This document is a financial statement from JPMorgan Chase Bank for Jeffrey Epstein's asset account portfolio for the period of November 01, 2001 to November 30, 2001. It includes a portfolio summary with market values, tax costs, estimated annual income, and yield percentages. The asset allocation is 100% in cash and short term. An income summary is also provided, detailing U.S. tax-exempt dividends for the period and year to date.
documents/vol00010-efta01484178-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","key_people":["Jeffrey Epstein"],"document_date":"2001-11-30","document_type":"financial","key_locations":["New York, NY"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank"],"reference_numbers":["JPM-SDNY-00005396","SDNY_GM_00274594","EFTA01484178"]}