Epstein File EFTA01547570: Memorandum, JP Morgan and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01547570: Memorandum, JP Morgan and Asset (DS10)

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This document is a J.P. Morgan asset account statement for the period May 1, 2013 to May 31, 2013, detailing brokerage activity in a margin account. The statement includes equity holdings such as ASCENA Retail Group Inc. and JP Morgan Chase & Co., and explains that J.P. Morgan Securities LLC does not provide investment advice or discretionary asset management services. The document reflects standard brokerage account reporting.

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memorandum JP Morgan asset offshore

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Excerpt 1

mind when using a statement to track your brokerage activity in a margin account: The statement combines your general margin account with the special **memorandum**

Excerpt 2

. ** Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA **JP** **MORGAN** CHASE & CO Total US Large Cap Equity 46625H-10-0 JPM

Excerpt 3

The **Asset** Account Statement reflects brokerage transactions executed through J.P. Morgan Securities LLC ("JPMS"), see "Portfolio Activity Detail".