This document is a financial statement from J.P. Morgan for the period 6/1/12 to 6/30/12, detailing portfolio activity and tax summary for investment accounts managed by Financial Trust Company Inc. It includes beginning and ending market values, net contributions/withdrawals, income and distributions, and changes in investment value. The tax summary provides details on taxable income, realized and unrealized gains/losses.
documents/vol00010-efta01493169-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2012-06-30","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00016009","SDNY_GM_00285207","EFTA01493169"]}