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"metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "appendix", "title": "Contains specific disclaimers about Lipper vs Morningstar data sources and client segment realignments between AWM and CCB.", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 1032, "nDataPoints": 0, "notes": "Contains specific disclaimers about Lipper vs Morningstar data sources and client segment realignments between AWM and CCB.", "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:54:10.757+00", "seconds": 6.118, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-24ea64b45708/18", "deck": "/decks/019dd923-5e88-73ef-bd5b-24ea64b45708", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-24ea64b45708#slide-18", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-24ea64b45708.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.906, "x": 0.047, "y": 0.68 }, "kind": "list", "text": "Slide 3 - Growth: AM and GPB business metrics\n1. In the fourth quarter of 2020, the firm realigned certain Wealth Management clients from Asset & Wealth Management to Consumer & Community Banking. 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All quartile rankings, the assigned peer categories and the asset values are sourced from the fund ranking providers. The data providers re-denominate the asset values into U.S. dollars. Effective September 2021 the firm has changed the peer group ranking source from Lipper to Morningstar for U.S.-domiciled funds.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:10.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5369c520-e9d0-462d-82d7-acccd8068824", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.906, "x": 0.047, "y": 0.48 }, "kind": "list", "text": "Slide 2 - Consistent growth for JPMC\n1. In the fourth quarter of 2020, the firm realigned certain Wealth Management clients from Asset & Wealth Management to Consumer & Community Banking. 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In the fourth quarter of 2020, the firm realigned certain Wealth Management clients from Asset & Wealth Management to Consumer & Community Banking. Prior-period amounts have been revised to conform with the current presentation\n2. Adjusted expense, which excludes AWM legal expense, is a non-GAAP financial measure. Adjusted expense excludes AWM legal expense of $113mm for the year ended December 31, 2021. Management believes this information helps investors understand the effect of certain items on reported results and provides an alternate presentation of the Firm’s performance", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:08.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23a7c6fb-47d9-462a-a284-f60d06532e7d", "parentComponentId": null }, { "bbox": { "h": 0.355, "w": 0.935, "x": 0.047, "y": 0.453 }, "kind": "list", "text": "Slide 7 – Key investment #2: Scaling Asset Management\n1. Source: Morningstar. JPM 3Y return (net of fees) and SEC Yield as of March 31, 2022. JPM performance compared to fund benchmark (ICE BofA U.S. 3-Month Treasury Bill TR USD) and SEC Yield compared to SPDR Bloomberg 1-3-Month T-Bill ETF. Retrieved April 21, 2022\n2. Source: Morningstar. JPM 5Y return (net of fees) and SEC Yield are for Institutional share class as of March 31, 2022. Other share classes may have higher expenses, which would lower returns. JPM performance compared to fund benchmark (Bloomberg U.S. Aggregate Bond TR USD) and SEC Yield compared to iShares Core U.S. Aggregate Bond ETF. Retrieved April 5, 2022\n3. Source: Morningstar. JPM 1Y return (net of fees) and SEC Yield as of March 31, 2022. JPM performance compared to fund benchmark (S&P 500 TR USD) and SEC Yield compared to SPDR S&P 500 ETF Trust. Retrieved April 5, 2022\n4. Source: Morningstar. JPM 5Y return (net of fees) and Sharpe Ratio (5Y) are for “C (acc) USD” share class as of March 31, 2022. Other share classes may have higher expenses, which would lower returns. JPM performance and Sharpe Ratio compared to fund benchmark (CSI 300 NR USD). Retrieved May 18, 2022\n5. Source: ISS Market Intelligence Simfund. Retrieved May 18, 2022", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:08.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71a043f7-ebd7-47d0-ae8e-57ec52a1f4f1", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.935, "x": 0.047, "y": 0.338 }, "kind": "list", "text": "Slide 6 – Key investment #1: Hiring advisors\n1. 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In the fourth quarter of 2020, the firm realigned certain Wealth Management clients from Asset & Wealth Management to Consumer & Community Banking. Prior-period amounts have been revised to conform with the current presentation\n2. Prior-period amounts have been restated to include changes in product categorization\n3. JPM 5Y return (net of fees, local currency) and Yield (1Y) as of March 31, 2022. JPM performance compared to public market index (S&P Global Infrastructure NR USD) and JPM Yield compared to SPDR S&P Global Infrastructure ETF SEC Yield. S&P Global Infrastructure NR USD 5Y return and SPDR S&P Global Infrastructure ETF SEC Yield sourced from Morningstar. Retrieved April 5, 2022\n4. Source: J.P. Morgan Private Bank; as of September 30, 2021. Performance is shown for illustrative purposes only and is not indicative of any single client's experience. Performance shown net of underlying funds' investment fees and expenses, as well as conduit expenses where applicable, but gross of any origination fees paid by individual investors. Public market equivalent (\"PME\") and excess return is calculated by subtracting the performance of the relative public index return for that vintage year from platform performance by vintage year. When calculating performance by strategy, the cash flows for all applicable funds within said strategy are equal weighted within each vintage year and then averaged, by vintage year, to get the performance for the platform. Methodology for calculating relative public index returns for each strategy is as follows: whenever the applicable strategy called capital, the same amount was assumed to have been invested in units of the index. Whenever said strategy distributed capital, the amount of that distribution as a percentage of total distributions (including distributions from the final NAV cash flow assumed to occur on September 30, 2021) was calculated, and the index was assumed to be sold at the index's value on that date and the proceeds distributed. An IRR was calculated across the cash flows assumed to occur into and out of the index\n5. Maturing funds includes funds with vintage years between 2016 and 2019 (inclusive). For performance calculations (WAL, Net IRR, TVPI and Excess Return), it represents a simple average of the relevant vintage years. Vintage year for each underlying fund is determined by year of first investment by the underlying fund into a portfolio company. 2020 and 2021 funds are not provided as they are not meaningful given the early stage of investment activity\nSlide 9 – Key investment #4: Tech enablement / efficiencies\n1. In the fourth quarter of 2020, the firm realigned certain Wealth Management clients from Asset & Wealth Management to Consumer & Community Banking. Prior-period amounts have been revised to conform with the current presentation\n2. Online compromises and wire fraud (attempted, prevented and recovered)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:09.054+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b76dbf80-6bef-4ce1-9bde-3cc11d07d12a", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.226, "x": 0.047, "y": 0.105 }, "kind": "title", "text": "Notes on slides 8-9", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:09.054+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f657af30-fbcf-4d6d-8b3b-1ac0b2596afb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 5, "textChars": 986, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:54:08.001+00", "seconds": 2.906, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-24ea64b45708/21", "deck": "/decks/019dd923-5e88-73ef-bd5b-24ea64b45708", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-24ea64b45708#slide-21", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-24ea64b45708.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.047, "y": 0.34 }, "kind": "list", "text": "Slide 11 - Global Shares will provide new opportunities to grow our client base across LOBs\n1. Global Shares acquisition is subject to regulatory approvals and expected to close in the second half of 2022\n2. As of March 2022\n3. At time of acquisition announcement (June 2021)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:08.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "512b1132-2a61-4b56-9a1c-9a3d8e775267", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.047, "y": 0.57 }, "kind": "list", "text": "Slide 13 - Our formula for continued growth\n1. All quartile rankings, the assigned peer categories and the asset values are sourced from the fund ranking providers. ...\n2. Includes Asset & Wealth Management client assets, U.S. Wealth Management investments and new-to-firm Chase Private Client deposits. ...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:08.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65ce114b-bf38-47dc-ba15-72f55a2302c8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.047, "y": 0.49 }, "kind": "list", "text": "Slide 12 - Power of being part of JPMC\n1. Includes business involving parent company / entity of AWM clients", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:54:08.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f83d45da-f140-4ef5-a8cf-fb7df27aade6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.047, "y": 0.17 }, "kind": "list", "text": "Slide 10 - Key investment #5: Executing M&A\n1. As of April 2022\n2. As of December 2021\n3. Carbon footprint measures based on 2020 activity. Car footprint based on average annual passenger vehicle emissions sourced from U.S. Environmental Protection Agency\n4. 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Includes Asset & Wealth Management client assets, U.S. Wealth Management investments and new-to-firm Chase Private Client deposits. In the fourth quarter of 2020, the firm realigned certain Wealth Management clients from Asset & Wealth Management to Consumer & Community Banking. Prior-period amounts have been revised to conform with the current presentation\n2. Total AUM net flows\n3. Investment Management total net flows, Wealth Management fee-based asset flows 2017-2018 and Wealth Management net new assets 2019-2021. Excludes impact from $43B in fee-based assets from asset acquisition in 2021\n4. Investor Services net new assets. Excludes impact from asset consolidation due to acquisitions of TD Ameritrade and USAA's Investment Management Company\n5. Firmwide total AUS net flows. Excludes impacts from acquisitions of Verus, S&P Investment Advisory Services, United Capital, and Rocaton, and divestiture of Australia business\n6. Source: McKinsey Global Growth Cube, J.P. Morgan estimates. Active only. 2021 market size based on base case estimate as of May 2022\n7. Source: IXI, BCG, J.P. Morgan estimates. Based on $10mm+ net worth in U.S. and $20mm+ investable assets for International clients\n\nSlide 15 - How we measure against our targets\n1. In the fourth quarter of 2020, the firm realigned certain Wealth Management clients from Asset & Wealth Management to Consumer & Community Banking. 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