This document is a consolidated summary of investment accounts at JPMorgan for the period from March 1, 2014, to March 31, 2014. It includes details on asset allocation, market value changes, and portfolio activity. The document specifies that investments may be held in custody or investment management accounts at JPMorgan Chase Bank or in brokerage or margin accounts at J.P. Morgan Clearing Corp. It also clarifies that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01499880-pdf.pdf
{"title":"Consolidated Summary","document_date":"2014-03","document_type":"tabular","document_subtype":"financial statement","key_organizations":["JPMorgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00023706","SDNY_GM_00292904","EFTA01499880"]}