| Relationships | Role | Relationship Start | Relationship End |
| J.P. Morgan International Holdings Llc | Parent | 5/23/2012 | 2/28/2014 |
| J.P. Morgan International Holdings Llc | Parent | 6/30/2007 | 5/22/2012 |
| J.P. Morgan International Holdings Llc | Parent | 1/13/1998 | 6/29/2007 |
| American Century Companies, Inc. | Subsidary | 1/15/1998 | 8/30/2011 |