This document is a consolidated summary of investment accounts at J.P. Morgan for the period 4/1/12 to 4/30/12. It includes details on asset allocation, market values, and portfolio activity. The summary shows investments other than those held in trust, and notes that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01502062-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for April 2012","document_date":"2012-04-30","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-00026496","SDNY_GM_00295694","EFTA01502062"]}