DOJ-OGR-00015701.tif

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Extraction Summary

1
People
4
Organizations
1
Locations
2
Events
1
Relationships
2
Quotes

Document Information

Type: Asset account portfolio statement
File Size: 21.9 KB
Summary

This document is an Asset Account Portfolio statement from JPMorgan Chase Bank for Jeffrey Epstein, covering the period from September 1 to September 30, 2002. It details his cash and short-term investments, totaling a market value of $6,838,687.24 with an estimated annual income of $109,416.12, and notes that confidential treatment was requested by JPMorgan Chase.

People (1)

Name Role Context
JEFFREY EPSTEIN Account Holder
Asset Account Portfolio for Jeffrey Epstein

Organizations (4)

Name Type Context
JPMorgan Chase Bank
Bank holding the asset account
JPMorgan Private Bank
Division of JPMorgan Chase Bank
JP MORGAN TAX FREE MONEY MARKET PREMIER CLASS SWEEP FUND
Investment fund
JP MORGAN TAX FREE MONEY MARKET FUND INSTITUTIONAL SHARE CLASS
Investment fund

Timeline (2 events)

2002-09-01
Start date for Asset Account Portfolio statement period.
JPMorgan Chase Bank, New York, NY
2002-09-30
End date for Asset Account Portfolio statement period.
JPMorgan Chase Bank, New York, NY

Locations (1)

Location Context
Address of JPMorgan Chase Bank

Relationships (1)

JEFFREY EPSTEIN Account Holder-Bank JPMorgan Chase Bank
Account statement for JEFFREY EPSTEIN held at JPMorgan Chase Bank

Key Quotes (2)

"Confidential Treatment Requested by JPMorgan Chase"
Source
DOJ-OGR-00015701.tif
Quote #1
"Current yield is displayed for instruments with no maturity and YTM on market is displayed for instruments that mature."
Source
DOJ-OGR-00015701.tif
Quote #2

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