JPMorgan Chase & Co.

Leadership & Staff

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Marci Rosenfield Executive Director and Wealth Advisor at J.P Morgan Wealth Management

• Executive Director, Wealth Advisor

Cyrus Amir-Mokri General Counsel, JP Morgan Chase; Partner, Skadden | former assistant secretary of the Treasury

• General Counsel (Nov '15→?)

John Howard Australia’s 25th Prime Minister

• international advisory council member

Elizabeth Prus Myers JP Morgan

• Board Member ('94→?)

Robert C Holmes Commercial Banking, JPMorgan Chase

• Commercial Banking

Jorge Paulo Lemann Brazilian Billionaire; owns share of Anheuser Busch InBev and bought Burger King in 2010

• international advisory council member

Mary Callahan Erdoes Chief Executive Officer of J.P. Morgan Asset Management

• CEO, Asset & Wealth Management

Lawrence Eagles

• global head of commodity research

Racquel Oden Managing Director for the Consumer Bank and Wealth Management, JPMorgan Chase & Co.

• Managing Director for the Consumer Bank and Wealth Management

Jennifer A Piepszak CFO, JP Morgan Chase

• CFO

Owners

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Samuel Todd Maclin JP Morgan Chase executive

• Shareholder

Ina R Drew JPMorgan executive

• Insider

ID MANAGEMENT A/S

• Institutional investor

Louis Rauchenberger Chief Administrative Officer of Treasury & Securities Services effective 2011-09-20

• Shareholder

Gordon A. Smith JPMorgan executive

• Shareholder

Frank Bisignano Former JPMorgan executive; joined First Data in 2013

• Shareholder

John L Donnelly JPMorgan head of Human Resources

• Shareholder

Judge Martin Feldman U.S. District Judge for Eastern District of Louisiana, ruled on driling moratorium

• Shareholder

Barry Zubrow JP Morgan Chief Risk Officer

• Shareholder

Mary Callahan Erdoes Chief Executive Officer of J.P. Morgan Asset Management

• Board Member

Board Members

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Jamie Dimon Chairman & CEO of JPMorganChase

• Chairman (Dec 31 '06→?) [+3]

• CEO (Dec 31 '05→?)

• Director ('04→?)

• President (Jul '04→Dec '06)

Helen Coonan

• Advisory Council Member

Mellody Hobson President of Ariel Capital Management

• Board Member

Laban P Jackson Jr Chairman & CEO of Clear Creek Properties

• Member (Board-level Executive Committee)

JAMIE DIMON

• Board Member

Linda B Bammann JPMorgan board member and former risk management executive

• Independent Director (?→'15) [+1]

• Board Member (Sep '13→?)

Todd Combs Heir-apparent to Warren Buffett; investment manager at Berkshire Hathaway Inc.

• Director ('16→?)

Ginni Rometty Executive chairman and former CEO, IBM

• Board Member ('20→?)

Timothy Flynn Retired Chairman KPMG International

• Board Member (May '12→?) [+1]

• Independent Director

James A Bell Executive Vice President & CFO, Boeing | Chairman, Chicago Infrastructure Trust

• Independent Director

Donors

Stackable Credentials Within Three State Systems: Award Patterns and Their Labor Market Value Funded by JP Morgan Via Community College Research Center

• Funder ('16→'18)

Donations

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New York City Police Foundation Private foundation supporting NYPD programs

• Donation · 4,600,000 USD [+1]

• Donation · 25,000 USD ('09→'10)

Dallas County Promise Coalition Promoting Workforce Aligned Training for the "Skills Gap"

• Grant For "Free College" · 3,000,000 USD

GAVI Global Vaccine Alliance

• Donation · 1,500,000 USD (Jun '11)

Teach for America Leadership training & short term K12 teaching program oriented around districts with poverty

• Grant · 1,000,000 USD

Brookings Institute Major Washington think tank

• Donation · 1,000,000 USD (Jul 1 '11→Jun 1 '12)*

Mayor's Fund for Los Angeles

• Behested payment · 500,000 USD

58th Presidential Inaugural Committee Fundraising committee for Trump inauguration

• Donation/Grant · 500,000 USD [+1]

• Donation/Grant

Committee to Save New York Group of business and real estate executives set up to help Cuomo secure budget cuts

• Donation · 25,000 USD

Trump for America, Inc. Trump transition team

• Donation · 5,000 USD (Dec 28 '16)

James Cappleman 46th Ward Alderman of Chicago

• Donation/Grant · 750 USD

Holdings

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Elbit Systems Ltd. Israel-based international defense electronics company

• Owner*

WePay WePay is a multi-party payments API for SMB SaaS, POS Platforms, and Online Marketplaces. It was acquired by JPMorgan Chase in 2018.

• Owner ('18→?); percent stake: 100%

Woodward Inc American aerospace and industrial products company

• Owner; percent stake: 1%

University District Parking Association The University District Parking Association in Seattle, WA. UDPA is the second largest landholder in Seattle's University District Upzone area as of May 2017.

• Owner

Energy Transfer Partners, L.P. Pipeline company formed from merger of Sunoco Logistics Partners LP & Energy Transfer Partners LP

• major shareholder; percent stake: 2%

Highbridge Capital Management, LLC JPMorgan-owned hedge fund

• Majority owner ('04→?)

ConsenSys Building Blockchain Infrastructure-Ethereum

• Owner

Insys Therapeutics Manufacturer of Subsys, an oral fentanyl spray

• Owner

First Resources Ltd Singapore-based palm oil conglomerate

• Shareholder [+1]

• Shareholder

JPMorgan Chase Foundation "The JPMorgan Chase Foundation is proud to support non-governmental organizations working internationally in three areas: economic development, financial empowerment, and workforce readiness."

• Owner* [+1]

• Parent Organization

Child Organizations

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Treasury & Securities Services

• Child Org

JPMorgan Chase Bank, N.A. JPMorgan Chase Bank 'Total Assets' is $2,194,835,000,000, which ranked #1 in all banks

• Child Org

Military and Veterans Affairs External Advisory Council The council advises JP Chase Morgan on a comprehensive strategy to design programs and products aimed at serving the unique needs of members of the military, veterans and their families.

• an affiliate ('11→?)

JP Morgan Investment Management Inc Indiana subsidiary of JPMorgan Chase & Co

• Child Org

JPMorgan Private Bank Wealth management services to high-net-worth individuals

• Child Org

JPMorgan Chase International Council

• Child Org

JPMP Capital Corp.

• Child Org

JPMorgan Chase & Co. Operating Committee

• Child Org

Chase Paymentech Solutions, LLC

• Child Org

Banc One Corporation Multibank holding company

• Child Org ('04→?)

Memberships

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U.S.–Russia Business Council A Washington, DC-based trade association that represents companies that operate in the Russian market

• Member

Greater New Orleans Funders Network

• Member

Hudson Yards Development Corporation spearheads the implementation of the City’s Hudson Yards development

• Tenant ('19→?)*

Recover Stronger Corporate Coalition JFF subgroup

• Member

Workforce Matters

• Member

Better Identity Coalition

• Member

Philanthropy Northwest Coordinate Corporate Philanthropy Across Pacific Northwest, 6 States

• Member

Ohio Business Competes

• Member

National Gay and Lesbian Chamber of Commerce

• Member

USMCA Coaliton Coalition that pushed for the passage of the USMCA

• Member

Services & Transactions

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U.S. Department of the Treasury

• bailout agency · 25,000,000,000 USD

Frank Lembi Owner of Skyline Realty, San Francisco

• bought by · 390,000,000 USD ('11→?)

PricewaterhouseCoopers LLP PwC US helps organizations and individuals create the value they're looking for

• auditing client · 82,200,000 USD ('10)

ExxonMobil Oil and gas exploration, production, and marketing

• client on Mobil merger · 8,000,000 USD ('98→'99) [+2]

• debtor · 7,500,000 USD (?→'20)

• client on XTO acquisition ('09→'10)

BP plc Global energy company

• creditor · 1,750,000 USD ('20→?)

Williams & Jensen Lobbying firm based in Washington, DC

• Lobbying Firm · 400,000 USD ('99→'04)

American Continental Group DC-based lobbying firm

• Lobbying Firm · 340,000 USD ('06→'07)

The Ickes & Enright Group Lobbying Firm

• a lobbying firm · 172,500 USD

Walter Group

• Lobbying Firm · 90,500 USD ('07→'08)

Larry Summers former Clinton Treasury Secretary, former Obama National Economic Council director

• Service/Transaction · 67,500 USD ('08)

Lobbying

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U.S. Securities and Exchange Commission US Federal Agency

• Direct Lobbying ('00→'08)

Office of the United States Trade Representative Office that facilitates global trade on behalf of the United States

• Direct Lobbying ('02)

Council On Environmental Quality The Council on Environmental Quality (CEQ) coordinates Federal environmental efforts and works closely with agencies and other White House offices

• Direct Lobbying ('07→'08)

White House Office Includes multiple levels of presidential advisory boards and advisors

• Direct Lobbying ('06→'07)

U.S. Department of the Treasury

• Direct Lobbying ('99→'08)

Federal Reserve System Central bank of the United States

• Direct Lobbying ('99→'08)

Office of the Comptroller of the Currency Federal regulatory agency

• Direct Lobbying ('07→'08)

U.S. Department of Housing and Urban Development HUD's mission is to create strong, sustainable, inclusive communities and quality affordable homes for all. HUD's vision is to improve lives and strengthen communities to deliver on America's dreams.

• Direct Lobbying ('07→'08)

Federal Highway Administration USDOT highway agency

• Direct Lobbying ('08)

US Department of Commerce

• Direct Lobbying ('07→'08)

Miscellaneous Relationships

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Impact Investment Exchange

• Affiliation

The Shareholder Commons

• Affiliation

Oberfeld vs. Hodges marriage equality ruling

• supported by

2015 Houston HERO bathroom bill

• supported by

Thrive Global Behavior Change Media and Technology Company

• Affiliation

National Urban League Civil Rights Organization

• Affiliation

Community Solutions Group Homelessness Services

• Affiliation

Expect More Arizona

• Affiliation

Aligned

• Affiliation

Commit! Dallas Education Non-Profit, Strive Together Network Partner

• Affiliation