This document is an account summary from JD Morgan for the period of May 1, 2011, to May 31, 2011. It includes details of the investment accounts held by Financial Trust Company Inc, showing a beginning net market value of $8,444,798.08 and an ending net market value of $6,196,571.50, with a change in value of ($2,248,226.58). The document also includes disclosures about assets held at JPMorgan Chase and information about switching to paperless statements.
documents/vol00010-efta01510127-pdf.pdf
{"title":"JD Morgan Account Summary","document_date":"2011-05-31","document_type":"financial","document_subtype":"Account Summary","key_organizations":["JD Morgan","JPMorgan Chase","Financial Trust Company Inc","J.P. Morgan Securities LLC","JPMCC","FINRA","SIPC","Arbor Day Foundation"],"reference_numbers":["0000026215.15.0.15.00001","JPM-SDNY-00035747","SDNY_GM_00304945","EFTA01510127"]}