Epstein File EFTA01466641: JP Morgan and Southern Trust (DS10)

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Epstein File EFTA01466641: JP Morgan and Southern Trust (DS10)

Financial RecordDate unavailableEFTA014666411 keyword hits

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Investment portfolio statement dated December 2013 showing security positions held through JP Morgan Chase and Bank of America, including preferred stock holdings and structured notes. The document lists specific securities with quantities, values, and unrealized gains/losses, and references Southern Trust Company security positions with dates ranging from June to December 2013.

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🔑 Evidence Keywords

JP Morgan Southern Trust

📋 Key Excerpts5

PersonKeyword

Excerpt 1

**Morgan** Chase & Co. 1,272,115.44 1,244.707.00 27,408.44 SQ4/13 1,000,000 JPM CONT BUFF SX7P 10/16/14 85% CONTIN BARRIER 25% CAP INfTlAL 186.77 (4,800.00

Excerpt 2

3(yi3 December Unrealized Value 05/10/11 DB 3,000,000 Bank of America 8.125% Pfd 12/29/2049 3,356,250.00 3,345,000.00 11,250.00 05/10/11 DB 3,000,000 **JP**

Excerpt 3

**Morgan** Chase 7.9% Pfd 4/30/2049 3,307,500.00 3,315,000.00 (7,500.00) 05/10/11 DB 1,200,000 Peabody Ennergy Corp Sr Notes 7.375% 11/1/2016 1,350,000.00