This document is a consolidated summary of investment accounts at J.P. Morgan for the period from February 1, 2012, to February 29, 2012. It includes details on asset allocation, market values, and changes in value for alternative assets and cash & fixed income. The document specifies that 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. It also clarifies that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01510438-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for February 2012","document_date":"2012-02","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-00036123","SDNY_GM_00305321","EFTA01510438"]}