Epstein File EFTA01510530: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510530: Client and Asset (DS10)

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A J.P. Morgan Securities LLC consolidated investment account summary for the period April 1-30, 2012. The document describes non-discretionary brokerage and margin accounts where investment decisions are made by the client, and includes estimated current asset allocation information. No specific client name or account values are disclosed in the excerpt.

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client asset

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PersonKeyword

Excerpt 1

Brokerage and margin accounts are non-discretionary and all investment decisions are made by the **client**. J.P.

Excerpt 2

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

Excerpt 3

P.PMorgan For the Period 4/1/12 to 4/30/12 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation **Asset** Allocation