This document is a bank statement for Darren K. Pidyice's IRA Rollover Account at JPMorgan Chase Bank for the period of October 1, 2012, to October 31, 2012. It includes an account summary, holdings, cash and fixed income details, and portfolio activity. It also contains a notice about making gifts of securities before December 1, 2012, for tax filing purposes.
documents/vol00010-efta01504228-pdf.pdf
{"title":"J.P. Morgan IRA Rollover Account Statement","key_people":["Darren K. Pidyice","Paul Morris","Justin Nelson","Paul Barrett","Janet Young","Gina Magliocco"],"document_date":"2012-10-01 to 2012-10-31","document_type":"financial","key_locations":["270 Park Avenue, New York, NY 10017-2014"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank"],"reference_numbers":["0000002562.15.0.15.00001","JPM-SDNY-00029032","SDNY_GM_00298230","EFTA01504228"]}