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  "documentTitle": "2019 am investor day ba56d0e8",
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      "text": "Slide 9 – Client-centric: Alpha engines drive growth\n1. Source: Strategic Insight Simfund retrieved February 22, 2019. Excludes ETFs and Fund-of-funds. The classifications in terms of product categories shown are J.P. Morgan’s own\n2. The “5Y % over peer median” analysis represents the proportion of assets in mutual funds that are ranked above their respective peer category median on 5-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 are J.P. Morgan’s own\n3. Source: McKinsey, Strategic Insight Simfund, Cerulli, P&I. Based on 2013-2017 data",
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      "text": "Slide 8 – Consistent: Diversification drives flows\n1. Includes Asset & Wealth Management, Chase Wealth Management investments, and new-to-firm Chase Private Client Deposits from 2012-2018; prior to 2012, flows data for Chase Wealth Management investments and new-to-firm Chase Private Client Deposits unavailable\n2. Total AUM net flows\n3. Includes Asset & Wealth Management total client flows, Chase Wealth Management investments, and new-to-firm Chase Private Client Deposits\n4. Represents Investment Management division total assets under supervision (\"AUS\") net flows\n5. Represents Investment Management total AUM inflows plus Wealth Management fee-based asset flows\n6. Includes net new money from Asset Management and Global Wealth Management divisions. Net new money for 2014 reflects old reporting structure due to data availability. In 2018, UBS began to report flows for 2016 -2018 in U.S. dollars (\"USD\"). Flows for 2014 and 2015 were converted to USD at the 2014-2015 daily average exchange rate",
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      "text": "Notes on slides 8-9",
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