JP Morgan Chase

Sharesight allows you to bulk import your historical buy and sell trades directly from JP Morgan Chase

To bulk import your historical trading data from JP Morgan Chase to Sharesight:

1 - Login to your JP Morgan Chase account.

2 - Click on Investments.

3 - Select Transactions in the dropdown.

4 - Select all transactions (note only buy and sell trades will be imported).

5 - Select the date range (you can download up to 1 year at a time).

6 - Click on Things You Can Do.

7 - Click Export as and select CSV or excel.

8 - In Sharesight, click on 'Import from a Broker' tile.

9 - Search for 'JP Morgan Chase' broker tile.

7 - Upload the Excel file into JP Morgan Chase broker tile.(You will be able to review the import before it is saved.)

8 - Once you have verified the trade data, click ‘Finish and Import All’.

Once the trades are saved, your Sharesight portfolio will be populated and the portfolio overview page will load.

Your holdings will be calculated with Sharesight’s performance calculation methodology which is a money-weighted return methodology, meaning the performance figures take account of the size and timing of cash flows.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.