This document is a portfolio summary for the account at JPMorgan Private Bank for the period of July 01, 2007 to July 31, 2007. It includes details on the current and prior market values, tax costs, estimated annual income, and yield percentages for cash, short term, and equities. It also provides an income summary, net gain/loss summary, and exchange rates.
documents/vol00010-efta01508566-pdf.pdf
{"document_date":"2007-07-31","document_type":"financial","document_subtype":"Portfolio Summary","key_organizations":["JPMorgan Private Bank","FINANCIAL TRUST COMPANY INC","JPMorgan Chase Bank, N.A.","Chase Bank USA N.A."],"reference_numbers":["JPM-SDNY-00033874","SDNY_GM_00303072","EFTA01508566"]}