This document is a bank statement for Darren R. Indy's IRA Rollover Account at JPMorgan Chase Bank for the period of October 1, 2011, to October 31, 2011. It includes an account summary, holdings, cash & fixed income, and portfolio activity. It also contains a client news section advising on the gifting of securities before December 1, 2011.
documents/vol00010-efta01504123-pdf.pdf
{"title":"J.P. Morgan IRA Rollover Account Statement","key_people":["Darren R. Indy","Paul Morris","Paul Barrett","Janet Young","Gina Magliocco"],"document_date":"2011-10-01 to 2011-10-31","document_type":"financial","key_locations":["270 Park Avenue, New York, NY 10017-2014"],"document_subtype":"bank statement","key_organizations":["JPMorgan Chase Bank"],"reference_numbers":["0000018193.15.0.15.00001","JPM-SDNY-00028886","SDNY_GM_00298084","EFTA01504123"]}