This document is a consolidated summary of investment accounts at J.P. Morgan for the period from March 1, 2011, to March 31, 2011. It includes details on asset allocation, market values, changes in value, and estimated annual income. The summary covers investments held in custody or investment management accounts at JPMorgan Chase Bank, N.A., or in brokerage or margin accounts at J.P. Morgan Clearing Corp. It specifies that brokerage and margin accounts are non-discretionary, with all investment decisions made by the client.
documents/vol00010-efta01512995-pdf.pdf
{"title":"J.P. Morgan Consolidated Summary for March 2011","document_date":"2011-03","document_type":"financial","document_subtype":"Consolidated Summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank, N.A.","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00038853","SDNY_GM_00308051","EFTA01512995"]}