This document is a financial statement for a margin account portfolio held at J.P. Morgan Securities Inc. for the period of September 01, 2007 to September 30, 2007. It includes a portfolio summary and details on cash and short-term positions.
documents/vol00010-efta01512204-pdf.pdf
{"title":"JPMorgan Private Bank Financial Trust Company, Inc. Margin Account Portfolio","key_people":["Francisco Villacis","Amy Webb","Michael Saunders"],"document_date":"2007-09","document_type":"financial","key_locations":["270 Park Avenue, New York, NY 10017"],"document_subtype":"bank statement","key_organizations":["JPMorgan Private Bank","J.P. Morgan Securities Inc."]}