| Relationships | Role | Relationship Start | Relationship End |
| Jpmorgan Chase Holdings Llc | Parent | 11/16/2016 | |
| Jpmorgan Chase & Co. | Parent | 6/30/2007 | 11/15/2016 |
| Jpmorgan Chase & Co. | Parent | 5/15/2003 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Sterling Assurance Company | Seller | Discontinued | 11/16/2005 |