How to create Watchlists
Watchlists allow you to create lists of potential investments that you can monitor.
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:
- 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
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
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.
