Epstein File EFTA00621964: Warren and JP Morgan (DS9)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00621964: Warren and JP Morgan (DS9)

Financial RecordDate unavailableEFTA006219641 keyword hits

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This document appears to be a financial asset summary or portfolio statement related to JP Morgan accounts and various trusts and investment entities. It lists multiple holdings including cash and market securities at JP Morgan totaling $13 million, the Rollo Tomasi Trust ($5 million), Apollo Colnvest III and IV, various other trusts and investment partnerships, and references an individual named Warren. The document shows a 44% interest in BRH Holdings valued at $2.541 billion.

👤 Named in This Document

Warren

🔑 Evidence Keywords

JP Morgan asset

📋 Key Excerpts3

PersonKeyword

Excerpt 1

44%Interest BRH Hldgs$2.541bil Cash&Mkt Sec at JPM $13mil Rollo Tomasi Trust $5mil Apollo Colnvest III $2.0 mil GRAT AnnuityReceivables1.595bil Cash at **JP**

Excerpt 2

**Morgan** $14 mil Cash at US Trust $5.7 mil Cash at US Trust $3mil Mallory Trust $4mil Apollo Colnvest IV $46k (Note payable due to BFP $42mil) Stocks held

Excerpt 3

Capital Ptrs $16.5mil Remainderman Investors LLC .3 SH Meadow Lane LLC $8.3mil Millennium Group $23.6mil Investment Partnerships $3mil AREIF Colnv IV 101 **Warren**