💨IMPACT LEVEL 1 — MEH
Epstein File EFTA01510758: Financial Trust Company and Asset (DS10)
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J.P. Morgan Financial Trust Company, Inc. account statement for the period November 1-30, 2012, showing asset allocation and portfolio performance. The document reports equity holdings of $4,128,933.33 (42% allocation) and cash & fixed income holdings, with estimated annual income of $421,051.20.
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PersonKeyword
Excerpt 1
P.Morgan
**FINANCIAL** **TRUST** **COMPANY** INC ACCT,
For the Period 11/1/12 to 11/30/12
Account Summary
Beginning
Ending
Change
Estimated
Current
Asset Allocation
Excerpt 2
P.Morgan
FINANCIAL TRUST COMPANY INC ACCT,
For the Period 11/1/12 to 11/30/12
Account Summary
Beginning
Ending
Change
Estimated
Current
**Asset** Allocation
Excerpt 3
**Asset** Allocation
Market Value
Market Value
In Value
Annual Income
Allocation
Equity
3,997,354.83
4,128,933.33
131,578.50
421,051.20
42%
Cash & Fixed Income
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