TOTAL NET REVENUE BY SEGMENT (USD)

Consumer Corporate Asset &

Commercial
YEAR and and Wealth
Banking
community investment managment
2021 $ 55,073 $ 51,749 $ 10,008 $ 16,957
2020 $ 51,268 $ 49,284 $ 9,313 $ 14,240
2019 $ 55,133 $ 39,265 $ 9,264 $ 13,591

ROE BY SEGMENT
Consumer Corporate Asset &
and and Commercial Wealth
YEAR
community investment Banking (%) managment
(%) (%) (%)
2021 41% 25% 21% 33%
2020 15% 20% 11% 28%
2019 31% 14% 17% 26%
 ACTION PLAN JP MORGAN & CHASE CO.

ACTION ACTIVITIES GOAL RESPONSIBLE METRIC INDICATOR (KPI) RESOURCES COSTS STATUS TIME STATUS CODE

Objetive n. ° 1:
% of sales corresponding to new
To be a world leader in banking process innovation by business models or categories. UNFULFILLED/STARTED
1. The number of ideas suggested
2025. by the team in a period of 1 year ROI of innovation projects.
1. Formulation of innovative ideas $2 billion USD
DETAILED ACTIVITY 2. Holding meetings to evaluate 2. % of ideas that become % of successfully funded projects. JP Morgan's LITTLE ACHIEVED
ideas and their feasibility experiments. budget for
Positioning in terms of 1. R&D Department 3 YEARS
3. Project formulation # of customer wins attributable to technology and $1.2 billion USD
innovation. 2.Marketing Department (2022 - 2025) ALMOST ACHIEVED
With R&D to position JP Morgan & Chase in the financial 4. Project review 3. Time spent on experiments.
innovation projects.
operations
market, not only for being the financial services provider in 5. Allocation of resources capital
the U.S., but also for being an innovative company in 6. Project realization 4. # of identified consumer and % growth in current customers expenditures.
banking processes to improve service and quality over the technology trends that impact the attributable to innovation projects.
years. business. ACHIEVED/EXCEEDED
% customer and consumer satisfaction.
ACTION ACTIONS GOAL RESPONSIBLE METRIC INDICATOR (KPI) RESOURCES COSTS STATUS TIME STATUS CODE
Objetive n. ° 2:

Increase the profitability of the Corporate and

1. Company turnover (revenues, 1. ROE UNFULFILLED/STARTED
Investing segment by 5% by 2023 1.Sales Department
expenses, return on investment, net
1. Market research
profit and commercial margin) 2. EBITDA $51,749 which $7,762 million
DETAILED ACTIVITY 2. Data analysis 2.Marketing Department (1/July/2022 - LITTLE ACHIEVED
Increase the profitability of the were the net USD, which is
3. Sales, customer service and 31/December/2023)
Corporate and Investing 2. Growth rate 3. Gross and net margin revenues of this 15% of the net
marketing training. 3.R + D Department
segment. segment for the earnings of this
With advertising and marketing strategies to increase the 4. Product improvement 3. Engagement 4. Return on assets year 2021. sector.
1 YEAR ALMOST ACHIEVED
demand of the Corporate and Investing segment, continuous 5. Marketing and advertising 4.Human Resources
training to employees to increase productivity and offering Department
4. CLV (Customer Lifetime Value) 5. Break-even point
a higher quality product to increase its profitability. ACHIEVED/EXCEEDED
 PROJECT COSTS
COSTS $
$6.356,7 - 39.994
Wages
per employee
R&D $1.2 B/USD
Advertising and
Marketing $480.000 M/USD
Trainning $300 M/USD
Market research $500.000 M/USD
TOTAL 1.980.300.000.000
INCOME PROJECTION(IN MILLIONS USD)

YEAR (%) TOTAL

2021 1% $ 121,151 INCOME PROJECTION
600000
2022 3% $ 124,786
2023 3,8% $ 129,528 500000 $506,287
2024 5% $ 130,823
400000

300000

200000
$121,151 $124,786 $129,528 $130,823

100000

0
2021 2022 2023 2024 Total
Result
 ROI
PROJECTION With this project JPMorgan could generate an increase in profits
of approximately $4 billion (USD) and in innovation alone would
generate profits of at least $60 billion (USD).
$506,287
ROI 29.29844 El proyecto es rentable

Sum of TOTAL

$130,823

2024 Total
Result
YEAR Sum of TOTAL
2021 $ 121,151 Total
600000
2022 $ 124,786
2023 $ 129,528 500000
2024 $ 130,823
Total Result $ 506,287 400000

300000 Sum of TOTAL

200000

100000

0
2021 2022 2023 2024 Total
Result
Sum of TOTAL