This document is a consolidated summary of investment accounts for the period from February 1, 2012, to February 29, 2012, at J.P. Morgan. It includes details on asset allocation, market values, and portfolio activity. The summary covers investments held at J.P. Morgan, excluding those held in trust, and provides a breakdown of equity and cash & fixed income allocations.
documents/vol00010-efta01501995-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2012-02","document_type":"financial","document_subtype":"investment summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00026426","SDNY_GM_00295624","EFTA01501995"]}