JPMorgan Chase & Co.JPM
$350KAnnual financial disclosure for 2013, filed May 9, 2013. Includes 102 assets and 1 liabilities.
| Asset | Value |
|---|---|
Bank of America Checking Account | $1,001 - $15,000 |
Bank of America Checking Account | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| American Express Card, PO Box 360001, Dallas, TX | credit card | $15,001 - $50,000 |
| $1,001 - $15,000 |
Northwestern Mutual Variable Complete | $15,001 - $50,000 |
Select Bond | $15,001 - $50,000 |
International Equity (MSA/EP) | $1,001 - $15,000 |
Large Cap Core (MSA) | $1,001 - $15,000 |
Index 400 Stock (MSA) | $1,001 - $15,000 |
Small Cap Growth Stock (MSA) | $1,001 - $15,000 |
Russell Multi-Style Equity | $1,001 - $15,000 |
Russell Non-US | $1,001 - $15,000 |
Russell Global Real Estate Securities | $1,001 - $15,000 |
Russell Core Bond | $1,001 - $15,000 |
Northwestern Mutual Insurance Policies (Children); Whole Life | $15,001 - $50,000 |
National Life Insurance of Vermont - Whole Life | $1,001 - $15,000 |
Fidelity Roth IRA - Cash Reserves | $1 - $1,000 |
American Europacific Growth Fund | $1,001 - $15,000 |
BlackRock Small Cap Growth Institutional | $1,001 - $15,000 |
JP Morgan Mid Cap Value Institutional | $1,001 - $15,000 |
Touchstone Funds Group Trust Emerging Markets Y | $1,001 - $15,000 |
Vanguard Index Funds - Vanguard Growth | $15,001 - $50,000 |
Northern Trust - Muenster Farm - Farm Contingent Partial Interest | $1,001 - $15,000 |
MFB Northern Multi-Manager SMID Cap Fund | $1 - $1,000 |
MFB Northern Multi-Manager Mid Cap Fund | $1 - $1,000 |
Vanguard Index Fds Vang Growth Index | $15,001 - $50,000 |
Goldman Sachs GZ | $50,001 - $100,000 |
Jennison Midcap GZ | $50,001 - $100,000 |
Cash Reserves | $1 - $1,000 |
Dodge & Cox International Stock Fund | $1,001 - $15,000 |
JP Morgan MidCap Value Fund | $1,001 - $15,000 |
Blackrock Small Cap Growth Equity | $1,001 - $15,000 |
Touchstone Emerging Markets Fund | $1,001 - $15,000 |
Vanguard Index Fds Vang Value Index | $15,001 - $50,000 |
Vanguard Index Fds Vang Small Index | $1,001 - $15,000 |
William Blair International Growth I | $1,001 - $15,000 |
Cash Reserves | N/A |
Enterprise Holdings 401k & Profit Sharing Plan administered by Fidelity (Contra Costa County Employees' Retirement Assn 401k Holdings) | $100,001 - $250,000 |
Pimco Total Rl Inst | $50,001 - $100,000 |
Nuveen Win LCGP GT I | $15,001 - $50,000 |
Vanguard Windsor II Adm | $15,001 - $50,000 |
Vanguard Sm Cap Idx Inst | $50,001 - $100,000 |
Vanguard Mid Cap Idx Inst | $15,001 - $50,000 |
AF Europac Growth R6 | $15,001 - $50,000 |
Fidelity Custodial Account - Cash Reserves | $1 - $1,000 |
| $1,001 - $15,000 |
American Funds EuroPac F | $1,001 - $15,000 |
American Beacon Small Cap Value | $1,001 - $15,000 |
Prudential Jennison Mid Cap Growth | $1,001 - $15,000 |
Vanguard Index Fds Vang Value | $1,001 - $15,000 |
Vanguard Index Fds Vang Growth | $1,001 - $15,000 |
Schwab International Idx | N/A |
Schwab Small Cap Idx | N/A |
Fidelity Custodial Account | N/A |
Cash Reserves | $1 - $1,000 |
American Funds EuroPac Gr F-2 | $1,001 - $15,000 |
BlackRock Small Cap Growth Instl | $1,001 - $15,000 |
JP Morgan Mid Cap Value Instl | $1,001 - $15,000 |
Vanguard 500 Index Signal | $1,001 - $15,000 |
Fidelity Trust - Cash Reserves | $100,001 - $250,000 |
Fidelity Trust - Bonds | N/A |
Fort Zumwalt Sch Dis Rev | $50,001 - $100,000 |
Houston TX BDS Public Imp | $50,001 - $100,000 |
East China Sch Dis Mich Ref Sch | $50,001 - $100,000 |
South San Antonio Tex Indpt Sch Dist | $15,001 - $50,000 |
Duneland Ind School Bldg Corp First | $50,001 - $100,000 |
Ramapo NY Pub Imp Bas Ser | $50,001 - $100,000 |
Garfield Heights Ohio Cnty Sch | $50,001 - $100,000 |
Laurel Miss Sch Dist GO Bds Ser | $50,001 - $100,000 |
Canon Vly Pk & Rec Dist Colo Ref | $50,001 - $100,000 |
South Dakota BRD Regis Hsg Bds | $50,001 - $100,000 |
Oshkosh Wis Storm Wtr Util Rev Bds | $15,001 - $50,000 |
University NM Gallup Branch GO Gallup, NM, US | $50,001 - $100,000 |
Arizona BRD Reg Ariz St Univ Rev Arizona, US | $50,001 - $100,000 |
Polk Marion & Benton CNTY Ore Sch Oregon, US | $50,001 - $100,000 |
New York GO BDS Ser New York, US | $15,001 - $50,000 |
University Okla Revs Gen Rev Ref Oklahoma, US | $50,001 - $100,000 |
Trenton Wash LTD Tax GO Bds Washington, US | $50,001 - $100,000 |
Waupaca Cnty Wis Go Prom Waupaca County, WI, US | $15,001 - $50,000 |
Berks Cnty PA GO Bnds Berks County, PA, US | $50,001 - $100,000 |
Grand Prairie Tx WTR and Wastewater Bnds Grand Prairie, TX, US | $100,001 - $250,000 |
Nacogdoches Tex GO Ref Bds Nacogdoches, TX, US | $50,001 - $100,000 |
Chisholm Creek Util Auth KS Wtr & Swr Kansas, US | $50,001 - $100,000 |
Pierce Cnty WA FGIC Pierce County, WA, US | $50,001 - $100,000 |
Funds Fidelity Trust | $250,001 - $500,000 |
Vanguard Index Fds Vang Growth | $500,001 - $1,000,000 |
Vanguard Index Fds Val Vipers | $250,001 - $500,000 |
AQR Managed Futures | $100,001 - $250,000 |
American Beacon Small Cap Value | $250,001 - $500,000 |
Blackrock Small Cap Growth | $100,001 - $250,000 |
Cohen & Steers Inst Realty | $500,001 - $1,000,000 |
Cohen & Steers International Realty | $100,001 - $250,000 |
Dodge & Cox International Stock | $50,001 - $100,000 |
JPMorgan Mid Cap Value | $100,001 - $250,000 |
Forward International Small Co | N/A |
Oakmark International Small Cap | $100,001 - $250,000 |
Meridian Growth Fund | N/A |
American New World Fund Class A | $15,001 - $50,000 |
Stone Harbor Local Markets Instl | $15,001 - $50,000 |
Goldman Sachs Emerging Markets Fund | $50,001 - $100,000 |
Prudential Jennison Mid Cap Gr Z | $100,001 - $250,000 |
Yacktman International Growth | $100,001 - $250,000 |
ASG Managed Futures Strategy Fund | $50,001 - $100,000 |
