| Relationships | Role | Relationship Start | Relationship End |
| Jpmorgan Chase Bank, National Association | Parent | 7/14/1996 | 8/31/2003 |
| The Chase Manhattan Bank (National Association) | Parent | 9/1/1995 | 7/13/1996 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| J.P. Morgan Investment Management Inc. | Buyer | Discontinued | 9/1/2003 | ||
| Portfolio Group, Inc., The | Seller | Discontinued | 10/31/1996 |