This document is a portfolio summary for Jeffrey Epstein's asset account at JPMorgan Private Bank for the period of February 01, 2002 to February 28, 2002. It includes details on market value, tax cost, estimated annual income, and yield percentage for cash and short-term assets. The total portfolio value is reported along with an income summary for U.S. tax-exempt dividends.
documents/vol00010-efta01484214-pdf.pdf
{"title":"JPMorgan Private Bank Asset Account Portfolio","key_people":["Jeffrey Epstein"],"document_date":"2002-02","document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154-1002"],"document_subtype":"Portfolio Summary","key_organizations":["JPMorgan Chase Bank","JPMorgan Private Bank"],"reference_numbers":["JPM-SDNY-00005433","SDNY_GM_00274631","EFTA01484214"]}