This document is a financial statement from JPMorgan Chase Bank for the account of Financial Trust Company, Inc. It covers the period from March 01, 2005, to March 31, 2005, and provides a portfolio summary, asset allocation, income summary, and net gain/loss summary. The total portfolio value as of March 31, 2005, is $254,238.05, with 11% in cash and short-term investments and 89% in private investments. The document also includes income and net gain/loss summaries for the period.
documents/vol00010-efta01511848-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2005-03","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-00037684","SDNY_GM_00306882","EFTA01511848"]}