This document is a consolidated summary of investments at J.P. Morgan, excluding those held in trust. It details the types of accounts where investments may be held, including custody or investment management accounts at JPMorgan Chase Bank, N.A., and brokerage or margin accounts at J.P. Morgan Clearing Corp. The document clarifies that brokerage and margin accounts are non-discretionary, with all investment decisions made by the client. J.P. Morgan Securities Inc. does not provide asset allocation or investment management advice, which is exclusively provided by the Bank.
documents/vol00010-efta01509779-pdf.pdf
{"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 Inc."],"reference_numbers":["JPM-SDNY-00035333","SDNY_GM_00304531","EFTA01509779"]}