This document is a consolidated summary of investment accounts for the period 8/1/11 to 8/31/11, detailing asset allocation, market values, and portfolio activity. It includes information on equity and cash & fixed income allocations, changes in market value, and estimated annual income.
documents/vol00010-efta01501870-pdf.pdf
{"title":"Consolidated Summary for Investment Accounts","document_date":"2011-08","document_type":"financial","document_subtype":"investment summary","key_organizations":["J.P. Morgan","JPMorgan Chase Bank","J.P. Morgan Clearing Corp.","J.P. Morgan Securities LLC"],"reference_numbers":["JPM-SDNY-00026284","SDNY_GM_00295482","EFTA01501870"]}