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Document Mentions (9 shared documents)
2 mentions1 same-page
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ds Total This Period USD 18,574.14 18,574.14 Year to Date USD* 80,601.00 80,601.00 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557964 09 JPMorgan Chase Bank 2004 Account Number: FINANCIAL TRUST COMP
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
2 mentions1 same-page
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ends Total This Period USD 3,250.46 3,250.46 Year to Date USD* 48,631.50 48,631.50 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557889 03 JPMorgan Chase Bank 2004 Account Number: I FINANCIAL TRUST CO
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
2 mentions1 same-page
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ividends Total This Period USD 730.86 730.86 Year to Date USD* 51,157.72 51,157.72 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557934 06 JPMorgan Chase Bank 2004 Account Number: Q 78805-00-1 FINANCI
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
Sponsored
2 mentions1 same-page
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ividends Total This Period USD 153.12 153.12 Year to Date USD* 50,426.86 50,426.86 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557920 05 JPMorgan Chase Bank 2004 Account Number: I FINANCIAL TRUST CO
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
2 mentions1 same-page
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ends Total This Period USD 9,308.80 9,308.80 Year to Date USD* 62,026.86 62,026.86 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557949 08 JPMorgan Chase Bank 2004 Account Number: I FINANCIAL TRUST CO
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
2 mentions1 same-page
Page ?Same page
ends Total This Period USD 1,642.24 1,642.24 Year to Date USD* 50,273.74 50,273.74 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557903 04 JPMorgan Chase Bank 2004 Account Number: I FINANCIAL TRUST CO
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
Sponsored
2 mentions1 same-page
Page ?Same page
date information is calculated on a calendar year basis. Unrealized USD - 4.22 - 4.22 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01558008 EFTA01558009 12 JPMorgan Chase Bank, N.A. 2004 Account Number:
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
2 mentions1 same-page
Page ?Same page
ends Total This Period USD 1,522.45 1,522.45 Year to Date USD* 87,527.25 87,527.25 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557994 11 JPMorgan Chase Bank, N.A. 2004 Account Number: I FINANCIAL TR
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
2 mentions1 same-page
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ends Total This Period USD 5,403.80 5,403.80 Year to Date USD* 86,004.80 86,004.80 *Value is an estimated figure given the illiquid nature of Private Investments (see Private Investment information at end of section summary). EFTA01557980 10 JPMorgan Chase Bank 2004 Account Number: I FINANCIAL TRUST CO
continue to do so. The estimatedann ualincome and dividendyieldfigures for mutual funds representthe funds' most recentincome dividendan nualized. J.P. Morgan Funds Distributor, Inc. is the distributor of the JPMorgan Funds and American Centurylnv estmentServices, Inc. is the distributor of the American CenturyFunds. J.P. Morgan
Sponsored
Mutual Connections (24)
Entities connected to both Private Investments and J.P. Morgan Funds Distributor, Inc.
JPMorgan Chase
ORGANIZATION64 w/ Private·54 w/ J.P.
Newark
LOCATION51 w/ Private·57 w/ J.P.
Jeffrey Epstein
PERSON36 w/ Private·49 w/ J.P.
The American Century
ORGANIZATION24 w/ Private·34 w/ J.P.
Moody's Rating
ORGANIZATION23 w/ Private·20 w/ J.P.
J.P. Morgan Portfolios
ORGANIZATION23 w/ Private·20 w/ J.P.
the Internal Revenue Service
ORGANIZATION20 w/ Private·22 w/ J.P.
JPMSI Compliance Department
ORGANIZATION23 w/ Private·19 w/ J.P.
FAO FINANCIAL TRUST COMPANY, INC.
ORGANIZATION26 w/ Private·11 w/ J.P.
NEW YORK NY
LOCATION7 w/ Private·23 w/ J.P.
American Century Funds
ORGANIZATION14 w/ Private·9 w/ J.P.
J.P. Morgan Trust Company
ORGANIZATION8 w/ Private·14 w/ J.P.
JP MORGAN INSTITUTIONAL
ORGANIZATION11 w/ Private·5 w/ J.P.
Bank One
ORGANIZATION2 w/ Private·13 w/ J.P.
Columbus
LOCATION2 w/ Private·13 w/ J.P.
ust Company
ORGANIZATION7 w/ Private·8 w/ J.P.
Financial Trust Company
ORGANIZATION11 w/ Private·3 w/ J.P.
HB
Harry Beller
PERSON7 w/ Private·7 w/ J.P.
Options
ORGANIZATION3 w/ Private·10 w/ J.P.
VILLARD HOUSE
ORGANIZATION7 w/ Private·3 w/ J.P.