Metric Code Metric Source TOPIC: SYSTEMIC RISK MANAGEMENT FN-CB-550a.1 FN-IB-550a.1 Global Systemically Important Bank (G-SIB) score, by category 2021 Form 10-K (p. 90) Banking Organization Systemic Ri sk Report (FR Y-15) FN-CB-550a.2 FN-IB-550a.2 Description of approach to incorporation of results of mandatory and voluntary stress tests into capital adequacy planning, long-term corporate strategy and other business activities 2021 Form 10-K (p. 86–96) ASSET MANAGEMENT & CUSTODY ACTIVITIES TOPIC: TRANSPARENT INFORMATION & FAIR ADVICE FOR CUSTOMERS F N - A C-2 7 0 a . 3 Description of approach to informing customers about products and services 2021 ESG Report (p. 6–10, 12–16) Client Service Business Principles TO P IC: INCORPORATION OF ENVIRONMENTAL, SOCIAL AND GOVERNANCE FACTORS IN INVESTMENT MANAGEMENT & ADVISORY F N - A C- 41 0 a . 1 Amount of assets under management, by asset class, that employ (1) integration of environmental, social, and governance (ESG) issues, (2) sustainability themed investing and (3) screening 2021 ESG Report (p. 6–10, 12–16) Asset Management Sustainable In vesting F N - A C- 41 0 a . 2 Description of approach to incorporation of environ - mental, social and governance (ESG) factors in investment and/or wealth management processes and strategies 2021 ESG Report (p. 6–10, 12–16) Asset Management Investment Ste w ardship Wealth Management Sustainable Inv esting F N - A C- 41 0 a . 3 Description of proxy voting and investee engagement policies and procedures Proxy Information Metric Code Metric Source TOPIC: ACTIVITY METRICS FN-AC-000.A (1) Total registered and (2) total unregistered assets under management (AUM) 2021 Form 10-K (p. 78) FN-AC-000.B Total assets under custody and supervision 2021 Form 10-K (p. 78) COMMERCIAL BANKS TOPIC: FINANCIAL INCLUSION & CAPACITY BUILDING FN-CB-240a.1 (1) Number and (2) amount of loans outstanding qualified to programs designed to promote small business and community development 2021 Form 10-K (p. 48) 2021 ESG Report (p. 40–42) FN - CB-240a.4 Number of participants in financial literacy initiatives for unbanked, underbanked or underserved customers 2021 ESG Report (p. 46) TOP IC: INCORPORATION OF ENVIRONMENTAL, SOCIAL AND GOVERNANCE FACTORS IN CREDIT ANALYSIS FN-CB-410a.1 Commercial and industrial credit exposure, by industry 2021 Form 10-K (p. 194–195) FN-CB-410a.2 Description of approach to incorporation of environ - mental, social and governance (ESG) factors in credit analysis 2021 ESG Report (p. 12–16, 51, 54) Carbon Compass Methodology FN- C B-000.B (1) Number and (2) value of loans by segment: (a) personal, (b) small business and (c) corporate 2021 Form 10-K (Note 12 p. 229–247) CONSUMER FINANCE TOPIC: SELLING PRACTICES FN-CF-270a.1 Percentage of total remuneration for covered employees that is variable and linked to the amount of products and services sold Code of Conduct Corporate Governance Principles (S e ction 5.4) 2022 Proxy Statement (p . 3 6, 39) 71 INTRODUCTION ENVIRONMENTAL SOCIAL GOVERNANCE ESG REPORT APPENDICES List of Acronyms Resources Global Reporting Initiative Index Sustainability Accounting Standards Board Index JPMorgan Chase Sustainable Bond Annual Report