Investor Day 2023
Breadth in offering
Strategic franchise integration
We partner across the JPM franchise to support clients, adding unique value during IB transactions, and
providing a complete set of offerings that deepen our relationships
$
Client needs
Private capital funding Business expansion Take public
Debt and equity funding Strategic growth Shareholder value
Private
Debt
issuance
Cross-border
Equity
Defense
follow-on
Investment
Banking
EPP
M&A
IPO
M&A
Spin
off
Commercial
Banking
Lending
Identifies potential Direct loan
targets and buyers
Payments
Liquidity & Account Solutions
Identifies mid-sized
opportunities
Manages
spin-off entity
Payments & Commerce Solutions
Private Bank
Lending
Investment Solutions
Wealth Advisory
Equity mgmt.
(Global Shares)
Raises private
capital for IPO
Manages
founder wealth
Markets
FX & Hedging
Research
Provides loan to
investor clients
Syndicates and places
securities
Provides corporate
derivatives
Securities
Services
Global Custody
Commercial Banking
$19B+1
IB revenue generated with CB clients
since 2017
Markets
23% CAGR²
Corporate Derivatives revenue growth
rate generated for IB client transactions
since launch in 2019
Ongoing client touchpoints with flow businesses across JPM strengthen relationships and
keep us top of mind when strategic activity occurs
1 Includes gross revenue earned by the Firm that are subject to a revenue sharing arrangement with the CIB for products sold to CB clients through the Investment Banking, Markets or Payments businesses. This includes revenue related to fixed income and equity markets products
2 CAGR 2019-2022, current approach / team in place since 2019
JPMORGAN CHASE & CO.
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