The document is a consolidated summary of investment accounts at J.P. Morgan for the period from October 1, 2012, to October 31, 2012. It details the asset allocation, beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for equity and cash & fixed income. The document also clarifies that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services, which are provided exclusively by JPMorgan Chase Bank.
documents/EFTA01510736.pdf
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