| Relationships | Role | Relationship Start | Relationship End |
| Jpmorgan Distribution Services, Inc. | Parent | 6/30/2007 | 3/31/2016 |
| Jpmorgan Distribution Services, Inc. | Parent | 10/27/1999 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| J.P. Morgan Investment Management Inc. | Buyer | Discontinued | 4/1/2016 |