Epstein Index›Documents›EFTA00638935
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00638935: Charles, MTG and JP Morgan (DS9)

Financial RecordDate unavailableEFTA006389351 keyword hits
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This document is a financial asset listing showing securities holdings across multiple financial institutions including JP Morgan Chase, Bank of America, Citibank, and Goldman Sachs. The list details preferred stock purchases with specific quantities, asset descriptions, purchase dates, and maturity dates ranging from 2012 to 2065, with holdings valued in millions of dollars. The document appears to be a portfolio review or inventory of fixed-income securities and preferred shares held in accounts associated with the Epstein financial records.

👤 Named in This Document

📋 Key Excerpts9

PersonKeyword
Excerpt 1
Subject: attached is list for your review thank you Purchase Quantity Asset Description Date Bank of America 8.125% Pfd 12/29/2049 05/10/11 3,000,000 **JP**
Excerpt 2
2019 10/23/12 600,000 Frontier Communications 8.5% 4/15/2020 7/6/15 3,000,000 General Electric Co GTD Fixed to Floate 4.0% Dec 15 12/3/15 2,469,000 2065 **JP**
Excerpt 3
**Morgan** Chase & Co Pfd 7.9% April 30 2049 6/15/11 2,500,000 **JP** **Morgan** Chase & Co Pfd 7.9% April 30 2049 6/15/11 2,500,000 LBG Capital 12/29/49 5/21/13

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