Home > J. P. Morgan Trust Company > Fiduciary and Related Services
J. P. Morgan Trust Company, Fiduciary and Related Services
| 2008-06-30 | 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 | $3,042,000 | 91 |
| Number of Managed Accounts | $3,001,000 | 62 |
| Number of Non-Managed Accounts | $41,000 | 294 |
| Total fiduciary and related assets | $18,797,627,000 | 46 |
| Managed Assets ($) | $18,068,440,000 | 26 |
| Non-managed Assets ($) | $729,187,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,372,000 | 47 |
| 2008-03-31 | 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 | $3,022,000 | 91 |
| Number of Managed Accounts | $2,983,000 | 63 |
| Number of Non-Managed Accounts | $39,000 | 305 |
| Total fiduciary and related assets | $19,262,155,000 | 41 |
| Managed Assets ($) | $18,482,382,000 | 25 |
| Non-managed Assets ($) | $779,773,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,372,000 | 46 |
| 2007-12-31 | 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 | $2,902,000 | 93 |
| Number of Managed Accounts | $2,863,000 | 65 |
| Number of Non-Managed Accounts | $39,000 | 611 |
| Total fiduciary and related assets | $19,894,501,000 | 40 |
| Managed Assets ($) | $19,198,190,000 | 27 |
| Non-managed Assets ($) | $696,311,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,725,000 | 43 |
| 2007-09-30 | 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 | $2,773,000 | 87 |
| Number of Managed Accounts | $2,734,000 | 66 |
| Number of Non-Managed Accounts | $39,000 | 294 |
| Total fiduciary and related assets | $19,342,086,000 | 41 |
| Managed Assets ($) | $18,724,396,000 | 28 |
| Non-managed Assets ($) | $617,690,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,911,000 | 43 |
| 2007-06-30 | 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 | $2,696,000 | 88 |
| Number of Managed Accounts | $2,659,000 | 65 |
| Number of Non-Managed Accounts | $37,000 | 303 |
| Total fiduciary and related assets | $18,864,268,000 | 43 |
| Managed Assets ($) | $18,069,561,000 | 28 |
| Non-managed Assets ($) | $794,707,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,667,000 | 45 |
| 2007-03-31 | 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 | $2,625,000 | 87 |
| Number of Managed Accounts | $2,582,000 | 63 |
| Number of Non-Managed Accounts | $43,000 | 295 |
| Total fiduciary and related assets | $17,604,521,000 | 46 |
| Managed Assets ($) | $16,617,102,000 | 30 |
| Non-managed Assets ($) | $987,419,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,556,000 | 47 |
| 2006-12-31 | 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 | $2,527,000 | 94 |
| Number of Managed Accounts | $2,483,000 | 67 |
| Number of Non-Managed Accounts | $44,000 | 589 |
| Total fiduciary and related assets | $17,423,075,000 | 44 |
| Managed Assets ($) | $16,224,545,000 | 30 |
| Non-managed Assets ($) | $1,198,530,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,642,000 | 47 |
| 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 | $11,403,000 | 39 |
| Number of Managed Accounts | $2,546,000 | 68 |
| Number of Non-Managed Accounts | $8,857,000 | 28 |
| Total fiduciary and related assets | $103,092,319,000 | 19 |
| Managed Assets ($) | $16,192,564,000 | 28 |
| Non-managed Assets ($) | $86,899,755,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,229,000 | 50 |
| 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 | $11,882,000 | 39 |
| Number of Managed Accounts | $2,563,000 | 71 |
| Number of Non-Managed Accounts | $9,319,000 | 28 |
| Total fiduciary and related assets | $109,925,310,000 | 18 |
| Managed Assets ($) | $16,771,546,000 | 27 |
| Non-managed Assets ($) | $93,153,764,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,487,000 | 51 |
| 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 | $11,812,000 | 39 |
| Number of Managed Accounts | $2,373,000 | 72 |
| Number of Non-Managed Accounts | $9,439,000 | 27 |
| Total fiduciary and related assets | $98,510,692,000 | 20 |
| Managed Assets ($) | $13,629,553,000 | 33 |
| Non-managed Assets ($) | $84,881,139,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,600,000 | 31 |
| 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 | $11,984,000 | 42 |
| Number of Managed Accounts | $2,415,000 | 75 |
| Number of Non-Managed Accounts | $9,569,000 | 29 |
| Total fiduciary and related assets | $100,838,363,000 | 18 |
| Managed Assets ($) | $13,220,162,000 | 34 |
| Non-managed Assets ($) | $87,618,201,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,709,000 | 28 |
| 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 | $12,065,000 | 39 |
| Number of Managed Accounts | $2,305,000 | 78 |
| Number of Non-Managed Accounts | $9,760,000 | 28 |
| Total fiduciary and related assets | $97,443,772,000 | 18 |
| Managed Assets ($) | $13,666,447,000 | 33 |
| Non-managed Assets ($) | $83,777,325,000 | 17 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,814,000 | 29 |
| 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 | $12,140,000 | 39 |
| Number of Managed Accounts | $2,231,000 | 76 |
| Number of Non-Managed Accounts | $9,909,000 | 28 |
| Total fiduciary and related assets | $98,610,873,000 | 17 |
| Managed Assets ($) | $13,400,236,000 | 32 |
| Non-managed Assets ($) | $85,210,637,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,979,000 | 29 |
| 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 | $12,179,000 | 42 |
| Number of Managed Accounts | $2,163,000 | 81 |
| Number of Non-Managed Accounts | $10,016,000 | 28 |
| Total fiduciary and related assets | $95,377,018,000 | 17 |
| Managed Assets ($) | $12,547,697,000 | 34 |
| Non-managed Assets ($) | $82,829,321,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,803,000 | 33 |
| 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 | $12,354,000 | 43 |
| Number of Managed Accounts | $2,169,000 | 84 |
| Number of Non-Managed Accounts | $10,185,000 | 30 |
| Total fiduciary and related assets | $96,186,564,000 | 17 |
| Managed Assets ($) | $12,414,580,000 | 34 |
| Non-managed Assets ($) | $83,771,984,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,184,000 | 26 |
| 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 | $12,393,000 | 41 |
| Number of Managed Accounts | $2,110,000 | 83 |
| Number of Non-Managed Accounts | $10,283,000 | 25 |
| Total fiduciary and related assets | $95,186,502,000 | 16 |
| Managed Assets ($) | $11,827,777,000 | 34 |
| Non-managed Assets ($) | $83,358,725,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,000,000 | 25 |
| 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 | $12,683,000 | 40 |
| Number of Managed Accounts | $2,108,000 | 81 |
| Number of Non-Managed Accounts | $10,575,000 | 24 |
| Total fiduciary and related assets | $94,128,483,000 | 16 |
| Managed Assets ($) | $11,058,909,000 | 36 |
| Non-managed Assets ($) | $83,069,574,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,061,000 | 24 |
| 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 | $12,564,000 | 39 |
| Number of Managed Accounts | $2,045,000 | 86 |
| Number of Non-Managed Accounts | $10,519,000 | 25 |
| Total fiduciary and related assets | $92,676,908,000 | 15 |
| Managed Assets ($) | $10,550,661,000 | 36 |
| Non-managed Assets ($) | $82,126,247,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,696,000 | 28 |
| 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 | $12,125,000 | 42 |
| Number of Managed Accounts | $2,085,000 | 91 |
| Number of Non-Managed Accounts | $10,040,000 | 26 |
| Total fiduciary and related assets | $100,069,850,000 | 15 |
| Managed Assets ($) | $10,568,882,000 | 37 |
| Non-managed Assets ($) | $89,500,968,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,748,000 | 40 |
| 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 | $6,328,000 | 60 |
| Number of Managed Accounts | $1,997,000 | 91 |
| Number of Non-Managed Accounts | $4,331,000 | 39 |
| Total fiduciary and related assets | $37,760,685,000 | 32 |
| Managed Assets ($) | $10,314,525,000 | 36 |
| Non-managed Assets ($) | $27,446,160,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,585,000 | 42 |
| 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 | $6,542,000 | 60 |
| Number of Managed Accounts | $2,058,000 | 91 |
| Number of Non-Managed Accounts | $4,484,000 | 41 |
| Total fiduciary and related assets | $38,629,856,000 | 31 |
| Managed Assets ($) | $10,497,543,000 | 36 |
| Non-managed Assets ($) | $28,132,313,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,716,000 | 42 |
| 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 | $6,563,000 | 61 |
| Number of Managed Accounts | $2,110,000 | 91 |
| Number of Non-Managed Accounts | $4,453,000 | 40 |
| Total fiduciary and related assets | $38,020,047,000 | 29 |
| Managed Assets ($) | $9,702,482,000 | 34 |
| Non-managed Assets ($) | $28,317,565,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,615,000 | 42 |
| 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 | $6,748,000 | 63 |
| Number of Managed Accounts | $2,186,000 | 96 |
| Number of Non-Managed Accounts | $4,562,000 | 42 |
| Total fiduciary and related assets | $39,983,705,000 | 27 |
| Managed Assets ($) | $11,188,017,000 | 35 |
| Non-managed Assets ($) | $28,795,688,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,415,000 | 37 |
| 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 | $7,133,000 | 53 |
| Number of Managed Accounts | $2,180,000 | 87 |
| Number of Non-Managed Accounts | $4,953,000 | 36 |
| Total fiduciary and related assets | $46,731,732,000 | 27 |
| Managed Assets ($) | $10,265,024,000 | 37 |
| Non-managed Assets ($) | $36,466,708,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,117,000 | 34 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |