This document is a consolidated summary of investment accounts at J.P. Morgan for the period from May 1, 2011, to May 31, 2011. It includes details on asset allocation, market values, and portfolio activity. The summary covers equity, alternative assets, cash & fixed income, and other categories, with a total market value of $76,503,852.60 at the end of the period. The document also notes that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01492199-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for May 2011","document_date":"2011-05","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-00014784","SDNY_GM_00283982","EFTA01492199"]}