| Relationships | Role | Relationship Start | Relationship End |
| Jpmorgan Investment Advisors Inc. | Parent | 2/28/2005 | 12/31/2006 |
| Jpmorgan Investment Advisors Inc. | Parent | 5/19/1998 | 2/27/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| J.P. Morgan Investment Management Inc. | Buyer | Discontinued | 1/1/2007 |