This document is a financial statement from JPMorgan Private Bank for Financial Trust Company, Inc., covering the period from December 01, 2002, to December 31, 2002. It includes a portfolio summary, asset allocation, income summary, and net gain/loss summary. The statement details market values, tax costs, estimated annual income, and yield percentages for cash, short-term investments, and private investments. It also provides a breakdown of dividends and net gains/losses for the period and year to date.
documents/vol00010-efta01511518-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2002-12","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-00037345","SDNY_GM_00306543","EFTA01511518"]}