This document is a consolidated summary of investment accounts for the period from May 1, 2012, to May 31, 2012, provided by J.P. Morgan. It includes details on asset allocation, market value changes, and portfolio activity. The summary covers equity, alternative assets, and cash & fixed income, with a total market value change of ($3,731,997.76) for the period. The document also notes that J.P. Morgan Securities LLC does not provide asset allocation or investment management advice, which is exclusively provided by JPMorgan Chase Bank.
documents/vol00010-efta01493080-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2012-05","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-00015912","SDNY_GM_00285110","EFTA01493080"]}