Epstein Index›Documents›EFTA01510684
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510684: Asset (DS10)

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This is a JPMorgan consolidated investment account summary for the period September 1-30, 2012, detailing asset allocation across investment accounts with beginning and ending values and estimated current asset allocation percentages. The document notes that JPMorgan Securities LLC does not provide discretionary investment management services or asset allocation advice. No specific account holder name or transaction amounts are disclosed in the excerpt.

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P.PMorgan For the Period 9/1/12 to 9/30/12 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation **Asset** Allocation
Excerpt 2
Morgan Securities LLC ("JPMS") does not provide advice on **asset** allocation or investment management services, nor do its personnel take discretion over

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