How to view asset allocation and track your portfolio performance
View your asset allocation and monitor your performance relative to set indices and across various time frames. This can help you to better understand your portfolio distribution and performance and can be done through J.P. Morgan Online℠ or the J.P. Morgan Mobile® app.¹
Here’s how to get started:
- Sign in to JPMorganOnline.com
- Find your asset allocation represented as a chart, with percentages, and with amounts in the “Overview” dropdown
- Sign in to JPMorganOnline.com
- Select “Investments”
- Select "Performance"
- Use the toggle on the top-left to select an account
- Select the time period you’d like to see
- View these results as an overview or a more detailed table
- To compare to indices, scroll down to “Performance”
- Select “Add indices” to select your preferences
- View results as either a chart or table
- Sign in to the J.P. Morgan Mobile app
- Select one of your investment accounts
- Scroll down to and tap “Performance”
- Sign in to the J.P. Morgan Mobile app
- Select one of your investment accounts
- Scroll down to and tap “Performance”
- Select the time period you’d like to see
- View these results as an overview or a more detailed table
- To compare to indices, scroll down to “Performance”
- Select “Add indices” to select your preferences
- View results as either a chart or table
1You 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.
