This document is a consolidated summary of investment accounts at J.P. Morgan for the period from August 1, 2010, to August 31, 2010. It includes details on asset allocation, market values, changes in value, and estimated annual income. The summary covers investments held at JPMorgan Chase Bank and J.P. Morgan Clearing Corp. It specifies that brokerage and margin accounts are non-discretionary, with all investment decisions made by the client.
documents/vol00010-efta01509815-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for the Period 8/1/10 to 8/31/10","document_date":"2010-08","document_type":"financial","document_subtype":"Consolidated Summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities Inc."],"reference_numbers":["JPM-SDNY-00035373","SDNY_GM_00304571","EFTA01509815"]}