This document is a financial statement from JPMorgan Private Bank for account Q30171005, covering the period from October 1, 2008, to October 31, 2008. It includes information about mutual funds, auction rate securities, and the roles of JPMorgan and its affiliates in providing financial services. It also discusses the protection offered by the Securities Investor Protection Corporation (SIPC) and the conditions under which redemption fees are charged for certain JPM Funds.
documents/vol00010-efta01509049-pdf.pdf
{"document_date":"2008-10-31","document_type":"financial","key_locations":["State of New York"],"document_subtype":"bank statement","key_organizations":["JPMorgan Private Bank","JPMorgan Chase Bank, N.A.","JPMorgan Distribution Services, Inc.","American Century Investment Services, Inc.","American Century Investment Management Inc.","J.P. Morgan Securities Inc.","Securities Investor Protection Corporation (SIPC)"],"reference_numbers":["Q30171005","JPM-SDNY-00034455","SDNY_GM_00303653","EFTA01509049"]}