This document is a financial statement from J.P. Morgan for the period of May 1, 2012, to May 31, 2012. It includes portfolio activity and tax summary for investment accounts managed by Financial Trust Company Inc. The statement provides details on beginning and ending market values, net contributions/withdrawals, income and distributions, and changes in investment value. It also includes a tax summary with realized and unrealized gains/losses.
documents/vol00010-efta01493042-pdf.pdf
{"title":"Consolidated Summary for the Period 5/1/12 to 5/31/12","document_date":"2012-05-31","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Financial Trust Company Inc"],"reference_numbers":["W23560001","24200686"]}