This document is a financial statement from JPMorgan Private Bank for Financial Trust Company, Inc., covering the period from January 1, 2003, to January 31, 2003. It includes a portfolio summary with market values, tax costs, and estimated annual income. The asset allocation is divided into cash and short-term investments (56%) and private investments (44%). The document also provides an income summary for dividends.
documents/vol00010-efta01511528-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","document_date":"2003-01-01 to 2003-01-31","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-00037355","SDNY_GM_00306553","EFTA01511528"]}