This document is a financial statement detailing equity holdings for Southern Financial LLC's account with J.P. Morgan for April 2013. It includes information on US Large Cap Equity, US Small Cap Equity, and Non-US Equity, with details on price, quantity, value, adjusted cost, unrealized gain/loss, estimated annual income, and yield.
documents/vol00010-efta01499923-pdf.pdf
{"title":"J.P. Morgan SOUTHERN FINANCIAL LLC ACCT. For the Period 4/1/13 to 4/30/13","document_date":"2013-04","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Southern Financial LLC"],"reference_numbers":["JPM-SDNY-00023766","SDNY_GM_00292964","EFTA01499923"]}