Epstein File EFTA01499643: JP Morgan and Apollo Global (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01499643: JP Morgan and Apollo Global (DS10)

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This document is a detailed investment portfolio statement showing holdings in multiple asset classes managed by JP Morgan Chase & Co and Apollo Global Management LLC. The portfolio includes US Large Cap Equity positions (Ascena Retail Group Inc valued at $1,150,560.00 and JP Morgan Chase & Co stock valued at $1,099,179.09), US Small Cap Equity in Apollo Global Management LLC ($6,681,556.23), and Non-US Equity holdings including Bombardier Inc. Total US Large Cap Equity value was $2,249,739.09 with a 1.47% yield.

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JP Morgan Apollo Global asset

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Excerpt 1

Yield US Large Cap Equity ASCENA RETAIL GROUP INC 16.32 70,500.000 1,150,560.00 N/A ** N/A COM 04351G-10-1 ASNA **JP** **MORGAN** CHASE & CO 50.53 21,753.000 1,099,179.09

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21,753.000 1,099,179.09 N/A ** N/A 33,064.56 3.01% 46625H-10-0 JPM Total US Large Cap Equity $2,249,739.09 $0.00 $0.00 $33,064.56 1.47% US Small Cap Equity **APOLLO**

Excerpt 3

**GLOBAL** MANAGEMENT LLC 25.39 263,157.000 6,681,556.23 4,999,983.00 1,681,573.23 878,944.38 13.15% 037612-30-6 APO Non-US Equity BOMBARDIER INC 4.54 20,000.000