This document is a consolidated summary of investment accounts at J.P. Morgan for the period of May 1, 2012, to May 31, 2012. It includes details on asset allocation, market values, 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-efta01502082-pdf.pdf
{"title":"J.P. Morgan Investment Accounts Summary","document_date":"2012-05","document_type":"financial","document_subtype":"investment statement","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00026520","SDNY_GM_00295718","EFTA01502082"]}