J.P. Morgan Market Note Discusses Profit Margins and Portfolio Allocation (July 2011)

J.P. Morgan Market Note Discusses Profit Margins and Portfolio Allocation (July 2011) The passage is a routine investment commentary with no specific allegations, names, transactions, or actionable leads involving high‑profile officials or entities. It merely analyzes corporate profit trends and portfolio strategy, offering no novel or controversial information. Key insights: Describes J.P. Morgan's balanced portfolio allocation as of July 2011.; Attributes recent S&P 500 profit margin expansion to reduced labor compensation.; Notes low U.S. labor compensation relative to historical levels and rising Asian imports.