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Document Mentions (9 shared documents)
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e-day. Contact your Private Bank team if you have any questions about ACH payments. 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 14 J.P. Morgan Portfolios September 1 - September 30, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio Q 30171-00-5 JPMCB J
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
2 mentions1 same-page
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06 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 19 J.P. Morgan Portfolios June 1 - June 30, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio Q 30171-00-5 JPMCB JPMSI 1611
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
2 mentions1 same-page
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08 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 16 J.P. Morgan Portfolios August 1 - August 31, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio Q 30171-00-5 JPMCB JPMSI
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
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2 mentions1 same-page
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07 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 18 J.P. Morgan Portfolios July 1 - July 31, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio Q 30171-00-5 JPMCB JPMSI 1611
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
2 mentions1 same-page
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06 2006 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 23 J.P. Morgan Portfolios June 1 - June 30, 2006 As part of our ongoing efforts to improve the quality of our statements, we now are printing on both sides of the paper. W
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
2 mentions1 same-page
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07 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 12 J.P. Morgan Portfolios July 1 - July 31, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio 0 JPMCB JPMSI 2 3 10 0000
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
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2 mentions1 same-page
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06 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 15 J.P. Morgan Portfolios June 1 - June 30, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio 0 JPMCB JPMSI 2 3 13 0000
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
2 mentions1 same-page
Page ?Same page
e-day. Contact your Private Bank team if you have any questions about ACH payments. 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 12 J.P. Morgan Portfolios September 1 - September 30, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio JPMCB JPMSI 2 3 1
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
2 mentions1 same-page
Page ?Same page
08 2005 Confidential FINANCIAL TRUST COMPANY INC Page 1 of 12 J.P. Morgan Portfolios August 1 - August 31, 2005 Table of Contents Page Account Summary Asset Account Portfolio Margin Account Portfolio 0 JPMCB JPMSI 2 3 10
rotection, which includes up to $ 100,000 of protection for cash, is providedby SIPC. As ofMarch 2004, the balanceof the protection is providedby a separateExcessSIPC SuretyBond issued by Customer Asset Protection Company. SIPCand excessSlPCprotection do not protect against losses from fluctuatio ns in the valueof the secur
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Mutual Connections (32)
Entities connected to both J.P. Morgan Portfolios and separateExcessSIPC SuretyBond
Jeffrey Epstein
PERSON146 w/ J.P.·52 w/ separateExcessSIPC
JPMorgan Chase
ORGANIZATION107 w/ J.P.·68 w/ separateExcessSIPC
Newark
LOCATION93 w/ J.P.·68 w/ separateExcessSIPC
Moody's Rating
ORGANIZATION102 w/ J.P.·9 w/ separateExcessSIPC
PL
Pleaseconsult
PERSON47 w/ J.P.·60 w/ separateExcessSIPC
JPMSI Compliance Department
ORGANIZATION97 w/ J.P.·9 w/ separateExcessSIPC
Chase Bank USA
ORGANIZATION45 w/ J.P.·60 w/ separateExcessSIPC
The American Century
ORGANIZATION52 w/ J.P.·53 w/ separateExcessSIPC
Stanton
PERSON45 w/ J.P.·44 w/ separateExcessSIPC
JPMorgan Distribution Services, Inc.
ORGANIZATION32 w/ J.P.·45 w/ separateExcessSIPC
ust Company
ORGANIZATION55 w/ J.P.·9 w/ separateExcessSIPC
J.P. Morgan Trust Company
ORGANIZATION2 w/ J.P.·59 w/ separateExcessSIPC
IRPsmayuse
ORGANIZATION47 w/ J.P.·14 w/ separateExcessSIPC
Renaissance Capital
ORGANIZATION40 w/ J.P.·14 w/ separateExcessSIPC
the State of Ne
ORGANIZATION45 w/ J.P.·9 w/ separateExcessSIPC
FederalReserverequires
ORGANIZATION45 w/ J.P.·9 w/ separateExcessSIPC
MF
Maria Farmer
PERSON15 w/ J.P.·36 w/ separateExcessSIPC
Morningstar
ORGANIZATION46 w/ J.P.·5 w/ separateExcessSIPC
MH
MARIA HORNAK
PERSON15 w/ J.P.·36 w/ separateExcessSIPC
MRNGSTAR
ORGANIZATION46 w/ J.P.·5 w/ separateExcessSIPC