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JPMorgan Chase Bank, Fiduciary and Related Services

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$152,413,0008
Number of Managed Accounts$113,625,0003
Number of Non-Managed Accounts$38,788,0008
Total fiduciary and related assets$1,596,879,000,0005
Managed Assets ($)$650,882,000,0002
Non-managed Assets ($)$945,997,000,0006
Memoranda
Gross Fiduciary activities income$4,980,000,0003
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$148,149,0008
Number of Managed Accounts$110,464,0003
Number of Non-Managed Accounts$37,685,0009
Total fiduciary and related assets$1,550,177,000,0005
Managed Assets ($)$619,115,000,0002
Non-managed Assets ($)$931,062,000,0006
Memoranda
Gross Fiduciary activities income$3,744,000,0003
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$143,486,0008
Number of Managed Accounts$107,836,0003
Number of Non-Managed Accounts$35,650,00011
Total fiduciary and related assets$1,538,670,000,0005
Managed Assets ($)$611,037,000,0002
Non-managed Assets ($)$927,633,000,0006
Memoranda
Gross Fiduciary activities income$2,478,000,0003
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$139,067,0008
Number of Managed Accounts$103,912,0003
Number of Non-Managed Accounts$35,155,00011
Total fiduciary and related assets$1,446,147,000,0005
Managed Assets ($)$576,152,000,0002
Non-managed Assets ($)$869,995,000,0006
Memoranda
Gross Fiduciary activities income$1,213,000,0003
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$133,527,0008
Number of Managed Accounts$99,307,0003
Number of Non-Managed Accounts$34,220,00011
Total fiduciary and related assets$1,417,699,000,0005
Managed Assets ($)$541,450,000,0002
Non-managed Assets ($)$876,249,000,0006
Memoranda
Gross Fiduciary activities income$4,240,000,0003
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$130,236,0008
Number of Managed Accounts$96,442,0003
Number of Non-Managed Accounts$33,794,00011
Total fiduciary and related assets$1,319,126,000,0005
Managed Assets ($)$499,464,000,0002
Non-managed Assets ($)$819,662,000,0006
Memoranda
Gross Fiduciary activities income$3,110,000,0003
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$126,573,0008
Number of Managed Accounts$93,293,0004
Number of Non-Managed Accounts$33,280,00011
Total fiduciary and related assets$1,239,635,000,0005
Managed Assets ($)$470,307,000,0002
Non-managed Assets ($)$769,328,000,0007
Memoranda
Gross Fiduciary activities income$2,036,000,0003
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$124,724,0008
Number of Managed Accounts$92,273,0004
Number of Non-Managed Accounts$32,451,00011
Total fiduciary and related assets$1,166,467,000,0005
Managed Assets ($)$427,448,000,0002
Non-managed Assets ($)$739,019,000,0007
Memoranda
Gross Fiduciary activities income$1,040,000,0003
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$122,572,0008
Number of Managed Accounts$90,564,0004
Number of Non-Managed Accounts$32,008,00011
Total fiduciary and related assets$1,267,611,000,0005
Managed Assets ($)$466,404,000,0002
Non-managed Assets ($)$801,207,000,0007
Memoranda
Gross Fiduciary activities income$4,056,000,0003
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$121,996,0008
Number of Managed Accounts$90,258,0004
Number of Non-Managed Accounts$31,738,00011
Total fiduciary and related assets$1,232,318,000,0005
Managed Assets ($)$450,994,000,0003
Non-managed Assets ($)$781,324,000,0007
Memoranda
Gross Fiduciary activities income$3,009,000,0003
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$117,040,0008
Number of Managed Accounts$90,614,0004
Number of Non-Managed Accounts$26,426,00013
Total fiduciary and related assets$1,224,328,000,0005
Managed Assets ($)$448,640,000,0002
Non-managed Assets ($)$775,688,000,0007
Memoranda
Gross Fiduciary activities income$1,984,000,0003
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$116,950,0008
Number of Managed Accounts$90,814,0004
Number of Non-Managed Accounts$26,136,00013
Total fiduciary and related assets$1,199,946,000,0004
Managed Assets ($)$437,092,000,0002
Non-managed Assets ($)$762,854,000,0007
Memoranda
Gross Fiduciary activities income$975,000,0003
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$117,361,0008
Number of Managed Accounts$91,447,0004
Number of Non-Managed Accounts$25,914,00012
Total fiduciary and related assets$1,144,640,000,0005
Managed Assets ($)$423,169,000,0002
Non-managed Assets ($)$721,471,000,0007
Memoranda
Gross Fiduciary activities income$4,234,000,0003
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$175,926,0007
Number of Managed Accounts$150,053,0003
Number of Non-Managed Accounts$25,873,00012
Total fiduciary and related assets$1,239,208,000,0004
Managed Assets ($)$469,652,000,0002
Non-managed Assets ($)$769,556,000,0007
Memoranda
Gross Fiduciary activities income$3,246,000,0003
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$177,478,0006
Number of Managed Accounts$151,697,0003
Number of Non-Managed Accounts$25,781,00011
Total fiduciary and related assets$1,223,729,000,0004
Managed Assets ($)$454,053,000,0002
Non-managed Assets ($)$769,676,000,0007
Memoranda
Gross Fiduciary activities income$2,201,000,0003
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$178,035,0006
Number of Managed Accounts$152,476,0003
Number of Non-Managed Accounts$25,559,00012
Total fiduciary and related assets$1,231,396,000,0004
Managed Assets ($)$450,301,000,0002
Non-managed Assets ($)$781,095,000,0007
Memoranda
Gross Fiduciary activities income$1,091,000,0003
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$178,180,0006
Number of Managed Accounts$152,534,0003
Number of Non-Managed Accounts$25,646,00012
Total fiduciary and related assets$1,200,000,000,0004
Managed Assets ($)$436,392,000,0002
Non-managed Assets ($)$763,608,000,0007
Memoranda
Gross Fiduciary activities income$4,111,000,0003
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$182,134,0005
Number of Managed Accounts$156,202,0003
Number of Non-Managed Accounts$25,932,00012
Total fiduciary and related assets$1,183,401,000,0004
Managed Assets ($)$436,938,000,0002
Non-managed Assets ($)$746,463,000,0007
Memoranda
Gross Fiduciary activities income$3,045,000,0003
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$181,530,0005
Number of Managed Accounts$155,580,0003
Number of Non-Managed Accounts$25,950,00013
Total fiduciary and related assets$1,152,444,000,0004
Managed Assets ($)$420,693,000,0002
Non-managed Assets ($)$731,751,000,0007
Memoranda
Gross Fiduciary activities income$2,012,000,0003
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$182,184,0005
Number of Managed Accounts$156,342,0003
Number of Non-Managed Accounts$25,842,00013
Total fiduciary and related assets$1,113,526,000,0004
Managed Assets ($)$407,236,000,0002
Non-managed Assets ($)$706,290,000,0007
Memoranda
Gross Fiduciary activities income$990,000,0003
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$184,203,0005
Number of Managed Accounts$158,180,0003
Number of Non-Managed Accounts$26,023,00013
Total fiduciary and related assets$1,071,248,000,0004
Managed Assets ($)$385,975,000,0002
Non-managed Assets ($)$685,273,000,0007
Memoranda
Gross Fiduciary activities income$3,956,000,0003
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$172,716,0006
Number of Managed Accounts$167,765,0001
Number of Non-Managed Accounts$4,951,00023
Total fiduciary and related assets$1,000,092,000,0005
Managed Assets ($)$392,017,000,0002
Non-managed Assets ($)$608,075,000,0007
Memoranda
Gross Fiduciary activities income$2,955,000,0003
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$177,511,0005
Number of Managed Accounts$172,431,0001
Number of Non-Managed Accounts$5,080,00023
Total fiduciary and related assets$989,441,000,0005
Managed Assets ($)$391,293,000,0002
Non-managed Assets ($)$598,148,000,0007
Memoranda
Gross Fiduciary activities income$1,967,000,0003
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$182,919,0005
Number of Managed Accounts$177,887,0001
Number of Non-Managed Accounts$5,032,00023
Total fiduciary and related assets$985,224,000,0005
Managed Assets ($)$399,396,000,0002
Non-managed Assets ($)$585,828,000,0007
Memoranda
Gross Fiduciary activities income$961,000,0003
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$187,340,0005
Number of Managed Accounts$183,659,0001
Number of Non-Managed Accounts$3,681,00029
Total fiduciary and related assets$979,005,000,0005
Managed Assets ($)$387,809,000,0002
Non-managed Assets ($)$591,196,000,0007
Memoranda
Gross Fiduciary activities income$4,016,000,0003
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$189,033,0005
Number of Managed Accounts$185,099,0001
Number of Non-Managed Accounts$3,934,00027
Total fiduciary and related assets$1,002,594,000,0005
Managed Assets ($)$390,423,000,0002
Non-managed Assets ($)$612,171,000,0007
Memoranda
Gross Fiduciary activities income$3,029,000,0003
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$187,363,0005
Number of Managed Accounts$182,955,0001
Number of Non-Managed Accounts$4,408,00024
Total fiduciary and related assets$1,090,500,000,0004
Managed Assets ($)$404,386,000,0002
Non-managed Assets ($)$686,114,000,0007
Memoranda
Gross Fiduciary activities income$2,034,000,0003
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$183,337,0005
Number of Managed Accounts$178,497,0001
Number of Non-Managed Accounts$4,840,00025
Total fiduciary and related assets$1,145,809,000,0004
Managed Assets ($)$412,992,000,0002
Non-managed Assets ($)$732,817,000,0005
Memoranda
Gross Fiduciary activities income$1,003,000,0003
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$180,086,0005
Number of Managed Accounts$174,487,0001
Number of Non-Managed Accounts$5,599,00024
Total fiduciary and related assets$1,149,060,000,0004
Managed Assets ($)$407,653,000,0002
Non-managed Assets ($)$741,407,000,0005
Memoranda
Gross Fiduciary activities income$4,120,000,0003
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$176,820,0005
Number of Managed Accounts$171,218,0001
Number of Non-Managed Accounts$5,602,00024
Total fiduciary and related assets$1,159,648,000,0004
Managed Assets ($)$421,034,000,0002
Non-managed Assets ($)$738,614,000,0005
Memoranda
Gross Fiduciary activities income$3,069,000,0003
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$172,123,0005
Number of Managed Accounts$166,392,0001
Number of Non-Managed Accounts$5,731,00024
Total fiduciary and related assets$1,179,819,000,0004
Managed Assets ($)$432,733,000,0002
Non-managed Assets ($)$747,086,000,0005
Memoranda
Gross Fiduciary activities income$2,038,000,0003
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$167,963,0007
Number of Managed Accounts$161,886,0001
Number of Non-Managed Accounts$6,077,00026
Total fiduciary and related assets$1,173,558,000,0005
Managed Assets ($)$424,325,000,0002
Non-managed Assets ($)$749,233,000,0006
Memoranda
Gross Fiduciary activities income$987,000,0003
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$160,615,0008
Number of Managed Accounts$154,520,0001
Number of Non-Managed Accounts$6,095,00025
Total fiduciary and related assets$1,123,336,000,0005
Managed Assets ($)$408,573,000,0002
Non-managed Assets ($)$714,763,000,0006
Memoranda
Gross Fiduciary activities income$3,760,000,0003
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$160,595,0008
Number of Managed Accounts$147,815,0002
Number of Non-Managed Accounts$12,780,00016
Total fiduciary and related assets$1,121,266,000,0005
Managed Assets ($)$424,465,000,0002
Non-managed Assets ($)$696,801,000,0006
Memoranda
Gross Fiduciary activities income$2,764,000,0003
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$152,795,0008
Number of Managed Accounts$140,042,0002
Number of Non-Managed Accounts$12,753,00017
Total fiduciary and related assets$1,089,440,000,0005
Managed Assets ($)$421,731,000,0002
Non-managed Assets ($)$667,709,000,0006
Memoranda
Gross Fiduciary activities income$1,827,000,0003
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$140,603,0008
Number of Managed Accounts$127,645,0002
Number of Non-Managed Accounts$12,958,00017
Total fiduciary and related assets$1,078,472,000,0006
Managed Assets ($)$404,112,000,0002
Non-managed Assets ($)$674,360,000,0006
Memoranda
Gross Fiduciary activities income$886,000,0003
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$125,109,0009
Number of Managed Accounts$111,988,0002
Number of Non-Managed Accounts$13,121,00017
Total fiduciary and related assets$1,033,843,000,0006
Managed Assets ($)$365,692,000,0002
Non-managed Assets ($)$668,151,000,0006
Memoranda
Gross Fiduciary activities income$3,383,000,0003
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$115,713,00010
Number of Managed Accounts$102,570,0003
Number of Non-Managed Accounts$13,143,00017
Total fiduciary and related assets$1,050,357,000,0006
Managed Assets ($)$391,420,000,0002
Non-managed Assets ($)$658,937,000,0006
Memoranda
Gross Fiduciary activities income$2,502,000,0003
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$102,668,00010
Number of Managed Accounts$90,250,0003
Number of Non-Managed Accounts$12,418,00018
Total fiduciary and related assets$676,910,000,0007
Managed Assets ($)$228,050,000,0003
Non-managed Assets ($)$448,860,000,0008
Memoranda
Gross Fiduciary activities income$1,734,000,0003
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$97,060,00010
Number of Managed Accounts$84,538,0003
Number of Non-Managed Accounts$12,522,00017
Total fiduciary and related assets$706,842,000,0007
Managed Assets ($)$227,659,000,0004
Non-managed Assets ($)$479,183,000,0008
Memoranda
Gross Fiduciary activities income$851,000,0003
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$92,226,0009
Number of Managed Accounts$79,628,0003
Number of Non-Managed Accounts$12,598,00016
Total fiduciary and related assets$704,644,000,0007
Managed Assets ($)$215,437,000,0003
Non-managed Assets ($)$489,207,000,0008
Memoranda
Gross Fiduciary activities income$3,341,000,0003
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$90,648,00010
Number of Managed Accounts$77,969,0003
Number of Non-Managed Accounts$12,679,00017
Total fiduciary and related assets$679,190,000,0007
Managed Assets ($)$207,923,000,0003
Non-managed Assets ($)$471,267,000,0008
Memoranda
Gross Fiduciary activities income$2,553,000,0003
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$88,190,00010
Number of Managed Accounts$75,364,0003
Number of Non-Managed Accounts$12,826,00017
Total fiduciary and related assets$709,154,000,0006
Managed Assets ($)$219,633,000,0003
Non-managed Assets ($)$489,521,000,0008
Memoranda
Gross Fiduciary activities income$1,733,000,0003
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$85,951,00010
Number of Managed Accounts$72,923,0004
Number of Non-Managed Accounts$13,028,00017
Total fiduciary and related assets$686,288,000,0007
Managed Assets ($)$215,974,000,0003
Non-managed Assets ($)$470,314,000,0008
Memoranda
Gross Fiduciary activities income$830,000,0003
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$81,592,00010
Number of Managed Accounts$68,246,0004
Number of Non-Managed Accounts$13,346,00017
Total fiduciary and related assets$617,536,000,0008
Managed Assets ($)$200,661,000,0003
Non-managed Assets ($)$416,875,000,0009
Memoranda
Gross Fiduciary activities income$3,098,000,0003
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$87,048,00010
Number of Managed Accounts$68,253,0004
Number of Non-Managed Accounts$18,795,00014
Total fiduciary and related assets$594,627,000,0006
Managed Assets ($)$194,293,000,0003
Non-managed Assets ($)$400,334,000,0008
Memoranda
Gross Fiduciary activities income$2,298,000,0003
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$87,351,00010
Number of Managed Accounts$68,359,0004
Number of Non-Managed Accounts$18,992,00014
Total fiduciary and related assets$590,497,000,0008
Managed Assets ($)$182,130,000,0003
Non-managed Assets ($)$408,367,000,0009
Memoranda
Gross Fiduciary activities income$1,535,000,0003
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$90,752,0009
Number of Managed Accounts$68,286,0004
Number of Non-Managed Accounts$22,466,00015
Total fiduciary and related assets$622,388,000,0007
Managed Assets ($)$190,496,000,0003
Non-managed Assets ($)$431,892,000,0009
Memoranda
Gross Fiduciary activities income$735,000,0003
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$88,670,00010
Number of Managed Accounts$67,978,0003
Number of Non-Managed Accounts$20,692,00015
Total fiduciary and related assets$605,090,000,0008
Managed Assets ($)$184,951,000,0003
Non-managed Assets ($)$420,139,000,0009
Memoranda
Gross Fiduciary activities income$2,729,000,0003
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$84,420,00010
Number of Managed Accounts$73,013,0002
Number of Non-Managed Accounts$11,407,00020
Total fiduciary and related assets$963,394,000,0006
Managed Assets ($)$182,944,000,0004
Non-managed Assets ($)$780,450,000,0006
Memoranda
Gross Fiduciary activities income$2,066,000,0003
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$82,092,00010
Number of Managed Accounts$71,151,0002
Number of Non-Managed Accounts$10,941,00020
Total fiduciary and related assets$826,482,000,0006
Managed Assets ($)$171,318,000,0004
Non-managed Assets ($)$655,164,000,0006
Memoranda
Gross Fiduciary activities income$1,347,000,0003
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$82,877,0009
Number of Managed Accounts$70,556,0002
Number of Non-Managed Accounts$12,321,00019
Total fiduciary and related assets$788,168,000,0006
Managed Assets ($)$165,038,000,0004
Non-managed Assets ($)$623,130,000,0006
Memoranda
Gross Fiduciary activities income$639,000,0003
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$82,353,00010
Number of Managed Accounts$70,404,0002
Number of Non-Managed Accounts$11,949,00021
Total fiduciary and related assets$854,515,000,0006
Managed Assets ($)$170,912,000,0003
Non-managed Assets ($)$683,603,000,0006
Memoranda
Gross Fiduciary activities income$3,343,000,0003
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$83,237,0009
Number of Managed Accounts$69,714,0002
Number of Non-Managed Accounts$13,523,00020
Total fiduciary and related assets$965,664,000,0006
Managed Assets ($)$191,026,000,0004
Non-managed Assets ($)$774,638,000,0006
Memoranda
Gross Fiduciary activities income$2,600,000,0003
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$80,010,00010
Number of Managed Accounts$66,247,0002
Number of Non-Managed Accounts$13,763,00021
Total fiduciary and related assets$1,182,083,000,0006
Managed Assets ($)$181,373,000,0004
Non-managed Assets ($)$1,000,710,000,0006
Memoranda
Gross Fiduciary activities income$1,833,000,0002
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$79,451,0009
Number of Managed Accounts$65,701,0002
Number of Non-Managed Accounts$13,750,00020
Total fiduciary and related assets$1,117,338,000,0006
Managed Assets ($)$195,687,000,0004
Non-managed Assets ($)$921,651,000,0006
Memoranda
Gross Fiduciary activities income$912,000,0002
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$79,724,0009
Number of Managed Accounts$65,480,0002
Number of Non-Managed Accounts$14,244,00020
Total fiduciary and related assets$1,012,477,000,0006
Managed Assets ($)$198,051,000,0003
Non-managed Assets ($)$814,426,000,0006
Memoranda
Gross Fiduciary activities income$3,513,000,0002
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$79,606,0009
Number of Managed Accounts$64,735,0002
Number of Non-Managed Accounts$14,871,00020
Total fiduciary and related assets$1,161,175,000,0006
Managed Assets ($)$196,575,000,0003
Non-managed Assets ($)$964,600,000,0006
Memoranda
Gross Fiduciary activities income$2,564,000,0002
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$80,216,0009
Number of Managed Accounts$65,618,0002
Number of Non-Managed Accounts$14,598,00020
Total fiduciary and related assets$1,162,693,000,0006
Managed Assets ($)$197,923,000,0003
Non-managed Assets ($)$964,770,000,0006
Memoranda
Gross Fiduciary activities income$1,666,000,0002
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$80,634,00010
Number of Managed Accounts$65,443,0003
Number of Non-Managed Accounts$15,191,00019
Total fiduciary and related assets$1,058,891,000,0006
Managed Assets ($)$198,242,000,0003
Non-managed Assets ($)$860,649,000,0006
Memoranda
Gross Fiduciary activities income$774,000,0002
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$78,862,00010
Number of Managed Accounts$65,396,0003
Number of Non-Managed Accounts$13,466,00019
Total fiduciary and related assets$972,555,000,0006
Managed Assets ($)$189,288,000,0003
Non-managed Assets ($)$783,267,000,0006
Memoranda
Gross Fiduciary activities income$2,415,000,0002
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$45,673,00015
Number of Managed Accounts$31,040,00011
Number of Non-Managed Accounts$14,633,00018
Total fiduciary and related assets$1,136,235,000,0004
Managed Assets ($)$135,946,000,0004
Non-managed Assets ($)$1,000,289,000,0004
Memoranda
Gross Fiduciary activities income$1,708,000,0002
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$44,938,00016
Number of Managed Accounts$30,609,00010
Number of Non-Managed Accounts$14,329,00019
Total fiduciary and related assets$1,012,377,000,0005
Managed Assets ($)$122,504,000,0005
Non-managed Assets ($)$889,873,000,0005
Memoranda
Gross Fiduciary activities income$1,173,000,0002
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,544,00017
Number of Managed Accounts$29,188,00010
Number of Non-Managed Accounts$13,356,00020
Total fiduciary and related assets$966,189,000,0005
Managed Assets ($)$109,644,000,0008
Non-managed Assets ($)$856,545,000,0005
Memoranda
Gross Fiduciary activities income$670,000,0002
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,709,00018
Number of Managed Accounts$29,674,00010
Number of Non-Managed Accounts$13,035,00019
Total fiduciary and related assets$981,567,000,0005
Managed Assets ($)$104,906,000,0007
Non-managed Assets ($)$876,661,000,0005
Memoranda
Gross Fiduciary activities income$2,629,000,0002
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$47,995,00014
Number of Managed Accounts$30,459,0009
Number of Non-Managed Accounts$17,536,00014
Total fiduciary and related assets$920,827,000,0005
Managed Assets ($)$106,257,000,0007
Non-managed Assets ($)$814,570,000,0005
Memoranda
Gross Fiduciary activities income$1,983,000,0002
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$47,789,00015
Number of Managed Accounts$30,619,0009
Number of Non-Managed Accounts$17,170,00017
Total fiduciary and related assets$878,843,000,0004
Managed Assets ($)$111,237,000,0006
Non-managed Assets ($)$767,606,000,0005
Memoranda
Gross Fiduciary activities income$1,334,000,0002
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$48,024,00014
Number of Managed Accounts$30,934,00010
Number of Non-Managed Accounts$17,090,00018
Total fiduciary and related assets$883,833,000,0004
Managed Assets ($)$109,302,000,0005
Non-managed Assets ($)$774,531,000,0005
Memoranda
Gross Fiduciary activities income$732,000,0002
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$48,740,00014
Number of Managed Accounts$31,587,00010
Number of Non-Managed Accounts$17,153,00019
Total fiduciary and related assets$861,333,000,0004
Managed Assets ($)$109,335,000,0006
Non-managed Assets ($)$751,998,000,0005
Memoranda
Gross Fiduciary activities income$2,624,000,0003
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$47,345,00016
Number of Managed Accounts$29,706,00011
Number of Non-Managed Accounts$17,639,00018
Total fiduciary and related assets$834,165,000,0004
Managed Assets ($)$106,725,000,0005
Non-managed Assets ($)$727,440,000,0004
Memoranda
Gross Fiduciary activities income$1,833,000,0003
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$50,740,00014
Number of Managed Accounts$29,862,00011
Number of Non-Managed Accounts$20,878,00017
Total fiduciary and related assets$876,818,000,0003
Managed Assets ($)$106,986,000,0005
Non-managed Assets ($)$769,832,000,0003
Memoranda
Gross Fiduciary activities income$1,241,000,0003
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$51,485,00014
Number of Managed Accounts$30,148,00011
Number of Non-Managed Accounts$21,337,00017
Total fiduciary and related assets$874,518,000,0003
Managed Assets ($)$108,111,000,0006
Non-managed Assets ($)$766,407,000,0003
Memoranda
Gross Fiduciary activities income$605,000,0003
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$399,412,0005
Number of Managed Accounts$30,481,00011
Number of Non-Managed Accounts$368,931,0004
Total fiduciary and related assets$883,988,000,0003
Managed Assets ($)$105,887,000,0006
Non-managed Assets ($)$778,101,000,0003
Memoranda
Gross Fiduciary activities income$2,336,000,0002
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$399,731,0005
Number of Managed Accounts$33,276,0009
Number of Non-Managed Accounts$366,455,0004
Total fiduciary and related assets$799,705,000,0003
Managed Assets ($)$95,928,000,0007
Non-managed Assets ($)$703,777,000,0003
Memoranda
Gross Fiduciary activities income$1,753,000,0002
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$393,697,0006
Number of Managed Accounts$32,809,0009
Number of Non-Managed Accounts$360,888,0004
Total fiduciary and related assets$779,839,000,0003
Managed Assets ($)$97,960,000,0007
Non-managed Assets ($)$681,879,000,0003
Memoranda
Gross Fiduciary activities income$1,166,000,0001
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$398,788,0006
Number of Managed Accounts$32,144,00010
Number of Non-Managed Accounts$366,644,0004
Total fiduciary and related assets$704,363,000,0003
Managed Assets ($)$92,098,000,0008
Non-managed Assets ($)$612,265,000,0003
Memoranda
Gross Fiduciary activities income$579,000,0001
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$382,755,0006
Number of Managed Accounts$31,379,00010
Number of Non-Managed Accounts$351,376,0004
Total fiduciary and related assets$724,903,000,0003
Managed Assets ($)$91,054,000,0009
Non-managed Assets ($)$633,849,000,0003
Memoranda
Gross Fiduciary activities income$2,436,000,0001
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$261,648,0006
Number of Managed Accounts$33,834,0009
Number of Non-Managed Accounts$227,814,0004
Total fiduciary and related assets$762,325,000,0004
Managed Assets ($)$127,661,000,0006
Non-managed Assets ($)$634,664,000,0004
Memoranda
Gross Fiduciary activities income$2,338,000,0001
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,585,000,0003
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,491,000,0002
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,283,000,0002
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,119,000,0002
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$962,000,0001
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$221,000,00011
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$245,000,0009
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$248,000,0008
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$241,000,0008