This document is a consolidated summary of investment accounts at J.P. Morgan for the period from March 1, 2011, to March 31, 2011. It includes details on asset allocation, market values, and portfolio activity. The summary covers equity, alternative assets, cash & fixed income, and other investments, with a total ending market value of $75,568,539.14. The document also notes that J.P. Morgan Securities LLC does not provide asset allocation or investment management advice.
documents/vol00010-efta01492071-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for March 2011","document_date":"2011-03-31","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-00014554","SDNY_GM_00283752","EFTA01492071"]}