This document is a financial statement from JPMorgan Private Bank for Financial Trust Company Inc, covering the period from May 01, 2002 to May 31, 2002. It provides a portfolio summary including market values, tax costs, estimated annual income, and yield percentages for various asset categories such as cash, short term, equities, and options. The document also includes asset allocation percentages, net gain/loss summaries, and exchange rates as of May 31, 2002.
documents/vol00010-efta01504961-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2002-05-31","document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154-1002"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank","JPMorgan Private Bank","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00029929","SDNY_GM_00299127","EFTA01504961"]}