This document is a consolidated summary of investment accounts at J.P. Morgan for the period 8/1/11 to 8/31/11. It includes asset allocation details, beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for equity and cash & fixed income assets.
documents/vol00010-efta01510239-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2011-08","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","JPMorgan Chase Bank, N.A.","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00035881","SDNY_GM_00305079","EFTA01510239"]}