- Sign in to JPMorganOnline.com
- Select "Investments" at the top
- Select "Watchlists"
- Select “Create a watchlist”
- Enter your Watchlist name, and select “Save”
- Select "+”
- Enter the company name or abbreviation under “Add symbol”
- Select the company name to confirm
- It has now been added to the list
- To add additional companies to this same list, select “+” again
You can set up Watchlists for U.S.-traded mutual funds, ETFs and stocks through J.P Morgan Online℠ and the J.P. Morgan Mobile®app.1
Here’s how to get started:
If you’d like to organize items into multiple Watchlists, we make that easy too.
- Sign in to JPMorganOnline.com
- Select "Investments" at the top
- Select "Watchlists"
- Select the “Watchlist” dropdown on the top-left
- Choose “Create new watchlist”
- Enter your Watchlist name, and select “Save”
- Select "+”
- Enter the company name or abbreviation under “Add symbol”
- Select the company name to confirm
- The company has now been added to your new list
- To add additional companies to this same list, select “+” again
- Sign in to JPMorganOnline.com
- Select "Investments" at the top
- Select "Watchlists"
- Choose the Watchlist you wish to edit or customize from the dropdown
- Select the pencil icon next to the Watchlist
- Choose “Edit watchlist” to rename, reorder, add to or delete your watchlist
- Or choose “Create new custom view” to view your list based on set parameters
- Enter a name for your view
- Select a category from the “Highlight category” dropdown
- Select the data you would like to view by
- Select “Save”
- Your view will now be visible for the selected Watchlist when you select the pencil icon
- Sign in to the J.P. Morgan Mobile app
- Tap "More" at the bottom
- Locate the “Investments by J.P. Morgan” section
- Select “Watchlists”
- Enter a name for your Watchlist
- Tap “Create watchlist”
- Tap "+”
- Enter the company name or abbreviation under “Add Symbol”
- Tap the company name to confirm
- To add additional companies to this same list, tap “+” again
- Sign in to the J.P. Morgan Mobile app
- Tap "More" at the bottom
- Locate the “Investments by J.P. Morgan” section
- Select “Watchlists”
- Tap the “Watchlist” dropdown on the top-left
- Tap “Create new watchlist”
- Enter your watchlist name, and select “Save”
- Tap "+”
- Enter the company name or abbreviation under “Add symbol”
- Tap the company name to confirm
- You will now see that it has been added to the list
- To add additional companies to this same list, select “+” again
- Sign in to the J.P. Morgan Mobile app
- Tap "More" at the bottom
- Locate the “Investments by J.P. Morgan” section
- Select “Watchlists”
- Tap the “Watchlist” dropdown on the top-left
- Tap the pencil icon
- Tap “Edit watchlist” to rename, reorder, add to, or delete your Watchlist
- Tap “Create new custom view” to view your list based on set parameters
- Enter a name for your view
- Select a category from the “Highlight category” dropdown
- Select the data you would like to view by
- Tap “Save”
- Your view will now be visible for the selected Watchlist when you tap the pencil icon
References
1.
You can download a J.P. Morgan Mobile® app from the App Store or Google Play. App Store is a trademark of Apple Inc., registered in the United States and other countries. Android and Google Play are trademarks of Google Inc. Use of these trademarks is subject to Google Permissions. J.P. Morgan Mobile® app is available for select mobile devices. Message and data rates may apply.
Feature availability—and the steps to access features—may vary based on profile or account type, client segment, device and/or eligibility requirements.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA, and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.
Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.
Please read additional Important Information in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED