This document is a financial statement from JPMorgan Private Bank for the account of Financial Trust Company Inc, covering the period from July 01, 2007 to July 31, 2007. It includes a portfolio summary, cash and short-term holdings, equities, equity research ratings, trade activity, and account transactions. The account officers listed are Francisco Villacis, Amy Webb, and Michael Saunders.
documents/vol00010-efta01508565-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","key_people":["Francisco Villacis","Amy Webb","Michael Saunders"],"document_date":"2007-07","document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154-1002"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank, N.A.","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00033873","SDNY_GM_00303071","EFTA01508565"]}