This document is a consolidated summary of investment accounts at J.P. Morgan for the period from June 1, 2013, to June 30, 2013. It includes details on asset allocation, market values, and portfolio activity. The statement covers investments held in custody or investment management accounts at JPMorgan Chase Bank, N.A., or in brokerage or margin accounts at J.P. Morgan Clearing Corp. It specifies that brokerage and margin accounts are non-discretionary, with all investment decisions made by the client.
documents/vol00010-efta01500069-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for June 2013","document_date":"2013-06","document_type":"financial","document_subtype":"investment account statement","key_organizations":["J.P. Morgan","JPMorgan Chase Bank, N.A.","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00023956","SDNY_GM_00293154","EFTA01500069"]}