This document is a consolidated financial summary from J.P. Morgan for the period of January 1, 2013, to January 31, 2013. It includes portfolio activity and tax summary for investment accounts under Financial Trust Company Inc. The document details beginning and ending market values, net contributions/withdrawals, income and distributions, and changes in investment value. It also provides a tax summary with realized and unrealized gains/losses.
documents/vol00010-efta01493846-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2013-01","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00016765","SDNY_GM_00285963","EFTA01493846"]}