This document is a consolidated summary of investment accounts at J.P. Morgan for the period from March 1, 2014, to March 31, 2014. It includes details on asset allocation, market value changes, and portfolio activity. The summary covers investments not held in trust and may be in custody or investment management accounts at JPMorgan Chase Bank or in brokerage or margin accounts at J.P. Morgan Clearing Corp. The document emphasizes that J.P. Morgan Securities LLC does not provide asset allocation or investment management advice.
documents/vol00010-efta01499891-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for March 2014","document_date":"2014-03","document_type":"financial","document_subtype":"Consolidated Summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00023722","SDNY_GM_00292920","EFTA01499891"]}