This document is a consolidated summary of investment accounts at J.P. Morgan for the period from June 1, 2012, to June 30, 2012. It includes details on asset allocation, market values, and portfolio activity. The summary shows changes in market value, estimated annual income, and the allocation of assets across equity, alternative assets, and cash & fixed income. The document also notes that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01493119-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2012-06","document_type":"financial","document_subtype":"investment summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00015956","SDNY_GM_00285154","EFTA01493119"]}