| Relationships | Role | Relationship Start | Relationship End |
| Jpmorgan Chase & Co. | Parent | 11/2/2000 | 8/31/2003 |
| Robert Fleming Holdings Llc | Parent | 8/1/2000 | 11/1/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| J.P. Morgan Investment Management Inc. | Buyer | Discontinued | 9/1/2003 |