This document is a consolidated financial summary for investment accounts held at J.P. Morgan for the period from March 1, 2012, to March 31, 2012. It includes details on asset allocation, market values, and portfolio activity. The report covers equity, alternative assets, and cash & fixed income, showing changes in market value and estimated annual income. The document also notes that the investments are held in custody or investment management accounts at JPMorgan Chase Bank or in brokerage or margin accounts at J.P. Morgan Clearing Corp.
documents/vol00010-efta01492911-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for March 2012","document_date":"2012-03-31","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00015730","SDNY_GM_00284928","EFTA01492911"]}