SUPPORTING FAMILIES CASE STUDY ENHANCED FAMILY PLANNING AND LGBTQ+ BENEFITS FOR OUR PEOPLE Supporting working families is an important element of how we support our employees, including providing time away JPMorgan Chase is committed to ofering comprehensive benefts and policies which cover the unique needs of our employ- from work for when people need it. The Firm provides all U.S.-based employees with paid sick leave each year, up to a cap ees. In 2022, we expanded covered benefts ofered under our U.S. Medical Plan to support health outcomes for LGBTQ+ of 96 hours depending on local laws. We also provide most full-time and part-time employees three to fve weeks of paid employees and family members. New and enhanced benefts include: 1) a dedicated LGBTQ+ health concierge service to help vacation annually. We continue to ofer employees eight hours of paid time annually to volunteer in their communities. employees with identifying in-network, LGBTQ+ afrming providers, navigating gender afrming care, fnding resources and In 2023, the Firm is enhancing paid time of for employees in the U.S. to handle personal and family needs. We are support groups and more; 2) enhanced transgender benefts to better support employees and covered dependents from the expanding bereavement paid time of for loss of a spouse/domestic partner or child. We have introduced four weeks gender expansive community with accessing a broader set of gender afrming services and procedures; and 3) family build- of critical caregivers paid time of in the U.S. to care for a seriously ill parent, child, or spouse/domestic partner and ing benefts to increase fexibility in our employee’s journeys of considering when to start a family. enhanced parental leave globally for all parents who have a new baby or adopt to a minimum of 16 weeks—eliminating INTRODUCTION having to identify between primary and non-primary parental leaves. ENVIRONMENTAL We also provide family-building assistance to help employees with the high costs of adoption, surrogacy and fertility expenses, including up to $10,000 per child in eligible adoption expenses, up to a $30,000 lifetime maximum for sur- SOCIAL rogacy and $40,000 lifetime maximum for eligible fertility expenses. Feature: Our Racial Equity IMPROVING EMPLOYER-SPONSORED HEALTH CARE Commitment Inclusive Growth We launched Morgan Health in 2021 to help innovate and improve the quality, equity and afordability of employ- Diversity, Equity and Inclusion er-sponsored health care and address the rising costs of the U.S. health care system. To do so, Morgan Health is Human Capital investing $250 million of JPMorgan Chase & Co. capital to scale promising companies focused on driving greater accountability, outcomes and value in health care. Through the end of 2022, Morgan Health has deployed $105 million GOVERNANCE in four early-stage companies; Vera Whole Health, Embold Health, Centivo and LetsGetChecked. Morgan Health aspires to be a model for other employers in driving scalable, impactful and value-based employee health care solu- APPENDICES tions through thought leadership. Morgan Health is also bringing greater accountability to health care by supporting models designed to improve employ- ees’ health outcomes, reduce costs and fll gaps in the equity of care. One approach is to deploy new models for our employees based on relationships built with local health care providers. As part of an innovative new collaboration with one of our portfolio companies, Vera Whole Health, and in collaboration with Central Ohio Primary Care, in 2022 JPMor- gan Chase introduced three new onsite advanced primary care centers across the company’s Columbus ofces (Polaris, Easton and Brooksedge), as well as two new near-site care centers (Dublin, Westerville), ofering a full suite of compre- hensive in-person and virtual health and wellness services for JPMorgan Chase employees and their covered dependents. The Firm supports working families by providing paid time of for critical caregivers in the U.S. and enhanced parental leave globally. Pictured: Dallas, Texas 49