This document is a consolidated summary of investment accounts at J.P. Morgan for the period from May 1, 2013, to May 31, 2013. It includes details on asset allocation, market values, and portfolio activity. The document provides a breakdown of equity and cash & fixed income allocations, changes in market value, and estimated annual income. It also outlines the beginning and ending market values, net contributions/withdrawals, income & distributions, and changes in investment value.
documents/vol00010-efta01499949-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for May 2013","document_date":"2013-05","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-00023802","SDNY_GM_00293000","EFTA01499949"]}