This document is a consolidated summary of investment accounts for the period of May 2011. It includes asset allocation details, beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for equity and cash & fixed income. The document is issued by J.P. Morgan and provides a comprehensive overview of investments held at J.P. Morgan, excluding those held in trust.
documents/vol00010-efta01510129-pdf.pdf
{"title":"Consolidated Summary","document_date":"2011-05","document_type":"tabular","document_subtype":"financial summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00035749","SDNY_GM_00304947","EFTA01510129"]}