This document is a consolidated summary of investment accounts at J.P. Morgan for the period from November 1, 2011, to November 30, 2011. It includes details on asset allocation, market values, and portfolio activity. The document highlights changes in market value and estimated annual income for equity and cash & fixed income assets.
documents/vol00010-efta01501932-pdf.pdf
{"title":"Consolidated Summary of Investment Accounts","document_date":"2011-11","document_type":"financial","document_subtype":"investment summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00026354","SDNY_GM_00295552","EFTA01501932"]}