This document is a financial statement for the period 12/1/11 to 12/31/11, detailing various investments including US Small/Mid Cap Equity, Preferred Stocks, and Concentrated & Other Equity. It includes information on prices, quantities, values, original costs, unrealized gains/losses, estimated annual income, and yields for different securities.
documents/vol00010-efta01492568-pdf.pdf
{"title":"J.P. Morgan Financial Trust Company Inc Account Statement","document_date":"2011-12","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Deutsche Bank AG","Barclays Bank PLC","Citigroup Capital XIII","Public Storage","General Motors Co","JPMorgan Chase & Co"],"reference_numbers":["25154H-55-8 DAG","06739H-36-2 BCS PDAA/P-2","173080-20-1 C PNNA/BA1","74460D-12-5 PSA PRNA/BAA","37045V-20-9 GM PB","46625H-HA-1 BBB/BAA"]}