Epstein File EFTA01491340: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01491340: Asset (DS10)

Financial RecordDate unavailableEFTA014913401 keyword hits

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This document is a J.P. Morgan consolidated investment account summary for the period August 1-31, 2010, showing asset allocation and portfolio changes. The statement notes that JPMorgan Securities Inc. does not provide discretionary asset allocation or investment management services over client accounts. The document presents beginning and ending asset values with corresponding changes for the monthly reporting period.

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asset client

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Excerpt 1

J.P.Morgan For the Period 8/1/10 to 8/31/10 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation **Asset** Allocation

Excerpt 2

("JPMSI") does not provide advice on **asset** allocation or investment management services, nor do its personnel take discretion over any client accounts.