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pillar dividers ahead of the segment runs (US WM, GPB, AM, Alternatives) and rewrite p.1 as a thesis slide that previews the four pillars", "Rewrite topic-shaped titles to carry the metric - e.g. p.3 'A decade of growth - AWM' -> 'AWM AUM grew 3.7x over the decade, outpacing the industry'; p.15 'Power of a broad, diversified platform' -> 'Diversified platform delivered $194B in net flows across cycles'", "Move the Agenda from p.18 to p.2 and replace the current p.17 close with a single 'What we're committing to' slide that restates the thesis and the three targets in declarative form" ], "closingScore": 58, "openingScore": 52, "topStrengths": [ "Clear segment-by-segment build (pp.7-12) walks through US WM -> GPB -> AM -> Alternatives in a near-MECE sequence", "Quantitative spine - almost every analysis slide carries a headline metric ($2.4T, $50T, 88% above peer median, $116B, $194B), giving the deck strong proof density", "p.17 'How we measure against our targets' provides an explicit commitment/scorecard, a stronger close than most investor-day decks", "Callouts on pp.10, 13, 14 add a second declarative layer that compensates for less punchy action titles" ], "topWeaknesses": [ "No Complication act - deck never names a threat, gap, or burning platform, so the 'why act now' tension is absent", "Agenda slide misplaced at p.18 (after the close) disrupts the resolution and signals editorial inattention", "Only one section divider for 17 content slides (p.1) - segment pillars are not signposted", "Action titles often topic-shaped: 'Continuing to invest in the business' (p.16), 'Mutual benefits from being part of JPMorgan Chase' (p.5), 'Power of a broad, diversified platform' (p.15) - claims without the insight", "Long appendix (pp.19-27, 9 of 27 pages) creates a heavy tail with no synthesis" ], "narrativeScore": 62, "pillarCritique": "Only one section divider in the entire deck (p.1 'ASSET & WEALTH MANAGEMENT'); the natural MECE pillars (US WM, Global Private Bank, 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"locked": true }, { "page": 19, "type": "appendix", "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": 40, "componentCount": 2, "textChars": 2098, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:29.321+00", "seconds": 9.932, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/19", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-19", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.625, "w": 0.906, "x": 0.047, "y": 0.175 }, "kind": "list", "text": "Slide 1 - One of the world's leading Asset & Wealth Managers\n1. The “% 10-year JPMAM LT MF AUM above peer median” analysis: All quartile rankings, the assigned peer categories and the asset values used to derive this analysis are sourced from Lipper, Morningstar and Nomura based on country of domicile. Includes only Asset Management retail open-ended mutual funds that are ranked by the aforementioned sources. Excludes money market funds, Undiscovered Managers Fund, and Brazil domiciled funds. Quartile rankings are done on the net-of-fee absolute return of each fund. The data providers re-denominate the asset values into U.S. dollars. This % of AUM is based on fund performance and associated peer rankings at the share class level for U.S. domiciled funds and at the “primary share class” level or fund level for all other funds. The “primary share class”, as defined by Morningstar, denotes the share class recommended as being the best proxy for the portfolio and in most cases will be the most retail version (based upon annual management charge, minimum investment, currency and other factors). Where peer group rankings given for a fund are in more than one “primary share class” territory both rankings are included to reflect local market competitiveness. The performance data could have been different if all funds/accounts would have been included. Past performance is not indicative of future results. The classifications in terms of product suites and product engines shown are J.P. Morgan’s own and are based on internal investment management structures\n2. Employees identified as top talent by senior executives\n3. Employees with Vice President or more senior title\n4. Fund activity across pooled vehicles, including funds in the process of fundraising or liquidation. Excludes Brazil-domiciled fund activity and activity where funds were sold or transferred to third-party managers\n\nSlide 2 – A decade of growth – AWM\n1. Historical revenue revised as a result of the adoption of the new accounting guidance for revenue recognition, effective January 1, 2018", "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 17:53:29.321+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2518c33b-ccda-41f6-98f2-c5d3172dfebc", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.227, "x": 0.047, "y": 0.105 }, "kind": "title", "text": "Notes on slides 1-2", "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 17:53:29.321+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51405499-7903-48bc-97de-7035ef3c2554", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "appendix", "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": 40, "componentCount": 2, "textChars": 2263, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:22.398+00", "seconds": 2.916, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/20", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-20", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.605, "w": 0.906, "x": 0.047, "y": 0.175 }, "kind": "list", "text": "1. Historical revenue revised as a result of the adoption of the new accounting guidance for revenue recognition, effective January 1, 2018\n2. Does not include expense allocated to AWM Center in 2009\n3. Represents the Nomura “star rating” for Japan domiciled funds and Morningstar for all other domiciled funds. Includes only Asset Management retail open-ended mutual funds that have a rating. Excludes money market funds, Undiscovered Managers Fund, and Brazil domiciled funds. Mutual fund rating services rank funds based on their risk-adjusted performance over various periods. A 5-star rating is the best rating and represents the top 10% of industry-wide ranked funds. A 4-star rating represents the next 22.5% of industry-wide ranked funds. A 3-star rating represents the next 35% of industry-wide ranked funds. A 2-star rating represents the next 22.5% of industry-wide ranked funds. A 1-star rating is the worst rating and represents the bottom 10% of industry-wide ranked funds. The ‘overall Morningstar rating’ is derived from a weighted average of the performance figures associated with a fund’s three-, five-and ten-year (if applicable) Morningstar Rating metrics. For U.S. domiciled funds, separate star ratings are given at the individual share class level. The Nomura ’star rating’ is based on three-year risk-adjusted performance only. Funds with fewer than three years of history are not rated and hence excluded from this analysis. All ratings and the assigned peer categories used to derive this analysis are sourced from these fund rating providers as mentioned. Past performance is not indicative of future results\n4. Headcount used for analysis based on 12-month simple average number of people deemed Client Advisors or Relationship Managers\n5. Retail and Institutional AUM\n6. Source: Strategic Insight Simfund retrieved February 10, 2020. Excludes Index, Fund of Funds, and Money Market Funds\n7. Calculated as revenue divided by average WM Advisor headcount. Excludes CWM Advisors\n8. 2009 restated to include mortgage balance to conform to current reporting. Average mortgage balance for December 2009 used for calculation\n9. Includes fee earning and non-fee earning assets", "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 17:53:22.398+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3c09f5c-c80e-41d9-8b48-9868939537a0", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.685, "x": 0.047, "y": 0.105 }, "kind": "title", "text": "Notes on slide 3 – A decade of growth: AM and WM business metrics", "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 17:53:22.398+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b5b39e0-6819-4a3d-8ecd-2df769ed6884", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "appendix", "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": "dense", "densityScore": 54, "componentCount": 5, "textChars": 1821, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:22.849+00", "seconds": 3.113, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/21", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-21", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.155, "w": 0.906, "x": 0.047, "y": 0.175 }, "kind": "list", "text": "Slide 4 - Mutual benefits from being part of JPMorgan Chase\n1. 2019 U.S. population sourced from U.S. Census Bureau. Sum of population of states in which Chase currently has or will have a branch presence post-market expansion\n2. Defined as You Invest Trade clients who digitally logged-in at least once per month either online or through mobile\n3. Represents digital logins directly to JPMorgan Chase properties and excludes logins from known 3rd party aggregators and SMS text banking activities\n4. Defined as female globally and ethnic diversity in U.S.", "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 17:53:22.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18ddf1bb-51ae-454f-ba5b-cdb3523fbf94", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.55, "x": 0.047, "y": 0.708 }, "kind": "list", "text": "Slide 8 - Global Private Bank: Continue to serve clients across their balance sheet\n1. Figures represent PB business only\n2. HELOC Balances are part of “Loans (ex-mortgages)” up until 2014 and part of “Mortgages” starting 2015\n3. Net Charge-Off Rate represents total of Mortgages and Lending", "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 17:53:22.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "660d3900-5099-4484-9e9b-58667df06dc4", "parentComponentId": null }, { "bbox": { "h": 0.155, "w": 0.515, "x": 0.047, "y": 0.35 }, "kind": "list", "text": "Slide 6 - U.S. Wealth Management: Growing from a position of strength\n1. U.S. Deposit and Investment Wallet, IXI Database, 2019\n2. “The Neglected Generation”, Cerulli Associates, 2019\n3. “Global HNW Insights Survey”, Capgemini, RBC Wealth Management, Scorpio Partnership, 2014\n4. “U.S. Asset and Wealth Management Deals Insights”, PwC, 2019 & 2018\n5. CWM Advisors", "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 17:53:22.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9665de8a-5cd1-46dd-89e2-57fac34c1449", "parentComponentId": null }, { "bbox": { "h": 0.095, "w": 0.938, "x": 0.047, "y": 0.568 }, "kind": "list", "text": "Slide 7 - Global Private Bank: Consistently growing the business, while investing for the future\n1. For U.S. PB, estimated share of investable assets for households with $10mm+ (Source: U.S. Deposit and Investment Wallet, IXI Database, 2019). For International PB, estimated share of investable assets for total resident population with $20mm+ (Source: “Global Wealth 2019: Reigniting Radical Growth”, BCG, 2019)\n2. For U.S. PB and International PB, estimated growth rate for total resident population with wealth of $20mm+ (Source: “Global Wealth 2019: Reigniting Radical Growth”, BCG, 2019)", "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 17:53:22.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "988d2634-210c-46d7-9583-d901a9b0e358", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.226, "x": 0.047, "y": 0.105 }, "kind": "title", "text": "Notes on slides 4-8", "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 17:53:22.849+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61d0b6b3-ba11-474d-a9f1-e11604d055b3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "appendix", "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": 39, "componentCount": 2, "textChars": 1740, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:22.993+00", "seconds": 3.257, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/22", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-22", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.39, "w": 0.904, "x": 0.048, "y": 0.177 }, "kind": "paragraph", "text": "1. The “% 10-year JPMAM LT MF AUM above peer median” analysis: All quartile rankings, the assigned peer categories and the asset values used to derive this analysis are sourced from Lipper, Morningstar and Nomura based on country of domicile. Includes only Asset Management retail open-ended mutual funds that are ranked by the aforementioned sources. Excludes money market funds, Undiscovered Managers Fund, and Brazil domiciled funds. Quartile rankings are done on the net-of-fee absolute return of each fund. The data providers re-denominate the asset values into U.S. dollars. This % of AUM is based on fund performance and associated peer rankings at the share class level for U.S. domiciled funds and at the “primary share class” level or fund level for all other funds. The “primary share class”, as defined by Morningstar, denotes the share class recommended as being the best proxy for the portfolio and in most cases will be the most retail version (based upon annual management charge, minimum investment, currency and other factors). Where peer group rankings given for a fund are in more than one “primary share class” territory both rankings are included to reflect local market competitiveness. The performance data could have been different if all funds/accounts would have been included. Past performance is not indicative of future results. The classifications in terms of product suites and product engines shown are J.P. Morgan’s own and are based on internal investment management structures\n2. Source: McKinsey. Based on 2009-2018 data\n3. Current share based on 2018 JPMAM and Market AUM. Market data sourced from McKinsey", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:53:22.993+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "249d8232-5978-406b-ad49-29ffde8eebee", "parentComponentId": null }, { "bbox": { "h": 0.138, "w": 0.904, "x": 0.048, "y": 0.06 }, "kind": "title", "text": "Notes on slide 9 – Asset Management: Strong investment performance provides opportunity to scale", "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 17:53:22.993+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed4dd211-7b94-4ba5-bf7f-ca1c1a6f7f5b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "appendix", "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": 41, "componentCount": 2, "textChars": 3792, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:30.198+00", "seconds": 10.406, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/23", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-23", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.92, "x": 0.047, "y": 0.17 }, "kind": "list", "text": "1. Source: Strategic Insight Simfund retrieved February 10, 2020, based on Large Value Morningstar fund category. Excludes Index and Fund of Funds\n2. Source: Morningstar. 5Y return (net of fees), 5Y percentile rankings, 30-Day SEC Yield, and AUM are for Institutional Share class as of December 31, 2019. Other share classes may have higher expenses, which would lower returns. Retrieved February 12, 2020\n3. Source: Morningstar. Based on active fund with highest AUM in Large Value Morningstar fund category, excluding Fund of Funds as of December 31, 2019. 5Y return (net of fees), 5Y percentile rankings, 30-Day SEC Yield, and AUM are for Dodge & Cox Stock Fund as of December 31, 2019. Retrieved February 12, 2020\n4. Source: Morningstar. Based on Large Value Morningstar fund category as of December 31, 2019. Retrieved February 12, 2020\n5. 30-Day SEC Yield as of December 31, 2019\n6. Source: Morningstar. Star rating for Institutional Share class as of December 31, 2019. Other share classes may have different performance characteristics and may have different ratings. All star ratings sourced from Morningstar reflect the Morningstar Overall Rating™\n7. Source: Strategic Insight Simfund retrieved February 10, 2020, based on Multisector Bond Morningstar fund category. Excludes Index and Fund of Funds\n8. Source: Morningstar. Based on active fund with highest AUM in Multisector Bond Morningstar fund category, excluding Fund of Funds as of December 31, 2019. 5Y return (net of fees), 5Y percentile rankings, and 30-Day SEC Yield are for PIMCO Income Fund Institutional Share Class as of December 31, 2019. AUM is for total fund (all share classes). Retrieved February 12, 2020\n9. Source: Morningstar. Based on Multisector Bond Morningstar fund category as of December 31, 2019. Retrieved February 12, 2020\n10. Source: Strategic Insight Simfund retrieved February 10, 2020, based on Ultrashort Bond Morningstar fund category. Excludes Index and Fund of Funds\n11. Source: Morningstar. Return (net of fees) and percentile rankings are based on performance from inception date May 17, 2017 to December 31, 2019 for JPMorgan Ultra-Short Income ETF (\"JPST\"). 30-Day SEC Yield as of December 31, 2019. Retrieved February 21, 2020\n12. Source: Morningstar. Based on active fund with highest AUM in Ultrashort Bond Morningstar fund category, excluding Fund of Funds as of December 31, 2019. Return (net of fees), percentile rankings, and 30-Day SEC Yield are for Lord Abbett Ultra Short Bond Fund Institutional Share Class. Return (net of fees) and percentile ranking based on performance from May 17, 2017 to December 31, 2019. 30-Day SEC Yield as of December 31, 2019. AUM is for total fund (all share classes). Retrieved February 21, 2020\n13. Source: Morningstar. Based on Ultrashort Bond Morningstar fund category as of December 31, 2019. Retrieved February 21, 2020\n14. Source: Strategic Insight Simfund retrieved February 10, 2020. Based on AUM for ETFs as of December 31, 2019. Excludes Index and Fund of Funds\n15. Source: Strategic Insight Simfund retrieved February 10, 2020, based on Allocation 30% to 50% Equity Morningstar fund category. Excludes Index and Fund of Funds\n16. Source: Morningstar. Based on active fund with highest AUM in Allocation 30% to 50% Equity Morningstar fund category, excluding Fund of Funds as of December 31, 2019. 5Y return (net of fees), 5Y percentile rankings, and 30-Day SEC Yield are for Franklin Income Fund Advisor Share Class as of December 31, 2019. AUM is for total fund (all share classes). Retrieved February 12, 2020\n17. Source: Morningstar. Based on Allocation – 30% to 50% Equity Morningstar fund category as of December 31, 2019. Retrieved February 12, 2020", "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 17:53:30.198+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9af57d15-c9f6-42b9-ab67-bc6f6682f9f5", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.84, "x": 0.047, "y": 0.105 }, "kind": "title", "text": "Notes on slide 10 – Asset Management: Complete cross-asset class income franchise", "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 17:53:30.198+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "013c574c-4b0f-42a4-9745-3a8e9193a984", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "appendix", "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": 30, "componentCount": 2, "textChars": 746, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:22.815+00", "seconds": 2.885, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/24", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-24", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.155, "w": 0.906, "x": 0.047, "y": 0.177 }, "kind": "list", "text": "18. Past performance is not indicative of future returns. Returns include the re-investment of income. Performance numbers represent a composite return of the combined fund investor vehicles in existence as of December 31, 2019. 5Y return net of fees, taxes, and fund-level expenses\n19. Source: S&P\n20. 1Y Yield represents Cash Yield for JPM Infrastructure Strategy and Indicated Dividend Yield for S&P Global Infrastructure Index TR as of December 31, 2019\n21. Source: IPE. Infrastructure AUM as of December 31, 2018 for Macquarie Infrastructure and Real Assets and converted from EUR into USD using 1.0807 EUR/USD exchange rate as of February 19, 2020", "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 17:53:22.815+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c974a31a-765b-4fd7-a48f-e7cf97c085b8", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.953, "x": 0.047, "y": 0.107 }, "kind": "title", "text": "Notes on slide 10 – Asset Management: Complete cross-asset class income franchise (continued)", "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 17:53:22.815+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd1cff35-c243-4dae-82cd-75c5a50d3eda", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "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": 41, "componentCount": 2, "textChars": 2649, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:23.039+00", "seconds": 3.017, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/25", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-25", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.906, "x": 0.047, "y": 0.175 }, "kind": "list", "text": "1. Includes fee and non-fee earning assets. Product classifications are J.P. Morgan's own and are based on internal investment management structures; Strategic Insight Simfund categorization also used to classify Liquid Alternative strategies. Historical AUM restated to include products classified as Alternatives under current internal investment management structures\n2. Source: Morningstar. 5Y return is net of fees and for Institutional Share class as of December 31, 2019. Other share classes may have higher expenses, which would lower returns. Retrieved February 19, 2020. Benchmark is ICE Bank of America Merrill Lynch US 3-month Treasury Bill TR as of December 31, 2019\n3. Past performance is not a guarantee of comparable future results. Private Credit-Mortgage strategy is net of fees as of December 31, 2019. Net returns are based on Investment Share Class. Benchmark used is Bloomberg Barclays U.S. Aggregate Bond Index as of December 31, 2019\n4. Past performance is not a guarantee of comparable future results. U.S. Value-Add Real Estate strategy is net of fees as of December 31, 2019. Net returns are based on the highest applicable fee rate for this strategy. Benchmark used is NFI-ODCE (NCREIF Fund Index-Open End Diversified Core Equity) Index\n5. Performance as of September 30, 2019. Past performance is no guarantee of future results, and there can be no guarantee the performance shown will be achieved for vintage years that are not fully realized. Performance represents investment IRR (Internal Rate of Return) of underlying commitments in aggregate. Performance shown includes all private equity investments for all funds, separate accounts and employee account activated within the time period shown. Net performance is net of underlying fees and expenses, net of Advisor management and Advisor incentive fees. Net performance represents PEG Fund level cash flows and valuations, as experienced by the underlying investors in aggregate, and are inclusive of underlying fees and expenses as well as Advisor management and incentive fees. Benchmark return is Private Equity Net IRR minus Gredil-Griffiths-Stucke Direct Alpha (\"Direct Alpha\"). Direct Alpha is an IRR-based methodology used to compare private investments to public markets. The IRR calculated is an annualized excess return, representing the relative out-performance or under-performance of the private market investment to the MSCI World index as of the measurement date\n6. Source: NCREIF. Based on net asset value of member funds of NFI-ODCE index as of September 30, 2019", "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 17:53:23.039+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d375449-465a-4504-b8c3-5af760ec0d72", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.806, "x": 0.047, "y": 0.105 }, "kind": "title", "text": "Notes on slide 11 – Alternatives: Harnessing 50 years of innovation to drive growth", "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 17:53:23.039+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c2f899f-b671-4ed5-9b59-e30f41deeda8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "appendix", "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": 40, "componentCount": 2, "textChars": 2152, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:23.546+00", "seconds": 3.476, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/26", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-26", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.405, "w": 0.953, "x": 0.047, "y": 0.178 }, "kind": "list", "text": "1. The “% 10-year JPMAM LT MF AUM above peer median” analysis: All quartile rankings, the assigned peer categories and the asset values used to derive this analysis are sourced from Lipper, Morningstar and Nomura based on country of domicile. Includes only Asset Management retail open-ended mutual funds that are ranked by the aforementioned sources. Excludes money market funds, Undiscovered Managers Fund, and Brazil domiciled funds. Quartile rankings are done on the net-of-fee absolute return of each fund. The data providers re-denominate the asset values into U.S. dollars. This % of AUM is based on fund performance and associated peer rankings at the share class level for U.S. domiciled funds and at the “primary share class” level or fund level for all other funds. The “primary share class”, as defined by Morningstar, denotes the share class recommended as being the best proxy for the portfolio and in most cases will be the most retail version (based upon annual management charge, minimum investment, currency and other factors). Where peer group rankings given for a fund are in more than one “primary share class” territory both rankings are included to reflect local market competitiveness. The performance data could have been different if all funds/accounts would have been included. Past performance is not indicative of future results. The classifications in terms of product suites and product engines shown are J.P. Morgan’s own and are based on internal investment management structures\n2. Source: Strategic Insight Simfund retrieved February 10, 2020. Based on top five managers by December 31, 2019 AUM who had $0 AUM as of December 31, 2013. Excludes Fund of Funds, Uncollateralized Debt Instruments, Collateralized Debt Instruments, and ETMFs\n3. Source: Strategic Insight Simfund retrieved February 10, 2020. Peers include BlackRock, Vanguard, Schwab, UBS, Invesco, DWS, Nomura, First Trust, and State Street. Peers include net AUM flows into joint-ventures. Excludes Fund of Funds, Uncollateralized Debt Instruments, Collateralized Debt Instruments, and ETMFs", "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 17:53:23.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c676748f-ad0b-4080-bbb7-4070f21ab982", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.633, "x": 0.047, "y": 0.105 }, "kind": "title", "text": "Notes on slide 13 – Successfully navigating industry headwinds", "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 17:53:23.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48b9e275-ae53-4418-bbac-18ee5e5e24e5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "setup", "function": "other", "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": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 2, "textChars": 1823, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:53:22.984+00", "seconds": 2.864, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5b-2e3ca625ccc0/27", "deck": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0#slide-27", "deckJson": "/decks/019dd923-5e88-73ef-bd5b-2e3ca625ccc0.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.91, "x": 0.047, "y": 0.17 }, "kind": "list", "text": "Slide 14 - Power of a broad, diversified platform\n1. Includes Asset & Wealth Management, Chase Wealth Management investments, and new-to-firm Chase Private Client Deposits from 2012-2019; prior to 2012, flows data for Chase Wealth Management investments and new-to-firm Chase Private Client Deposits unavailable. Prior year flows by region have been restated\n2. Total AUM net flows\n3. Represents firmwide total assets under supervision (\"AUS\") net flows\n4. Represents Investment Management total net AUM inflows plus Wealth Management fee-based asset flows\n5. Includes total net new money from Asset Management and Global Wealth Management divisions. In 2018, UBS began to report flows for 2016-2019 in U.S. dollars (\"USD\"). Flows for 2015 were converted from CHF into USD at the 2015 daily average exchange rate of 1.0408 CHF/USD\n6. Represents Global Wealth and Investment Management net client flows\n7. Represents net new assets from Swiss Universal Bank - Private Clients, International Wealth Management - Private Banking, International Wealth Management - Asset Management, and Asia Pacific - Private Banking. Flows were converted from CHF into USD at the 2015 - 2019 daily average exchange rate of 1.0202 CHF/USD\n8. Third party net AUM flows only. Flows were converted from EUR into USD at the 2015 - 2019 daily average exchange rate of 1.1295 EUR/USD\n9. Total AUM net flows\n10. Total AUM net flows. Flows were converted from EUR into USD at the 2015 - 2019 daily average exchange rate of 1.1295 EUR/USD\n\nSlide 15 - Continuing to invest in the business\n1. Future amounts are illustrative\n2. 2014 AUM estimated\n\nSlide 16 - How we measure against our targets\n1. 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