This document is a consolidated summary of investment accounts for the period from March 1, 2012, to March 31, 2012. It includes details on asset allocation, market values, and portfolio activity for investments held at J.P. Morgan, excluding those held in trust. The statement provides a breakdown of equity and cash & fixed income allocations, as well as changes in market value and estimated annual income.
documents/vol00010-efta01502042-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2012-03-31","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-00026474","SDNY_GM_00295672","EFTA01502042"]}