Company Overview

1

• Company Overview
• Patrick Liu
• Qiong Wang
• Robert Jones
• Ryan Griswold

2
Overview

• Operations New York Headquarters
• Assets of 1.3 trillion and operations in more
  than 50 countries.
• Serving 8,000 issuer and 16,400 investor clients
  in more than 100 countries.
• Investment Banking
• Asset Wealth Management
• Private Equity
• Treasury Securities
• Proprietary Investing Trading

3
Investment Bank Rankings

• League Table Rankings Third Quarter 2006
• Global Syndicated Loans 1Global Leveraged
  Loans 1Global Long-Term Debt 2
• Global Debt, Equity Equity-Related 2 Global
  High Yield Corporate Bonds 2Global Emerging
  Markets Corporate Debt 2Global Announced
  MA 3Global Investment Grade Corporate
  Bonds 3
• Global CMBS 3
  

4
Investment Bank Rankings (Cont.)

• Recent industry awards
• Second overall 2006 All-America Fixed Income
  Research Institutional Investor
• Ninth overall in "Best Places to Launch a Career
  Business Week
• Fifth Overall and Eight Analyst Received Top-5
  Ranking Wall Street Journals
• Captured 13 first-team spots in 2006 All-Asia
  (ex-Japan) Research Team poll - Institutional
  Investor
• Second in the U.S. in the survey of Wall Street's
  Best Brokerage Analysts Forbes and Starmine
• Top 50 companies in the UK "Where Women Want to
  Work" - The Times
• Second overall in Interdealer Derivative Survey -
  Risk
• Best Equity-Linked House and Best Leveraged
  Finance House - Euromoney
• Best in Credit, Best Structured Credit House,
  Best in Credit Derivatives and Best Trade Ideas
  in Research in 2006 European Awards - Credit

5
Corporate Leadership

• Chairman of the board
• William B. Harrison, Jr
• Current CEO
• James Dimon
• Co-Chief Executive Officer, Investment Bank
• Steven D Black
• William T Winters
• Global Head of Asset Wealth Management
• James E Staley

6
Corporate Officers Cont.

• Chief Executive Officer of Treasury Securities
  Services
• Heidi G. Miller
• Head of Retail Financial Services
• Charles W Scharf
• Chief Executive Officer of Global Mortgage
  business
• David Lowman as of 2006
• Chief Investment Officer
• Ina R. Drew
• Chief Risk Officer
• Don M Wilson

7
Corporate History

• One of the oldest financial institutions,
  originated in 1799 as The Manhattan Group
• Once owned by Arron Burr, the winner the infamous
  dual with Alexander Hamilton
• Chase purchased J.P. Morgan in 2001 60 Billion
  worth of stock
• Recently merged with Bank One as of July 2004

8
Financials
9
Financial snapshot
10
Financial snapshot
11
Stock price snapshot
12
Notable

• Top of league tables this year (see previous
  slide)
• JP Morgan leads Global Syndicated Loans Global
  Leveraged Loans
• Second to Citi for global debt equity
  underwriting _at_ 100B
• Top 3 in Global Announced MA, Global Investment
  Grade Corporate Bonds and Global CMBS

13
Recent News and Developments

• Acquired Neovest Holdings, Inc., a provider of
  trading technology and direct market access in
  2005
• Also paid 2.2 billion to settle class-action in
  regards to Enron
• Created JV with UK I-Bank Cazenove in 2005,
  called JPMorgan Cazenove
• 2005 Announced it will cut ties with private
  investment arm, JPMorgan Partners.