A financial statement for JD Morgan from Southern Financial, LLC for the period of August 2013. It includes a detailed summary of cash and fixed income assets, showing changes in market value and current allocation percentages.
doj/DataSet10/EFTA01449668.pdf
{"title":"Cash & Fixed Income Summary","key_people":["JD Morgan"],"document_date":"2013-08","document_type":"tabular","document_subtype":"financial statement","key_organizations":["Southern Financial, LLC","J.P Morgan"],"reference_numbers":["Account W91850003","DB-SDNY-0105122","SDNY_GM_00251306","EFTA01449668"]}