Epstein Index›Documents›EFTA01513016
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513016: Asset (DS10)

Financial RecordDate unavailableEFTA015130161 keyword hits
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JPMorgan Chase financial statement for the period April 1, 2011 to April 30, 2011, showing consolidated investment account summary with beginning and ending market values and estimated current asset allocation. The document notes that JPMorgan Securities LLC does not provide discretionary investment management services.

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Excerpt 1
P.PMorgan For the Period 4/1/11 to 4/30/11 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value
Excerpt 2
Morgan Securities LLC ("JPMS") does not provide advice on **asset** allocation or investment management services, nor do its personnel take discretion over

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