| Relationships | Role | Relationship Start | Relationship End |
| J.P. Morgan Insurance Holdings, L.L.C. | Parent | 6/30/2007 | 5/22/2009 |
| J.P. Morgan Insurance Holdings, L.L.C. | Parent | 9/22/2006 | 6/29/2007 |
| Banc One Insurance Holdings, Inc. | Parent | 12/1/2002 | 9/21/2006 |
| Bank One Corporation | Parent | 11/1/1998 | 11/30/2002 |
| Banc One Capital Holdings Corporation | Parent | 1/1/1995 | 10/31/1998 |
| Bank One Corporation | Parent | 12/19/1994 | 12/31/1994 |
| Banc One Investor Services Corporation | Parent | 2/22/1994 | 12/18/1994 |
| Bank One, Arizona, National Association | Parent | 1/17/1991 | 2/21/1994 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Concho Insurance Agency, Inc. | Seller | Discontinued | 12/30/1994 |