⚡IMPACT LEVEL 3 — NOTEWORTHY
Epstein File EFTA01455361: MTG and JP Morgan (DS10)
Financial RecordDate unavailableEFTA014553611 keyword hits
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This document is a detailed investment portfolio statement showing securities transactions and holdings, including the sale of JP Morgan Chase & Co. stock on multiple dates in August 2014 (1,450 shares sold on 08/14/14 and 08/19/14), and holdings in Washington Mutual mortgage pass-through certificates with a 6.972% variable rate. The statement reflects Epstein's investment account activity and asset dispositions.
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PersonKeyword
Excerpt 1
1,388.86
TD 01/30/03
Security Identifier:
Original Cost Basis: 19,579.74
Total Short Term
$21,507.35
$23,487.73
$1,980.38
Long Term
08/01/14
07/14/05*
SELL
**JP**
Excerpt 2
SELL
P MORGAN CHASE & CO US46625H1005
1,450.000
708,302.44
82,091.18
-626,211.26
First In First Out
Security Identifier: JPM
08/14/14
07/14/05*
SELL
**JP**
Excerpt 3
**MORGAN** CHASE & CO US46625H1005
1,450.000
708,302.43
82,431.92
-625,870.51
First In First Out
Security Identifier: JPM
08/19/14
07/14/05*
SELL
P MORGAN
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