This document is a financial statement for Southern Financial, LLC's account with J.P. Morgan for the period of August 1, 2013, to August 31, 2013. It includes details of US Small/Mid Cap Equity and Non-US Equity investments, with specific stocks listed along with their prices, quantities, values, costs, and unrealized gains/losses.
doj/DataSet10/EFTA01449663.pdf
{"title":"J.P. Morgan Southern Financial, LLC Account Statement","document_date":"2013-08","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Southern Financial, LLC"],"reference_numbers":["DB-SDNY-0105117","SDNY_GM_00251301","EFTA01449663"]}