{
  "docId": "019dd923-5e88-73ef-bd5b-21cd67bffc74",
  "docSlug": "f6a744bc456112a2",
  "documentTitle": "2019 am investor day ba56d0e8",
  "authorId": "JPMorgan",
  "authorName": "JPMorgan Chase & Co.",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 18,
  "pageCount": 20,
  "prevPage": 17,
  "nextPage": 19,
  "slideType": "appendix_disclosure",
  "function": "other",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "This is a standard disclosure/methodology slide often found in financial presentations to clarify accounting changes and data sourcing.",
  "elementsJson": [
    "numbered_list",
    "paragraph"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5b-21cd67bffc74/18",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5b-21cd67bffc74",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5b-21cd67bffc74.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5b-21cd67bffc74#slide-18",
  "components": [
    {
      "bbox": {
        "h": 0.685,
        "w": 0.906,
        "x": 0.047,
        "y": 0.175
      },
      "kind": "list",
      "text": "Slide 1 - AWM delivers superior client outcomes and consistent financial performance\n1. Employees identified as top talent by senior executives\nSlide 2 - Consistent: Reliable growth engine with strong ROE\n1. Historical revenue revised as a result of the adoption of the new accounting guidance for revenue recognition, effective January 1, 2018\nSlide 3 - Consistent: Diversified revenue growth\n1. Historical revenue revised as a result of the adoption of the new accounting guidance for revenue recognition, effective January 1, 2018\nSlide 4 - Consistent: Simplify for growth\n1. Historical expense revised as a result of the adoption of the new accounting guidance for revenue recognition, effective January 1, 2018\nSlide 5 - Consistent: Simplify for growth\n1. Fund activity across pooled vehicles. Excludes Brazil-domiciled fund activity and activity where funds were transferred to third-party managers\nSlide 6 - Consistent: Actively reducing costs for our clients\n1. Inclusive of reductions across Asset & Wealth Management and Chase Wealth Management\nSlide 7 - Consistent: Leading long-term investment performance\n1. The “% of 2018 JPMAM long-term mutual fund AUM over peer median” analysis represents the proportion of assets in mutual funds that are ranked above their respective peer category median on 1, 3, 5, and 10 year basis as of December 31, 2018. All quartile rankings, the assigned peer categories and the asset values used to derive this analysis are sourced from Lipper for the U.S. and Taiwan domiciled funds; Morningstar for the U.K., Luxembourg and Hong Kong domiciled funds; Nomura for Japan domiciled funds and FundDoctor for South Korea domiciled funds. 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 redenominate 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, at a “primary share class” level to represent the quartile ranking of the U.K., Luxembourg and Hong Kong funds and at the 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 (applies to “Offshore Territories” and “HK SFC Authorized” funds only). 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 categories shown are J.P. Morgan’s own",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "58f97cbf-5c06-499d-858c-ff9f8838eb70",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.035,
        "w": 0.226,
        "x": 0.047,
        "y": 0.105
      },
      "kind": "title",
      "text": "Notes on slides 1-7",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "385e7578-296d-4d4e-aea0-b7882ebc7181",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}