This document is a financial statement from J.P. Morgan for the period 1/1/13 to 1/31/13, detailing investment account activities and tax summaries. It includes portfolio activity, net contributions/withdrawals, income and distributions, changes in investment value, and ending market value with accruals. The tax summary provides information on taxable income, realized gains/losses, and unrealized gains/losses.
documents/vol00010-efta01493797-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2013-01-31","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","FINANCIAL TRUST COMPANY INC"]}