This document is a consolidated summary of investment accounts at J.P. Morgan for the period from January 1, 2014, to January 31, 2014. It includes details on asset allocation, market values, and portfolio activity. The summary covers investments held at JPMorgan Chase Bank and J.P. Morgan Clearing Corp. It specifies that J.P. Morgan Securities LLC does not provide asset allocation or investment management advice.
documents/vol00010-efta01502565-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2014-01-31","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-00027062","SDNY_GM_00296260","EFTA01502565"]}