This document is a consolidated summary of investment accounts at J.P. Morgan for the period 5/1/13 to 5/31/13. It includes details on asset allocation, market values, and portfolio activity. The investments are held in custody or investment management accounts at JPMorgan Chase Bank or in brokerage or margin accounts at J.P. Morgan Clearing Corp. The document specifies that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01502385-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2013-05","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-00026860","SDNY_GM_00296058","EFTA01502385"]}