JPMorgan Chase & Co. CR Taxonomy Work Session

1. JPMorgan Chase & Co.CR Taxonomy Work Session June 19, 2013

2. Today’s Objectives 1. Demonstrate how CR Report content fits into proposed site structure 2. Align on new CR section taxonomy based on CR Report  3. Provide input on what constitutes a CR policy Today's meeting will help inform where CR policies live on the site, and a user navigates between CR policies and individual CR stories

3. Current Corporate Responsibility Headers (from 2012 Report) ADDING VALUE Growing Economies Helping Small Businesses Grow Financing Governments and Nonprofits Investing in Workforce Development Strengthening Communities Building Vibrant Communities Investing for Social Impact Serving America’s Military and Veteran Communities Supporting Education OPERATING RESPONSIBLY Serving Our Customers Mortgages and Homebuyer Assistance Programs Sustainability in Our Business Sustainable Operations Governance, Ethics and Risk Management Public Policy Engagement Supporting Our People

4. For our naming suggestions, we considered JPMC names from the 2012 CR Report, then tried to: • Retain the spirit and meaning • Make them more brief • Make them suited to the online environment

5. Adding Value: Growing Economies Suggestions Helping Small Businesses Grow Helping businesses access the capital and resources they need to succeed. Recommendation: Helping Small Business [alternates:] Boosting Small Business Assisting Small Business Small Business Success [competitors:] Supporting Businesses Bank of America Small Business Lending Citibank [in PDF Corp Citizenship Report]

6. Adding Value: Growing Economies Suggestions Financing Governments and Nonprofits Helping public sector clients fulfill their vital public mandates. Recommendation: Public Sector Financing [alternates:] Financing Governments & Nonprofits Financing Change Lending for Good Positive Financing [competitors:] Global MicrofinanceCitibank [in PDF Corp Citizenship Report]

7. Adding Value: Growing Economies Suggestions Investing in Workforce Development Supporting job training initiatives to ensure people have the skills they need for employment. Recommendation: Workforce Development [alternates:] Job Training Empowering Workers Empowering Employees [competitors:] Education & Workforce Development Bank of America

8. Adding Value: Strengthening Communities Suggestions Building Vibrant Communities Making loans, grants and other investments to strengthen low- and moderate-income communities. Recommendation: Community Development [alternates:] Positive Housing Developing Communities Supporting Communities [competitors:] Supporting Communities Bank of America Investing in Communities Standard Chartered Community Development Morgan Stanley Serving Communities Citibank [in PDF Corp Citizenship Report]

9. Adding Value: Strengthening Communities Suggestions Investing for Social Impact Providing capital and expertise to create measurable social impact. Recommendation: Impact Investing [alternates:] Social Impact Investing in Change Social Investing [competitors:] Social Finance Morgan Stanley Transformational Finance Bank of America

10. Adding Value: Strengthening Communities Suggestions Serving America’s Military and Veteran Communities Supporting servicemembers through employment, homeownership and education. Recommendation: Supporting Servicemembers [alternates:] Serving Veterans Military & Veterans [competitors:] Honoring Service & Veterans Goldman Sachs Service Members & Veterans Bank of America

11. Adding Value: Strengthening Communities Suggestions Supporting Education Helping enable access to education by donating to educational organizations around the world. Recommendation: Advancing Education [alternates:] Supporting Education Support for Education [competitors:] Education Morgan Stanley Education & Workforce Development Bank of America

12. Most of the Operating Responsibly content will go into other sections. OPERATING RESPONSIBLY Serving Our Customers Mortgages and Homebuyer Assistance Programs Sustainability in Our Business Sustainable Operations Governance, Ethics and Risk Management Public Policy Engagement Supporting Our People Our Businesses? [under Company] Community Development [under Corporate Responsibility] Sustainability [under Principles] Governance [under Principles] Political Activities [under Principles] Careers [under Careers]

13. Most of the Operating Responsibly content will go into other sections. OPERATING RESPONSIBLY Serving Our Customers Mortgages and Homebuyer Assistance Programs Questions: Does the Serving our Customers content belong here… or on Chase.com? Is the Mortgages content going away? Our Businesses? [under Company] Community Development [under Corporate Responsibility]

14. Recommended final organization Corporate Responsibility Helping Small Business Public Sector Financing Workforce Development Community Development Impact Investing Supporting Servicemembers Advancing Education Environmental Action

15. Current JPMC initiatives fit into this new CR organization Corporate Responsibility Helping Small Business Public Sector Financing Workforce Development Community Development • Chase Community Giving Impact Investing • Global Cities Initiative • Social Finance Supporting Servicemembers • ChaseMilitary.com Advancing Education Environmental Action Initiatives that could be classified within various navigational classes: • Technology for Social Good • Global Philanthropy

16. Recommended final organization: Questions Corporate Responsibility Helping Small Business Public Sector Financing Workforce Development Community Development Impact Investing Supporting Servicemembers Advancing Education Environmental Action Questions: JPMC indicated that there would be no Education content going forward, but there is a great deal in the CSR report… will this content be discontinued? Would you like an Environment bucket to showcase sustainable operations content as well as any other future efforts?

17. We explored other category options and the helping theme, but the proposed recommendation makes the most sense.

18. Let’s make sure we’re aligned on what is meant by a “Policy Page.”

19. Policy Pages from CR Report OPERATING RESPONSIBLY Serving Our Customers Mortgages and Homebuyer Assistance Programs Applying Our Principles to Help Struggling Homeowners Sustainability in Our Business Environmental and Social Risk Management Policy and Process The Equator Principles The Carbon Principles Raising the Bar for Hydraulic Fracturing Financing Sustainable Solutions Sustainable Operations Key Environmental Impacts Greenhouse Gas Emissions and Energy Consumption Greening Our Buildings Sustainable Paper Use Information Technology Governance, Ethics and Risk Management Upholding Strong Corporate Governance Standards Public Policy Engagement Trade Associations Political Contributions Compliance and Oversight Supporting Our People Supporting Employees in the Workplace Fostering and Supporting Diversity Expanding Our Diversity Programs in Asia Supporting a Diverse Supplier Network

20. It makes sense to house some mid-level content in new “Issue Pages.” These are pages that discuss aspects of an issue at a higher level than a specific project or initiative.

21. Example: Issue Pages in Helping Small Business Section HELPING SMALL BUSINESSES GROW Issue Pages Finding Solutions That Work for all Our Customers Providing Tools for Small Business Owners Growing Small Businesses through Social Media Story Pages Precision Demolition in Dallas, Texas Green Toys in San Francisco, California Accelerating Small Business Growth In South Africa

22. Appendix

23. Theme-based CR organizations Option 1 Helping Individuals Workforce Development Supporting Servicemembers Boosting Education Helping Small Business Strengthening Society Finance for Change Community Development Impact Investing Environmental Action Option 2 Helping People Boosting Education Workforce Development Supporting Servicemembers Helping Communities Helping Small Business Community Development Environmental Action Helping Governments Finance for Change Impact Investing