This document is a consolidated summary of investment accounts at J.P. Morgan for the period of August 2013. It includes details on asset allocation, market values, and portfolio activity. The summary shows investments held at J.P. Morgan, excluding those held in trust, and provides a breakdown of equity and cash & fixed income allocations.
documents/vol00010-efta01344084-pdf.pdf
{"title":"J.P. Morgan Investment Accounts Summary","document_date":"2013-08","document_type":"financial","document_subtype":"investment summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank, N.A.","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["DB-SDNY-0029210","SDNY_GM_00175394","EFTA01344084"]}