This document is a consolidated summary of investment accounts at J.P. Morgan for the period from February 1, 2012, to February 29, 2012. It includes details on asset allocation, beginning and ending market values, changes in value, and estimated annual income. The summary covers investments held at JPMorgan Chase Bank and J.P. Morgan Clearing Corp., excluding those held in trust. It specifies that brokerage and margin accounts are non-discretionary, with investment decisions made by the client.
documents/vol00010-efta01513208-pdf.pdf
{"title":"Consolidated Summary for the Period 2/1/12 to 2/29/12","document_date":"2012-02-29","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-00039101","SDNY_GM_00308299","EFTA01513208"]}