Home > JPMorgan Chase Bank > Gross Fiduciary and Related Services Income
JPMorgan Chase Bank, Gross Fiduciary and Related Services Income
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $300,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $153,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $200,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $53,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $60,000,000 | 9 |
| Investment management and investment advisory agency accounts income | $1,616,000,000 | 4 |
| Foundation and endowment and agency accounts income | $173,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $11,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $1,871,000,000 | 3 |
| YTD Gross income other trust accounts | $54,000,000 | 8 |
| Gross Fiduciary activities income | $4,491,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,006,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $26,000,000 | 6 |
| YTD fiduciary intracompany income (Dec. only) | $2,000,000 | 42 |
| YTD net fiduciary income (Dec. only) | $1,461,000,000 | 5 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,687,000,000 | 2 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $221,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $114,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $152,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $39,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $44,000,000 | 9 |
| Investment management and investment advisory agency accounts income | $1,198,000,000 | 6 |
| Foundation and endowment and agency accounts income | $129,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $9,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $1,393,000,000 | 3 |
| YTD Gross income other trust accounts | $48,000,000 | 7 |
| Gross Fiduciary activities income | $3,347,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,260,000,000 | 2 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $143,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $77,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $102,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $25,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $29,000,000 | 9 |
| Investment management and investment advisory agency accounts income | $778,000,000 | 13 |
| Foundation and endowment and agency accounts income | $85,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $5,000,000 | 8 |
| YTD Gross income custody and safekeeping agency accounts | $918,000,000 | 3 |
| YTD Gross income other trust accounts | $38,000,000 | 7 |
| Gross Fiduciary activities income | $2,200,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $827,000,000 | 2 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $68,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $38,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $51,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $12,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $14,000,000 | 10 |
| Investment management and investment advisory agency accounts income | $380,000,000 | 1 |
| Foundation and endowment and agency accounts income | $42,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $2,000,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | $457,000,000 | 3 |
| YTD Gross income other trust accounts | $20,000,000 | 5 |
| Gross Fiduciary activities income | $1,084,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $414,000,000 | 2 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $294,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $152,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $228,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $48,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $56,000,000 | 9 |
| Investment management and investment advisory agency accounts income | $1,551,000,000 | 1 |
| Foundation and endowment and agency accounts income | $171,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $14,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $1,911,000,000 | 3 |
| YTD Gross income other trust accounts | $115,000,000 | 4 |
| Gross Fiduciary activities income | $4,540,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,119,000,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $13,000,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 137 |
| YTD net fiduciary income (Dec. only) | $1,408,000,000 | 3 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,746,000,000 | 2 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $225,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $117,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $173,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $36,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $43,000,000 | 9 |
| Investment management and investment advisory agency accounts income | $1,170,000,000 | 1 |
| Foundation and endowment and agency accounts income | $130,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $12,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $1,459,000,000 | 3 |
| YTD Gross income other trust accounts | $87,000,000 | 4 |
| Gross Fiduciary activities income | $3,452,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,335,000,000 | 2 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $152,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $81,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $116,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $24,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $30,000,000 | 6 |
| Investment management and investment advisory agency accounts income | $800,000,000 | 1 |
| Foundation and endowment and agency accounts income | $88,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,006,000,000 | 3 |
| YTD Gross income other trust accounts | $61,000,000 | 2 |
| Gross Fiduciary activities income | $2,366,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $924,000,000 | 2 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $77,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $42,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $58,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $12,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $16,000,000 | 6 |
| Investment management and investment advisory agency accounts income | $401,000,000 | 1 |
| Foundation and endowment and agency accounts income | $45,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $524,000,000 | 3 |
| YTD Gross income other trust accounts | $34,000,000 | 2 |
| Gross Fiduciary activities income | $1,213,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $469,000,000 | 2 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $307,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $187,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $220,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $47,000,000 | 12 |
| YTD Gross Income corporate trust and agency | $68,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $1,571,000,000 | 1 |
| Foundation and endowment and agency accounts income | $170,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $12,000,000 | 5 |
| YTD Gross income custody and safekeeping agency accounts | $2,258,000,000 | 3 |
| YTD Gross income other trust accounts | $140,000,000 | 2 |
| Gross Fiduciary activities income | $4,980,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,265,000,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $23,000,000 | 4 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
| YTD net fiduciary income (Dec. only) | $1,692,000,000 | 1 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,024,000,000 | 2 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $229,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $138,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $163,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $36,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $52,000,000 | 6 |
| Investment management and investment advisory agency accounts income | $1,175,000,000 | 1 |
| Foundation and endowment and agency accounts income | $132,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,708,000,000 | 3 |
| YTD Gross income other trust accounts | $103,000,000 | 2 |
| Gross Fiduciary activities income | $3,744,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,520,000,000 | 2 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $148,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $90,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $110,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $24,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $35,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $766,000,000 | 1 |
| Foundation and endowment and agency accounts income | $86,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,145,000,000 | 3 |
| YTD Gross income other trust accounts | $68,000,000 | 2 |
| Gross Fiduciary activities income | $2,478,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,007,000,000 | 2 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $73,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $45,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $55,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $12,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $17,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $363,000,000 | 1 |
| Foundation and endowment and agency accounts income | $43,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $569,000,000 | 3 |
| YTD Gross income other trust accounts | $33,000,000 | 2 |
| Gross Fiduciary activities income | $1,213,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $490,000,000 | 1 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $273,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $181,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $217,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $39,000,000 | 12 |
| YTD Gross Income corporate trust and agency | $60,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $1,242,000,000 | 1 |
| Foundation and endowment and agency accounts income | $146,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $11,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $1,986,000,000 | 3 |
| YTD Gross income other trust accounts | $85,000,000 | 4 |
| Gross Fiduciary activities income | $4,240,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $2,835,000,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $30,000,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
| YTD net fiduciary income (Dec. only) | $1,375,000,000 | 3 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,668,000,000 | 2 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $201,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $136,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $164,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $29,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $45,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $894,000,000 | 1 |
| Foundation and endowment and agency accounts income | $108,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,466,000,000 | 3 |
| YTD Gross income other trust accounts | $59,000,000 | 4 |
| Gross Fiduciary activities income | $3,110,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,222,000,000 | 2 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $133,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $87,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $110,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $19,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $32,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $570,000,000 | 1 |
| Foundation and endowment and agency accounts income | $72,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $930,000,000 | 3 |
| YTD Gross income other trust accounts | $43,000,000 | 3 |
| Gross Fiduciary activities income | $2,036,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $807,000,000 | 2 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $69,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $45,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $56,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $9,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $15,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $296,000,000 | 1 |
| Foundation and endowment and agency accounts income | $37,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $469,000,000 | 3 |
| YTD Gross income other trust accounts | $23,000,000 | 2 |
| Gross Fiduciary activities income | $1,040,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $412,000,000 | 2 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $271,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $175,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $217,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $36,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $51,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $1,141,000,000 | 2 |
| Foundation and endowment and agency accounts income | $137,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $83,000,000 | 4 |
| YTD Gross income custody and safekeeping agency accounts | $1,849,000,000 | 3 |
| YTD Gross income other trust accounts | $96,000,000 | 2 |
| Gross Fiduciary activities income | $4,056,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $2,704,000,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $8,000,000 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 131 |
| YTD net fiduciary income (Dec. only) | $1,344,000,000 | 2 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,612,000,000 | 2 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $200,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $133,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $159,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $26,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $37,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $839,000,000 | 2 |
| Foundation and endowment and agency accounts income | $101,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,379,000,000 | 3 |
| YTD Gross income other trust accounts | $73,000,000 | 2 |
| Gross Fiduciary activities income | $3,009,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,195,000,000 | 3 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $130,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $89,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $104,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $17,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $25,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $552,000,000 | 2 |
| Foundation and endowment and agency accounts income | $65,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $908,000,000 | 3 |
| YTD Gross income other trust accounts | $53,000,000 | 2 |
| Gross Fiduciary activities income | $1,984,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $789,000,000 | 2 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $64,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $41,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $51,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $8,000,000 | 12 |
| YTD Gross Income corporate trust and agency | $12,000,000 | 7 |
| Investment management and investment advisory agency accounts income | $271,000,000 | 2 |
| Foundation and endowment and agency accounts income | $32,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $447,000,000 | 3 |
| YTD Gross income other trust accounts | $29,000,000 | 2 |
| Gross Fiduciary activities income | $975,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $386,000,000 | 2 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $272,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $167,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $216,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $70,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $1,271,000,000 | 1 |
| Foundation and endowment and agency accounts income | $71,000,000 | 6 |
| YTD Gross income other trust and agency accounts | $133,000,000 | 4 |
| YTD Gross income custody and safekeeping agency accounts | $1,910,000,000 | 3 |
| YTD Gross income other trust accounts | $124,000,000 | 2 |
| Gross Fiduciary activities income | $4,234,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,398,000,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $23,000,000 | 6 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
| YTD net fiduciary income (Dec. only) | $813,000,000 | 4 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,649,000,000 | 2 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $205,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $126,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $160,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $61,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $990,000,000 | 1 |
| Foundation and endowment and agency accounts income | $39,000,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,471,000,000 | 3 |
| YTD Gross income other trust accounts | $98,000,000 | 2 |
| Gross Fiduciary activities income | $3,246,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,261,000,000 | 2 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $135,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $85,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $107,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $40,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $651,000,000 | 1 |
| Foundation and endowment and agency accounts income | $26,000,000 | 7 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,022,000,000 | 3 |
| YTD Gross income other trust accounts | $69,000,000 | 2 |
| Gross Fiduciary activities income | $2,201,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $846,000,000 | 2 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $68,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $41,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $55,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $20,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $322,000,000 | 1 |
| Foundation and endowment and agency accounts income | $13,000,000 | 8 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $506,000,000 | 3 |
| YTD Gross income other trust accounts | $32,000,000 | 2 |
| Gross Fiduciary activities income | $1,091,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $418,000,000 | 2 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $273,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $157,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $236,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $82,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 34 |
| Investment management and investment advisory agency accounts income | $1,218,000,000 | 1 |
| Foundation and endowment and agency accounts income | $56,000,000 | 6 |
| YTD Gross income other trust and agency accounts | $118,000,000 | 4 |
| YTD Gross income custody and safekeeping agency accounts | $1,859,000,000 | 3 |
| YTD Gross income other trust accounts | $111,000,000 | 2 |
| Gross Fiduciary activities income | $4,111,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,195,000,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $24,000,000 | 5 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
| YTD net fiduciary income (Dec. only) | $892,000,000 | 4 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,491,000,000 | 2 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $205,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $117,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $169,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $61,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 31 |
| Investment management and investment advisory agency accounts income | $898,000,000 | 1 |
| Foundation and endowment and agency accounts income | $43,000,000 | 6 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,386,000,000 | 3 |
| YTD Gross income other trust accounts | $80,000,000 | 2 |
| Gross Fiduciary activities income | $3,045,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,097,000,000 | 2 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $139,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $77,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $111,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $41,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 29 |
| Investment management and investment advisory agency accounts income | $591,000,000 | 1 |
| Foundation and endowment and agency accounts income | $29,000,000 | 6 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $912,000,000 | 3 |
| YTD Gross income other trust accounts | $55,000,000 | 2 |
| Gross Fiduciary activities income | $2,012,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $714,000,000 | 2 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $69,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $35,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $54,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $20,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $296,000,000 | 1 |
| Foundation and endowment and agency accounts income | $15,000,000 | 5 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $448,000,000 | 3 |
| YTD Gross income other trust accounts | $26,000,000 | 2 |
| Gross Fiduciary activities income | $990,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $346,000,000 | 2 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $280,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $133,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $212,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $88,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 34 |
| Investment management and investment advisory agency accounts income | $1,187,000,000 | 1 |
| Foundation and endowment and agency accounts income | $64,000,000 | 4 |
| YTD Gross income other trust and agency accounts | $111,000,000 | 4 |
| YTD Gross income custody and safekeeping agency accounts | $1,748,000,000 | 3 |
| YTD Gross income other trust accounts | $132,000,000 | 2 |
| Gross Fiduciary activities income | $3,956,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,142,155,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $38,000,000 | 3 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
| YTD net fiduciary income (Dec. only) | $775,845,000 | 2 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,403,000,000 | 2 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $215,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $91,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $166,000,000 | 2 |
| YTD Gross Income from other retirement accounts | $66,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 33 |
| Investment management and investment advisory agency accounts income | $835,000,000 | 1 |
| Foundation and endowment and agency accounts income | $50,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,347,000,000 | 3 |
| YTD Gross income other trust accounts | $102,000,000 | 2 |
| Gross Fiduciary activities income | $2,955,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,033,000,000 | 2 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $142,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $59,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $103,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $45,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 31 |
| Investment management and investment advisory agency accounts income | $560,000,000 | 1 |
| Foundation and endowment and agency accounts income | $34,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $896,000,000 | 3 |
| YTD Gross income other trust accounts | $72,000,000 | 2 |
| Gross Fiduciary activities income | $1,967,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $657,000,000 | 2 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $70,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $30,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $51,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $22,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $272,000,000 | 1 |
| Foundation and endowment and agency accounts income | $17,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $437,000,000 | 3 |
| YTD Gross income other trust accounts | $34,000,000 | 2 |
| Gross Fiduciary activities income | $961,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $323,000,000 | 3 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $323,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $108,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $198,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $91,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 35 |
| Investment management and investment advisory agency accounts income | $1,224,000,000 | 1 |
| Foundation and endowment and agency accounts income | $72,000,000 | 4 |
| YTD Gross income other trust and agency accounts | $116,000,000 | 3 |
| YTD Gross income custody and safekeeping agency accounts | $1,749,000,000 | 3 |
| YTD Gross income other trust accounts | $134,000,000 | 2 |
| Gross Fiduciary activities income | $4,016,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,221,000,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $38,000,000 | 3 |
| YTD fiduciary intracompany income (Dec. only) | $1,000,000 | 42 |
| YTD net fiduciary income (Dec. only) | $758,000,000 | 1 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,401,000,000 | 3 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $248,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $80,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $144,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $67,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 31 |
| Investment management and investment advisory agency accounts income | $922,000,000 | 1 |
| Foundation and endowment and agency accounts income | $55,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,323,000,000 | 3 |
| YTD Gross income other trust accounts | $101,000,000 | 2 |
| Gross Fiduciary activities income | $3,029,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,068,000,000 | 3 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $168,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $53,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $96,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $44,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 27 |
| Investment management and investment advisory agency accounts income | $611,000,000 | 1 |
| Foundation and endowment and agency accounts income | $37,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $891,000,000 | 3 |
| YTD Gross income other trust accounts | $74,000,000 | 2 |
| Gross Fiduciary activities income | $2,034,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $723,000,000 | 3 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $85,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $25,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $48,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $22,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $303,000,000 | 1 |
| Foundation and endowment and agency accounts income | $18,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $440,000,000 | 3 |
| YTD Gross income other trust accounts | $33,000,000 | 2 |
| Gross Fiduciary activities income | $1,003,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $359,000,000 | 3 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $351,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $105,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $185,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $78,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 34 |
| Investment management and investment advisory agency accounts income | $1,180,000,000 | 1 |
| Foundation and endowment and agency accounts income | $75,000,000 | 4 |
| YTD Gross income other trust and agency accounts | $111,000,000 | 4 |
| YTD Gross income custody and safekeeping agency accounts | $1,877,000,000 | 3 |
| YTD Gross income other trust accounts | $157,000,000 | 2 |
| Gross Fiduciary activities income | $4,120,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $3,172,000,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $23,000,000 | 5 |
| YTD fiduciary intracompany income (Dec. only) | $5,000,000 | 22 |
| YTD net fiduciary income (Dec. only) | $930,000,000 | 2 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,543,000,000 | 3 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $265,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $75,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $137,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $57,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 29 |
| Investment management and investment advisory agency accounts income | $864,000,000 | 1 |
| Foundation and endowment and agency accounts income | $56,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,409,000,000 | 3 |
| YTD Gross income other trust accounts | $126,000,000 | 2 |
| Gross Fiduciary activities income | $3,069,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,154,000,000 | 3 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $179,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $48,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $89,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $37,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $566,000,000 | 1 |
| Foundation and endowment and agency accounts income | $38,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $934,000,000 | 3 |
| YTD Gross income other trust accounts | $95,000,000 | 2 |
| Gross Fiduciary activities income | $2,038,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $761,000,000 | 3 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $89,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $23,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $45,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $17,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $273,000,000 | 1 |
| Foundation and endowment and agency accounts income | $17,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $459,000,000 | 3 |
| YTD Gross income other trust accounts | $36,000,000 | 3 |
| Gross Fiduciary activities income | $987,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $373,000,000 | 3 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $356,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $77,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $157,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $54,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 35 |
| Investment management and investment advisory agency accounts income | $1,012,000,000 | 1 |
| Foundation and endowment and agency accounts income | $64,000,000 | 4 |
| YTD Gross income other trust and agency accounts | $106,000,000 | 4 |
| YTD Gross income custody and safekeeping agency accounts | $1,784,000,000 | 3 |
| YTD Gross income other trust accounts | $149,000,000 | 3 |
| Gross Fiduciary activities income | $3,760,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $2,967,000,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $26,000,000 | 6 |
| YTD fiduciary intracompany income (Dec. only) | $3,000,000 | 30 |
| YTD net fiduciary income (Dec. only) | $770,000,000 | 3 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,426,000,000 | 3 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $266,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $57,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $118,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $38,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 28 |
| Investment management and investment advisory agency accounts income | $716,000,000 | 1 |
| Foundation and endowment and agency accounts income | $46,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,320,000,000 | 3 |
| YTD Gross income other trust accounts | $123,000,000 | 3 |
| Gross Fiduciary activities income | $2,764,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,042,000,000 | 3 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $178,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $36,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $76,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $23,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 25 |
| Investment management and investment advisory agency accounts income | $468,000,000 | 1 |
| Foundation and endowment and agency accounts income | $30,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $868,000,000 | 3 |
| YTD Gross income other trust accounts | $96,000,000 | 3 |
| Gross Fiduciary activities income | $1,827,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $671,000,000 | 3 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $88,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $17,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $38,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $11,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $225,000,000 | 1 |
| Foundation and endowment and agency accounts income | $14,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $431,000,000 | 3 |
| YTD Gross income other trust accounts | $37,000,000 | 3 |
| Gross Fiduciary activities income | $886,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $331,000,000 | 3 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $344,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $63,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $166,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $37,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 34 |
| Investment management and investment advisory agency accounts income | $803,000,000 | 1 |
| Foundation and endowment and agency accounts income | $45,000,000 | 4 |
| YTD Gross income other trust and agency accounts | $94,000,000 | 5 |
| YTD Gross income custody and safekeeping agency accounts | $1,651,000,000 | 3 |
| YTD Gross income other trust accounts | $179,000,000 | 3 |
| Gross Fiduciary activities income | $3,383,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $2,790,000,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $9,000,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $2,000,000 | 32 |
| YTD net fiduciary income (Dec. only) | $586,000,000 | 3 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,301,000,000 | 3 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $251,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $45,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $123,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $22,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 30 |
| Investment management and investment advisory agency accounts income | $587,000,000 | 1 |
| Foundation and endowment and agency accounts income | $34,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $1,218,000,000 | 3 |
| YTD Gross income other trust accounts | $150,000,000 | 3 |
| Gross Fiduciary activities income | $2,502,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $961,000,000 | 3 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $170,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $30,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $80,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $14,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $2,000,000 | 17 |
| Investment management and investment advisory agency accounts income | $383,000,000 | 1 |
| Foundation and endowment and agency accounts income | $21,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $664,000,000 | 3 |
| YTD Gross income other trust accounts | $121,000,000 | 2 |
| Gross Fiduciary activities income | $1,734,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $685,000,000 | 3 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $86,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $14,000,000 | 4 |
| YTD Gross Income employee benefit defined benefit | $38,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $7,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $187,000,000 | 1 |
| Foundation and endowment and agency accounts income | $10,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $328,000,000 | 3 |
| YTD Gross income other trust accounts | $53,000,000 | 2 |
| Gross Fiduciary activities income | $851,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $336,000,000 | 3 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $367,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $41,000,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $118,000,000 | 4 |
| YTD Gross Income from other retirement accounts | $25,000,000 | 9 |
| YTD Gross Income corporate trust and agency | $3,000,000 | 19 |
| Investment management and investment advisory agency accounts income | $727,000,000 | 1 |
| Foundation and endowment and agency accounts income | $36,000,000 | 4 |
| YTD Gross income other trust and agency accounts | $754,000,000 | 1 |
| YTD Gross income custody and safekeeping agency accounts | $1,095,000,000 | 3 |
| YTD Gross income other trust accounts | $175,000,000 | 4 |
| Gross Fiduciary activities income | $3,341,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $2,323,000,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $14,000,000 | 5 |
| YTD fiduciary intracompany income (Dec. only) | $4,000,000 | 25 |
| YTD net fiduciary income (Dec. only) | $1,008,000,000 | 3 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,363,000,000 | 3 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $281,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $30,000,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $87,000,000 | 4 |
| YTD Gross Income from other retirement accounts | $19,000,000 | 9 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 30 |
| Investment management and investment advisory agency accounts income | $547,000,000 | 1 |
| Foundation and endowment and agency accounts income | $25,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $822,000,000 | 3 |
| YTD Gross income other trust accounts | $137,000,000 | 3 |
| Gross Fiduciary activities income | $2,553,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,013,000,000 | 3 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $189,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $18,000,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $55,000,000 | 4 |
| YTD Gross Income from other retirement accounts | $13,000,000 | 9 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 26 |
| Investment management and investment advisory agency accounts income | $367,000,000 | 1 |
| Foundation and endowment and agency accounts income | $16,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $565,000,000 | 3 |
| YTD Gross income other trust accounts | $102,000,000 | 3 |
| Gross Fiduciary activities income | $1,733,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $685,000,000 | 3 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $95,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $27,000,000 | 4 |
| YTD Gross Income from other retirement accounts | $6,000,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $163,000,000 | 1 |
| Foundation and endowment and agency accounts income | $8,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $287,000,000 | 3 |
| YTD Gross income other trust accounts | $31,000,000 | 3 |
| Gross Fiduciary activities income | $830,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $335,000,000 | 3 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $388,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $32,000,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $102,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $21,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $9,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $604,000,000 | 1 |
| Foundation and endowment and agency accounts income | $26,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $766,000,000 | 1 |
| YTD Gross income custody and safekeeping agency accounts | $1,003,000,000 | 3 |
| YTD Gross income other trust accounts | $147,000,000 | 4 |
| Gross Fiduciary activities income | $3,098,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $2,075,000,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $37,000,000 | 3 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
| YTD net fiduciary income (Dec. only) | $986,000,000 | 5 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,226,000,000 | 4 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $292,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $25,000,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $74,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $15,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $8,000,000 | 14 |
| Investment management and investment advisory agency accounts income | $442,000,000 | 1 |
| Foundation and endowment and agency accounts income | $18,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $740,000,000 | 3 |
| YTD Gross income other trust accounts | $116,000,000 | 5 |
| Gross Fiduciary activities income | $2,298,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $901,000,000 | 3 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $198,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $18,000,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $50,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $10,000,000 | 9 |
| YTD Gross Income corporate trust and agency | $7,000,000 | 12 |
| Investment management and investment advisory agency accounts income | $288,000,000 | 1 |
| Foundation and endowment and agency accounts income | $11,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $495,000,000 | 3 |
| YTD Gross income other trust accounts | $86,000,000 | 4 |
| Gross Fiduciary activities income | $1,535,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $596,000,000 | 4 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $107,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,000,000 | 10 |
| YTD Gross Income employee benefit defined benefit | $25,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $5,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $4,000,000 | 10 |
| Investment management and investment advisory agency accounts income | $130,000,000 | 1 |
| Foundation and endowment and agency accounts income | $4,000,000 | 5 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $246,000,000 | 3 |
| YTD Gross income other trust accounts | $30,000,000 | 4 |
| Gross Fiduciary activities income | $735,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $297,000,000 | 4 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $364,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $33,000,000 | 11 |
| YTD Gross Income employee benefit defined benefit | $118,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $11,000,000 | 14 |
| YTD Gross Income corporate trust and agency | $18,000,000 | 11 |
| Investment management and investment advisory agency accounts income | $419,000,000 | 2 |
| Foundation and endowment and agency accounts income | $12,000,000 | 8 |
| YTD Gross income other trust and agency accounts | $713,000,000 | 1 |
| YTD Gross income custody and safekeeping agency accounts | $832,000,000 | 3 |
| YTD Gross income other trust accounts | $209,000,000 | 4 |
| Gross Fiduciary activities income | $2,729,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | $2,179,000,000 | 3 |
| YTD fiduciary net loss (Dec. only) | $38,000,000 | 4 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
| YTD net fiduciary income (Dec. only) | $512,000,000 | 5 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,076,000,000 | 4 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $274,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $12,000,000 | 17 |
| YTD Gross Income employee benefit defined benefit | $134,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $7,000,000 | 16 |
| YTD Gross Income corporate trust and agency | $14,000,000 | 11 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $616,000,000 | 3 |
| YTD Gross income other trust accounts | $181,000,000 | 4 |
| Gross Fiduciary activities income | $2,066,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $774,000,000 | 4 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $179,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,000,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $95,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $5,000,000 | 15 |
| YTD Gross Income corporate trust and agency | $9,000,000 | 11 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $380,000,000 | 4 |
| YTD Gross income other trust accounts | $141,000,000 | 4 |
| Gross Fiduciary activities income | $1,347,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $513,000,000 | 4 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $94,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $45,000,000 | 3 |
| YTD Gross Income from other retirement accounts | $2,000,000 | 16 |
| YTD Gross Income corporate trust and agency | $5,000,000 | 11 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $185,000,000 | 3 |
| YTD Gross income other trust accounts | $56,000,000 | 3 |
| Gross Fiduciary activities income | $639,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $246,000,000 | 4 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $624,000,000 | 1 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $3,343,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,600,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,833,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $912,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $700,000,000 | 1 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $3,513,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,564,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,666,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $774,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $7,000,000 | 15 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,415,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,708,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,173,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $670,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $3,000,000 | 26 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,629,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,983,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,334,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $732,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 199 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,624,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,833,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,241,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $605,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 203 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,336,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,753,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,166,000,000 | 1 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $579,000,000 | 1 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 218 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,436,000,000 | 1 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 240 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $2,338,000,000 | 1 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,585,000,000 | 3 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,491,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,283,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,119,000,000 | 2 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $962,000,000 | 1 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $221,000,000 | 11 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $245,000,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $248,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $241,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |