This document is a consolidated financial summary of investment accounts held at J.P. Morgan for the period from December 1, 2011, to December 31, 2011. It includes details on asset allocation, market values, and portfolio activity, excluding investments held in trust. The document specifies that J.P. Morgan Securities LLC does not provide advice on asset allocation or investment management services.
documents/vol00010-efta01492521-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for the Period 12/1/11 to 12/31/11","document_date":"2011-12-31","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-00015322","SDNY_GM_00284520","EFTA01492521"]}