This document is a consolidated financial summary for J.P. Morgan for the period of August 1, 2013, to August 31, 2013. It includes details on investment accounts, asset allocation, and portfolio activity. The summary provides information on the beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for equity and cash & fixed income. It also outlines portfolio activity including net contributions/withdrawals, income & distributions, and changes in investment value.
doj/DataSet10/EFTA01449621.pdf
{"title":"J.P. Morgan Consolidated Summary for August 2013","document_date":"2013-08","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","JPMorgan Chase Bank, N.A.","J.P. Morgan Clearing Corp","J.P. Morgan Securities LLC"]}