This document is a financial statement from JPMorgan Chase Bank for Financial Trust Company, Inc., detailing the asset account portfolio for January 2005. It includes a portfolio summary, market values, tax costs, estimated annual income, and yield percentages. The document also provides an asset allocation breakdown and income summary for the period.
documents/vol00010-efta01511820-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio Summary","document_date":"2005-01-31","document_type":"financial","key_locations":["New York, NY"],"key_organizations":["JPMorgan Chase Bank","Financial Trust Company, Inc."],"reference_numbers":["JPM-SDNY-00037656","SDNY_GM_00306854","EFTA01511820"]}