This document is a consolidated summary of investment accounts at J.P. Morgan for the period from August 1, 2010, to August 31, 2010. 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 clarifies that investment decisions in brokerage and margin accounts are made by the client.
documents/vol00010-efta01512852-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for Investment Accounts","document_date":"2010-08","document_type":"financial","document_subtype":"Consolidated Summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities Inc."],"reference_numbers":["JPM-SDNY-00038703","SDNY_GM_00307901","EFTA01512852"]}