This document is a consolidated summary of investment accounts at J.P. Morgan for the period from April 1, 2013, to April 30, 2013. It includes details on asset allocation, market values, and portfolio activity. The summary covers equity and cash & fixed income investments, showing changes in market value and estimated annual income. It also notes that the investments are held in custody or investment management accounts at JPMorgan Chase Bank or in brokerage or margin accounts at J.P. Morgan Clearing Corp.
documents/vol00010-efta01499917-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2013-04","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-00023760","SDNY_GM_00292958","EFTA01499917"]}