Epstein Index›Documents›EFTA01508626
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01508626: Asset (DS10)

Financial RecordDate unavailableEFTA015086261 keyword hits
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JPMorgan Securities brokerage account portfolio statement showing asset allocation with equities comprising 91% of holdings (approximately $11.8 million) and cash/short-term investments at 9% (approximately $1.1 million). The statement includes taxable interest of $38.42 for the period and year-to-date interest of $39,122.01, plus dividend income of $5,750.39.

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PersonKeyword
Excerpt 1
1,114,356.22 1,269,567.40 1,114,356.20 59,060.48 5.3 Equities 11,874,221.52 10,666,551.00 0.0 Except for the Deposit Account (if elected), and the cash in your **Asset**
Excerpt 2
See Important Information about your JPMSI Brokerage Account" at the end of this **Asset** Account Portfolio.
Excerpt 3
**Asset** Allocation Income Summary 9% Cash and Short Term This Period USD Year to Date USD* Taxable Interest 38.42 39,122.01 91% Equities Dividends 5,750.39

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