Epstein File EFTA01452695: MTG and JP Morgan (DS10)

Epstein Index›Documents›EFTA01452695

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01452695: MTG and JP Morgan (DS10)

Financial RecordDate unavailableEFTA014526951 keyword hits

0

views

0

shares

0

reactions

1

persons

1

keywords

5

excerpts

This document is a JP Morgan brokerage account transaction statement dated January 2014 showing multiple security sales and purchases. It records the sale of JP Morgan Value Advantage Institutional Class shares on 12/13/13 (840.719 shares for $680.99 gain and 1,255.017 shares for $1,016.56 gain), a sale of a $750,000 security on 12/23/13 resulting in a $25,318.50 loss, and purchases of Washington Mutual and Global MTG securities. All transactions used First In First Out accounting method.

👤 Named in This Document

Marjorie Taylor Greene

🔑 Evidence Keywords

JP Morgan

📋 Key Excerpts5

PersonKeyword

Excerpt 1

Disposition Realized Gain/ Loss Date Date Transaction Description Quantity Cost Basis Proceeds Disallowance Short Term (continued) 01/10/14 12/13/13 SELL **JP**

Excerpt 2

**MORGAN** VALUE ADVA INSTITUTIONAL CLASS 840.719 22,161.35 22,842.34 680.99 First In First Out Security Identifier: JVAIX 01/10/14 12/13/13 SELL **JP** **MORGAN**

Excerpt 3

VALUE ADVA INSTITUTIONAL CLASS 1,255.017 33,082.25 34,098.81 1,016.56 First In First Out Security Identifier: JVAIX 01/10/14 12/23/13 SELL **JP** **MORGAN** VALUE