This document is an equity summary for J.P. Morgan, Southern Financial, LLC, covering the period from August 1, 2013, to August 31, 2013. It provides a detailed breakdown of asset categories, their beginning and ending market values, changes in value, and current allocation percentages. The document also includes a market value/cost analysis, estimated annual income, accrued dividends, and yield information.
documents/EFTA01499593.pdf
{}