| Relationships | Role | Relationship Start | Relationship End |
| J.P. Morgan Securities Llc | Parent | 10/1/2008 | 7/1/2009 |
| Bear, Stearns & Co. Inc. | Parent | 4/8/2008 | 9/30/2008 |
| Bear Stearns Benefits Planning Group | Subsidary | 4/8/2008 | 7/1/2009 |
| Relationships | Role | Relationship Start | Relationship End |
| J.P. Morgan Securities Llc | Parent | 10/1/2008 | 7/1/2009 |
| Bear, Stearns & Co. Inc. | Parent | 4/8/2008 | 9/30/2008 |
| Bear Stearns Benefits Planning Group | Subsidary | 4/8/2008 | 7/1/2009 |