This document is a portfolio summary from JPMorgan Private Bank for the period of December 01, 2006 to December 31, 2006. It includes a net worth summary and income summary, detailing assets, cash, equities, and accrued income. The total net worth is reported as $29,234,871.54. The income summary includes taxable interest and dividends, with a year-to-date total of $600,927.01.
documents/vol00010-efta01508321-pdf.pdf
{"title":"JPMorgan Private Bank Portfolio Summary","document_date":"2006-12-01 to 2006-12-31","document_type":"tabular","document_subtype":"Portfolio Summary","key_organizations":["JPMorgan Chase Bank N.A.","J.P. Morgan Securities, Inc."],"reference_numbers":["Q 30171-00-5","161121381"]}