2
Total Mentions
2
Documents
4
Connected Entities
Organization referenced in documents
EFTA01584582
gistered at all times during the tax year under the Investment Company Act of 1940 as a management company or a Unit Investment Trust. Only selected Unit Investment Trusts will typically qualify as an RK. 6 To be eligible for averaging, the DRP stock must be held in a plan for which the written plan documents require t
EFTA01584586
gistered at all times during the tax year under the Investment Company Act of 1940 as a management company or a Unit Investment Trust. Only selected Unit Investment Trusts will typically qualify as an RK. 6 To be eligible for averaging, the DRP stock must be held in a plan for which the written plan documents require t
J.P. Morgan Securities LLC
OrganizationCompany

Financial Trust Company
OrganizationFinancial Trust Company (FTC), Epstein-controlled financial services company that received over $490 million in fees between 1999-2018
Regulated Investment Company
OrganizationOrganization referenced in documents
FIFO - Disposition
OrganizationOrganization referenced in documents