part of the US "marketized financing system for core strategic industries", supporting both technological innovation and reshaping the global competitiveness of the US in high-end manufacturing (especially in chip manufacturing, rare earths, and energy independence), while enhancing national supply chain security and economic resilience. In other words, this is a strategic capital and policy push towards the independence and core technology of the industry chain, ultimately aiming to promote key manufacturing back to the US and enhance US leadership in future technology and security core areas. Promoting the reshoring of high-end manufacturing such as chip manufacturing to the US From the perspective of US federal policies, laws such as the CHIPS and Science Act, where the US government provides subsidies, tax incentives, and direct fiscal support to promote the reshoring and expansion of chip manufacturing domestically, have clearly expressed the US government's desire to reduce dependence on high-end manufacturing supply chains related to chips abroad and enhance the resilience of the US domestic high-end manufacturing supply chain. This law encourages measures such as support for high-end manufacturing investments and expansions in the US, including Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, Samsung Electronics, and other large chip manufacturers, to reduce external risk exposure. JPMorgan Chase's SRI is the capital response of the US private sector to this policy trend. Its investment and financing plans in the "supply chain and advanced manufacturing" sector, in logic, are consistent with the goal of accelerating the reshoring of advanced manufacturing to the US and enhancing US competitiveness in global core industrial chains. Capital support for core domestic manufacturing projects through loans, equity investments, etc., is expected to significantly reduce dependence on overseas capital and supply chains for enterprises, striving to enhance the foundation of the US manufacturing industry and core strategic autonomy. In recent years, this public-private partnership has been particularly evident in high-end manufacturing fields such as semiconductors. The US government provides subsidies, tax incentives, research and development funds, etc., through acts like the CHIPS Act, stimulating global chip manufacturers to expand in the US (including greenfield factories and advanced node factories); while private sectors like JPMorgan Chase provide large-scale capital and financial services at the capital market level. This public-private collaboration aims to form a comprehensive ecosystem from funds, talents, industrial chains to technological research and development, promoting the return and localization of the manufacturing system. Overall, JPMorgan Chase's $1.5 trillion Security and Resilience Initiative highlights that private Financial Institutions, Inc. are becoming an important part of the US "marketized financing system for core strategic industries", supporting both technological innovation and reshaping the global competitiveness of the US in high-end manufacturing (especially in chip manufacturing, rare earths, and energy independence), while enhancing national supply chain security and economic resilience. In other words, this is a strategic capital and policy push towards the independence and core technology of the industry chain, ultimately aiming to promote key manufacturing back to the US and enhance US leadership in future technology and security core areas.