J.P.Morgan 2Q23 Investor Results

JPMORGAN CHASE & CO. ASSET & WEALTH MANAGEMENT FINANCIAL HIGHLIGHTS, CONTINUED (in billions) CLIENT ASSETS Assets by asset class Liquidity Fixed income Equity Multi-asset Alternatives TOTAL ASSETS UNDER MANAGEMENT Custody/brokerage/administration/deposits TOTAL CLIENT ASSETS (a) Assets by client segment Private Banking Global Institutional Global Funds TOTAL ASSETS UNDER MANAGEMENT Private Banking Global Institutional Global Funds TOTAL CLIENT ASSETS (a) Assets under management rollforward Beginning balance Net asset flows: Liquidity Fixed income Equity Multi-asset Alternatives Market/performance/other impacts Ending balance Client assets rollforward Beginning balance Net asset flows Market/performance/other impacts Ending balance $ $ $ $ $ $ $ $ Jun 30, 2023 $ 826 718 792 647 205 3,188 1,370 4,558 881 1,423 884 3,188 2,170 1,497 891 4,558 60 37 20 3 1 61 $ 3,188 3,006 4,347 112 99 4,558 $ $ $ $ $ $ $ $ $ $ Mar 31, 2023 761 682 733 627 203 3,006 1,341 4,347 826 1,347 833 3,006 2,090 1,417 840 4,347 2,766 93 26 22 (2) 1 100 3,006 4,048 152 147 4,347 $ $ $ $ $ $ $ Dec 31, 2022 654 638 670 **235 603 201 2,766 1,282 4,048 751 1,252 763 2,766 1,964 1,314 770 4,048 2,616 33 8 9 (7) 107 2,766 3,823 70 155 $ 4,048 $ $ $ $ $ $ $ $ $ $ Sep 30, 2022 615 612 609 577 203 2,616 1,207 3,823 698 1,209 709 2,616 1,848 1,261 714 3,823 2,743 (36) 9 6 (5) 2 (103) 2,616 3,798 (15) 40 3,823 (a) Includes CCB client investment assets invested in managed accounts and J.P. Morgan mutual funds where AWM is the investment manager. $ $ $ $ $ $ $ $ $ $ Jun 30, 2022 654 624 641 615 209 2,743 1,055 3,798 712 1,294 737 2,743 1,715 1,339 744 3,798 2,960 (1) 9 (3) 1 (223) 2,743 4,116 (1) (317) 3,798 Jun 30, 2023 Change Mar 31, 2023 9% 5 8 3 1 6 2 5 7 6 6 6 4 6 6 5 JPMORGAN CHASE & CO. Jun 30, 2022 26 % 15 24 5 (2) 16 30 20 24 10 20 16 27 12 20 20 $ $ $ $ $ $ $ 2023 $ SIX MONTHS ENDED JUNE 30, 826 718 792 647 205 3,188 1,370 4,558 881 1,423 884 3,188 2,170 1,497 891 4,558 2,766 153 63 42 1 2 161 3,188 4,048 264 246 $ 4,558 $ $ $ $ $ $ $ $ $ $ 2022 654 624 641 615 209 2,743 1,055 3,798 712 1,294 737 2,743 1,715 1,339 744 3,798 3,113 (52) (4) 20 3 6 (343) 2,743 4,295 (6) (491) 3,798 2023 Change 2022 26 % 15 24 5 (2) 16 30 20 24 10 20 16 27 12 20 20 Page 23

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