This document is a consolidated summary of investment accounts at J.P. Morgan for the period from July 1, 2013, to July 31, 2013. It includes details on asset allocation, market value changes, and portfolio activity. The summary covers equity and cash & fixed income investments, showing beginning and ending market values, changes in value, and estimated annual income. It also provides a breakdown of portfolio activity, including income, distributions, and changes in investment value.
doj/DataSet10/EFTA01448828.pdf
{"title":"J.P. Morgan Consolidated Summary for July 2013","document_date":"2013-07","document_type":"financial","document_subtype":"investment summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank, N.A.","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["SDNY_GM_00250142","DB-SDNY-0103958","EFTA01448828"]}