This document is a financial statement from JPMorgan Private Bank for Financial Trust Company Inc, covering the period from September 1, 2007, to September 30, 2007. It includes a portfolio summary, cash and short-term holdings, equities, equity research ratings, trade activity, and account transactions. Account officers listed are Francisco Villacis, Amy Webb, and Michael Saunders.
documents/vol00010-efta01508640-pdf.pdf
{"title":"Asset Account Portfolio","key_people":["Francisco Villacis","Amy Webb","Michael Saunders"],"document_date":"2007-09-01 to 2007-09-30","document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154-1002"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Private Bank","Financial Trust Company Inc"],"reference_numbers":["O 30171-00-5","JPM-SDNY-00033967","SDNY_GM_00303165","EFTA01508640"]}