Home > JPMorgan Bank and Trust Company > Fiduciary and Related Services
JPMorgan Bank and Trust Company, Fiduciary and Related Services
| 2015-06-30 | 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 | $15,000 | 415 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $15,000 | 345 |
| Total fiduciary and related assets | $1,393,723,000 | 152 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $1,393,723,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $711,000 | 404 |
| 2015-03-31 | 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 | $15,000 | 414 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $15,000 | 349 |
| Total fiduciary and related assets | $1,414,793,000 | 148 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $1,414,793,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 356 |
| 2014-12-31 | 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 | $15,000 | 1,100 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $15,000 | 730 |
| Total fiduciary and related assets | $1,197,701,000 | 166 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $1,197,701,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,340,000 | 416 |
| 2014-09-30 | 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,026,000 | 410 |
| 2014-06-30 | 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $691,000 | 409 |
| 2014-03-31 | 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,000 | 411 |
| 2013-12-31 | 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 | $1,000 | 1,337 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $1,000 | 1,052 |
| Total fiduciary and related assets | $64,056,000 | 678 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $64,056,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,135,000 | 433 |
| 2013-09-30 | 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 | $1,000 | 402 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $63,718,000 | 388 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $63,718,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 421 |
| 2013-06-30 | 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 | $1,000 | 406 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $1,000 | 385 |
| Total fiduciary and related assets | $64,685,000 | 390 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $64,685,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 480 |
| 2013-03-31 | 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 | $1,000 | 409 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $1,000 | 387 |
| Total fiduciary and related assets | $67,381,000 | 394 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $67,381,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 488 |
| 2012-12-31 | 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 | $18,000 | 1,122 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $18,000 | 722 |
| Total fiduciary and related assets | $1,552,028,000 | 130 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $1,552,028,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $689,000 | 536 |
| 2012-09-30 | 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 | $17,000 | 381 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $17,000 | 318 |
| Total fiduciary and related assets | $1,478,052,000 | 130 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $1,478,052,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 543 |
| 2012-06-30 | 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 | $14,000 | 382 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $14,000 | 328 |
| Total fiduciary and related assets | $1,428,954,000 | 131 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $1,428,954,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 548 |
| 2012-03-31 | 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 | $15,000 | 384 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $15,000 | 323 |
| Total fiduciary and related assets | $1,521,753,000 | 131 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $1,521,753,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,000 | 623 |
| 2011-12-31 | 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 | $12,000 | 1,205 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $12,000 | 824 |
| Total fiduciary and related assets | $1,035,464,000 | 147 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $1,035,464,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 515 |
| 2011-09-30 | 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 | $12,000 | 404 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $997,649,000 | 150 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $997,649,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $518,000 | 489 |
| 2011-06-30 | 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 | $12,000 | 411 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $12,000 | 354 |
| Total fiduciary and related assets | $1,042,077,000 | 152 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $1,042,077,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 473 |
| 2011-03-31 | 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 | $12,000 | 416 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $12,000 | 356 |
| Total fiduciary and related assets | $1,044,643,000 | 153 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $1,044,643,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $187,000 | 471 |
| 2010-12-31 | 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 | $12,000 | 1,269 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $12,000 | 860 |
| Total fiduciary and related assets | $887,255,000 | 166 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $887,255,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $861,000 | 429 |
| 2010-09-30 | 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 | $12,000 | 404 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $12,000 | 348 |
| Total fiduciary and related assets | $855,320,000 | 164 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $855,320,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 415 |
| 2010-06-30 | 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 | $13,000 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $825,516,000 | 162 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $825,516,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 401 |
| 2010-03-31 | 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 | $13,000 | 410 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $13,000 | 349 |
| Total fiduciary and related assets | $849,397,000 | 168 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $849,397,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 435 |
| 2009-12-31 | 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 | $12,000 | 1,316 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $12,000 | 875 |
| Total fiduciary and related assets | $829,806,000 | 170 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $829,806,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 488 |
| 2009-09-30 | 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 | $12,000 | 400 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $12,000 | 345 |
| Total fiduciary and related assets | $817,709,000 | 171 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $817,709,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 482 |
| 2009-06-30 | 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 | $12,000 | 407 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $12,000 | 352 |
| Total fiduciary and related assets | $715,769,000 | 180 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $715,769,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $317,000 | 491 |
| 2009-03-31 | 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 | $12,000 | 408 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $666,701,000 | 184 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $666,701,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,000 | 549 |
| 2008-12-31 | 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 | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 483 |
| 2008-09-30 | 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 519 |