Epstein Index›Documents›EFTA01583124
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01583124: Asset (DS10)

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This is a consolidated investment account summary from J.P. Morgan covering the period August 1-31, 2013, detailing beginning and ending balances, changes, and estimated current asset allocation and market value. The statement clarifies that JPMS does not provide asset allocation advice or discretionary investment management services.

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asset

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PersonKeyword
Excerpt 1
P.PMorgan For the Period 8/1/13 to 8/31/13 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value
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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