This document is a financial statement from JPMorgan Private Bank for the account of Financial Trust Company, Inc. It covers the period from August 1, 2003, to August 31, 2003, and provides a portfolio summary, asset allocation, and income summary. The total portfolio value as of August 31, 2003, is $2,149,404.86, with cash and short-term investments making up 64% and private investments 36% of the portfolio.
documents/vol00010-efta01511600-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2003-08","document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154-1002"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank","Financial Trust Company, Inc."],"reference_numbers":["JPM-SDNY-00037430","SDNY_GM_00306628","EFTA01511600"]}