Stakeholder Stakeholder Group How We Engage Customers and Clients • We engage regularly with our customers in our branches and through our website and social media platforms. We Engagement We are helping support our small business and consumer take pride in providing inclusive interaction. For example, we have multi-lingual staf in many of our branches and fnance customers meet their fnancial needs, as well as our are investing in sign language interpreters at key locations—e.g., near Gallaudet University in Washington D.C. We corporate and institutional clients. We regularly solicit and also seek customer feedback via online and in-branch surveys, with the aim of improving customer interaction and respond to customer and client feedback about our products, experience, and have a conduct hotline through which our customers can anonymously raise concerns and report Our Firm has a range of stakeholders, including customers services and organization as a whole, and endeavor to build misconduct. We also engage with our clients through one-on-one meetings, roundtables and conferences. and clients, shareholders, employees, communities, regula- long-lasting relationships based on trust and mutual respect. • We listen and respond to the needs of our customers and clients by ofering products and services that emphasize INTRODUCTION tors and policymakers, suppliers, and research analysts. We social and environmental responsibility, including lending for afordable housing and electric vehicles, and sup- engage with these stakeholders throughout the year to obtain porting minority-owned businesses through fnancial literacy coaching. ENVIRONMENTAL insight into their needs and perspectives, and to gather feed- Employees • We engage with our employees through surveys, including our global Employee Opinion Survey and Exit Surveys; town back on our strategy and performance, including as they Our people are at the heart of JPMorgan Chase and are vital hall and small group meetings; focus groups; blogs, articles and newsletters; online feedback tools; and other forums. SOCIAL relate to ESG matters. t o our success. We work to understand our employees’ evolv- • Engagement surveys are conducted periodically and allow us to identify areas of strength and opportunities for Responsibility for engaging with stakeholder groups is widely ing needs and perspectives. improvement to promote continued employee satisfaction and retention. GOVERNANCE shared across our Firm’s lines of business and corporate func- Communities • We are engaging with external stakeholders in a variety of forums. Through our longstanding Chase Advisory Panel tions, and we engage through numerous channels. The insight program, we facilitate regular conversations among senior JPMorgan Chase executives and consumer policy groups, Corporate Governance & we gain from our engagement with key stakeholders is con- We are committed to considering diverse perspectives, ESG Oversight particularly those of the communities we serve, in the nonproft organizations, civic leaders, trade associations and diverse chambers of commerce, many of which are sidered when developing the Firm’s business strategies, prod- sources of information and ideas about how the Firm can promote racial equity through our products, services and Stakeholder Engagement ucts and services and policies and procedures. Firm’s decisions. Political Engagement and approaches. Community Engagement furthers local and national engagement and two-way dialogue with stakeholders. Public Policy We also recognize stakeholders’ interest in timely information In 2022, Community Engagement held 50 Chase Advisory Panels, listening sessions and other convenings with over 120 Managing Environmental and concerning our ESG-related strategies and activities. We plan community stakeholders to share frmwide updates and solicit feedback on products, services and approaches. Social Risks to continue to provide information through a number of chan- Investors • We communicate with investors through our quarterly earnings materials, Annual Report and Proxy Statement, Human Rights nels, including our Annual Report and Proxy Statement, ESG- Securities and Exchange Commission flings, press releases and the Firm’s website. In addition, we engage with and climate-related reporting, regulatory flings, our website, We engage shareholders and fxed-income investors on Data Privacy & Cybersecurity important topics including corporate governance, shareholder shareholders through quarterly earnings calls, investor meetings and conferences, annual general meetings and press releases, direct conversations with stakeholders, and other forums. We conduct a semiannual shareholder outreach program focused on topics that include, but are not Business Ethics various other reports and presentations. We intend to use rights, executive compensation and ESG-related matters. limited to, executive compensation, corporate governance, shareholder rights, and other ESG-related matters such SASB’s, GRI’s and TCFD’s guidelines to inform the develop- as climate change and DEI. During these engagements, management shares information, addresses questions, and APPENDICES ment of our ESG and climate-related disclosures. We are also solicits shareholders’ perspectives and feedback. Directors participate in these meetings as appropriate. Following closely monitoring regulatory developments related to man- each shareholder outreach program, shareholders’ areas of focus and feedback are shared with the Board. datory ESG- and climate-related reporting requirements in several jurisdictions around the world. • We also engage in dialogue with equity and fxed income investors throughout the year. These engagements provide us with useful feedback, which we consider when developing the Firm’s processes, practices and strategic direction. • In 2022, as part of our semi-annual shareholder outreach program, we solicited feedback through approximately 172 45,46 engagements with 118 shareholders, representing approximately 49% of the Firm’s outstanding common stock. 45 Based on Nasdaq IRI data and representing ownership of common shares outstanding as of 09/30/2022. 46 For the period January 19, 2020 to March 9, 2023. 53