This document is a financial statement from JPMorgan Private Bank for the account of Financial Trust Company, Inc. It covers the period from May 1, 2004, to May 31, 2004, and provides a portfolio summary, asset allocation, and income summary. The statement highlights that the investments are not FDIC insured and are subject to investment risks. The total portfolio value as of May 31, 2004, is $2,049,088.31, with a significant portion in private investments.
documents/vol00010-efta01511718-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2004-05","document_type":"financial","key_locations":["345 Park Avenue, New York, NY"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank","JPMorgan Private Bank","Financial Trust Company, Inc."],"reference_numbers":["JPM-SDNY-00037551","SDNY_GM_00306749","EFTA01511718"]}