This document is a financial statement from JPMorgan Private Bank for the period of March 01, 2007 to March 31, 2007. It provides a portfolio summary including cash, short term investments, and equities, along with their market values, tax costs, and estimated annual income. The document also includes an income summary detailing taxable interest and dividends for the period and year to date.
documents/vol00010-efta01508460-pdf.pdf
{"document_date":"2007-03-31","document_type":"financial","document_subtype":"bank statement","key_organizations":["JPMorgan Private Bank","JPMorgan Chase Bank, N.A.","Chase Bank USA N.A."],"reference_numbers":["JPM-SDNY-00033738","SDNY_GM_00302936","EFTA01508460"]}