This document is a Consolidated Summary of investment accounts for the period 6/1/12 to 6/30/12 at J.P. Morgan. It includes details on asset allocation, market value changes, and estimated annual income. The summary covers investments held at JPMorgan Chase Bank and J.P. Morgan Clearing Corp. It specifies that brokerage and margin accounts are non-discretionary, with investment decisions made by the client. J.P. Morgan Securities LLC does not provide asset allocation or investment management advice.
documents/vol00010-efta01513279-pdf.pdf
{"title":"Consolidated Summary","document_date":"2012-06","document_type":"financial","document_subtype":"Consolidated Summary","key_organizations":["JPMorgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00039191","SDNY_GM_00308389","EFTA01513279"]}