This document is a financial statement from JPMorgan Private Bank for the account of Financial Trust Company, Inc. It covers the period from November 1, 2002, to November 30, 2002. The statement includes a portfolio summary, asset allocation, income summary, and net gain/loss summary. The total portfolio value as of November 30, 2002, is $1,340,188.67, with cash and short-term investments making up 60% and private investments 40% of the portfolio.
documents/vol00010-efta01511510-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2002-11-30","document_type":"financial","document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank","JPMorgan Private Bank","Financial Trust Company, Inc."],"reference_numbers":["JPM-SDNY-00037337","SDNY_GM_00306535","EFTA01511510"]}