This document is a consolidated summary of investment accounts at J.P. Morgan for the period from April 1, 2011, to April 30, 2011. It includes details on asset allocation, market values, changes in value, and estimated annual income. The summary covers investments held at J.P. Morgan other than those held in trust, and notes that brokerage and margin accounts are non-discretionary with all investment decisions made by the client.
documents/vol00010-efta01513016-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2011-04-30","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-00038875","SDNY_GM_00308073","EFTA01513016"]}