This document is an account summary from J.P. Morgan for Southern Trust Company, Inc for the period of October 1, 2013 to October 31, 2013. It details the beginning and ending net market values of the investment accounts, showing a significant change in value. It also includes a client news section advising on the process for making gifts of securities before the year-end.
documents/vol00010-efta01500131-pdf.pdf
{"title":"J.P. Morgan Account Summary for Southern Trust Company, Inc","document_date":"2013-10-31","document_type":"financial","document_subtype":"Account Summary","key_organizations":["J.P. Morgan","Southern Trust Company, Inc","J.P. Morgan Securities LLC","JPMorgan Chase Bank, N.A.","JPMCC","FINRA","SIPC"],"reference_numbers":["0000007656.15.0.15.00001.SOUTHAF.20131104","JPM-SDNY-00024042","SDNY_GM_00293240","EFTA01500131"]}