This document is a consolidated summary of investment accounts at J.P. Morgan for the period from April 1, 2013, to April 30, 2013. It includes details on asset allocation, market values, and portfolio activity. The document specifies that 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. It also clarifies that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01494115-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for April 2013","document_date":"2013-04","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-00017090","SDNY_GM_00286288","EFTA01494115"]}