This document is a bank statement from JPMorgan Chase for Jeffrey Epstein's asset account portfolio for the period of May 01, 2002 to May 31, 2002. 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 assets. An income summary is also provided, detailing U.S. tax-exempt dividends for the period and year to date.
documents/vol00010-efta01484244-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","key_people":["Jeffrey Epstein"],"document_date":"2002-05","document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154-1002"],"document_subtype":"Bank Statement","key_organizations":["JPMorgan Chase Bank"],"reference_numbers":["JPM-SDNY-00005464","SDNY_GM_00274662","EFTA01484244"]}