This document is a financial statement from J.P. Morgan for the period of July 1, 2010, to July 31, 2010. It provides an equity summary and details of asset categories, including US Mid Cap/Small Cap and Preferred Stocks. The statement includes beginning and ending market values, changes in value, and current allocation percentages. It also details market value, tax cost, unrealized gain/loss, estimated annual income, and yield.
documents/vol00010-efta01490552-pdf.pdf
{"title":"J.P. Morgan Financial Trust Company Inc Account Statement","document_date":"2010-07","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","FINANCIAL TRUST COMPANY INC"],"reference_numbers":["JPM-SDNY-00012701","SDNY_GM_00281899","EFTA01490552"]}