This document is a consolidated summary of investment accounts at J.P. Morgan for the period from November 1, 2010, to November 30, 2010. It includes details on asset allocation, market values, changes in value, and estimated annual income. The summary covers investments held at J.P. Morgan other than those held in trust, and notes that investment decisions are made by the client in non-discretionary accounts.
documents/vol00010-efta01509897-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for November 2010","document_date":"2010-11-30","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-00035473","SDNY_GM_00304671","EFTA01509897"]}