This document is a consolidated summary of investment accounts at J.P. Morgan for the period from September 1, 2013, to September 30, 2013. It includes details on asset allocation, market values, and portfolio activity. The summary covers equity and cash & fixed income investments, showing changes in market value and estimated annual income. It also provides a breakdown of portfolio activity for the current period and year-to-date values.
documents/vol00010-efta01502491-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary","document_date":"2013-09","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-00026974","SDNY_GM_00296172","EFTA01502491"]}