This document is a financial statement from J.P. Morgan for the period 7/1/11 to 7/31/11, detailing portfolio activity and tax summary for investment accounts. It includes beginning and ending market values, net contributions/withdrawals, income and distributions, and changes in investment value.
documents/vol00010-efta01510186-pdf.pdf
{"title":"Consolidated Summary for Investment Account(s)","document_date":"2011-07","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00035816","SDNY_GM_00305014","EFTA01510186"]}