Track your J.P. Morgan trades with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Feb 14th 2024

US investors trading with J.P. Morgan can automatically track their investment performance by importing their historical trading data to a Sharesight portfolio. With support for over 200 global brokers and automatically updated price and dividend information on more than 500,000 global stocks, ETFs and mutual funds, Sharesight is the ultimate tool for investors to track all of their investments in one place. To learn more about how investors can benefit from tracking their J.P. Morgan investments in Sharesight, keep reading.

Track JP Morgan trades with Sharesight

Who is J.P. Morgan?

Headquartered in New York, JPMorgan Chase is a US bank with an online brokerage platform called J.P. Morgan Self-Directed Investing. Currently the largest bank in the US, JPMorgan Chase was founded in 2000, and is the result of a merger between several large US banks. Its financial services arm J.P. Morgan allows US investors to trade in stocks, ETFs, bonds, mutual funds and options in US markets. Other key features include watchlists, investments screeners and various analysis tools.

Why you should track J.P. Morgan trades with Sharesight

By importing your J.P. Morgan trades to Sharesight (along with the rest of your investments), you can easily track your investment performance across different brokers, asset classes and over 60 global markets, including the NYSE and NASDAQ. Sharesight also offers a range of powerful reports for investors including performance, portfolio diversity, contribution analysis, market exposure, multi-period and multi-currency valuation. The ability to track cash accounts, property, cryptocurrency and over 24,000 US mutual funds is just another reason that US investors should consider using Sharesight to track their investment portfolio.

Sharesight stock portfolio tracker US investors can effortlessly track the performance of all their investments in one place with Sharesight.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant contribution to this stock’s returns, highlighting the importance of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

US dividend stock tracked in Sharesight An example of a stock in a US investor’s portfolio where dividends make a significant contribution to the overall return.

How to import your J.P. Morgan trades to Sharesight

It’s easy to import your historical J.P. Morgan trades to a Sharesight portfolio by uploading them as a spreadsheet file filled with trades from your J.P. Morgan account. This is especially useful if you need to bulk import a large number of trades. All you need to do is select Brokers at the top of the page, search ‘JP’ and upload your file.

JP Morgan file importer

If you’re looking to add just one or two trades to your portfolio, it is recommended that you add these trades manually. All you need to enter a trade manually are key details including the stock code, trade date, quantity of shares, the share price and the value of the brokerage fee (if applicable).

Start tracking your J.P. Morgan trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.



Track your TFSA with Sharesight

Track your TFSA with Sharesight

by Stephanie Stefanovic | Apr 11th 2024

You can easily track your Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to your non-registered, RRSP, and RRIF accounts.

Top 50 finance & investing podcasts-2

Top 50 finance and investing podcasts in 2024

by Stephanie Stefanovic | Apr 7th 2024

The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.

product updates April 2024

Sharesight product updates – April 2024

by Ben Clendon | Apr 3rd 2024

This month we wrapped up a number of long-term projects, including security enhancements, additional broker support and our new holdings page.