This document is a consolidated summary of investment accounts at J.P. Morgan for the period from January 1, 2013, to January 31, 2013. It details the asset allocation, beginning and ending market values, changes in value, estimated annual income, and current allocation percentages for equity and cash & fixed income assets. The total market value increased by $3,793,965.88 during this period. The document also clarifies that investment decisions are made by the client and not by J.P. Morgan Securities LLC.
documents/EFTA01510848.pdf
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