| Relationships | Role | Relationship Start | Relationship End |
| Jpmorgan Invest Holdings Llc | Parent | 3/26/2003 | 11/30/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Brown & Company Securities Corporation | Seller | Discontinued | 4/28/2003 |
| Relationships | Role | Relationship Start | Relationship End |
| Jpmorgan Invest Holdings Llc | Parent | 3/26/2003 | 11/30/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Brown & Company Securities Corporation | Seller | Discontinued | 4/28/2003 |