Epstein File EFTA01583304: JP Morgan and Apollo Global (DS10)

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Epstein File EFTA01583304: JP Morgan and Apollo Global (DS10)

Financial RecordDate unavailableEFTA015833041 keyword hits

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A financial statement dated December 29, 2013, showing holdings in Southern Financial LLC accounts including positions in JP Morgan Chase & Co. (21,753 shares at $53.41), Apollo Global Management LLC (263,157 shares at $29.78), Ascena Retail Group Inc., and other securities, with a US dollar balance of $329,920.88. The document reflects investment portfolio composition and asset allocation.

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JP Morgan Apollo Global asset

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Excerpt 1

PRIME MM FD INSTL FUND 829 0.03% JINXX 199,036.62 o 1 SOUTHERN FINANCIAL LLC ASCENA RETAIL GROUP INC COM ASNA 70,500 0 17.07 SOUTHERN FINANCIAL, LLC **JP**

Excerpt 2

**MORGAN** CHASE & CO JPM 21,753 o 53.41 SOUTHERN FINANCIAL, LLC APOLLO GLOBAL MANAGEMENT LLC APO 263,157 0 29.78 7 SOUTHERN FINANCIAL LLC US DOLLAR 329,920.88

Excerpt 3

FINANCIAL LLC ASCENA RETAIL GROUP INC COM ASNA 70,500 0 17.07 SOUTHERN FINANCIAL, LLC JP MORGAN CHASE & CO JPM 21,753 o 53.41 SOUTHERN FINANCIAL, LLC **APOLLO**