This document is a consolidated summary of investment accounts for the period 2/1/13 to 2/28/13, detailing asset allocation, market values, changes in value, and estimated annual income. It includes information on cash and fixed income investments held at J.P. Morgan, excluding those held in trust. The document specifies that investment decisions are made by the client and not by J.P. Morgan Securities LLC.
documents/vol00010-efta01513419-pdf.pdf
{"title":"Consolidated Summary","document_date":"2013-02","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-00039367","SDNY_GM_00308565","EFTA01513419"]}