This document is a consolidated summary of investment accounts at J.P. Morgan for the period from March 1, 2011, to March 31, 2011. It includes details on asset allocation, market values, and portfolio activity. The summary covers equity, alternative assets, cash & fixed income, and other investments, providing beginning and ending market values, changes in value, and estimated annual income. The document also outlines the portfolio activity for the current period and year-to-date, including net contributions/withdrawals, income & distributions, and changes in investment value.
documents/vol00010-efta01492096-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for March 2011","document_date":"2011-03","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00014604","SDNY_GM_00283802","EFTA01492096"]}