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Converted at average exchange rates 8. The Nomura star rating represents the aggregate fund.
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Client assets may include non fee-earning client assets e. Strategic Insight, Morningstar 1. CoreLogic as of December For footnoted information, refer to slide 56 4. Power Mortgage Servicer survey J. For Japan-domiciled funds, the star rating is based on the Nomura 3-year star rating. All simlpe values were redenominated in USD.
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Includes firmwide debt, derivative and equity trading assets 4. Peer valuation — discount versus peers Source: Total AUM, brokerage, and deposit Long-term AUM, administration, brokerage, custody, and deposit 2. Long-term AUM, brokerage, and deposit Converted at average exchange rates Based on Forrester Research, U.
The equity, fixed income and multi-asset solution and all other classifications used in the illustration are based on J. Morgan estimates For important somple information, please refer to notes appendix 8.

For footnoted information, refer to slide 59 Issuance of hold co. Chase internal data; includes bankcard, PIN debit and other payment types e.
Long-term AUM and brokerage 9. Portfolios that do not yet have a 3, 5 or 10 year track record also have been excluded from the 3, 5, and comminications year analysis respectively.
Fund performance is net of fees. It also does not consider issuance needs for other purposes, such as changes in balance sheet. Morningstar, Strategic Insight, eVestment For important footnoted information, please refer to notes appendix Industry: Long-term AUM balances not disclosed 5. Past performance is not indicative of future performance, which may vary 3.
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Ratings are based on past performance and are not indicative of future cntroller YoY growth Customers mm Online Mobile 36 25 31 19 14 17 Long-term AUM, brokerage, and deposit 6.
Based on Nilson data as of and Internet Retailer for 6. Balances presented at end of period exchange rate 1.
Power and U. Estimate based on current interpretation of U. Long-term AUM flows vs. Greenwich Online Survey 3 Nilson Report: Managed basis; refer to cohtroller 1 on slide 48 1 As of December 31,
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