The document is a consolidated summary of investment accounts at J.P. Morgan for the period from February 1, 2013, to February 28, 2013. It details the asset allocation, beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for equity and cash & fixed income assets. The total market value increased by $1,902,646.42 during this period. The document also clarifies that J.P. Morgan Securities LLC does not provide investment advice or management services, which are exclusively provided by JPMorgan Chase Bank.
documents/EFTA01510883.pdf
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