Investor Day 2023
We have made tangible progress on our strategic priorities
M
Financial Sponsors
$2.1T dry powder¹
Private Capital
$2.1T market³
OBJECTIVES
Deepen relationships with sponsors
Identify new M&A opportunities
PROGRESS MADE
✓ Grew share in sponsor sell-side deals by +90bps² in collaboration with
Commercial Banking (CB)
✓ Focused on select industries (technology, healthcare, green economy)
International
$8.1B addressable IB
wallet in focus countries4
Continue investing in high touch servicing of larger deals
Launch and scale Capital Connect by J.P. Morgan
Collaborate across franchise to strengthen offering
•
CB and Global Corporate Banking (GCB) expansion
•
Deepen coverage expertise in Australia, India, China,
Japan, and Middle East
✓ Raised $12B+ in proceeds for nearly 60 deals in 2022
✓ Acquired Aumni
Collaborated with CB to launch multi-billion dollar Direct Lending program
✓ Deepened IB presence in Australia and India
✓ Expanded GCB coverage of multi-national companies with APAC presence
Hired top talent to drive growth in New Economy and Healthcare
Carbon Transition
$1.1T global investment
in low-carbon energy
transition5
Deepen coverage in New Economy and Healthcare
⚫ Deepen advisory expertise
Leverage Centers of Excellence to provide
holistic advice
Maintained #2 global rank in green IB transactions, in 2022 achieved #2
position across M&A, ECM, and DCM6
✓ IB financed and facilitated $120B+ in support of green activities since 2020;
including advancement of emerging green economy
For footnoted information, refer to slide 48
JPMORGAN CHASE & CO.
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