Home > Bank One Trust Company > Fiduciary and Related Services
Bank One Trust Company, Fiduciary and Related Services
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $40,743,000 | 18 |
| Number of Managed Accounts | $35,049,000 | 8 |
| Number of Non-Managed Accounts | $5,694,000 | 32 |
| Total fiduciary and related assets | $72,088,916,000 | 23 |
| Managed Assets ($) | $50,222,754,000 | 15 |
| Non-managed Assets ($) | $21,866,162,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,756,000 | 15 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $41,523,000 | 18 |
| Number of Managed Accounts | $35,812,000 | 8 |
| Number of Non-Managed Accounts | $5,711,000 | 33 |
| Total fiduciary and related assets | $72,260,405,000 | 22 |
| Managed Assets ($) | $50,320,029,000 | 15 |
| Non-managed Assets ($) | $21,940,376,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,789,000 | 15 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $42,863,000 | 16 |
| Number of Managed Accounts | $36,908,000 | 8 |
| Number of Non-Managed Accounts | $5,955,000 | 32 |
| Total fiduciary and related assets | $76,289,246,000 | 22 |
| Managed Assets ($) | $52,901,756,000 | 15 |
| Non-managed Assets ($) | $23,387,490,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,528,000 | 15 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $43,358,000 | 15 |
| Number of Managed Accounts | $37,426,000 | 8 |
| Number of Non-Managed Accounts | $5,932,000 | 33 |
| Total fiduciary and related assets | $73,122,519,000 | 21 |
| Managed Assets ($) | $51,460,567,000 | 16 |
| Non-managed Assets ($) | $21,661,952,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $428,764,000 | 14 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $43,655,000 | 15 |
| Number of Managed Accounts | $37,848,000 | 7 |
| Number of Non-Managed Accounts | $5,807,000 | 33 |
| Total fiduciary and related assets | $77,033,264,000 | 20 |
| Managed Assets ($) | $54,894,665,000 | 14 |
| Non-managed Assets ($) | $22,138,599,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,047,000 | 13 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $44,344,000 | 16 |
| Number of Managed Accounts | $38,650,000 | 6 |
| Number of Non-Managed Accounts | $5,694,000 | 33 |
| Total fiduciary and related assets | $77,029,237,000 | 20 |
| Managed Assets ($) | $56,121,288,000 | 13 |
| Non-managed Assets ($) | $20,907,949,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $218,589,000 | 13 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $45,055,000 | 16 |
| Number of Managed Accounts | $39,274,000 | 7 |
| Number of Non-Managed Accounts | $5,781,000 | 34 |
| Total fiduciary and related assets | $75,333,465,000 | 21 |
| Managed Assets ($) | $54,945,226,000 | 14 |
| Non-managed Assets ($) | $20,388,239,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,212,000 | 13 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $45,778,000 | 17 |
| Number of Managed Accounts | $39,736,000 | 7 |
| Number of Non-Managed Accounts | $6,042,000 | 37 |
| Total fiduciary and related assets | $76,359,712,000 | 21 |
| Managed Assets ($) | $55,659,521,000 | 14 |
| Non-managed Assets ($) | $20,700,191,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,590,000 | 22 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $46,099,000 | 17 |
| Number of Managed Accounts | $40,107,000 | 8 |
| Number of Non-Managed Accounts | $5,992,000 | 33 |
| Total fiduciary and related assets | $71,934,143,000 | 22 |
| Managed Assets ($) | $52,885,754,000 | 15 |
| Non-managed Assets ($) | $19,048,389,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,048,000 | 31 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $46,381,000 | 17 |
| Number of Managed Accounts | $40,311,000 | 8 |
| Number of Non-Managed Accounts | $6,070,000 | 33 |
| Total fiduciary and related assets | $71,119,631,000 | 21 |
| Managed Assets ($) | $51,449,058,000 | 17 |
| Non-managed Assets ($) | $19,670,573,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,857,000 | 13 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $38,117,000 | 19 |
| Number of Managed Accounts | $32,843,000 | 10 |
| Number of Non-Managed Accounts | $5,274,000 | 33 |
| Total fiduciary and related assets | $63,949,469,000 | 24 |
| Managed Assets ($) | $46,152,580,000 | 19 |
| Non-managed Assets ($) | $17,796,889,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,184,000 | 13 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $38,708,000 | 18 |
| Number of Managed Accounts | $33,240,000 | 10 |
| Number of Non-Managed Accounts | $5,468,000 | 36 |
| Total fiduciary and related assets | $61,816,362,000 | 24 |
| Managed Assets ($) | $44,704,067,000 | 18 |
| Non-managed Assets ($) | $17,112,295,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $399,167,000 | 12 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $39,446,000 | 18 |
| Number of Managed Accounts | $34,067,000 | 8 |
| Number of Non-Managed Accounts | $5,379,000 | 34 |
| Total fiduciary and related assets | $69,302,116,000 | 20 |
| Managed Assets ($) | $53,254,429,000 | 13 |
| Non-managed Assets ($) | $16,047,687,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,556,000 | 12 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,157,000 | 16 |
| Number of Managed Accounts | $35,179,000 | 8 |
| Number of Non-Managed Accounts | $13,978,000 | 20 |
| Total fiduciary and related assets | $153,762,273,000 | 12 |
| Managed Assets ($) | $58,889,822,000 | 12 |
| Non-managed Assets ($) | $94,872,451,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,692,000 | 10 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $52,743,000 | 14 |
| Number of Managed Accounts | $36,021,000 | 9 |
| Number of Non-Managed Accounts | $16,722,000 | 19 |
| Total fiduciary and related assets | $148,145,743,000 | 12 |
| Managed Assets ($) | $53,123,773,000 | 12 |
| Non-managed Assets ($) | $95,021,970,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,454,000 | 10 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $53,294,000 | 13 |
| Number of Managed Accounts | $36,875,000 | 9 |
| Number of Non-Managed Accounts | $16,419,000 | 19 |
| Total fiduciary and related assets | $155,348,810,000 | 12 |
| Managed Assets ($) | $54,773,187,000 | 13 |
| Non-managed Assets ($) | $100,575,623,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $616,579,000 | 8 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $63,133,000 | 10 |
| Number of Managed Accounts | $41,548,000 | 7 |
| Number of Non-Managed Accounts | $21,585,000 | 13 |
| Total fiduciary and related assets | $148,020,491,000 | 11 |
| Managed Assets ($) | $58,725,012,000 | 12 |
| Non-managed Assets ($) | $89,295,479,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $636,589,000 | 8 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $680,003,000 | 9 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $451,069,000 | 10 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $241,626,000 | 20 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $240,771,000 | 16 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $101,835,000 | 27 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $68,656,000 | 37 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $47,220,000 | 46 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $45,005,000 | 47 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $28,378,000 | 74 |