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2, 2011 @ 1.35 KO @ 1.2775 PURCHASED FX OPTION PUT 14,814,814.81 EUR CALL 20,000,000.00 USD (ID: XEURPB-SD-Z) ENERGY TRANSFER PARTNERS L P @ 44.67 J.P. EFTA01539089 MORGAN SECURITIES LLC (ID: 29273R-10-9) PIONEER NATURAL RESOURCES CO @ 89.00 J.P. MORGAN SECURITIES LLC (ID: 723787-10-7) IMPERVA
Equity Change In Value (109,200.00) (73,500.00) (110,570.00) 303,742.20 $10,472.20 Current Allocation 11% 1% 3% EFTA01539052 19% 34% US Small/Mid Cap Equity Concentrated & Other Equity Preferred Stocks Asset Categories Equity as a percentage of your portfolio - 34 % Account Page 4 of 24 Consolidate
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URITIES LLC (ID: 40171V-10-0) BANCOLOMBIA S A SPONS ADR @ 60.00 J.P. MORGAN SECURITIES LLC (ID: 05968L-10-2) REALTY INCOME CORP PFD 6 5/8% @ 25.00 J.P. EFTA01539457 MORGAN SECURITIES LLC (ID: 756109-80-7) AVG TECHNOLOGIES @ 16.00 J.P. MORGAN SECURITIES LLC (ID: N07831-10-5) MEDICAL PROPERTIES T
d 106.10 2,000,000.000 2,122,000.00 2,000,000.00 122,000.00 US Small Cap Equity P EXTERRAN PARTNERS LP 23.65 COMMON UNITS 30225N-10-5 EXLP US Small/Mid Cap Equity DEUTSCHE BK AG LDN BRH DBL LONG ETN38 25154H-55-8 DAG Preferred Stocks BARCLAYS BANK PLC PFD SHS SER 5 8 1/8% 06739H-36-2 BCS PDAA /P-2 0.00
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ORGAN SECURITIES LLC (ID: 531172-10-4) VANTIV INC - CL A @ 25.75 J.P. MORGAN SECURITIES LLC (ID: 92210H-10-5) ALLISON TRANSMISSION HOLDING @ 22.00 J.P. EFTA01546958 MORGAN SECURITIES LLC (ID: 01973R-10-1) ADVENT SOFTWARE INC @ 27.00 J.P. MORGAN SECURITIES LLC (ID: 007974-10-8) DCP MIDSTREAM PAR
.000 307,551.00 290,997.40 16,553.60 Quantity Value Adjusted Cost Original Cost Unrealized Gain/Loss Est. Annual Inc. Accrued Div. Yield US Small/Mid Cap Equity DEUTSCHE BK AG LDN BRH 8.90 DBL LONG ETN38 25154H-55-8 DAG 50,000.000 445,000.00 352,529.00 92,471.00 Account Page 5 of 48 Consolidated St
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0 SB1062192-F1 5249 EFTA01667121 ea, tAr. Lei JPMorgan Chase Bank, N.A. 270 Park Avenue. New York, NY 10017-2014 (Reviewed) Asset Account J.P. \Inman tram Table of Contents Page Paul Morns Banker Account Summary 2 Ian Hirschfield Investment Specialist Holdings Janet Young Client S
ries Beginning Market Value Ending Market Value Change In Value Current Allocation US Large Cap Equity 64,888.00 58286.00 (6,602.00) 2% US Small/Mid Cap Equity 6,360.00 7,050.00 690.00 1% Non•US Equity 32,480.00 32,320.00 (160.00) 1% Preferred Stocks 407,390.00 422.405.00 15,015.00 13% Concent
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Mutual Connections (56)
Entities connected to both J.P. and US Small/Mid Cap Equity
JPMorgan Chase
ORGANIZATION115 w/ J.P.·43 w/ US
Ghislaine Maxwell
PERSON26 w/ J.P.·63 w/ US
Newark
LOCATION31 w/ J.P.·28 w/ US
the Internal Revenue Service
ORGANIZATION19 w/ J.P.·33 w/ US
Paul Barrett
PERSON34 w/ J.P.·15 w/ US
Justin Trudeau
PERSON38 w/ J.P.·6 w/ US
J.P. Morgan Securities LLC
ORGANIZATION40 w/ J.P.·2 w/ US
Securities Investor Protection Corporation
ORGANIZATION18 w/ J.P.·24 w/ US
CITIGROUP CAPITAL XIII
ORGANIZATION3 w/ J.P.·37 w/ US
Global Access Portfolios
ORGANIZATION6 w/ J.P.·32 w/ US
Bank of America
ORGANIZATION3 w/ J.P.·30 w/ US
JPMorgan Fund
ORGANIZATION4 w/ J.P.·28 w/ US
Paul Morris
PERSON13 w/ J.P.·18 w/ US
FDIC
ORGANIZATION11 w/ J.P.·19 w/ US
GENERAL MOTORS CO
ORGANIZATION4 w/ J.P.·22 w/ US
Barclays
ORGANIZATION6 w/ J.P.·20 w/ US
SPDR GOLD TRUST
ORGANIZATION2 w/ J.P.·22 w/ US
RIO TINTO PLC
ORGANIZATION2 w/ J.P.·22 w/ US
Nassau
LOCATION2 w/ J.P.·20 w/ US
American Century Funds
ORGANIZATION15 w/ J.P.·5 w/ US