This document is an equity summary for Ghislaine Maxwell's account with J.P. Morgan for the period of September 1, 2013, to September 30, 2013. It details the market values and changes in value for various asset categories, including US Large Cap Equity, US Small/Mid Cap Equity, Non-US Equity, Preferred Stocks, and Concentrated & Other Equity. The total value of the portfolio increased by $13,748.90 during this period, with an estimated annual income of $50,794.36 and a yield of 5.22%.
documents/vol00010-efta01518898-pdf.pdf
{"title":"Equity Summary for Ghislaine Maxwell","key_people":["Ghislaine Maxwell"],"document_date":"2013-09","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan"],"reference_numbers":["JPM-SDNY-00046156","SDNY_GM_00315354","EFTA01518898"]}