This document is a consolidated summary of investment accounts at J.P. Morgan for the period from November 11, 2010, to November 30, 2010. It includes details on asset allocation, beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for various asset classes such as Equity, Cash & Short Term, Fixed Income, Convertibles, Options, Foreign Exchange Contracts, and Other Assets. The document also notes that these 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. It emphasizes that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01491876-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2010-11-30","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-00014190","SDNY_GM_00283388","EFTA01491876"]}