This document is a financial statement from J.P. Morgan for the period 2/1/12 to 2/29/12. 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 taxable income, realized gains/losses, and unrealized gains/losses.
documents/vol00010-efta01492764-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2012-02","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00015577","SDNY_GM_00284775","EFTA01492764"]}