A financial portfolio summary for Jeffrey Epstein's account at JPMorgan Private Bank for the period of March 01, 2007 to March 31, 2007. The document provides an overview of the account's market value, tax cost, estimated annual income, and yield percentage. It also includes an asset allocation breakdown and an income summary for U.S. tax-exempt dividends.
documents/vol00010-efta01484899-pdf.pdf
{"key_people":["Jeffrey Epstein"],"document_date":"March 01, 2007 - March 31, 2007","document_type":"financial","document_subtype":"Portfolio Summary","key_organizations":["JPMorgan Private Bank","JPMorgan Chase Bank, N.A.","Chase Bank USA, N.A."],"reference_numbers":["JPM-SDNY-00006144","SDNY_GM_00275342","EFTA01484899"]}