This document is a consolidated summary of investment accounts at J.P. Morgan for the period from December 1, 2013, to December 31, 2013. It includes details on asset allocation, market value changes, and portfolio activity. The summary covers investments held at J.P. Morgan other than those in trust, and notes that investment decisions for brokerage and margin accounts are made by the client.
documents/vol00010-efta01499828-pdf.pdf
{"title":"Consolidated Summary for the Period 12/1/13 to 12/31/13","document_date":"2013-12-31","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-00023638","SDNY_GM_00292836","EFTA01499828"]}