This document is a consolidated financial summary for investment accounts held at J.P. Morgan for the period of March 1, 2014, to March 31, 2014. It includes details on asset allocation, market value changes, and portfolio activity. The document specifies that 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. It also notes that J.P. Morgan Securities LLC does not provide asset allocation or investment management advice.
documents/vol00010-efta01519500-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for March 2014","document_date":"2014-03","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-00046790","SDNY_GM_00315988","EFTA01519500"]}