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t relationships • Over 160 years of experience underpins J.P. Morgan's fiduciary stewardship of client assets • The philanthropy experts serving J.P. Morgan's clients reflect a 50 year tradition of supporting client's philanthropic endeavors, distributing an average of S100MM annually from a base of $2B
onors with the Gates Foundation • Leverage the Gates Foundation's philanthropic expertise and execution on behalf of broader donor pool • Leverage J.P. Morgan's global reach, infrastructure investment management and individual wealth structuring capabilities • Create a structure for governance of individual
location r i0v0aMteMeciof Laintedrest in a I World Class Restricted Stock rivate Equity Group Investment Specialists illamette Management uff and Phelps Customized Portfolio Construction Contribution During Liquidation 1% 6% 7% OUR APPROACH TO INVESTING Manage Risk of Concentrated Assets 10
Morgan Chartable Giving Fund Donor J.P Morgan 11 EFTA_R1_02036120 EFTA02693059 The Gates & J.P. Morgan Charitable Giving Fund will benefit from J.P. Morgan's rich philanthropic history and resources J.P. Morgan The Philanthropy Centre • Diane Whitty, Co-head of the Centre • Jackie Elias, Co-head of the
onors with the Gates Foundation • Leverage the Gates Foundation's philanthropic expertise and execution on behalf of broader donor pool • Leverage J.P. Morgan's global reach, infrastructure investment management and individual wealth structuring capabilities • Create a structure for governance of individual
on-U.S. Family S300MM of LP interest in a S400MM of illiquid commercial private equity fund Private Equity Group Willamette Management Duff and Phelps OUR APPROACH TO INVESTING Manage Risk of Concentrated Assets Generate liquidity 10% Ss: 3 I % 6% 10% 13,91rilik 3% 10% 3% 2% s% 13% 3%
ancial Crimes Dallas News (07/01, Ontiveros) reported that a Texas teacher, Russell Leahy, was scammed out of over $30,000 by someone impersonating Chase Bank staff, leaving him with significant financial losses. According to the FBI's 2024 Internet Crime Report, Texas ranks second in the nation for intern
mpshire agreed to pay Sorey $2.25 million to settle the lawsuit. WFXT (Fox-25) (07/01, Kavanaugh, et al.) and the New Hampshire Union Leader (07/01, Phelps) also reported on the story. Back to Top CYBER DIVISION Continued Reporting: DOJ Announces Arrest, Indictments in North Korean IT Worker Scheme
Entities connected to both JPMorgan Chase and Lucas Phelps

Jeffrey Epstein
PERSON
Ghislaine Maxwell
PERSONDarren Indyke
PERSONMaria Farmer
PERSON
the Internal Revenue Service
ORGANIZATION
Marc Rich
PERSON
Justin Trudeau
PERSON
Eric Trump
PERSONBarrett
PERSON
George W. Bush
PERSON
Puerto Rico
LOCATION
Bank of America
ORGANIZATION
John Brennan
PERSON
Federal Reserve
ORGANIZATIONLeon Black
PERSON
United States
LOCATION
Alan Dershowitz
PERSON
Lawrence Krauss
PERSONMartin Weinberg
PERSON
Nelson
PERSON