Relationship Details

This document is page 26 of 42 from Donald J. Trump's OGE Form 278e (financial disclosure). It details 'Part 6: Other Assets and Income,' specifically listing investment holdings (rows 18-36) such as mutual funds, bonds, and a cash account with US Bank. Values range from 'None (or less than $1,001)' to '$15,001 - $50,000', and a footnote clarifies that J.P. Morgan serves as the sole Trustee for the Family Trusts where Trump retains income interest but no decision authority.

This document is page 40 of 42 from Donald J. Trump's OGE Form 278e financial disclosure, listing transactions from January to May 2018. It details significant real estate sales and one purchase through various LLCs in locations including Chicago, the Dominican Republic, New York, Las Vegas, Los Angeles, and Palm Beach, with values ranging from $1,000 to over $50 million. Footnotes clarify J.P. Morgan's role as sole Trustee and note that business entity real estate transactions are now listed in Part 7 at the request of the Office of Government Ethics.

This document is page 34 of Donald J. Trump's OGE Form 278e financial disclosure report, marked with House Oversight Bates stamp 016732. It details 20 purchase transactions made between January and November 2018 involving various investment funds (JPMorgan, Six Circles, iShares, etc.), mostly in the $1,001–$15,000 range. A footnote explicitly states that J.P. Morgan is the sole Trustee and Trump retains only an income interest with no investment decision authority.

This document is page 25 of 42 of a financial disclosure report (OGE Form 278e) filed by Donald J. Trump. It details assets held in 'Family Trust 1' and a large money market account with Bank United valued between $5 million and $25 million. The document explicitly notes that J.P. Morgan acts as the sole trustee for the Family Trusts, giving them investment decision authority while Trump retains an income interest. The listed assets within the trust include various international and domestic equity funds.

This document is page 33 of 42 of Donald J. Trump's OGE Form 278e financial disclosure. It lists Part 7 transactions, specifically sales of various investment funds (PIMCO, iShares, AQR, etc.) throughout 2018, mostly valued between $1,001 and $15,000. It also lists one purchase under 'Family Trust 2' and explicitly notes that J.P. Morgan is the sole trustee of the family trusts and that Trump has no investment decision authority over them.

This document is page 39 of 42 from Donald J. Trump's OGE Form 278e Financial Disclosure Report. It lists 19 financial transactions (all sales) occurring between January and October 2018, involving various mutual funds and ETFs (including iShares, PIMCO, and AQR). A footer note clarifies that J.P. Morgan acts as the sole Trustee for these assets, and Trump holds an income interest without investment decision authority.

This is page 29 of 42 from a financial disclosure form (OGE Form 278e) filed by Donald J. Trump. It details the assets held within 'Family Trust 3,' which include various international and domestic equity funds (iShares, J.P. Morgan, Six Circles, etc.) with values ranging generally between $1,000 and $50,000, and one SPDR holding valued between $100,001 and $250,000. A note clarifies that J.P. Morgan is the sole trustee and Trump has no investment decision authority.

This document is page 27 of 42 from Donald J. Trump's OGE Form 278e financial disclosure. It details 'Part 6: Other Assets and Income,' specifically listing holdings within 'Family Trust 2,' which include various international and domestic equity funds (iShares, Six Circles, JPM, Blackstone, etc.). A footnote specifies that J.P. Morgan acts as the sole Trustee and that Trump retains only an income interest without investment decision authority. The document bears the Bates stamp HOUSE_OVERSIGHT_016725.

This document is page 32 of 42 of an OGE Form 278e financial disclosure report for Donald J. Trump. It details 20 financial transactions (purchases and sales) of various mutual funds and ETFs (including Fidelity, iShares, PIMCO, and CRM) occurring throughout 2018, all valued between $1,001 and $15,000. A footer note clarifies that J.P. Morgan acts as the sole Trustee for the Family Trusts and that Trump has no investment decision authority.

This document is page 30 of 42 from a financial disclosure form (OGE Form 278e) filed by Donald J. Trump. It lists various assets held in 'Part 6: Other Assets and Income', primarily investment funds and a US Bank cash account, with values generally ranging between $1,001 and $50,000. A footnote indicates that J.P. Morgan is the sole Trustee of the Family Trusts holding these assets, and Trump has no investment decision authority.