Epstein File EFTA01344329: Asset (DS10)

Epstein Index›Documents›EFTA01344329

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01344329: Asset (DS10)

Financial RecordDate unavailableEFTA013443291 keyword hits

0

views

0

shares

0

reactions

1

persons

1

keywords

3

excerpts

JPMorgan consolidated investment account summary for Jeffrey Epstein covering the period July 1-31, 2013. The statement shows asset allocation across equity and cash/fixed income categories, with beginning equity value of $1,474,020.00, ending value of $1,489,980.00, and estimated annual income of $120,840.00. The document notes that JPMorgan Securities LLC does not provide asset allocation or investment management advice.

👤 Named in This Document

Jeffrey Epstein

🔑 Evidence Keywords

asset

📋 Key Excerpts3

PersonKeyword

Excerpt 1

P. 6(e) P.PMorgan For the Period 7/1/13 to 7/31/13 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation

Excerpt 2

**Asset** Allocation Market Value Market Value In Value Annual Income Allocation Equity 1,474,020.00 1,489,980.00 15,960.00 120,840.00 27% Cash & Fixed Income

Excerpt 3

Morgan Securities LLC ("JPMS") does not provide advice on **asset** allocation or investment management SDNY_GM_00175874 services, nor do its personnel take