The document is a financial statement from J.P. Morgan for Southern Financial, LLC, detailing equity positions for the period 7/1/13 to 7/31/13. It includes information on US Large Cap and US Small/Mid Cap Equity, with details on price, quantity, value, adjusted cost, unrealized gain/loss, estimated annual income, and yield for various equities.
documents/vol00010-efta01344299-pdf.pdf
{"title":"Equity Detail for Southern Financial, LLC","document_date":"2013-07","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Southern Financial, LLC"],"reference_numbers":["EFTA01344299","DB-SDNY-0029658","SDNY_GM_00175842"]}