This document is a financial statement from JPMorgan Private Bank for the account of Financial Trust Company, Inc. It covers the period from July 1, 2003, to July 31, 2003, and provides a portfolio summary including market values, tax costs, and estimated annual income. The statement highlights cash and short-term investments, accrued income, and private investments. It also includes an asset allocation and income summary for dividends.
documents/vol00010-efta01511587-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2003-07-31","document_type":"financial","key_locations":["New York, NY"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank","Financial Trust Company, Inc."],"reference_numbers":["JPM-SDNY-00037416","SDNY_GM_00306614","EFTA01511587"]}