This document is a financial statement from JPMorgan Private Bank for Financial Trust Company, Inc. account number 078805001, covering the period from July 1, 2008, to July 31, 2008. It includes an equity summary with beginning and ending market values, changes in value, and current allocation percentages for US Large Cap and US Mid Cap/Small Cap asset categories. The document also contains pie charts illustrating asset allocations.
documents/vol00010-efta01512355-pdf.pdf
{"title":"JPMorgan Private Bank Financial Trust Company, Inc. Account Summary","document_date":"2008-07","document_type":"tabular","document_subtype":"bank statement","key_organizations":["JPMorgan Private Bank","Financial Trust Company, Inc."],"reference_numbers":["Q78805001","JPM-SDNY-00038202","SDNY_GM_00307400","EFTA01512355"]}