Back to Network
3
Shared Docs
3
Same-Page
3 / 4
Mentions
Document Mentions (3 shared documents)
3 mentions1 same-page
Page ?Same page
9935006 For the Period 11/1/13 to 11/30/13 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Team www.jpmorganonline.com Please see disc
.66 0.70 US Fixed Income HARBOR HIGH YIELD BOND-INST HARBOR CONVERTIBLE SEC-INST AVENUE MUT FDS TR 411511-55-3 10.97 411512-73-4 11.35 CRED STRA INST 05358F-30-1 3PM MULTI SECTOR INCOME FD - SEL FUND 2130 48121A-29-0 COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND INC 19248X-30-7 DOUBLE
urities Purchased 11/12 Purchase 11/13 11/18 11/20 11/25 11/26 Total Settled Securities Purchased Purchase Purchase AVENUE MUT FDS TR CRED STRA INST (ID: 05358F-30-1) AVENUE MUT FDS TR CRED STRA INST (ID: 05358F-30-1) AVENUE MUT FDS TR CRED STRA INST (ID: 05358F-30-1) Quantity 910.736 912.
2 mentions1 same-page
Page ?Same page
ACCT. For the Period 12/1/13 to 12/31/13 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Team www.jpmorganonline.com Please see disc
nt. Cash & Fixed Income Detail Price Cash US DOLLAR 1.00 36,993.11 36,993.11 36,993.11 11.09 0.96 US Fixed Income AVENUE MUT FDS TR CRED STRA INST 05358F-30-1 COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND INC 19248X-30-7 METROPOLITAN WEST FDS TOTAL RET CL I 592905-50-9 HARBOR HIGH
2 mentions1 same-page
Page ?Same page
14 ACCT. For the Period 1/1/14 to 1/31/14 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Team www.jpmorganonline.com Please see disc
.16 1.19 US Fixed Income HARBOR HIGH YIELD BOND-INST HARBOR CONVERTIBLE SEC-INST AVENUE MUT FDS TR 411511-55-3 11.07 411512-73-4 11.46 CRED STRA INST 05358F-30-1 DOUBLELINE TOTAL RET BD-I 3PM STRAT INCOME OPPORT FD SEL 258620-10-3 11.91 FUND 3844 4812A4-35-1 3PM MULTI SECTOR INCOME FD SEL
Sponsored
Mutual Connections (17)
Entities connected to both Jason Grosse and STRA INST
JPMorgan Chase
ORGANIZATION234 w/ Jason·3 w/ STRA
Ghislaine Maxwell
PERSON197 w/ Jason·7 w/ STRA
Nassau
LOCATION184 w/ Jason·3 w/ STRA
JB
Jason Bell
PERSON178 w/ Jason·3 w/ STRA
the Internal Revenue Service
ORGANIZATION157 w/ Jason·3 w/ STRA
Newark
LOCATION155 w/ Jason·3 w/ STRA
JB
James Buckley
PERSON139 w/ Jason·3 w/ STRA
Securities Investor Protection Corporation
ORGANIZATION125 w/ Jason·3 w/ STRA
JPMorgan Fund
ORGANIZATION38 w/ Jason·3 w/ STRA
Global Access Portfolios
ORGANIZATION30 w/ Jason·2 w/ STRA
Michael Cohen
PERSON12 w/ Jason·4 w/ STRA
COHEN & STEERS PREFERRED SECURITIES
ORGANIZATION11 w/ Jason·4 w/ STRA
Goldman Sachs
ORGANIZATION9 w/ Jason·3 w/ STRA
EUROPEAN FD - INSTL FUND 1300
ORGANIZATION4 w/ Jason·3 w/ STRA
JPM INTREPID EUROPEAN FD - INSTL
ORGANIZATION3 w/ Jason·2 w/ STRA
PIMCO UNCONSTRAINED BOND-P
ORGANIZATION3 w/ Jason·2 w/ STRA
MULTI SECTOR INCOME FD
ORGANIZATION2 w/ Jason·2 w/ STRA