Epstein File EFTA01500022: JP Morgan and Southern Trust (DS10)

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Epstein File EFTA01500022: JP Morgan and Southern Trust (DS10)

Financial RecordDate unavailableEFTA015000221 keyword hits

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This JPMorgan Securities and Southern Trust Company account statement dated March 27, 2014, documents a step-up note linked to BRL versus USD with a 1,000,000 notional value, 85% barrier, 5% coupon, and 28.5% maximum return. The statement also shows a purchase of Wells Fargo & Company preferred stock (5.25%) for 45,000 shares at USD 25.00 per share totaling USD 1,125,000.

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🔑 Evidence Keywords

JP Morgan Southern Trust

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Excerpt 1

STEP UP NOTE 3/27/14 LNKD TO BRL VS 1,000,000.000 100.00 (1,000,000.00) 3/20 USD 85%BARRIER- 5%CPN-28.5% MXRTRN 3/13/13; INITIAL STRIKE: 1.9619 @ 100.00 **JP**

Excerpt 2

**MORGAN** SECURITIES LLC (BIDL) (ID: 3/15 Purchase WELLS FARGO & COMPANY PFD 5.25% @ 2 25.00 J.P. 45,000.000 25.00 (1,125,000.00) 3/22 MORGAN SECURITIES

Excerpt 3

P.Morgan **SOUTHERN** **TRUST** COMPANY, INC ACCT.