This document is a consolidated summary of investment accounts at J.P. Morgan for the period from April 1, 2013, to April 30, 2013. It includes details on asset allocation, market value, accruals, and estimated annual income. The summary covers investments held at J.P. Morgan other than those held in trust, and clarifies that investment decisions are made by the client in non-discretionary accounts.
documents/EFTA01510962.pdf
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