This document is a consolidated summary of investment accounts at J.P. Morgan for the period from January 1, 2012, to January 31, 2012. It includes details on asset allocation, market values, and portfolio activity. The summary covers equity and cash & fixed income investments, showing changes in market value and estimated annual income. The document also clarifies that J.P. Morgan Securities LLC does not provide asset allocation or investment management advice, which is exclusively provided by JPMorgan Chase Bank.
documents/vol00010-efta01501974-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2012-01-31","document_type":"financial","document_subtype":"investment account summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00026402","SDNY_GM_00295600","EFTA01501974"]}