This document is a financial statement from J.P. Morgan for the period of August 1, 2012, to August 31, 2012. It includes portfolio activity and tax summary for investment accounts managed by Financial Trust Company Inc. The statement details beginning and ending market values, net contributions/withdrawals, income and distributions, and changes in investment value. It also provides a tax summary with realized and unrealized gains/losses.
documents/vol00010-efta01493306-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2012-08","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00016153","SDNY_GM_00285351","EFTA01493306"]}