This document is a consolidated summary of investment accounts at J.P. Morgan for the period from September 1, 2013, to September 30, 2013. It includes details on asset allocation, market values, and portfolio activity. The document outlines the beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for various asset categories such as Equity, Alternative Assets, Cash & Fixed Income, and Other. It also provides a summary of portfolio activity including net contributions/withdrawals, income & distributions, and changes in investment value.
documents/vol00010-efta01518892-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for September 2013","document_date":"2013-09","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-00046150","SDNY_GM_00315348","EFTA01518892"]}