Epstein File EFTA01509726: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509726: Client and Asset (DS10)

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JPMorgan Securities Inc. brokerage account statement for the period June 1-30, 2010 showing consolidated investment accounts with non-discretionary management. The document outlines asset allocation across beginning and ending positions with estimated current market values, and notes that JPMSI does not provide discretionary investment advice or asset allocation services.

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client asset

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PersonKeyword

Excerpt 1

Brokerage and margin accounts are non-discretionary and all investment decisions are made by the **client**. J.P. Morgan Securities Inc.

Excerpt 2

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

Excerpt 3

J.P.Morgan For the Period 6/1/10 to 6/30/10 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market