This document is a consolidated summary of investment accounts for the period from November 1, 2011, to November 30, 2011, held at J.P. Morgan. It includes details on asset allocation, market value changes, and portfolio activity. The investments are held in custody or investment management accounts at JPMorgan Chase Bank or in brokerage or margin accounts at J.P. Morgan Clearing Corp. The document emphasizes that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01492441-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2011-11-30","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-00015238","SDNY_GM_00284436","EFTA01492441"]}