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OGE Form 278e lists Donald J. Trump’s holdings in multiple J.P. Morgan‑managed funds and trusts
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kaggle-ho-016723House Oversight

OGE Form 278e lists Donald J. Trump’s holdings in multiple J.P. Morgan‑managed funds and trusts

OGE Form 278e lists Donald J. Trump’s holdings in multiple J.P. Morgan‑managed funds and trusts The filing confirms that Donald Trump retained income interests in a series of J.P. Morgan‑administered investment vehicles, but provides no amounts, dates, or evidence of wrongdoing. It offers a concrete lead (specific fund names and trustee) that could be followed up for deeper financial‑flow analysis, yet the information is already public and lacks novel allegations of misconduct. Key insights: Form 278e (public ethics filing) from March 2014 lists Trump’s holdings in several J.P. Morgan funds (e.g., BETABUILDERS CANADA ETF, INTERNATIONAL UNCONSTRAINED EQUITY, NEUBERGER BER MU/C OPP‑INS).; Trump is described as retaining only an income interest in family trusts, with no investment decision authority.; J.P. Morgan is identified as the sole trustee for these funds.

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Summary

OGE Form 278e lists Donald J. Trump’s holdings in multiple J.P. Morgan‑managed funds and trusts The filing confirms that Donald Trump retained income interests in a series of J.P. Morgan‑administered investment vehicles, but provides no amounts, dates, or evidence of wrongdoing. It offers a concrete lead (specific fund names and trustee) that could be followed up for deeper financial‑flow analysis, yet the information is already public and lacks novel allegations of misconduct. Key insights: Form 278e (public ethics filing) from March 2014 lists Trump’s holdings in several J.P. Morgan funds (e.g., BETABUILDERS CANADA ETF, INTERNATIONAL UNCONSTRAINED EQUITY, NEUBERGER BER MU/C OPP‑INS).; Trump is described as retaining only an income interest in family trusts, with no investment decision authority.; J.P. Morgan is identified as the sole trustee for these funds.

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kagglehouse-oversightmedium-importanceethics-disclosurefinancial-holdingsj.p.-morgantrustsinvestment-funds

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Text extracted via OCR from the original document. May contain errors from the scanning process.
OGE Form 278e (March 2014) Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. iler's Name Page Number onald J. Trump 25 of 42 Part 6: Other Assets and Income Es ere ec Oa an Cf hs a Sa pooceacorwn roca | rene [iP SCSC—~S eo eel Pe es | iw) < < PMORGAN BETABUILDERS CANADA ETF Ly | st001-s15,000 | a — INTERNATIONAL UNCONSTRAINED EQUITY My | st0t-st6000 | = nm Ww <= = | RTISAN INTL VALUE FD-INS fy | stoor-stso00 | PM GL RES ENH IDX FD - USD - R6 Fy | stso01-sso000 | Pfsesmewsaunnen [Ysa oamssonnexroa | |main| JPM US L/C CORE PL FD - USD - R6 ; | y | siso01-sso000 J [ [ed a a aa ed > < < < Md NEUBERGER BER MU/C OPP-INS 5 1SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND * J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority. — _ — om 7 CRM LONG/SHORT OPPORTUNITIES FUND

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