JPMorgan Chase & Co.

Finances

Banking, credit, and trust services provided to Jeffrey Epstein

Jeffrey Epstein opened his first private-banking accounts at JPMorgan in 1998 after leaving Bear Stearns.

Across fifteen years the firm processed hundreds of wire transfers, extended credit, maintained offshore trusts, and – until mid-2013 – kept him on its "highest revenue" client tier even after his 2008 sex-offense plea.

  Background: why JPMorgan kept the relationship

Internal e-mails later unsealed in Doe v. JPMorgan Chase Bank show senior bankers praising Epstein's "pipeline of referrals" and "fees north of $10 million."1 Compliance staff repeatedly tagged him "high risk," yet executives including former private-bank chief Jes Staley and CEO Jamie Dimon received updates while retention won out over exit requests until 2013.2

  Detailed timeline (1998 – 2013)

DateEvent inside JPMorganSource
1998Epstein begins moving assets from Bear Stearns brokerage into JPMorgan Private Bank, opens at least six personal and trust accounts.3
May 2006Florida grand-jury subpoena triggers "KYC" review, compliance officer recommends enhanced monitoring rather than termination.1
Aug 2008After Epstein's Palm Beach plea deal, a reputational-risk committee votes 5-0 to retain him provided monthly cash activity stays "modest."4
Jan 2009 – Dec 2012Bank handles >1.2billioninaggregateinflows/outflows,including 1.2 billion in aggregate inflows/outflows, including ~25 million in payments to women, settlements, and aviation expenses, average monthly cash withdrawals exceed $150k.2
Jan 2011Jes Staley leaves JPMorgan for BlueMountain Capital, remains in personal contact with Epstein, sharing e-mails referencing visits to his townhouse.5
Jan 28 2013Private-bank CEO Mary Erdoes e-mails risk colleagues: "Let's exit this relationship today."1
Mar 2013Relationship terminated in internal systems, off-boarding instructions issued but accounts stay active pending asset transfer.2
Jul 19 2013Final closure letter sent to Epstein's counsel, all residual balances wired to newly opened Deutsche Bank accounts.4

  Red-flag patterns the bank ignored

Red-flag patternDescription
Cash withdrawalsBranch tellers issued 5,0005,000–7,500 bundles dozens of times each month with no documented purpose, breaching the 2008 risk-committee condition.
Wires to known associatesTransfers routed to Ghislaine Maxwell, Sarah Kellen, and corporate entities linked to alleged recruiters that were public in court filings since 2009.
Aircraft and modeling agency paymentsInvoices for Gulfstream flight crews and MC2 Models Paris overlapped with periods when Epstein was under federal investigation.

  After-effects (2019 – 2024)

The relationship resurfaced in litigation after Epstein's July 6 2019 arrest.

DateEventSource
Dec 27 2022U.S. Virgin Islands sues JPMorgan, alleging the bank "knowingly benefited" from trafficking by providing indispensable financial services.3
Jun 12 2023Bank agrees to pay $290 million to a class of more than 100 survivors, settlement approved by Judge Jed Rakoff on Nov 9 2023.6
Sep 26 2023Separate 75millionsettlementreachedwiththeU.S.VirginIslands,including75 million settlement reached with the U.S. Virgin Islands, including 30 million for victim support and $45 million for anti-trafficking programs.7
2024Shareholder derivative actions remain pending against current and former directors, the bank's 2023 Form 10-K disclosed $373 million in legal reserves tied to the matter.

from 1998 to 2013 JPMorgan treated Epstein as a marquee private-bank client, overriding repeated risk warnings. A decade later the bank paid $365 million in settlements and faces continuing derivative claims, making it the costliest financial-industry fallout of the Epstein scandal to date.

  2023 JPMorgan Chase Account Analysis

Epstein handled very large flows—his main JPMorgan account alone moved ≈ $395 million from 2003-2013, and managers inside the bank called him their "largest client." He also helped JPMorgan win business: internal records credit him with assisting the bank's 2004–2009 deal to buy Highbridge Capital Management, one of the era's top hedge-fund platforms. Seemingly he acted as an unregulated private banker and rain-maker, introducing money-center banks and funds to billionaires while keeping his own fee arrangements off-book.

    Financial Network

2023 court filings in US VI v. JPMorgan and the parallel Jane-Doe class action revealed a tightly-knit ecosystem around Jeffrey Epstein. It ranged from JPMorgan private-bank staff who kept his lucrative accounts alive, to lawyers and accountants who moved his money, to billionaires and publicists who received (or provided) payments and access. Below is a fact-checked roster of every person the 2023 JPMorgan exhibits mention by name, grouped by role and annotated with the specific link the litigation draws between each individual and Epstein.

    Inner staff & alleged accomplices

NameRole / Position (at the time)How the filings tie them to EpsteinKey documentary evidence
Ghislaine MaxwellLong-time associate, convicted traffickerHeld personal JPMorgan accounts that received ≈ $25 million from Epstein entitiesExpert report wire-summary (Fig. 25), personal-account statements
Sarah Kellen (Vickers)Scheduler / alleged recruiterListed on risk memos, appears on recurring-payments ledger2007 AML e-mails, Fig. 25 payments table
Richard KahnIn-house CPA, estate co-executorJoint owner of HBRK Associates, signatory on high-value wiresHBRK due-diligence file, JPM wire vouchers
Harry BellerAccountantEndorsed large cash checks, processed foreign wiresCash-withdrawal log (> $90 k/yr), wire memos
Darren IndykePersonal lawyer & power-of-attorneySigned/approved numerous wires, co-executor of estateComplaint ¶31, multiple POA forms & wire tickets

    High-net-worth clients & close associates

NameRole / Position (at the time)How the filings tie them to EpsteinKey documentary evidence
Leslie WexnerRetail billionaireEpstein held POA, controlled "Wexner-related" trustsTrust list (Exh. F), POA documents
Leon BlackApollo co-founderPaid ≈ 158M in advisory fees (2012-17) and $31.5M via Southern TrustDechert review for Apollo board, wire-detail exhibit
Ehud BarakFormer Israeli PMLogged as "frequent overnight visitor" to 66th-St. propertyResident-manager statements, visitor log
Bill & Melinda Gates Foundation / Bill GatesProspective donor2011 e-mails pitching a $100B donor-advised fundSUF ¶399-403, e-mail chain with Staley & Erdoes
James E. CayneEx-Bear Stearns CEOEpstein named trustee of a Cayne family trustTrust-governance exhibit, complaint addendum

    JPMorgan personnel

NameRole / Position (at the time)How the filings tie them to EpsteinKey documentary evidence
Jes StaleyPrivate-Bank chiefHundreds of personal e-mails, championed keeping accounts openInternal e-mail cache, third-party complaint
Mary ErdoesCEO, JPM Private BankCo-presented Gates fund, finally closed accounts Jul 2013SUF ¶399-403, closure memo
Paul MorrisLead banker (PB)Called Epstein "our largest client" (Dec 2010 memo)2010 internal e-mail
John DuffyCEO, U.S. Private BankRaised risk concerns July 20132013 risk-escalation e-mail
Justin D. NelsonManaging DirectorHandled 2013 KYC review of Epstein LLCsKYC review packet
Kevin McCleereySenior bankerOn 2007-13 risk threads flagging cash activityAML e-mail threads
James DalessioCompliance officer2007 memo flagged > $900 k / yr cash withdrawals2007 AML escalation
William DohertyWire-operations supervisorExecuted numerous foreign wires (e.g., 9 Apr 2009)Voucher ID JPM-SDNYLIT-00095541
Phillip A. DeLucaCompliance counselOn 2011 "Subject: Jeffrey Epstein" e-mail chainE-mail archive
Arthur MiddlemissSame (compliance counsel)Co-recipient of above e-mail chainSame archive
Maryanne X. RyanAudit / risk VPAuthored 2011 AML note: card use "inconsistent with business purpose"2011 risk memo
Leo WongJPMorgan employee2013-19 correspondence on Wexner trusts referencing EpsteinE-mail JPM-SDNYLIT-00155457

    Third-party vendors & advisers

NameRole / Position (at the time)How the filings tie them to EpsteinKey documentary evidence
Jean-Luc Brunel / MC2Modeling-agency ownerMC2 received $26,805.07 from Epstein accountFig. 25 payments, agency invoices
Peggy Siegal Inc.Public-relations firmPaid ≈ $32,243 from account 0438Fig. 25 payments, invoice set
M. Arda Beskardes, Esq.AttorneyReceived multiple small wires ($500-600 each)Fig. 29 wire table

    Redacted Individuals – Likely Identities

The report's heavy use of black bars masks only a handful of recurring women; when the financial records, footnotes, and parallel press coverage are read together they align almost perfectly with four well-documented Epstein associates. All four appear repeatedly in the banking schedules under shell-companies or tuition payments that match their publicly reported back-stories, letting us fill in the blanks with high confidence.

Best-estimate identityReport placeholder (page / figure)How the report describes the person or entityCore reasoning & public corroboration
Nadia Marcinko (a.k.a. Marcinkova)List of "Epstein-Related Individuals," item 2, "purchased at 14 from parents in Yugoslavia"Minor obtained overseas, later a pilot and longtime companionPress and court filings describe Epstein claiming to have "bought" Marcinko at 14 and grooming her as both victim and pilot. Her aviation company Aviloop matches other records in the report. See also [Telegraph: women with new identities run firms from Epstein-linked property][^74], [The Twisted Flight Paths of ‘Global Girl' and the Lolita Express][^75].
Nadia Marcinko (same as above)Figure 13, entity (1): "owned by [identified victim and alleged co-conspirator]"Shell company receiving unexplained transfersThe Guardian piece cited in the footnote names Marcinko as a victim who now runs companies from an Epstein-owned property, matching the shell-company description. See also [^74], [^75].
Shelley Ann LewisFigure 13, entity (4): "owned by [reported former girlfriend]"Wellness/PR firm SL Communications & Lifestyle LLCTelegraph exposé identifies Manchester-born wellness entrepreneur Shelley Lewis as Epstein's ex-girlfriend and founder of the same LLC named in banking records
Sarah Kellen (now Sarah Kensington Vickers)Figure 13, entity (5): "owned by [former assistant and alleged co-conspirator]"Interior-design firm SLK Designs LLCThe Cut and Miami Herald profile Kellen as Epstein's scheduler-recruiter who later formed SLK Designs, those pieces are the very sources the report cites. See also [^74], [The Twisted Flight Paths of ‘Global Girl' and the Lolita Express][^75].
Teala DaviesList of "Epstein-Related Individuals," item 7: "an Epstein victim"Listed with no role other than victimThe CBS News link in the footnote is a lawsuit filed by Davies and includes the same photograph the report references
Teala Davies (probable)$42 k wire "to International Culinary Center for the benefit of [redacted]" /Tuition payment for a woman who also received >$200 k in direct transfersDavies' complaint states Epstein financed her schooling after grooming her; no other identified victim has a culinary-school link, making her the likeliest beneficiary
Karyna ShuliakNot explicitly named in report, but widely identified as Epstein's last girlfriendAppears in press coverage as a close companion and beneficiaryDaily Mail photos and reporting show Shuliak shopping in New York after Epstein's death, confirming her identity and relationship[^73]

  Strategic deal brokering and advisory "services"

Epstein received at least $31.5 million from Apollo co-founder Leon Black in 2013 alone — Black's internal investigation said the payments were for tax, estate, and family-office advice. The scale of those fees, with no evidence of deliverables, suggests his real value lay in arranging opaque structures that hid assets, cut taxes, or transferred money quietly.

  Philanthropic optics and a proposed "mega" donor fund

Emails show Epstein pitching a "very HIGH profile" donor-advised fund to the Bill & Melinda Gates Foundation, forecasting tens of billions in contributions. That project never launched, yet the outreach indicates he sought to wrap his network in a veneer of elite philanthropy—useful for access, reputation-laundering, and potential influence over future grantees.

  Cash-movement infrastructure and shell-company web

Forensic review identified 30 shell entities with little economic substance; their sole function was shuttling money between Epstein's personal and controlled accounts. Many were aviation companies—Hyperion Air, Air Ghislaine, Freedom Air, etc.—set up to cover flight operations and aircraft expenses, giving him private, mobile venues outside normal scrutiny.

  Payments that created leverage over associates

From 1999-2014 at least $78 million left his accounts in patterns a forensic accountant labeled "highly unusual," including millions routed to numerous women, excessive cash withdrawals, and large legal retainers with no clear business purpose. Credit-card records tie several of those women—and two named co-conspirators—to corporate cards paid by his NES LLC shell, strengthening an inference that money flows were used to secure obedience and silence.

  Indicative motive beyond the sex-trafficking indictment

Taken together, the emails, wire data, and internal bank reports portray Epstein as a financial intermediary who combined three mutually reinforcing activities:

FunctionEvidenceProbable objective
Deal broker & private bankerJPMorgan revenue lists, Highbridge acquisition, client targeting memosEarn fees and embed himself inside top Wall St. institutions
Tax/estate fixer for billionaires$31.5 M Black wires; vague "professional services" labelsSupply aggressive structures hard to obtain through conventional firms
Influence & control networkCash, gifts, credit cards and legal fees for women; philanthropic overtures; contact with elite donorsMaintain leverage over both socialites and decision-makers, ensuring continued access and protection

This pattern suggests Epstein's main enterprise was selling discreet financial engineering and access, then using the resulting relationships—bolstered by payments to potential witnesses—to insulate the operation and expand his reach. The sex-trafficking charges addressed only one branch of a broader scheme that blended money movement, deal making, and reputation management to keep powerful clients close and regulators distant.


  References

  Footnotes

  1. Doe v. JPMorgan Rule 56.1 Statement 2 3

  2. Expert Report, Doe v. JPMorgan 2 3

  3. USVI v. JPMorgan Complaint 2

  4. Epstein Exit Memo, JPMorgan 2

  5. Staley–Epstein E-mails, Doe v. JPMorgan

  6. $290M Class Settlement Order

  7. USVI DOJ $75M Settlement Press Release

Published on September 26, 2023

13 min read