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Document Mentions (8 shared documents)
2 mentions1 same-page
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ark Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL, LLC ACCT. For the Period 3/1/13 to 3/31/13 Asset Account J.P. Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Te
tax lots comprising the position. Please contact your J.P. Morgan team for additional information. ** Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA JP MORGAN CHASE & CO Total US Large Cap Equity 46625H-10-0 JPM $2,340,172.38 $0.00 $0.00 $26,103.60 1.12% 47.46 21,7
2 mentions1 same-page
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ark Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL, LLC ACCT. For the Period 5/1/13 to 5/31/13 Asset Account J.P. Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Te
all tax lots comprising the position. Please contact your J.P. Morgan team for additional information. Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA Page 4 of 11 Quantity Value Adjusted Cost Original Cost EFTA01547548 Unrealized Gain/Loss Est. Annual Inc. Accrued
2 mentions1 same-page
Page ?Same page
ark Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL, LLC ACCT. For the Period 5/1/13 to 5/31/13 Asset Account J.P. Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Te
tax lots comprising the position. Please contact your J.P. Morgan team for additional information. ** Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA JP MORGAN CHASE & CO Total US Large Cap Equity 46625H-10-0 JPM $2,620,761.27 $0.00 $0.00 $33,064.56 1.26% 54.59 21,7
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2 mentions1 same-page
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ark Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL, LLC ACCT. For the Period 4/1/13 to 4/30/13 Asset Account J.P. Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Te
tax lots comprising the position. Please contact your J.P. Morgan team for additional information. ** Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA JP MORGAN CHASE & CO Total US Large Cap Equity 46625H-10-0 JPM $2,370,364.53 $0.00 $0.00 $26,103.60 1.10% 49.01 21,7
2 mentions1 same-page
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ark Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL, LLC ACCT. For the Period 6/1/13 to 6/30/13 Asset Account J.P. Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Te
tax lots comprising the position. Please contact your J.P. Morgan team for additional information. ** Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA JP MORGAN CHASE & CO Total US Large Cap Equity 46625H-10-0 JPM $2,378,565.87 $0.00 $0.00 $33,064.56 1.39% 52.79 21,7
2 mentions1 same-page
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ark Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL, LLC 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 Specialist Client Service Team Client Service Team Client Service Te
tax lots comprising the position. Please contact your J.P. Morgan team for additional information. ** Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA JP MORGAN CHASE & CO Total US Large Cap Equity 46625H-10-0 JPM $2,249, $0.00 $0.00 $33,064.56 1.47% 50.53 21,753.000
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2 mentions1 same-page
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rk, NY 10017-2014 SOUTHERN FINANCIAL, LLC ACCT. For the Period 9/1/13 to 9/30/13 Asset Account J.P. Morgan Team William Sheridan Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Banker Investment Specialist Client Service Team Client Service Team Client Se
sition. Please contact your J.P. Morgan team for additional information. ** Equity Detail Price US Large Cap Equity ARIAD PHARMACEUTICALS INC ASCENA RETAIL GROUP INC 04033A-10-0 ARIA 19.93 COM 04351G-10-1 ASNA BIOGEN IDEC INC FACEBOOK INC-A GENERAL ELECTRIC CO JP MORGAN CHASE & CO JPM VALUE ADVANTAGE FD -
2 mentions1 same-page
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ark Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL, LLC ACCT. For the Period 7/1/13 to 7/31/13 Asset Account J.P. Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Te
tax lots comprising the position. Please contact your J.P. Morgan team for additional information. ** Equity Detail Price US Large Cap Equity ASCENA RETAIL GROUP INC COM 04351G-10-1 ASNA JP MORGAN CHASE & CO Total US Large Cap Equity 46625H-10-0 JPM $2,558,139.69 $0.00 $0.00 $33,064.56 1.29% 55.73 21,7
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Mutual Connections (38)
Entities connected to both Paul Barrett and ASCENA RETAIL GROUP INC
JPMorgan Chase
ORGANIZATION435 w/ Paul·8 w/ ASCENA
Justin Trudeau
PERSON226 w/ Paul·8 w/ ASCENA
Newark
LOCATION198 w/ Paul·6 w/ ASCENA
Securities Investor Protection Corporation
ORGANIZATION182 w/ Paul·6 w/ ASCENA
the Internal Revenue Service
ORGANIZATION170 w/ Paul·6 w/ ASCENA
FDIC
ORGANIZATION143 w/ Paul·6 w/ ASCENA
JN
Justin Nelson
PERSON133 w/ Paul·8 w/ ASCENA
Nassau
LOCATION122 w/ Paul·6 w/ ASCENA
JG
Jason Grosse
PERSON96 w/ Paul·8 w/ ASCENA
Deutsche Bank
ORGANIZATION52 w/ Paul·2 w/ ASCENA
Apollo Global Management
ORGANIZATION32 w/ Paul·8 w/ ASCENA
Ghislaine Maxwell
PERSON35 w/ Paul·2 w/ ASCENA
Global Access Portfolios
ORGANIZATION32 w/ Paul·2 w/ ASCENA
JPMorgan Fund
ORGANIZATION31 w/ Paul·2 w/ ASCENA
Net Capital Requirements
ORGANIZATION30 w/ Paul·2 w/ ASCENA
J.P. Morgan Securities LLC's
ORGANIZATION30 w/ Paul·2 w/ ASCENA
UNCAPPED
ORGANIZATION24 w/ Paul·2 w/ ASCENA
Barclays
ORGANIZATION22 w/ Paul·2 w/ ASCENA
KINDRED HEALTHCARE INC
ORGANIZATION17 w/ Paul·2 w/ ASCENA
US Small/Mid Cap Equity
ORGANIZATION15 w/ Paul·2 w/ ASCENA