EFTA01540444Set 10
2013-01-01101p11,069w
3PMorgan Clearing Corporation ("JPMCC"). The
Asset Account Statement reflects brokerage
transactions executed through J.P. Morgan Securities LLC ("JPMS"), see
"Portfolio Activity Detail". Equity securities, fixed income
securities, and listed options ... will be able to view your 2012 Form 1099 on Morgan
EFTA01540446
Online beginning Feb 22, 2013. Unless you have
selected edelivery, you should expect to receive them via
mail ... shortly thereafter. You may contact your
J.P. Morgan Team with any questions.
0000018391.15.0.15.00002.FINAN48.20130204
Consolidated Statement Page 1
EFTA01540447
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EFTA01540448
For the Period 1/1/13
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01540444.pdf
EFTA01540545Set 10
2013-02-01115p12,063w
3PMorgan Clearing Corporation ("JPMCC"). The
Asset Account Statement reflects brokerage
transactions executed through J.P. Morgan Securities LLC ("JPMS"), see
"Portfolio Activity Detail". Equity securities, fixed income
securities, and listed options ... This Consolidated Summary shows all of your investments at J.P. Morgan other
than investments we hold in trust for you. These investments may be held in
custody or investment
management ... Chase Bank, N.A. (the "Bank") or in a
brokerage or margin account at J.P. Morgan Clearing Corp. ("JPMCC").
Brokerage and margin accounts are
non-discretionary and all investment decisions
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01540545.pdf
EFTA01539325Set 10
2012-01-0178p8,370w
3PMorgan Clearing Corporation ("JPMCC"). The
Asset Account Statement reflects brokerage
transactions executed through J.P. Morgan Securities LLC ("JPMS"), see
"Portfolio Activity Detail". Equity securities, fixed income
securities, and listed options ... This Consolidated Summary shows all of your investments at J.P. Morgan other
than investments we hold in trust for you. These investments may be held in
custody or investment
management ... Chase Bank, N.A. (the "Bank") or in a
brokerage or margin account at J.P. Morgan Clearing Corp. ("JPMCC").
Brokerage and margin accounts are
non-discretionary and all investment decisions
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01539325.pdf
EFTA01148765Set 9
8p5,957w
J.PMorgan Global Asset Allocation
J.P.AAorgan Chase Bank NA, J.P. Morgan
Securities Ltd.
Nov 11, 2011
he J.P. Morgan View
How can risk markets rally in an ugly world?
Jan LoeysA ... certification www.morganmarkets.com
and important legal and regulatory disclosures.
EFTA01148765
Global Asset Allocation
The J.P. Morgan View
J.P.Morgan
go overweight on EM equities. On the negative side of the ledger ... governments. Austerity by itselfhas limited power in equities, and cash
% of total portfolos: J.P. Morgan estimates from Oct 2011
stopping this run on government debt. The EFSF remains too small
https://www.justice.gov/epstein/files/DataSet%209/EFTA01148765.pdf
EFTA01547505Set 10
2013-04-0137p4,647w
3PMorgan Clearing Corporation ("JPMCC"). The
Asset Account Statement reflects brokerage
transactions executed through J.P. Morgan Securities LLC ("JPMS"), see
"Portfolio Activity Detail". Equity securities, fixed income
securities, and listed options ... Fixed Income
Asset Allocation
This Consolidated Summary shows all of your investments at J.P. Morgan other
than investments we hold in trust for you. These investments may be held ... Chase Bank, N.A. (the "Bank") or in a
brokerage or margin account at J.P. Morgan Clearing Corp. ("JPMCC").
Brokerage and margin accounts are
non-discretionary and all investment decisions
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01547505.pdf
EFTA01559474Set 10
2010-12-3129p4,214w
3PMorgan Clearing Corporation ("JPMCC"). The
Asset Account Statement reflects brokerage
transactions executed through J.P. Morgan Securities LLC ("JPMS"), see
"Portfolio Activity Detail". Equity securities, fixed income
securities, and listed options ... Value
109.88
0.00
$109.88
15
Start on
Page
4
11
Client News
EFTA01559476
J.P. Morgan Securities LLC's (JPMS LLC) and
J.P. Morgan Clearing Corp.'s (JPMCC) Net Capital ... Saturday and
Sunday 9:00 a.m.- 5:00 p.m. to establish access.
J.P. Morgan has no affiliation with TurboTax and we
bear no responsibility for any information contained in
their
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01559474.pdf
EFTA01558777Set 10
2009-01-0128p4,017w
Chase Bank, N.A.
345 Park Avenue, New York, NY 10154-1002
Asset Account
J.P. Morgan Private Bank Team
Mary Casey
Janet Young
William Doherty III
Banker
Client Service Team
Client ... Equity Research Ratings
Independent third-party research is available for 18 months after J.P.
Morgan Securities, Inc. (JPMSI) terminates coverage. Clients can access this
research at www.MorganOnline.com or can call ... their J.P. Morgan representative at their toll-free number to request that a
copy of this research be sent to them. Equity Research Ratings for any
company where JPMSI
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01558777.pdf
EFTA01556383Set 10
2011-06-3031p4,014w
3PMorgan Clearing Corporation ("JPMCC"). The
Asset Account Statement reflects brokerage
transactions executed through J.P. Morgan Securities LLC ("JPMS"), see
"Portfolio Activity Detail". Equity securities, fixed income
securities, and listed options ... Start on
Page
4
12
Client News
EFTA01556385
J.P. Morgan Securities LLC's (JPMS LLC) and
J.P. Morgan Clearing Corp.'s (JPMCC) Net Capital
and Net Capital Requirements
At June ... Fixed Income
Asset Allocation
This Consolidated Summary shows all of your investments at J.P. Morgan other
than investments we hold in trust for you. These investments may be held
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01556383.pdf
EFTA01146897Set 9
2012-08-204p2,264w
Periphery TARGET2 deficit
150
-50
2007 2008 2009 2010 2011 2012
Source: J.P. Morgan Private Bank, Haver.
The end game for TARGET2
In the event of a euro breakup ... importing more goods and services from periphery countries.
Michael Vaknin
Chief Economist, J.P. Morgan Private Bank
[I] Unless, of course, the money flows across the border as cash ... ofthe matters addressed herein orfor the purpose ofavoiding U.S. tax-
relatedpenalties. Note that JP. Morgan is not a licensed insurance provider.
The material containedherein is intended as a generalmarket commentary
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146897.pdf
EFTA01558118Set 10
2005-07-3113p3,237w
Confidential
FINANCIAL TRUST COMPANY INC
Page 1 of 12
J.P. Morgan Portfolios
July 1 - July 31, 2005
Table of Contents
Page
Account Summary
Asset Account Portfolio
Margin Account Portfolio ... mature.
Cash and Short Term by Type
Description
Cusip/S&P/Moody's Rating
Cash
JP MORGAN INSTITUTIONAL PRIME MONEY
INSTITUTIONAL CLASS SWEEP FUND (829)
(SWEEP DEADLINE ... Dividend
Purchase
Sale
3,510.37
- 29,000
Quantity Description
JP MORGAN INSTITUTIONAL PRIME MONEY
INSTITUTIONAL CLASS SWEEP FUND (829)
(SWEEP DEADLINE IS 4:30 PM EST)
JP MORGAN INSTITUTIONAL PRIME
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01558118.pdf
EFTA01575602Set 10
2013-11-0117p2,930w
York, NY 10017-2014
ACCT.
For the Period 11/1/13 to 11/30/13
Asset Account
J.P. Morgan Team
James Buckley
Jason Bell
Janet Young
Gina Magliocco
Jason Grosse
Online access
Banker
Investment ... your convenience we have combined statement(s) for activity you conduct
through J.P. Morgan in one package. Below are important disclosures relating
to these different accounts.
These statements may relate ... ratings) furnished herein, some of which has
been provided by pricing sources that J.P. Morgan
believes to be reliable, is not guaranteed for accuracy but provided for
informational purposes
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01575602.pdf
EFTA01464828Set 10
2013-08-0120p3,039w
York, NY 10017-2014
ACCT.
For the Period 8/1/13 to 8/31/13
Asset Account
J.P. Morgan Team
Justin Nelson
Paul Barrett
Janet Young
Gina Magliocco
Jason Grosse
Online access
Banker
Investment ... your convenience we have combined statement(s) for activity you conduct
through J.P. Morgan in one package. Below are important disclosures relating
to these different accounts.
These statements may relate ... ratings) furnished herein, some of which has
been provided by pricing sources that J.P. Morgan
believes to be reliable, is not guaranteed for accuracy but provided for
informational purposes
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01464828.pdf
EFTA01594821Set 10
6p2,346w
such rules, regulations, customs and usages. I
understand that my account at J.P. Morgan See -tribes tIL ("JPMS) is subject
to position and exercise limits established by Option
regulatory organizations ... created thereby. I acknowledge that I have received a copy of the
3.P. Morgan Account Derivatives for New Account arid
investment Suitability forms, or similar forms contalnine information
provided ... RULES OF THE ARBITRATION
FORUM IN WHICH A
CLAIM IS FILED.
J.P. Morgan Use Only Title SPN CAS
Page 1 of 3 Banker/Investor 3/13 US1622
Exchange Traded Options Agreement J.P.Morgan
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01594821.pdf
EFTA01493871Set 10
2013-01-011p267w
1/17 NON-CUMULATIVE a 24.84 993,800.00 BROKERAGE
1,600.00 J.P. MORGAN SECURITIES LLC
(ID: 780097-714)
1/15 Purchase NEXTERA ENERGY CAPITAL ... 1/18 MORGAN SECURITIES LLC (ID: 65339K-88-
1/15 Purchase USA COMPRESSION PARTNERS LP @ 18.00 J.P. MORGAN 8,000.000 18.00 (108500.00)
1/18 SECURITIES LLC (ID: 90290N-10-9)
1/14 Purchase NUSTAR ... LOGISTICS LP PFD 7 5/8% 25.00 J.P. 10,800.000 25.00 (270,000.00)
1)22 MORGAN SECURITIES LLC (ID: 670597-20-4)
1/18 Purchase ALNYLAM PHARMACEUTICALS INC 0 20.13 J.P. MORGAN
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01493871.pdf