This document is a portfolio summary from JPMorgan Private Bank for the period of November 01, 2007 to November 30, 2007. It includes a net worth summary and income summary, detailing assets, cash, equities, and accrued income. The total net worth is reported as $10,109,817.22. The income summary includes taxable interest and dividends, with a year-to-date total of $409,462.68.
documents/vol00010-efta01508688-pdf.pdf
{"title":"JPMorgan Private Bank Portfolio Summary","document_date":"2007-11-30","document_type":"financial","document_subtype":"Portfolio Summary","key_organizations":["JPMorgan Chase Bank, N.A.","J.P. Morgan Securities, Inc."],"reference_numbers":["JPM-SDNY-00034020","SDNY_GM_00303218","EFTA01508688"]}